Release 2403.48.405

MatterAlert Release Notes - Version 2403.48.405

 Summary: This release introduces several new features, enhancements, and bug fixes designed to streamline workflows and improve user experience. Below is a detailed overview of each update.

• PACER Integration 
  1. Live Alert and Notifications on court cases updates  
  2. Azure & iManage Integration with Dockets
  3.  Case Locator Feature
• Event Import Functionality
• Bulk Update for Event/Task Subjects
• Time Tracking Addon
  1. Timesheet Dashboard
  2. Time Entry Module
  3. Time Capture
• Enhanced Daily Consolidation Summary Email
• Automated User Creation
• Bug Fixes

PACER Integration 

With PACER integration, users can add multiple cases to a matter. By searching with the case locator or by entering a court case/docket number, jurisdiction, and docket entry date, users can preview cases before adding them to MatterAlert. Once loaded, the docket sheet is accessible, providing a detailed view of entries. Users can download documents (if available) or purchase them from PACER as needed.

Live Alert and Notifications on Court Case Updates 

This feature allows users to stay updated on docket entries with customizable alert settings in the Docket Settings. Users can choose to receive notifications on new docket entries daily, weekly, or monthly, based on their preference. Additionally, users have the option to enable automatic downloading of docket documents and designate specific team members to receive these alerts, ensuring timely access to critical case updates.

Azure & iManage Integration with Dockets 

An enhancement now enables auto-filing of documents from PACER to various targets, including Internal systems, Azure, iManage, and NetDocuments. Documents are organized based on a specified folder structure, applying predefined rules for efficient document management.

Case Locator Feature 

The Case Locator feature enables users to locate cases using available details such as case name, docket number, jurisdiction, and dates. With any combination of this information, users can generate a list of related cases, select the relevant one, and add it to a matter.

Event Import Functionality 

We’ve added a feature allowing users to bulk import events using an Excel spreadsheet. This functionality is ideal for critical appointments and court-mandated deadlines. To access, navigate to the Calendar tab, select “Import Events,” and download the template file. 

The template provides sample data, instructions, and validation rules to ensure accurate entry. After uploading the file, a grid view displays the data along with validation messages, helping users resolve any errors before final import.

Bulk Update for Event/Task Subjects 

This new feature enables users to select multiple events or tasks and add a prefix or suffix to their subjects, simplifying subject organization across various events and tasks.

Time Tracking Addon

Timesheet Dashboard 

The Timesheet Dashboard provides an intuitive interface for tracking time allocated to billable, non-billable, and pro-bono work. Users can apply filters by timekeeper, billing type, date range, and daily or monthly views. This dashboard includes summary tiles, bar graphs, and pie charts, allowing for effective time management and insights into time utilization.

Time Entry Module 

The Time Entry module allows users to log time spent on individual tasks such as client meetings, legal research, document drafting, and court appearances. Time entries can be recorded either at a user or matter level, making it easier for lawyers to track and manage their workload. This module is available upon firm request.

Time Capture 

In addition to manual time entry, the Time Capture feature allows users to log time directly from existing tasks and events. On the Time Capture page, users can select events and tasks, add them to the timesheet, and provide additional information such as task codes, billing type, hours, and a description.

Enhanced Daily Consolidation Summary Email 

The daily summary email of all tasks and events has been redesigned to be more mobile-friendly, improving accessibility and usability on smaller screens.

Automated User Creation 

Integration with Azure Active Directory (AD) has been enhanced to automate user setup, streamlining the user creation process.

Bug Fixes 

This release addresses a number of reported issues to enhance system stability and performance.