Summary List of What’s New in Case Master Version 10
Case Master Version 10 is a true 32-Bit Multiple Document Interface (MDI) program that allows multiple program windows within Case Master to be open at the same time.
Data files are ODBC capable (Open Database Connectivity).
Added the ability to save any printed output to an HTML file. This file can be attached to an e-mail thereby allowing the recipients to easily view the information using their Internet browser software.
Includes STI’s new Case Master Palm
Application software which provides two-way synchronization capabilities
between Case Master and handheld computers such as Palm Inc.’s Palm™ handhelds
or the Handspring Visor. This software is provided with Case Master at
no additional charge.
New STI developed document assembly engine works directly with Microsoft Word (no HotDocs purchase required). Case Master still supports HotDocs for both Microsoft Word and WordPerfect.
A new Data Entry Form Designer allows customized data entry windows. The Form Designer uses a graphical user interface complete with drag-and-drop capabilities for designing data entry screens.
New graphical Daily, Weekly, and Monthly Calendar Display programs. The Calendar programs allow users to easily see at a glance events scheduled for a specific user, multiple users, or groups of users and facilitate easy scheduling. The on-screen calendar can be customized by each user.
Calendar entries can be moved by dragging, or copied by holding the Ctrl key and dragging. Drag and Drop capabilities can be disabled in Calendar Properties or disabled at the calendar code level.
Calendar records can be designated as public or private.
Calendar records for multiple users can be linked thereby allowing any changes or deletions to apply to all linked records.
Added the ability to print graphical calendar-like reports by day, week, or month. You have the ability to specify a beginning and ending time range for the Daily Report as well as specify the time increment (i.e., every 5, 10, 15, 20, 30, or 60 minutes).
Enhanced calendar plan engine with secondary rules feature.
A new program is used to define sets of holidays associated with a venue. The venue can then be assigned to Calendar Plan Templates. When a template is processed, you can specify that calendar records cannot fall on the holidays designated for the venue. For example, you may create venues for various courts such as a Federal venue, a District venue, various State venues, etc.
Expanded the allowable date range to 01/01/0100 through 12/31/9999.
A new program lets you add Quick Alarms and Record Alarms to remind you of upcoming events or tasks. A Quick Alarm is created "on-the-fly" for the current day only whereas a Record Alarm can be designated to occur at a specific time on any day. These alarms will be activated when the computer time matches the alarm time. An Alarm Notification window will be displayed with the description and the original alarm date and time. You can clear the alarm or snooze the alarm. If the alarm is a Record Alarm, you can edit the associated calendar record.
WORLDOX and PaperPort Scanner integration.
Built-in Report Writer includes a wizard to simplify the creation of reports.
A new Case Manager feature shows basic case information and allows you to customize and launch up to 10 of the most commonly used programs from the same window. Each workstation can customize which 10 programs will be shown on their respective Case Manager window.
With the click of a button you can pop up the TABS III Client Manager allowing you to view current accounts receivable and work-in-process totals as well as quickly drill down to the detail records.
Greatly improved security. Access profiles are used for specifying access rights to the various functions within Case Master. Cases can be designated as secure clients. Users can be assigned to timekeepers so the user can only access those timekeepers’ clients and transactions.
True drill-down editing when displaying reports. Click a yellow highlighted area of a report and an editor window with that record is automatically opened allowing you to edit the information.
New Contact Search quickly finds contact information from the Case and Related Party Files.
Added a new messaging program that includes a direct link designed to work with Messaging Application Programming Interface (MAPI) compliant e-mail programs. Case Master will automatically detect the presence of your e-mail application that is installed and activate the link to this e-mail application to send and receive messages.
New Backup program that can make a temporary backup of the data files. (There is also a restore option.)
Case Master utilizes a graphical Task Folder user interface. The following Task Folders are customizable at the user level: Main, Files, and Reports. The Case Master Task Bar reflects the icons in the Main Task Folder.
A new Editor window is used by all data entry programs in Case Master to add, change and delete records in a file. The Editor window includes a Filter button allowing you to filter the records by Area of Practice, by using full text search or by using a Query/Expression Editor to filter and find records.
Right-clicking your mouse can access extensive context sensitive shortcut menus.
Rich text attributes such as Bold, Italic and Underline can be applied to memo fields.
Memo and Alpha fields can be configured for automatic spell checking.
Fee and Cost data entry windows are now similar to TABS III for easy integration.
Fee and Cost data entry programs support task based billing.
Added a Rate field to the Fee File. If integrating with TABS III, leave this field blank and the default rate from TABS III will be used when the fee record is transferred to TABS III
Icons for special actions, reports and documents are included in the Editor window toolbar.
Calendar records can be exported to other systems such as Palm Desktop, Microsoft Outlook, and Novell GroupWise.
Cases and Related Parties can be exported to the Palm Desktop Address List.
Added the ability to Check Out Briefcase data for use at a remote location. Data can be updated at the remote location and then synchronized with the main data files. This feature requires an additional Case Master Briefcase module.
Added bi-directional seamless integration and synchronization of Case Master and TABS III for Client/Case, Fee, and Cost integration. The integration is automatic and no longer uses batch processing. The Timekeeper, Category, and Transaction Code files are also mirrored with TABS III.
Client/Case numbers can be numeric, alpha or alpha-numeric (mixed). This allows automatic bi-directional integration with TABS III and TAS.
Conflict of Interest searching has been improved and is incredibly fast.
New Text Macros speed up data entry by automatically replacing the macro with user-defined words or phrases.
New Tip of the Day feature provides informational topics regarding Case Master. The topics are stored in a text file that can be edited which allows users to add their own tips.
Separate access rights can be assigned for adding, changing, deleting, and browsing separate files.
Added Close All andMinimize All menu options to the Window menu to close or minimize all open windows with the exception of the Task Folders window.
Added a Fast Access Mode that allows a user to access the data files using a special technique that reduces the amount of time it takes to perform disk-intensive functions.
Sophisticated spell checking with many advanced features such as the ability to check for duplicate words and irregular capitalization. Suggestions for alternative words can be listed when an unknown word is encountered. Words with numbers or all capital letters can be ignored. Special dictionaries can be created that allow automatic or conditional correction of misspelled words. Dictionaries can also be created that include lists of words to be ignored as well as lists of words to automatically consider misspelled. Dictionary files from other software packages can be added to user dictionaries.
The Status bar displays descriptions of menu selections and graphical buttons when the mouse pointer is positioned over a menu selection or button.
A client Lookup window allows you to toggle between descending or ascending order for the index selected.
An incremental search feature allows for faster access and retrieval of a specific case.
Added Auto Dialer capabilities to automatically dial a phone number with a click of the mouse.
Added the ability to assign a location to each case.
Users, groups, access rights and firm information defined in STI System Configuration are now also used by STI’s Case Master case management software.
Access profiles replace the Group Configuration program from Version 9. Groups are a new feature that is now used in Case Master for calendaring, scheduling and e-mail purposes.
An unlimited number of access profiles can be defined. Previously, there was a limit of 50 profiles.
Added an E-mail Address field to User Configuration.
STI software now saves various default settings in the user profiles (such as the "Do not display again" check box in various message boxes). These settings can be reset to their default values by using the Reset Profile button.
User IDs can now include characters other than letters and numbers.
History Tracking can be used to track all additions, changes, and deletions to specific fields in a file thereby maintaining an audit trail of all activity at the field level.
An unlimited number of users can be defined. Previously there was a limit of 999.
Added a County field to Firm Information and a spelled out State field for integration with Case Master.
New built-in Related Party Categories can optionally be used to classify records in the Related Party file. Examples of Related Party Categories might include: Attorney, Judge, Expert Witness, Court Reporter, Paralegal, Investigator, Insurance Adjuster, Doctor, Hospital, Medical Provider, etc.
Added a Timer that makes it extremely easy to track time spent on a user’s specific tasks.
Visual Timer Display window shows all timer records in a visual grid thereby
allowing you to easily see where overlapping timer records appear as well as
gaps for undocumented time.
A new system file called the Journal File is used to store Case Notes records, Phone Task records, Timer Task records and E-mail records.