RETRY COURTAPI MILITARY SEARCHES

• Set maintenance windows when a recipient cannot accept transactions and/or when the connection is down
• Wait until the maintenance window has ended to send transactions
• Systematically retry military searches from CourtApi when DOD site is working again
• Involve staff only when the expected wait time has passed without a successful response

WORK IN MULTIPLE TIME ZONES

• Handle time zone differences between and within states
• Always know the local time when an activity should be performed

UPDATED HEADER BAR

• View the relevant information based on the active process
• Easily review all collateral on the casefile from the header bar

ACCOUNTING/BILLING CHANGES

• Select multiple images as Billing Documentation
• Determine where a Generic Billing Document is used
• Create Process to Bill records when a process is completed without a map
• Submit invoice files to iClear when line item quantity must be “1”

MISCELLANEOUS CHANGES

• Download multiple images from the Images page
• Combine documents from the workflow
• Use Document Name Prefixes to facilitate consistent naming conventions
• Configure subject lines for internal and external emails
• Support online hearings with new Appearance Method for Video Conferencing

CREATE FILES FOR BULK UPLOAD TO ICLEAR

• Generate files to upload bills and documentation in bulk on iClear
• Use Invoice Express (iClear feature) to upload files and resolve issues

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USE CASEMAX FOR TITLE WORK

• Save time and money by using CaseMax for title work
• Create Title Product process in CaseMax to send title work to law firms using CaseMax

 
PURGE DATA AND DOCUMENTS

• Comply with client directives by purging old data and documents
• Delete data with PII – servicer, loan, property and people
• Retain data to report referral volume

CREATE SCHEDULES FROM TEMPO REFERRALS

• Enhanced processing of automated referrals from clients on Tempo
• Events and servicer due dates retrieved from the referral and used to populate the Schedule

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ACCOUNTING/BILLING CHANGES

• Decrease the time required to troubleshoot bill upload transactions using the new Transaction Detail page
• Increased error handling for bill upload transactions when the response cannot be parsed

 
SYSTEMATICALLY LOAD REFERRALS IN BULK

• Save time by loading referrals in bulk using a load workbook
• Referrals are processed like automated referrals making it easier for staff to understand
• Some limitations apply in this release - contact [email protected] for details

BANKRUPTCY ENHANCEMENTS

• Save time and increase accuracy by systematically retrieving the BK Creditor List 
• Support Commercial bankruptcies filed by a company or organization

PROACTIVELY NOTIFY LENDERS OF PENDING FINANCIAL OBLIGATIONS

• Protect your client’s interest in the property by tracking obligations, such as insurance, taxes, and HOA fees that are not yet past due 
• Share information systematically with clients through mail, email, or by updating their website

​CASEMAX IMAGING SYSTEM

• Reduce maintenance and administration of separate applications with the embedded imaging functionality

• Store all file types within the case management system
• Upload, search, combine and separate images effortlessly

MODIFY WORK QUEUE

• Choose and order the data in a Work Item view
• Save and share custom Work Item views
• Filter and sort work items.
• View the work assigned to multiple people at once.
• While on casefile/process pages:
  • Spot redesigned work items easily
  • Work and close a work item without returning to the Work Queue page

SEND AND RECEIVE MESSAGES
Vendorscape: Just like the title says, this Feature enables law firms to create and send a message to Vendorscape, to receive and reply to a message from Vendorscape, and to manage when replies are required. Messaging is only supported with Vendorscape because Tempo does not support the same structure for messages and BKFS does not support messages at all. This transaction goes through Net Director.

SERVICE OF PROCESS ENHANCEMENTS
A new notification id is systematically assigned to each unique combination of pool party and address. CaseMax systematically generates, indexes, and sends the service package for each notification id to the Summons Delivery Company. CaseMax also uses the notification id to process information returned from the Summons Delivery Company, to notify the law firm of service attempts and to update the pool for service completion.

SYSTEMATICALLY UPDATE EDITABLE PDF FORMS

• Download editable pdf files such as those for Bankruptcy
• Associate the pdf with existing Data Sources
• Map Data Source fields (merge fields) to fields in the pdf
• Use the document merge wizard to generate pdf forms with the field values populated from the casefile/process
• Handle the generated pdf just like a document generated from Word

COLLECTION ENHANCEMENTS FOR CLIENT BILLS
Client Bills introduced a new way to think about CaseMax data. Currently only available for collection files, Client Bills are generated by client not by Process. This means periodic bills, typically monthly bills can be produced for each Client and the bill will list all the fees, costs, time entries and remittance amounts since the last bill.

New wizards were developed to create the bill and to search for previous bills. The document templates require specialized data sources and because the bills are generated around a date range, bills can be processed as a batch. Receipts for payments may also be generated in batches and sent to each individual payer. If you are thinking about using CaseMax for collections these enhancements move our support of the process away from the specific and narrow requirement of a single client and into a more universal approach.