The following changes are included:
Matter screen changes
- Opposing Counsel (if set as associated person)
- Referral Source
- County
- State
- Court (Superior, District, Appellate)
- Judge
- Secondary Paralegal
- Phone Number and Email Address added to new matter modal
- Billing Address and Email populated when creating a new matter
Recent Matters screen
- Added Filters
- Added People field
- Added Export
- Added New, Edit, and Delete actions
All / My People screen changes
- Email address
- City and State added to address
People screen changes
- Nickname
- Date of Death
- Secondary Paralegal
- Fields are arranged in this order: Prefix, First Name, Middle Name, Last Name, Suffix, Nickname, Maiden Name, Social Security Number, Date of Birth, Date of Death, Driver's License, Role(s)
Entities screen changes
- State
- Type (LLC, PLLC, Inc., Nonprofit, Sole Proprietor)
- UBI renamed to “State Identification Number”
Other Changes
- People Conflict Check now requires first name and last name when searching
- Events – can add secondary attorney, primary and secondary paralegal as watchers, watchers will see events on their calendar
- Invoice Payments, can now take payment on an individual invoice rather than outstanding matter balance
- Matter Payments can now pay a specific invoice or entire matter balance