release 19.2.1

INTEGRATION ENHANCEMENTS
Feature 25125 – Enhance Standard Event Transaction to Support Notes
- Save time and reduce errors when updating clients

• Increase number of standard events that can be systematically completed by using the new default note values.
• Systematically send Notes to clients on LoanSphere from within the workflow or using a new wizard.
• Reduce data entry errors
  • Control the content of specific types of notes that may be sent to the client using the standard event integration, Add Note, or in chronologies.

Feature 45455 - Systematically Send Standard Events to ADR using direct integration via Quandis
- Increase accuracy when reporting events to ADR
- Save time and money by using this direct integration to ADR

• No integration charges
  • This feature requires a direct integration with ADR via Quandis
• Reduced manual activities in ADR

Feature 47029 – Pacer searches using CourtApi
- Reduce cost of Pacer searches by using the CourtApi integration

• Behavior is identical to existing NetDirector integration

- Prepare your Firm to take advantage of other CourtApi integrations in the future.

Feature 51991 – Send and Receive Issue Transaction
- Decrease time spent manually updating LoanSphere by systematically sending and receiving Issue transactions.

---

ACCOUNTING/BILLING ENHANCEMENTS
Feature 44820 – Allow Business rules for Budget Items to be based on the Document Sent/Recorded/Filed
- Reduce Billing Errors by using rules based on the document that is being mailed.
- Reduce Bill Denials by systematically creating a billing note for the specific letter that was mailed.

Feature 40746 – Automate Selection of Billing Party
- Reduce Billing Errors and Save time by systematically selecting billing party using Client Region ID

Feature 52191 – Updates to Processes to Bill
- Reduce Billing Errors

• Display Alerts from Create Bill Wizard
• Limit display of processes to those that match search criteria and have items ready to bill

- Increase efficiency and reduce manual work

• Follow up on billing documentation, fee authorization, etc. without leaving CaseMax.
  • Create Billing Ticklers or custom work activities from the Processes to Bill

Feature 54302 – Accounting/Billing/Budget/Time Entry Changes
- Reduce Billing Errors

• Sync Hours and rate with values from integrated accounting system

Feature 55291 – Support Recoverability Change Reason for Bill Upload to LPS Invoice Management
- Increase efficiency, reduce manual work, and comply with Client Directives

• Systematically populate new recoverability reason field
• Track why items are marked as non-recoverable

---

MISCELLANEOUS ENHANCEMENTS
Feature 52798 - Support HUD Designated Commissioner
Decrease manual work for any Firm that acts as HUD Designated Commissioner for foreclosures.

Feature 53062 – Support Manual Military and Pacer Searches
More efficient tracking for Firms not using the automated integration
Save time for all Firms by

• Allowing editing of military service information on the Person page
• Displaying date of latest Pacer and Military searches on the Person page