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CaseMax Case Management System: Change Made Simple
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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
  • Request retainer funds via automated email
  • Apply retainer funds to bills systematically or in the accounting system
  • Merge accurate balance information on the bill document when retainers apply
REPORT ON UNPAID BILLS AND COSTS
  • Store payment terms for clients and vendors
  • Calculate due dates for bills and costs
  • Report on overdue bills and costs
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RELEASE 23.2

1/22/2024

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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
​
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
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RELEASE 23.1.1

11/13/2023

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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
​
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
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RELEASE 23.1

10/23/2023

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SYSTEMATICALLY EFILE BANKRUPTCY PLEADINGS
  • Eliminate the need for your staff to manually efile bankruptcy pleadings
  • Involve staff only in the case of an exception

UPLOAD DOCUMENTS TO ADR
  • Systematically upload documents to Freddie Mac’s reporting system, ADR
  • Save time and money by reducing manual work and reducing errors

ACCOUNTING/BILLING CHANGES
  • Decrease the time required to configure accounting features using new functional configurations
  • Accurately track fees and costs that are Non-Recoverable Pending Post Petition Fee Notice (PPFN)

​EXTRACT DATA FOR REPORTING
  • Extract data from the system and export into an Excel workbook
  • Save frequently used queries to be run on demand
  • More cost effective than SSRS reports for ad hoc reporting
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RELEASE 22.1

4/18/2023

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TITLE EXCEPTION ENHANCEMENTS
  • Eliminate the need for your staff to “remember” the information required for each title exception type by using title exception type templates
  • Decrease manual editing of documents that require details about individual title exceptions
​
USER INTERFACE ENHANCEMENTS
  • Comply with CFPB Regulation F by tracking required information
  • Increase speed and accuracy when using the redesigned Casefile Setup and Process Setup Wizards
    • Wizards now use a firm’s custom labels.
    • Wizards now display process status and active processes are at the top of the list.
​
​ACCOUNTING/BILLING CHANGES
  • Increase the flexibility of accounting integrations by configuring multiple checkbooks and selecting the correct checkbook based on rules
  • Set rules for when to review cost imports prior to adding costs to the budget to prevent costs from being added in error
  • Decrease the time required to find a specific bill by supporting searches by Billing Parties and Payment Status
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