April 2020 Enhancement List

My Reviews

Added ability to filter My Reviews with preset filters.
Added ability to My Reviews grid so that user can re-order columns and show/hide columns.
Added ability to delete a review from the My Reviews area.
Added colors to the My Reviews area to highlight overdue reviews (red), yesterday’s reviews (yellow), and today’s reviews (green).

Added Debtor’s Marital Status dropdown/lookup on Case File > Debtor > Other Info tab.
Added tracking of Debtor “Income”, “Expenses”, and “Dependents” to new Financials tab on Case File > Debtor screen.
Added ability to send Batch Documents to Imaging.
Added Alt-A and Alt-D to many Case File pages as shortcuts to “Add New” and “Delete” buttons.
Added ability to “quick add” clients when adding a new case file.
Changed client dropdown on Case File > Main screen to a searchable dropdown.
Added review priority shading to Case File > Reviews.
Added “High Priority” default filter to My Reviews area.
Changed Case File “Save” from Ctrl-S to Alt-S.
Removed account listing on Main Case File screen if case type does not have accounts.
Updated Litigation area to be tab-based vs. menu-based.
Reorganized the menus on the Case File > Opponents screen.

Added Starting Balance to balance calculation screen line items.
Added balance overview table on Case File > Financials > Balance screen.
Added Legal Status to the Header Detail on the Case File Balance screen.
Added Tax Motion total to the Balance Header, and removed the Insured Claim amount if non-subrogation.
Added ability to change “Balance As Of Date” to project future (or past) case file balances.
Added searchable dropdown to Service Code selection under Case File > Financial > Billing.

Added ability to insert “OR” filter lines into Custom Reporting reports.
Added ability to use “IN” and “NOT IN” filters in Custom Reporting reports.
Added ability to query Payment Arrangement Due Date in Custom Reporting.
Added Opponent Email Address to custom reporting fields.
Finalized feature for importing data (via Tools > Data Import) to load into Potential Files area for later creation.
Added Last Review to Custom Reporting field list.
Added ability to show only unique records in Custom Reporting.

Added feature to post “direct payments to client” on Accounting > Deposits screen, with option to auto add remit date on posting.
Added new framing for Accounting reports that includes ability to send the report to Imaging.
Added ability to select the FJ code on the deposit screen, if applicable (has tax motion).
Added feature to enter the Invoice Date when printing bills.
Updated Combined Check report to include full Client Name in headers and footers.
Merged the Enter Payments/Reprint Bills/Unfinalize Bills features into a single “Open Bills” area to perform these tasks.

Added field to Administration > Setup > Advanced for specifying the default client code for new client settings (when adding client codes during new case file process).
Added ability to assign High/Normal/Low Priority to Review Codes (Administration > Lookups > Case File > Review Codes).
Added ability to extend Client Codes to 16 characters.
Added feature to change how the client dropdowns appear, found under Administration > Setup > Advanced.
Added feature to automatically generate client “codes”, found under Administration > Setup > Advanced.
Added feature to Reassign Reviews to Administration > Setup > System Maintenance.
Changed the graphical layout of the Document Templates (under Administration > Setup > Document Templates) to a list view format.
Moved Bankruptcy specific lookups from the Administration > Lookups > Account area to their own section.

Added ability to change terminology on “County” in “County or Circuit” cases.
Added ability to “search” on open, closed, or all files.
Added two-factor authentication to logins
Added ability to store 5 digit decimals in all Contingency Rate fields (File/Account/Client).
Added Client Full Name to Contacts > Client listing.
Added enhanced search option to find case files easier.
Added searchable dropdowns to Opposing Atty, Bank, Employer (on Case File > Debtors screen) and Check Payee (on Case File > Financial > Checks screen).
Changed client dropdowns on most screens to a searchable dropdown.
Added scrollbar to Help documentation popup on all screens for easier reading of long passages.