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
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