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CaseMax Case Management System: Change Made Simple
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RELEASE 25.2

1/6/2026

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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 
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