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Appointments

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  • Added ability to assign multiple people at the same time by using Teams functionality.

    Teams can be defined under Admin → Picklist Maintenance

  • Replaced two icons on the Tasks Panel with standard “right-click” icon. Implemented Standard Task menu.

  • Added a drop-down for case group selection on the Edit Case dialog.

  • Labels and indicators for contact sub-types (Adult, Deceased, Incompetent, Minor/Infant) can now be customized in the Picklist Maintenance. Also, those labels will be displayed in Red on the Case Summary and on the brief contact pop-up.

  • Added ability to display full status comments on the Case Summary. This is a system-wide configuration.

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  • Added ability to copy photographs

Negotiation/Settlement

  • Negotiation Notes are now Rich-text with templates support.

    Image Added
  • Added support for recording of the settlement fee split between different attorneys in the Law Firm.

    Image Added

  • Added ability to suggest or automatically change Case Status when settlement is entered. This feature is configured on the System Parameters Screen.

  • Added settings to exclude medical bills in settlement calculations and to charge interest on all case expenses by default.

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