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CaseMax Case Management System: Change Made Simple
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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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