Release 24.2

​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