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CaseMax Case Management System: Change Made Simple
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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
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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.
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​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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