General (v2023)
Automated Procedures and Emails | Added support for new primary contact type in Automated Procedures and Emails | Added support for new primary contact type in Automated Procedures and Email. The contact types now include: Task Assignee, Referring Law Firm, Referring Attorney, Refer Out Law Firm, Refer Out Attorney, Primary Plaintiff, Primary Defendant, Primary Contact (all emails), Primary Contact, Plaintiff Insurance Company, Plaintiff Insurance Adjuster, Document Sender, Defense Insurance Company, Defense Insurance Adjuster, Appointment Creator, All Plaintiffs, All Defendants, All Case Staff, All Case Experts, All Appointment staff, All Appointment participants, All Appointment non-staff |
Calendar - Appointments | Added "Email Attendees" item to the Right-Click functionality for appointments | Added "Email Attendees" to the Right-Click appointment menu list |
Calendar - Appointments | Add an option to select “Creator” as a default attendee for appointments - configured in system parameter (default attendees for new appointments) | Add an option to select “Creator” as a default attendee for appointments - configured in system parameter (default attendees for new appointments) |
Calendar (Case and Office Calendars) | A new button “Share Scheduler Link” was added to the Office and Case Calendar pages | A new button “Share Scheduler Link” was added to the Office and Case Calendar pages. It allows you to create a link that can be sent to external parties to book a meeting with one of the staff members and creates an appointment on the calendar |
Case Billing | Added a new page for Case Billing available on the left menu | Added a new page for Case Billing which will allow the entry of client invoices and payments. This would be typically used in instances where clients are billed hourly, are sent invoices and make payments on those invoices (criminal defense, for example) instead of a contingency fee arrangement |
Case Browse >> Mas Update | Added a Mass Update option in Case Browse results to send document(s) for eSignature | Added a Mass Update option in Case Browse results to send document(s) for eSignature via text and/or email |
Case Court | Page redesigned to have a look similar to the Medical Provider screen | Page redesigned to have a look similar to the Medical Provider screen (grid layout) with ability to display sub-grid |
Case Expenses (Disbursements) | Added the ability to be able to exclude specific disbursement types from interest on disbursements calculations | Added the ability to be able to exclude specific disbursement types from interest on disbursements calculations. The excluded types are configurable in System Parameters. |
Case Injury | Added "Add Medical Provider" functionality to Injury Page | Added the ability to add medical provider directly from the Injury Page |
Case Wizard | New version of the Case Wizard installed | New version of the Case Wizard installed. New Case Wizard does have capability to allow users entering Medical Provider and Insurance information. It can be enabled in System Parameters for specific case groups |
Case Wizard | Added Case Wizard Required Field configuration based on Case Group | Add Case Wizard Required Field Configuration based on Case Group. The configuration is done in Picklist Maintenance |
Case Wizard (New) | Add Reject/Review/Retain case generation options to (New) Case Wizard | Add Reject/Review/Retain case generation options to (New) Case Wizard, allows the user to generate retainer documents from Case Wizard and also allows the user to send document for eSignature from Case Wizard |
Case Wizard (New) | Added option to add Plaintiff Non-Party Contacts in Case Wizard | Added option to add Plaintiff Non-Party Contacts in Case Wizard |
Case Wizard (New) | Added Employment and Vehicles grids to Case Wizard | Added Employment and Vehicles grids to Case Wizard |
Critical Deadlines | Added bility to copy critical deadlines to other cases | Added ability to copy critical deadlines to other cases. Functions similarly to copying Notes and Documents |
Defendants' Attorney Page and Case Summary Screen | Add Paralegal as a column on the Defendant Summary screen under the Law Firm sub table which will also appear on the Case Summary screen with the Law Firm information | Add Paralegal as a column on the Defendant Summary screen under the Law Firm sub table which will also appear on the Case Summary screen with the Law Firm information |
Documents | Updated Right-Click Menu | Additional items and functionality added to the Right-Click menu for documents - Added feature to extract images from PDF documents and functionality to create a Task |
Documents Page | Addition of Document Tags | Document Tag is a new property added to documents so that the document can be "flagged" for specific purposes and to provide additional information about the document. Some Tag examples, include "Draft", "Final", "Important", "Do Not Share", etc. |
Excel Template | Added support for table merge code in excel templates | Added support for table merge code in excel templates |
Mass Update (Case Browse) | Added mass update functionality for Case Expenses (Disbursements) | Added the functionality to mass update Disbursements (Case Cost/Case Expenses) to multiple cases from Case Browse Results using the Mass Update Function. |
Mass Update (Case Browse) | Added the following Mass Update functions to Case Browse Results: Add/Update Other Referrals, Add Court/Docket/Judge, Add to Review List and Open First, Export, Invite to Client Portal, Show on Map | Added the following Mass Update functions to Case Browse Results: Add/Update Other Referrals, Add Court/Docket/Judge, Add to Review List and Open First, Export, Invite to Client Portal, Show on Map |
Mass Update for Case Browse Results | Added option to send Mass Client Portal Invitation | Added ability to send Mass Client Portal Invitation. Similar to sending mass email or mass text from Case Browse results and is available from the Mass Update option in Case Browse |
MassSMS Page | "Notify me about reply" check box added as an option to be notified of a reply to a text message sent using Mass Update | "Notify me about reply" check box added as an option to be notified of a reply to a text message sent using Mass Update - function typically used in mass communication from Case Browse |
Medical Provider | Add a new functionality to automatically attach specific document to new medical requests on Medical Provider page | Add a new functionality to automatically attach specific document to new medical requests on Medical Provider page |
Medical Providers >> Medical Records Request | Added the ability for retrieval services to set the Rejected status for requests via API | Added the ability for retrieval services to set the Rejected status for requests via API |
Merge Code | Add percent column to SET-ATTY-FEES-TABLE merge code | Added a Table Merge Code that will display the attorney fee percentages, i.e., the percentage of the entire attorneys' fees allotted to each attorney, including referral fees |
Merge Codes | Added New CA-WIT-ADDRESS and CA-WIT-ADDRESS-BLOCK-NO-NAME merge codes | Added New CA-WIT-ADDRESS and CA-WIT-ADDRESS-BLOCK-NO-NAME merge codes |
Negotiation/Settlement | Added Common Benefit Fund Assessment functionality for Case Expenses and Firm Fee | Added Common Benefit Fund Assessment functionality for Case Expenses and Firm Fee |
Outlook Addin (Plugin) | Added "Related To" to notes section in Outlook Addin | Added "Related To" to notes section in Outlook Addin when attaching an email as a note in the case from Outlook |
Picklist Maintenance - Case Wizard (New) | Added Case Wizard Configuration Picklist Maintenance Item | Added Case Wizard Configuration Picklist to be able to configure required fields in Case Wizard |
Plaintiff Page Sub Tables | Ability to add initial record for multiple plaintiffs simultaneously (Vehicles, Med Providers, Insurance Company) | Ability to add initial record for multiple plaintiffs simultaneously (Vehicles, Med Providers, Insurance Company) |
Plaintiff Summary - Non-Party Contact | Add a new functionality for Plaintiff Related Non-Party Contacts to be a primary contact on the case | Add a new functionality for Plaintiff Related Non-Party Contacts to be flagged as primary contact on the case |
Prescriptions | Added two additional fields, Lot Number and Expiration Date to the Prescriptions Page | Added two additional fields, Lot Number and Expiration Date to the Prescriptions Page |
Reports | Case Information - Bankruptcy Report | A new Report in the Case Information list has been implemented showing the list of cases where bankruptcy information was entered for a party. Filters include the party type, open/close, Case Status, Case Group, Case Type and Staff. You can select from a list of available columns for the report. |
Reports - Financial Reports - Lien Report | Added Date of Incident (DOI) to Lien Report | Added Date of Incident (DOI) to Lien Report |
Reports >> Litigation Reports >> Discovery Report | Added Staff filter to Discovery Report | Added Staff Filter to Discovery Report |
Retainer/Referral | Automatically set default referral/co-counsel fee upon selecting contact. | Automatically set default referral/co-counsel fee upon selecting contact. |
Social Security Disability | Add a new checkbox to create a new critical deadline that should match the Post Hearing Due Date on SSD page | Add a new checkbox to create a new critical deadline that should match the Post Hearing Due Date on SSD page |
SOL (Case Type Configuration) | Added an option to be able to configure SOL as an exact date | Added an option to be able to configure SOL as an exact date (e.g., Camp Lejeune cases) |
Summary Screen | Addition of Case Tags | Implement the ability to add "Tags" to a case. A case is "Tagged" to provide additional information on the Summary Screen. Tags can be used in certain circumstances instead of a Sub-Status, for example. |
System Parameters | Add a new system parameter “Require Visit selection for Medical Bills” | Add a new system parameter “Require Visit selection for Medical Bills” |
Tasks | Added ability to copy task to a different case | Added ability to copy task to a different case. This is done on the Task Page. |
Time Tracking | Added new mechanics that will monitor the user actions in the case, and once the user leaves the case, offer him an option to Add a time tracking record | Added new mechanics that will monitor the user actions in the case, and once the user leaves the case, offer him an option to Add a time tracking record |
Tools >> Document Text Search (dtSearch) | Added Words count field for dtSearch indexing | Added Words count field for dtSearch indexing |
Top Search | Added ability to search by case name | Added ability to search by case name using top search |
UDF Editor | Added 'Short Name' column to the UDF Editor grid with inline editing capabilities | Added 'Short Name' column to the UDF Editor grid with inline editing capabilities |
User Preferences | Added Notification option to be notified when UDF's are updated by client | Added Notification option to be notified when UDF's are updated by client on the Shared Forms Page |
VA Claims | Added ability to copy an entry on the top grid | Added ability to copy an entry on the top grid (essentially duplicating the entry on the same page) |
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