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• Added Ability to enter Co-Counsel information.

  

• Co-counsel information will be shown on the Case Summary screen.

• Added distance display to Select Refer-out Firm function.

  

Summary

• Added flag for Disbursements (Costs/Expenses) over the limit. The icon/text can be configured under Picklist Maintenance → Case Summary Flags.

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Summary Line

• Added incident state indicator.

• Added third staff member display configurable by role. In addition to standard Paralegal and Attorney display, not you can configure another role in the System Parameters (“Additional Case Role to show”).

  

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• Added “Save & Mark Completed” button on the task edit dialog.

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• Added “Insert Text” option to Mark Task Complete dialog.

  

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