Frequently Asked Questions

Product Release Version 3.8.6

Cutomer success is a top priority and part of delivering that success is ensuring our service delivers optimal value and remains highly available at all times. To that end, we will be scheduling our improved version 3.8.6 soon with the following improvements.

And we are excited to let you know that a future release, 4.0, will focus on Events. Thank you to everyone for all your patience in waiting for the events enhancements.

Please make note of any "New" features that may affect your association.


3.8.6 Delivers 3 new Modules- Please contact us for a demo and pricing if you are interested in any of these new modules.

1. Volunteer Legal Services (VLS) / Pro Bono
2. Sponsorship Module
3. Vendor Management Module

Below is a list of most of the changes included in 3.8.
Please check back often as this list may be modified as the release date gets closer.

Also note that other minor fixes and improvements have not been detailed in this list.


1. The Firm Renewal screen was updated

2. Advanced Search Tool was tuned and minor enhancements added
3. For Associations using our Rotational Membership, we modified the Payment Status Screen to remove the "Bar Year".
If you converted / switched from Bar Year the history will display the Drive Year.


4. All List screens are being modified to highlight rows on hover. (Below shows the integration with our new VLS/Pro Bono Module.)


5. Members First & Last Names will be capitalized by default ( i.e. john brown or JOHN BROWN = John Brown )


6. When "No" is selected we longer show $0.0 price on screen during join/renew

---

1. Membership Drive Start / Stop

The end of the drive process has been modified.

a. We now modify all LRS enrolled members = Not Enrolled when the Membership Drive ends. We now modify all LRS enrolled members = "Inactive" status if you manually change any current membership status mid year. If you Archive a member we change the LRS Status = "No Enrollment" and for these categories the attorney comes out of rotation.


2. LRS CSR Past Due Report - We added a new feature to give the option to send "Custom Emails"


3. You can now send a ustom email to the client before assigning the attorney

4. Refer to Agency was modified to fix an error when hitting "Submit" multiple times during intake could create multiple agency records. (fix)

5. Each LRS can have custom messages displayed inside the attorney portal during case reporting.
(Please contact support to go over your settings and custom messages)

6. LRS Portal Login ( When LRS is not Renewed )

LRS Members that fail to renew will now be allowed to continue to login and update their cases online.
These Members will continue to see the "Renew Now" reminder

7. LRS Panel Configuration

1. The LRS Sub-Panel setup was modified to allow each panel to have a dedicated % fee Schedule.
2. This means you can have different % fees automatically applied to different panels (e.g. Medical Malpractice = 15%, Real Estate =10%)
3. Regular Cases - 10% & Low Income Case Free (Low income must be configured under the low income category)

8. LRS Advanced Search has been labeled "LRS Case Statistics"
9. The LRS Panel Category to the Advanced Search Menu

10. LRS - Attorney Case Count Report

We added by request the option to also include attorneys with zero cases received


1. Event Speaker Profiles are being enhanced to allow issuing of Speakers Certs
1a. Speakers can now have a Bio
1b. Speakers can be both Members and Non-Members to allow staff to assign Certs inside their Portal

2. The Event manual and Auto Reminder email now automatically includes the event "Title" in the subject line
3. For Customers that have purchased our new Sponsorship Module you can select from your Events Module or our Sponsorship Module
The icon will indicate which sponsor group is on the event.

3a. When using our Sponsorship Module you can select between either list and finances are tracked accordingly.
4.
We added the option to create email templates to be used in both Manual & Automatic event notices

---

1. ADR Panelist Yes/No was completely removed from the members profile page
1a. In Fee Disputes (ADR/Fee Disputes ) we control adding panelists using the add screen.
1b. Search by members is now used to add a panelist
1c. We included a search of Fee Disputes Panelists: Active and Inactive

---

1. Tax ID is now included as a Merge tag to be used in communications