Karan Parikh

Release

Release: Maintenance

⭐ Minor update ⭐ 🆕 PL Dust Flag When a PL Matter is designated as a Dust Disease, a flag will appear on both the Matter card and the Swimlane card, allowing for quick identification and differentiation from other PL matters. 🐞 Bug Fixes 🐞 ✅ WC Matter Card - Injury Injury Details not displaying on

Release

Release: Maintenance

Finance: Trust Module Enhancements ⭐ Trust Global Report * Pending Trust Grid: The global report now features a Pending Trust grid at the top. This section displays records of Trust funds received that are pending payout. * Invoice Filter: We've added an invoice filter. You can now filter by invoice across

Release

Finance: Trust Module

One Platform: Draft, Disburse, Pay, Submit! The new Finance Trust Module is now live. This update allows you to draft, manage, track, and pay Trust Monies all within a single platform where your Matters are located. 🎓 How To❓ Missed the organisation-wide training? or need a refresher on the modules Katherine

Release

Release: Reports Centralisation

We've streamlined report navigation in CasePlan. All reports are now accessible under the "Reports" tab on the homepage. * Permission-Based Access: You'll see only the reports you have access to. * Navigation change: Streamlined by removing most duplicate individual report navigation links. Some sections may now

Release

Release: ExPERT W.R.I.T.E

We are excited to announce the release of ExPERT W.R.I.T.E Phase 1, bringing new functionalities to our request system. Key Features: 1. Review and Generate Precedents in One Step: * Users can now generate and review precedents simultaneously. * Amend or add missing data directly on the screen

Release

Release: Updated Task Count Handling

Rejoicing in the subtle shifts that shape our path In this release, we've updated the way task counts are displayed. The changes are based on your feedback and other factors, and are intended to treat tasks as actual tasks, not notifications. New Task Count Criteria: * Task is overdue

Release

Release: Unified Billing

Thank you for your invaluable feedback on the Billing module. Your input has significantly enhanced our system. We welcome continued suggestions on any CasePlan features. Billing Enhancements We’ve simplified billing rules for consistency across all practice areas, bill types, and regions: Invoice Changes * $0 Professional Fees Billing: Issue invoices

Release

Release: Performance Dashboard

📆The Performance Dashboard has been updated for the new CasePlan Year, running from May 1, 2024, to April 30, 2025. We've updated the Performance Dashboard with new Client Acquisition widgets. To better manage the growing number of widgets, they are now organised into groups. * Billings and Files: Widgets

Release

Release Tasks Centralisation

Tasks Centralisation As part of our ongoing CasePlan Maintenance, we are working to retire legacy features and centralise functions and data within CasePlan. This release includes the retirement of the MICK app menu (Three dots menu). Tasks previously found in the MICK app menu (Three dots menu) will now be

Release

Release 02.05.2024

ExPERT Request System ✨ DMS file upload When you add a file in the Request from DMS tab, you'll now be prompted to enter specific file properties to help better organize and manage your documents. Don't worry about guessing which properties are important – we've marked

Release

Release 04.04.2024

ExPERT Request System ✨ Existing Request(s) check When you're about to submit a new request, our system now automatically checks for any previous requests of the same type. If there are any, you'll see a list of these existing requests, helping to avoid duplicates and get

Release

Release 22.03.2🐰24

Performance Dashboard 🪲 ✅ We've fixed a glitch where the Performance Dashboard wasn't appearing for paralegals and support staff. Now, if you're involved with multiple teams within CasePlan, you'll find an option on the user interface to choose which team's metrics you

Release

Release 15.03.2024

Patch notes, haiku form, Silent fixes, features warm, Software's quiet storm. Performance Dashboard What's New ✨ Performance Dashboard: Enhanced Speed We've turbocharged the Performance Dashboard! Expect lightning-fast loading times, making your review process smoother and more efficient. Updated Finance Metrics Stay on top of your

Release

Release 08.03.2024

ExPERT Request System Conversation Tagging Now, easily keep your Matter Team in the loop! Simply tag them in a conversation, and they'll receive an email notification about the message. Stay connected and ensure important updates don't get missed. Finance PATCH 2.0 ✨ Supplier Payment Screen To

Release

Finance, Reimagined for You

Revolutionising Your Finance Workflow on CasePlan After years of meticulous development, we are thrilled to unveil our latest innovation within CasePlan - the all-new Financial Project featuring enhanced Billing and Disbursement modules. This major update is designed to streamline your finance operations, providing both precision and ease. Dive into these

Release

Release 08.02.2024

Small steps for now, giant leaps awaiting us next month.✨ Sealing this month's efforts with key adjustments, we keenly anticipate the major developments set for unveiling next month. ExPERT Request System 👉 Rejection Notification Now, whenever a request is marked as "rework required", the assigned user will

Release

Release 01.02.2024

ExPERT Request System In our ongoing efforts to enhance the ExPERT system, we've introduced Recurring Notifications to keep you informed daily about your pending requests. Additionally, we've expanded our reporting features to provide more comprehensive insights  Recurring Notifications 👉 Pending Assignment Notification: Scheduled to run daily, this

Release

Release 19.01.2024

A whole new year ✨ ExPERT Request System For those in WC, CTP and TPD teams, there are new CS Request types available as of today: * WC File Request (applicable to all WC stages) * WID File Request (applicable to all WID stages) * TPD File Request (applicable to all TPD stages) * IME

Release

Release 21.12.2023

🎄 Merry XMAS 🎄 Introducing ExPERT 🚩 We're thrilled to announce that Phase 1 of the ExPERT system has now been live for a week, and we have recorded nearly 100 requests submitted during this period. We sincerely thank all of you for your unwavering support and invaluable feedback. To get

Release

Release 29.11.2023

Fresh out the oven 🔥 We are excited to introduce our latest release - The Attribution Project. The Attribution Project offers several focused modules: 1. Lead Capture: This module facilitates the collection of crucial customer data. 2. Marketing Data Analysis: aids in deciphering the success of your marketing campaigns. 3. Enquiry

Blog Featured

Tiny Tips 💡

002: Stay focused with your assigned requests 🎯 001: DMS (Documents) : What? There is a list view? 👀 To view all your documents in a list format, simply click on the 'List' icon in the Documents view. This layout allows you to efficiently sort your documents by categories such as

Release

Release 17.11.2023

An ode to the Little Things 🤏 👉 Do you have a preferred name? Two new fields, 'Middle Name' and 'Preferred Name' have been added to both the 'Client Details' and 'Matter Registration' pages. 👉 Additional registry options 'Newcastle' and 'Port Macquarie&

Release

Release 02.11.2023

We're thrilled to announce a new maintenance release! This will ensure that our system is up-to-date, secure, and continually delivering an optimal performance. Stay tuned for regular updates and enhancements. Thank you for your continued support! 💎 Enhancements to CTP S2 Report Logic Developed by: Asrij Siraj We'

Release

Release 10.08.2023

💎 Improvements 👉 A new title, "The Late", has been added under client contact details. This addition will also reflect on precedents. ℹ️ A new tab named "Defendant/Respondent" has been introduced in the Case Manager. 🏎️ A new column, "Claim Filling Velocity (days)", has been introduced

Blog Featured

How to Provide Feedback and Report a Bug: A Guide

🎉 Introducing Our New and Improved Approach to Submitting Product Feedback and Reporting Bugs 👉 We are excited to share our enhanced method for providing product feedback and reporting bugs across CasePlan Products. With this improved process, your feedback will be directly sent to our Product Team, while bug reports will be