RELEASE 25.2

PROVIDE ACTIVITY TIPS FOR STAFF

• Configure Activity Tips based on Client, Loan Type, Investor, Judge, Jurisdiction, BK Chapter, Etc.
• View the applicable Activity Tips when completing an activity 

• Systematically merge and index a document with the Activity Tips at the time the activity was completed

REVIEW NOTES AND MANAGE ALERTS MORE EFFICIENTLY

• Drag and drop emails onto the Notes and History page to prevent copy/paste errors
• Systematically send Notes via email from the Notes and History page 
• Sort, filter, and search Unified Notes to view only the applicable notes
• Hide the Casefile Notes page if desired

• Use the Process Name in the Alert to quickly find the associated process 

SAVE TIME PROCESSING FEE AND COST REQUESTS 

• Systematically receive Fee and Cost Requests from ICE
• Prompt processors to respond to the request from the workflow 
• Select the applicable fees and costs from the process or casefile

• Merge a document with information from the Fee and Cost Request

ACCOUNTING/BILLING CHANGES

• Validate Billing Documentation attached to Time Entries prior to approval 
• Display the Accounting/Billing Details page for Title Exception/Title Resolution process 
• Systematically strip or add leading zeros and include Recoverability Notes when generating the documents to upload bills to iClear 

• Merge information about debtor payments on process level bill documents

MISCELLANEOUS CHANGES

• Accept referrals directly from DARA Default (fka Tempo)
• Use AskTuring Embedded Chatbot to interact with firm indexes, such as indexes for Client Directives or HR Policies 
• Systematically order Title Policies from any process type, i.e. Foreclosure 
• Configure rules for which reporting system should be used for a servicer 
• Show/hide additional pages based on firm preferences 
• Run Pacer searches on name permutations 

• Send notifications for interested parties, such as Unknown Spouse, to all mailing addresses of the associated party