Alerts Dashboard Overview

Accessing the Alerts Dashboard 0:00

• Click on Alerts in the top left-hand side of the screen.

• Select Alerts to access your personalized ​T​rellis 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.