This month's legal product releases include the following:
Duplicate contact cards removed
We have removed duplicate contact cards at the matter level. This change mostly affects Judge, Courthouse, Witness, and Expert contact fields.
Guardianship Details layout
You can now utilize the Guardianship Details layout on the Guardianship of a Disabled Person matter type. Information entered into this layout can be used in workflows, calendar events, and automation.
Guardianship ad Litem Details layout
You can now utilize the Guardianship ad Litem Details layout on the Guardian ad Litem - Family matter type. Similar to the Guardianship Details layout, information entered can be used in workflows, calendar events, and automation.
Medical Provider Balance and Lien Report
We have added a Medical Provider Balance and Lien Report that lists all outstanding balances and lien amounts attributed to a specific client with an open matter. It also itemizes balances and lien amounts your firm has for a specific medical provider across all clients with open matters.
Note: This report draws information from all personal injury matter types.