July 2022 Software Enhancements

July 2022

SOFTWARE ENHANCEMENTS

We ask, we listen, we improve.

Digital signatures are now supported in the entire document, not just inside the pleading signature block.
It’s much easier to select a digital signature image file. The signature can be resized to your desired size.
The digital signature can be configured in the staff setup or when selecting the attorney for a document.

The Probate Heirship Tree can now be printed and/or exported to PDF. A much-requested feature, this print can be used to get a quick overview of all the heirs and their relationships.
Filing Fees charged can be automatically added as an expense slip to a case. Additionally, an automatic timeslip can be configured for each filing.

Easily view any missing/outdated information of the selected attorney during assembly.
Improved assembly panels regarding parties.
Added sanitizing pasted answers to prevent auto numbering errors when using WordPerfect.
Fixed an error when using the quick text select button during assembly.
Bug where format wizard would ask to discard any changes for individual form.
Format wizard: default margins have been updated.
Prevented creating a rtf document when TXdocs is configured to create native Word DOC files.
Improved re-assembling the divorce decree, saving time.
Printer defaults can no longer be set for Anywhere – the printer selection for Anywhere will be asked when printing.
Property tools including proposed division and inventory no longer allow minimizing of property windows.
Added warnings to property tool windows that allow you to link other property items (Mortgages, vehicle loans, etc…)
Contacts Manager behavior has been updated so expanding a client will no longer cause the selection bar jump to the top of the clients list.
Office 365 Roman Numeral formatting is improved.

NEW: Monthly billing option to exclude all inactive cases that do not have a balance NOR a trust balance.
NEW: Support for consecutive invoice numbers per case.
NEW: A tab to the client/case billing details tab in billing manager, showing the case balance history table, detailing how the balance came to be.
NEW: column to the client/case billing details statements tab in billing manager, showing the paid status of each invoice.
Improved the overview of the totals of unbilled items in client/case billing details.
Added “invoice credit” action to billing manager’s action overview
Omitted items no longer show up on prebill.
Fixed an error where printing unbilled credits were not calculated correctly.
Fixed issue where statements show only one previous balance, not all invoices with an outstanding balance.
Multiple changes to balance history and invoicing.
Invoice report outline updated.
Closing a case will automatically stop the automatic monthly fee if configured.

Fixed an issue where s case party could be duplicated when using 2 lead documents in a single envelope.
The cause number of a case will be automatically downloaded when an initial filing is accepted. It will now overwrite the cause number in the case when it’s empty or when it’s filled with underscores.
Fixed issue where the document type of a filing would be lost when going back from the fee tab.
Added check on fields to prevent non-printable characters from causing an issue during the fee calculation.
Fixed issue where filings were removed when going back to the jurisdiction tab after reaching the submit tab.
Fixed an issue where changing the case after reaching the submit step would not leave some info over the previous case selected.

Case Manager’s billing details now matches the billing details of the case in Billing Manager.
Drag and drop functionality of timers have been improved.
Client address block generation is now more intuitive and will prompt the user to regenerate if information has been changed.
A contact’s primary attorney can now be set to “Not Assigned”.
Contacts Manager now has the option to default to ‘clients only’. This can be configured in ‘Personal Settings’.
Adding a timeslip to a case note will reflect the date of the timeslip.

NEW: Filter on existing services to easily find cases.
NEW: Bcc emails can now be added to Firm Settings tab -> Online Intake -> General. All emails added here will be included to any email sent to a client through Online Intake.
Emails sent to clients for Online Intake, have invalid characters removed to prevent any errors.
Intake datasheets have been updated to include the service name as well as aesthetic changes to columns.
“Download Client Information” button takes you straight to your list of existing services.
Online intake menus have been broken up for better performance.
Deleting a service will no longer lock out that email from receiving future services.
Added a “Change Email Address” button for services.