USA/Canada News
Lucid IQ, creators of the highly flexible cloud-based CaseManagerPro case and matter management platform, announce today the latest release of its software. CaseManagerPro v3.8 introduces its HTML5 document review module for users who access the platform on the go, new time and billing features, enhanced calendar management, and other updates that address the needs of their diverse clientele.
The HTML5 document review application provides remote access to document files residing on CaseManagerPro via browser interface from PCs, iPads, smart phones and other devices. More than 300 different file types are accurately rendered without downloading the file or source application. Combined with existing DMS features of CaseManagerPro the capacity and ease of centralized document collection, processing, tracking and reporting have never been greater.
“The impact of tying related case management content to the document files comes into sharp focus when searching and reviewing documents,” says Richard Spies, president of Lucid IQ. “Our clients already track the case, client and document data that’s important in CaseManagerPro. Now, that’s all easily applied to document review for unprecedented search, filter and reporting capabilities.
The new time and billing features in CaseManagerPro are more comprehensive and intuitive than ever before. Timekeeping entries can be viewed from any related client, timekeeper or matter record. Client billing rates - whether hourly, flat-fee, or flex billing - automatically populate timekeeper entries for improved accuracy and consistency. New features add even more flexibility with multiple billing profiles for timekeepers, security controls, approval workflow, and new search and reporting criteria for timekeeping records.
CaseManagerPro v3.8 also includes new features that specifically benefit practices with large case, data and document volume, strict compliance standards, and complex case practices such as MDL, mass tort and class action. These new features include batch updating of cases and case groups, custom data areas for logs and notes, and new reporting features.
“CaseManagerPro adapts to client best practices and objectives that they define - greater efficiency, client responsiveness, compliance – whatever they need,” says Steve Ruhl, director of client services for Lucid IQ. “We help set it up with easily managed admin tools, and teach them in the process. The new features give clients more flexibility and greater control than ever.”
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