Case - General (v2024)

Court

Insurance

  • Added column for Policy Limits and parameter to pick Insurance Types

Calendar

  • Includes team appointments to the calendar when showing calendar for staff members

Litigation

  • Verdict tab automatically change status or prompt user

Disbursements/Costs

Documents

Edit Case

 

Negotiation/Settlement

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Outstanding Items

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Photographs



Retainer/Referral

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Summary

  • Quick Injury Tab updated to display plaintiffs in different tabs and injury Summary, Pleadings Summary & Confinements

     

  • Top Search includes non-party contacts

 

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Summary Line

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Tasks

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Timeline

  • Add eSignature event to case timeline

Lien Tracking

  • Add file number into a new lienor record if created from medical providers screen

Time Tracking

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UDF Pages

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Law Firm Portal

  • Added document column to portal and made columns visible

 

Partner Law firm Portal

  • Added Category name for sub-categories selection for partner law firm admin parameter

 

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