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Disbursements/Costs

  • Added support for multi-edit of the disbursementsediting multiple disbursements simultaneously.

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Documents

  • Added “Related To” property and column.

  • Added “Copy Link” right-click option.

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  • Added Med Pay and Co-Counsel fields. Med Pay field visibility is controlled under Admin → Picklist Maintenance → Hidden Edit Form Fields.

  • Added and an option to limit available settlement types by case group. It can be configured in the Picklist Maintenance → Settlement Types.

  • Added Related Documents column on the Negotiations grid - shows number of document received from “Negotiating with” contact. When clicked opens Documents screen with those documents displayed.

  • Added ability to associate documents with a specific negotiation.

Outstanding Items

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  • Added incident state indicator.

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

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