Insider_Blog_Header.png
Friday, May 12, 2017

Version 4.7 (Prometheus) Release Notes

Release Notes Spotlight (2)-956027-edited.png

Guess what?
We’ve updated the MerusCase website!

After months of hard work, we’ve made it easier than ever for you to contact us, download our resources, and find the answers to your questions.

We will continue updating our site with helpful articles, blogs, newsletters, and events announcements - so make sure to check out our fabulous new Resources page! Click on “Insider” for special features dedicated to the clients we love.

We hope you enjoy our new site and fresh look. We cherish your feedback and would love to hear your thoughts!

Love,
The MerusCase Team

Release Notes Spotlight (2)-1-991397-edited.png

  • As our range of services grows, so does our flexibility in billing! We’ve just added Task, Activity, and Expense codes for eDiscovery, Counseling, Bankruptcy, and Project Tracking

  • When creating a ledger entry, changing the assigned user now intuitively changes the Invoice Type from Invoice: Non-Billable Time to Invoice: Billable Time if the newly-assigned user has a valid rate

  • Case Caption and Case Name can now be included on PDF invoices, so we’ve made them more noticeable in your firm preferences

  • Alert! The Create Invoices list now displays an informational warning about out-of-range ledger entries when hovering over the Next Invoice column

  • To help you keep your data pristine, sorting ledger entries after entering Allocation Mode has been disabled

  • We've added Thomson Reuters "Elite" as an export format option!

  • Enjoy our subtle new enhancements to:
    • Staff Rates and Staff Time lists
    • Generic task and expense codes in the UTBMS Billing Codes index

Release Notes Spotlight (3)-133954-edited.png

  • In Case Details, the Filing Packet selector is now sorted alphabetically - so you can save time and find exactly what you’re looking for

  • More information is always better, so we’ve added an option to include the Case Name in the Reference/Memo section of each invoice

  • Our latest changes allow you to easily set an MMI Date alert for any of your California Workers' Compensation cases

  • You’ll notice improvements when:
    • Merging cases
    • Linking messages to cases
    • Creating new cases using ADJ Import

Release Notes Spotlight (4)-170966-edited.png

  • Yipee! PDF417 barcodes are now included on the following US Immigration forms:
    • I-821
    • I-131
    • I-864

  • Save time, money, and hassle by doing it all within MerusCase - we’ve updated our process for filing QME Form 106 Panel Requests to integrate with the court filing system

  • Check out the new Settlements report, which displays Case Number, Case Name, Status, Case Type, Dates of Incident/Injury, Settlement Amount, and Fees

  • We’ve added a new Billable Time: By Day (by Branch Office Users) report! It’s similar to the previous Billable Time: By Day report, except it is organized by the Branch Office of the user. To keep things clear and easy, we changed the name of the previous Billable Time: By Day report to Billable Time: By Day (by Staff Assigned on Cases) to differentiate the two

  • We’ve enhanced:
    • Form party fields
    • Exported reports
    • Cases List with Injury Detail report
    • Tasks per Case report

Release Notes Spotlight (5)-327849-edited.png

  • Subpoena Record Ordering
    • Needed by Date column properly updates without a requiring a refresh when saving a new order
    • Improved display of column headers
    • Changes to Attached Documents are no longer displayed if editing the order is cancelled
    • Uploading documents via drag-and-drop no longer produces duplicate uploads
    • Improved display of Copy Service Orders list
    • Order history now properly displays status changes
    • Improved behavior of displayed attachments when not saving changes

  • Misc.
    • Activity buttons are now properly displayed when editing
    • Improved behavior when deleting a large number of messages
    • Associated Party is now selectable again when creating a new task
    • Default Venue now properly displays the default venue for the primary branch office, rather than the venue set when the firm was created
    • Improved support for Cyrillic characters in forms
    • Improved behavior of table row highlighting

Release Notes Thanks for Reading-628824-edited.png

Posted by David Glass on Friday May 12, 2017 3 Comments

Labels: Releases

Leave a Reply

Meet MerusCase

We're the only cloud-based legal practice management system trusted by thousands of lawyers to manage cases, documents, billing, and beyond. Learn more about MerusCase & schedule a demo today!

Become an Insider:

Recent Posts