Release 21.1

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.