Alerts Dashboard Overview

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You can learn about Trellis Alerts by following our step-by-step guide for team members to set up alerts on Trellis.Law Alerts Dashboard, ensuring you receive timely updates on Cases, Clients, and Topics of interest.

Key Steps

Accessing the Alerts Dashboard 0:00

Click on Alerts in the top left-hand side of the screen.
Select Alerts to access your personalized Trellis Law Alerts Dashboard.

Creating a Case Tracker Alert 0:12

On the dashboard, click Create Alert.
Choose Case Tracker for updates on a specific case.
Enter the following search criteria:
- Case Number
- State
- County
Click Find Case to locate the docket.
Select the case you want to track.
Label the alert (e.g., attorney's name or client matter).
Add additional recipients if necessary.
Optionally, exclude yourself from the alert.

Creating a Client Alert 1:18

Click Create Alert and select Client Alert.
Enter the client name (e.g., Uber).
Select the jurisdiction for the search.
Label the alert and group it under the client matter number.
Add additional recipients if necessary.
Optionally, exclude yourself from the alert.
Filter the alert by practice area (e.g., labor and employment) and specific matter type if needed.

Creating a Topic Alert 2:12

Click Create Alert and select Topic Alert.
Define your search criteria based on:
- Cause of action
- Legal issue
- Relevant facts (e.g., statutes, rules, party names)
Optionally, filter by practice area and matter type.
Examples of alerts:
- New Lemon Law cases involving a specific firm.
- Cases citing specific laws in California.

Summary of Alert Types 3:22

Case Tracker: Receive email updates on new filings in a tracked case.
Client Alert: Receive email updates on new filings involving specific clients, filterable by practice area and matter type.
Topic Alert: Receive email updates based on search criteria, also filterable by practice area and matter type.

🗒️ Click here to learn more about Alerts.