CaseMax Enhancements and Updates

RELEASE 25.2

1/6/2026

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PROVIDE ACTIVITY TIPS FOR STAFF

Configure Activity Tips based on Client, Loan Type, Investor, Judge, Jurisdiction, BK Chapter, Etc.
View the applicable Activity Tips when completing an activity

Systematically merge and index a document with the Activity Tips at the time the activity was completed

REVIEW NOTES AND MANAGE ALERTS MORE EFFICIENTLY

Drag and drop emails onto the Notes and History page to prevent copy/paste errors
Systematically send Notes via email from the Notes and History page
Sort, filter, and search Unified Notes to view only the applicable notes
Hide the Casefile Notes page if desired

Use the Process Name in the Alert to quickly find the associated process

SAVE TIME PROCESSING FEE AND COST REQUESTS

Systematically receive Fee and Cost Requests from ICE
Prompt processors to respond to the request from the workflow
Select the applicable fees and costs from the process or casefile

Merge a document with information from the Fee and Cost Request

ACCOUNTING/BILLING CHANGES

Validate Billing Documentation attached to Time Entries prior to approval
Display the Accounting/Billing Details page for Title Exception/Title Resolution process
Systematically strip or add leading zeros and include Recoverability Notes when generating the documents to upload bills to iClear

Merge information about debtor payments on process level bill documents

MISCELLANEOUS CHANGES

Accept referrals directly from DARA Default (fka Tempo)
Use AskTuring Embedded Chatbot to interact with firm indexes, such as indexes for Client Directives or HR Policies
Systematically order Title Policies from any process type, i.e. Foreclosure
Configure rules for which reporting system should be used for a servicer
Show/hide additional pages based on firm preferences
Run Pacer searches on name permutations

Send notifications for interested parties, such as Unknown Spouse, to all mailing addresses of the associated party

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RELEASE 25.1.2

9/9/2025

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MERGE MORE INFORMATION INTO EDITABLE PDFs

Stop recreating PDF documents in Word format
Add multiple merge fields and text to a single form field

Use multiple data sources to generate multiple copies of a document

DOCUMENT TRACKING ENHANCEMENTS

Merge the attorney’s signature on a document after the document passes review
Verify required fields were populated prior to moving to the next activity
Track the execution of documents by the client, defendant, and law firm

ENHANCEMENTS TO MIGRATION

Add images to the directory monitor independent of loading referrals
Keep the date on images when loading them into CaseMax
Systematically generate a casefile number when the case in the prior system was alphanumeric

MISCELLANEOUS CHANGES

Allow Package or Document user data to be set on the split node rather than the activity to prompt processor to merge the document from the casefile
Customize resources and delays for each deadline type and kick off the workflow when a deadline is created
Control how long before a hearing an activity is received based on hearing type

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RELEASE 25.1.1

6/29/2025

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WORK COLLECTION REFERRALS MORE EFFECTIVELY

Work referrals for Replevin and Sister Judgment in CaseMax
Provide activities for a specific hearing
Display the appropriate hat type in CSW based on property type
Load collection referrals from outsourcers in bulk

BANKRUPTCY ENHANCEMENTS

New POC Type for Supplemental
Customize workflow based on whether BK is dismissed/discharged

MISCELLANEOUS CHANGES

Access HelpIQ from link within CaseMax
Drag and drop images to the relevant Pool Party Notification
The result date is systematically set when service method is publication
Control whether referrals are systematically acknowledged outside of business hours

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RELEASE 25.1

5/6/2025

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LOAD COLLECTION REFERRALS AND DEBTOR PAYMENTS IN BULK

Load collection referrals and debtor payments in bulk using workbooks
- Export the preformatted workbook
- Provide to client to add the required information
- Import several referrals or debtor payments in a single step
Imported or automated collection and bankruptcy referrals systematically create the casefile like foreclosure referrals

GENERATE BILL DOCUMENTS AND COMPLETE DEADLINES IN BULK

Save time for mail and email clients that want all bills submitted in a batch
Select the bills for which bill documents should be generated
Merge and download desired bill documents
Send a zip file to the client with the selected bills
Set the bill submission date for all bills in the batch

FANNIE MAE (DRA) CHANGES

Add delay start and delay events based on the status of the referral
A hold may be created for each document as it is identified as missing
As each document is received, the hold for THAT document is completed

SPLIT FEES/COSTS BASED ON MAX RECOVERABLE AMOUNT

Prevent manual calculations and bill clients more accurately
Define the maximum recoverable amount for each relevant fee or cost
The system will split the fee/cost amount if the max recoverable amount is exceeded

ACCOUNTING/BILLING CHANGES

Import client bill payments in bulk using a workbook
Track the time spent on a casefile using the timer
Alert processors when required information is not added prior to billing

MISCELLANEOUS CHANGES

Print to CaseMax or the CaseMax Server to add images with fewer steps
Download multiple images from the Images Search Wizard

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Release 24.2

1/14/2025

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GENERATE CHRONOLOGIES

Define which events and note types to include by default
Add records for completion of activities and notes from the workflow
Track delays that impacted the timeline
Systematically complete DDFs related to the chronology
Export the schedule for a referral into a workbook

LOAD FORECLOSURE AND EVICTION REFERRALS IN BULK

Export the preformatted workbook
Provide workbook to client to populate the required information
Import several referrals in a single step

AUTOMATE EMAILING FEE AUTHORIZATION REQUESTS

Define which email address(es) to use to request fee authorization
Merge the desired information into an email and send from CaseMax
Send email without manual intervention or review prior to sending

ACCOUNTING/BILLING CHANGES

Prompt billers to bill based on the number of days since a cost was incurred
Systematically create clients in ProVantage when billing parties are created in CaseMax
Create servicers/outsourcers and billing parties more efficiently

MISCELLANEOUS CHANGES

Configure rules to assign both the sale attendee type and the sale attendee
Populate a date when an activity is completed in the workflow
Reprocess subprocess transactions that were not systematically associated with a process
Track judgment expiration dates and related tolling events
Use rules to control the sections and fields displayed for custom forms
Systematically determine which email addresses to use for automated email
Reproject standard events from the workflow

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Release 24.1.2

10/28/2024

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ENHANCEMENTS TO VENDOR CONTACTS

Assign vendors as Successor Trustees
Ensure the correct vendor contact is assigned to a referral by configuring rules
Merge a list of vendor contacts into a document
Reduce the time to load vendor contacts with the updated load workbook

MISCELLANEOUS CHANGES

Ensure all postal events are retrieved for automated mail, even if the events are not provided in chronological order
Reduce the time to configure the next follow up date for Document Tracking Types

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RELEASE 24.1.1

8/23/2024

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STORE AND MERGE MULTIPLE EMAIL ADDRESSES

Several records may now have multiple email addresses
Merge email addresses individually or in a list

ACCOUNTING/BILLING CHANGES

Attribute fees and costs to specific person for reporting
View and filter on Billing Party in the Work Queue
Approve time entries by process type
Configure default Note Types, such as Time Entry

MISCELLANEOUS CHANGES

Assign document names in bulk
Process missing firmbooks from the user interface
Request missing postal events to ensure receipts and signatures are received

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RELEASE 24.1

7/15/2024

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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

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RELEASE 23.2.2

6/12/2024

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ACCOUNTING/BILLING CHANGES

Use bill suffix to classify bills or create unique bill numbers for bill uploads
Merge accurate balance information on the bill document when payments or adjustments apply

IMPORT PAYMENT AND TRUST INFORMATION FROM PROVANTAGE

Eliminate duplicate effort when entering trust deposits and bill payments/adjustments
Provide accurate payment and balance information from within CaseMax

USE CASEMAX FOR RETAINERS