MatterAlert Release Notes - Version 2601.48.102

Summary

This release introduces new features, enhancements, and bug fixes to improve workflows and overall user experience.

• Court Rule Enhancements
• Matter Template & Automation Enhancement
• Document Generation Improvements
• Event & Reminder Improvements
• User & Role Management
• Matter & Attorney Data Enhancements
• System Reliability & Bug Fixes

New Features & Enhancements:

Court Rule Enhancements

• Improved Court Rule tracking, acknowledgements, notifications, jurisdiction/trigger information, and Outlook synchronization. 

  • Added new configuration key that specifies number of days back to bring Calendar Rule reported Changes  

  • Report result showing the actual court rule changes applied

Matter Template & Automation Enhancements:

• Enhancements to template creation and UI, recurrence events/tasks, related events and tasks, docket management.  
  • Improved template support for recurring events/tasks.
  • Enhanced related-event calculations and template docket management.
  • Holiday-rule support for templated tasks and events.

Document Generation Improvements 

• Enhancements to document-generation templates, including field ordering, field picker/mapping, Master Drop Down fields, preserved template captions, document field updates, and new Case Party Role merge field.  
  • Enhanced template field ordering and field selection.
  • Master Drop Down support and document field fixes.
  • Added Case Party Role as a document merge field.

Event & Reminder Improvements 

• Improved recurring event/date calculations, moving related events forward/backward, deleting parent events and child offsets, task/event permissions, attendee removal during matter-level reassignment, and reminder synchronization.  
  • Improved recurring-event calculations.
  • Reminder and synchronization bug fixes.
  • Ability to remove attendees during matter-level event reassignment.

User & Role Management 

• Added new Paralegal role, inactive user status, improved user termination handling, removal of inactive users from reminders/notifications, and related reporting enhancements . 
  • New Paralegal role.
  • Improved inactive/terminated-user handling.
  • Enhanced notifications and reporting related to terminated users.

Matter & Attorney Data Enhancements 

• Enhanced Add New Party, added Legal Firm information to Attorney data, improved Matter information with Status/Creation Date, and added Attorney/Law Firm reporting improvements.  
  • Enhanced party management.
  • Added Legal Firm information to Attorney data.
  • Additional Matter status and creation information.

System Reliability & Bug Fixes 

• Cleanup and improvement of Matter security procedures and related configuration.  

  • Multiple Scheduled Task, synchronization, reporting, permissions, UI, and configuration fixes.