February 2022 Enhancement List

Case File

• Main:
  • New capability to change the terminology of the Classification Code field (if enabled in company settings) on
    the Case File > Main > Settings tab.
  • Added ability to change the terminology of the Miscellaneous Dropdown field (if enabled in company settings) on the Case File > Main > Settings tab.
• Opponents:
  • New fields in the Opponent Garnishment area for the “Simple Garnishment” popup dialog for Sheriff’s office name / address / phone number and garnishee answer phone number, under the Case File > Opponents > Garnishments tab.
  • Added a “Consumer Proposal” checkbox to the Opponent Bankruptcy screen, under
    the Case File > Opponents > Bankruptcy tab.
  • Enhanced comment / note field for all financial form entries Income, Expense, Dependent, Bank, Real Estate, Vehicle, under the Case File > Opponents > Financial tab.
• Subrogation:
  • New “Out of Pocket Amount” field in the Case File > Subrogation screen (for case types that include subrogation information).
• Litigation: 
  • Added Court Location’s “Notes” data to Court Location hover-over, under Case File > Litigation > Main Information.
  • Included additional Judgment “Misc” bucket (must be configured by an administrator), available
    under Case File > Litigation.
• Activity:
  • Updated ability to send an activity note’s contents via an EMAIL link on the Case File > Activity screen (if enabled in company settings).

Contacts

• Added Remit Type field to the Outside Counsel (OC) contact card, used to determine if the system should deduct OC Fees from the payment during the remittance or during the deposit.  The Remit Type indicates whether the firm receives the NET payment (total payment amount minus Outside Counsel fees) or the GROSS payment (full payment amount including Outside Counsel fees which are paid to the Outside Counsel during the remittance).  For more information, please contact support.
• New feature to disable the “Pay Now” link on invoices / bills, if you have the Client Portal setup,
  under Contacts > Clients > Settings.
• Added Remittance Frequency field to a client’s settings, under Contacts > Clients > Settings, and configured under Administration > Lookups > Contact > Remit Frequencies.

Tools

• Custom Reporting:
  • New custom reporting fieldset added to include the following fields:
    • Opponent Garnishment fieldset
      • Garnishment Bank
      • Garnishment Default
      • Garnishment Employer
      • Garnishment Expiry Date
      • Garnishment Number
      • Garnishment Pmt Frequency
      • Garnishment Status
      • Garnishment Total Amount
      • Garnishment Type
      • Garnishment Writ Issue Date
      • Garnishment Writ Service Date 

Accounting

• Updated Outside Counsel Fees logic on the Accounting > Deposits > Enter Deposits screen to enter a 2nd transaction, tied to the first, for the amount of the fees.
• Added a case file balance check (< $100.00) to remittance, to be reported on the event log, under Accounting > Remittance.
• Enhanced logic to hide the Outside Counsel Fees (OC) field on the deposit screen, regardless of settings, if the OC is set to remit type = Gross or None, under Accounting > Deposits > Enter Deposits.  For more information, please contact support.
• Added ability to NOT auto-populate the Check Number when printing checks under Accounting > Checks > Print, setup under the Administration > Setup > Company > Accounting tab.
• New column for File Number, under Accounting > Bank Account Recon > Clear Checks.
• Updated logic to remit to include Outside Counsel fees on the remittance check during a final remittance.  For more information, please contact support.

Administration

• Administration > Security > Form
  • New dropdown option for displaying only fields with / without security to assist with security management.
• Administration > Setup > Terminology:
  • Added the ability to change the terminology for the Referral Date field on the Case File > Main screen.
  • Added the ability to change the terminology of the Defense Due Date, Writ Issue Date, and Writ Service Date fields.
• Administration > Setup > Company > Advanced:
  • New ability to display an “X-Ref Warning” message on the Case File > Main screen if the case file loaded has cross referenced files.
  • Added the ability to track the Law List on the Case File > Main > Settings tab and under Contacts > Clients > Settings, for custom reporting purposes.
  • Enhanced ability to change the Trustee field on the Opponent Bankruptcy screen from a free-text field to a dropdown field of Trustee contacts.
  • Added a new Miscellaneous Dropdown field, a customizable dropdown on the Case File > Main > Settings tab.
  • New ability to show / hide the “COPY” link on the Activity screen.
  • Included the ability to show / hide the “EMAIL” link on the Activity screen.
• Administration > Setup > Company > Accounting:
  • Updated logic to manage the Expenses to Retain amount on the case file level.  For more information, please contact support.
  • New optional Remittance Frequency field to the remittance client grid under Accounting > Remittance.  

General

• Added the Garnishment Number field (from the “Simple Garnishment” popup dialog) as a search field in the CMPFind screen.