A. Automated To-Do Reminders

Introducing Outstanding and Overdue Reminders—empowering case managers to automate follow-ups with assignees, minimize missed deadlines, accelerate case completion timeline, and improve overall client satisfaction.

• Outstanding Reminders: Sent periodically, from the time the To-Do is created until its due date. 

• Overdue Reminders: Sent periodically once a To-Do's due date has passed, continuing until the To-Do is marked as complete.

Configuration Options:

Case managers have the flexibility to configure reminders based on their firm’s or client’s needs:

1. Global Settings: Apply default reminder rules across all or specific corporations via: Portal Setup > General Settings > To-Do

2. Individual To-Do Settings: Customize reminder behavior for specific tasks as needed.

Reminder emails will be automatically triggered to the assigned users without requiring manual follow-ups.

Global To-Do Reminder Settings in Portal Setup:

Individual To-Do Reminder Settings:

 

B. Streamlining To-Do Workflows and Status Updates

Case managers now have complete control over when and how a To-Do’s status is updated. Clear interface indicators guide users through each step, eliminating ambiguity and making next actions easy to identify.

To-Do statuses will no longer change automatically upon saving changes to existing To-Dos. Instead, the status will update only when a case manager explicitly selects a new option from the status tag located in the top-right corner of the screen. Available status options include: Pending with Assignee, In Review, and Complete. 

Each status change prompts a confirmation message before being applied. If no status change is made, clicking ‘Save and Close’ simply saves the To-Do without triggering reassignments or notifications.

C.Improved To-Do Reassignment Workflow

With this release, case managers gain greater flexibility in managing To-Dos under their review directly from the list view.

For any To-Do in the "In Review" status, case managers can now choose the ‘Reassign to CM/FN/HR’ option. This action opens the To-do in edit mode, allowing for quick and easy reassignment to assignee.

D. Improved Document Review Experience for Internal To-Dos

For internal To-Dos assigned to Case Managers or Attorneys, users can now click directly on the document name within the To-Do to open and preview it. This enhancement also improves the workflow when assigning To-Dos to FN or HR users, as the case manager can quickly verify the document content before completing the task setup.

This action automatically redirects to the Documents module, allowing users to review the document without manually navigating away. This enhancement streamlines the review process and helps save time.

Document Preview on Click:

E. Ability to Delete To-Dos

Case managers can now permanently delete To-Dos across all categories in the To-Do module, including: Assigned to Me/For My Review, Pending with CM/FN/HR, Completed, and Notified.

If a To-Do is deleted by another case manager, an email notification will be sent to the assigned reviewer, ensuring visibility into the change.

F. Enhanced To-Do Attachment Interface for HR and FN Users

The To-Do interface for HR and FN users has been enhanced to improve the visibility and readability of attachments. These updates ensure a consistent experience aligned with the Case Manager interface, making it easier for all users to access and review supporting materials within their To-Dos.