OnPoint.legal V.2
Here are a few of the changes:
- Case Types:
- When you add a case type, you must now select Civil or Criminal. You are then able to also select what lists you would like to build when new matters are created.
- The Type of Case will determine what the Matter Home Page looks like.
- Dedicated Criminal Law:
- Criminal Law is now integrated into OnPoint Legal
- Various Apps and Screens are now created that target Criminal Law Matters
- Apps:
- All apps have been updated.
- Case Notes will now provide the three dots to allow editing in new Matters.
- It is no longer required that you save apps as templates in order to add them to a matter. Just change the list and all new instances of the app will be updated.
- This includes folders in document libraries.
- All apps are built manually now. This should dramatically speed up the process of adding apps.
- Document Libraries:
- LPR document libraries have been updated to reflect our folder structure.
- Matters:
- Matter workflows have been moved from a popup to the main Matter screen.
- New Tempate Based Apps:
- We have added:
- Allegations
- DDS1205/ALS (dui related)
- Criminal History
- We have added:
- Matter Events:
- A new custom app called Matter Event Calendar has been created.
- This app will keep a historical list of events for a matter.
- It can be viewed as a calendar.
- It can be synchronized to Outlook.
- You can set emails alerts on dates.
- Client Photographs:
- Under Identification/Notes, you will notice a new “Contact Photo” block.
- You can upload any picture as an “Attachment” and then paste the new link to the image.
- If before uploading, you name the picture “ContactPicture.jpg”, it will also show up in Outlook.
- If you add a photograph in Outlook, not only will it show in Outlook, but it will also show in SharePoint.
- The client photo will be visible under Contacts in the Matter Screen as well.
- Outlook-Clients integration:
- Integration with the client list is enhanced.
- You can now add clients in Outlook and all data will be properly populated in Sharepoint except the Originating Attorney.
- You must still go in an update the Originating Attorney manually since that is not a field available in Outlook.
- Driver’s License and State:
- You can now enter driver’s license data
- Flat Fee:
- You can add flat Fees now rather than just contingency and hourly.
- SOL:
- Statute of Limitations has been split from Matters and have their own screen now
- Feel free to create your own screen to display data as you would like.
- Ante Litem Notices:
- I have added an option for County in Ante Litem Notices
- Calendar Event Titles:
- A new calendar event title screen has been created to manage common events.
- You must specify the Type Matter so that the events are filtered based on the case type.
- Administration:
- A new administration screen has been added.
- This will allow a more customized experience.
- For the time being, you only have the ability to change the next Client and Matter ID, and sets the SOL, Ante Litem, and Demand Alert/Warning dates.
- Attorney View:
- The attorney view has been updated.
- You may have to select “Reset Grid” in order to view the newest updates.
- The grid allows filtering, sorting, reordering columns, resizing columns, selecting and hiding columns, and is completely responsive.
- Back End:
- Improved Attorney, Matter, and List creation engines
- Scaled backend app to provide faster response times and multi-site failover
- Established linakage to lists to allow for future updates to provide better notifications
- Matter and Client IDs are now created remotely to reduce conflicts when new items are added simultaneously
- Numerous Bug Fixes
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