1 Release Summary

Advanced Docket Management is a tool designed to streamline the handling of litigation scheduling orders within TeamConnect. It automates the extraction of critical dates from court documents and manages the subsequent creation of tasks and appointments through predefined templates.

2 System Requirements

To install Advanced Docket Management, ensure that your TeamConnect Enterprise version is 7.2 or later. 

3 Installation

You must have administrator rights to install this update. To install the latest version of the  TeamConnect Advanced Docket Management module, follow the steps below:

1. Log in to TeamConnect® as an administrator.
2. Click the Admin tab, then click the Admin Settings from the left pane.
3. In the left pane, click the About link.
4. In the Available Updates section, click Show updates available for installed products button.
5. From the list of available updates, locate Advanced Docket Management and click the Install Now.
6. Once the module is installed, restart your TeamConnect® instance. 

For more information about installation and configuration, refer to the Advanced Docket Management Installation and Setup article.

4 Enhancements/Improvements

This release introduces a sophisticated integration between external court mandates and internal task management. 

• Docket Planners serve as administrative templates that define the logic for automatically generating tasks and appointments based on specific litigation events. These records allow for relative scheduling, such as setting a task 20 days before a deadline and include built-in rules to account for variables like weekends and holidays.
• Scheduling Orders are court-issued documents that are uploaded to TeamConnect and processed via AI to extract critical dates and event categories. Once the extracted data is reviewed and the user initiates the "Take Actions" phase, the system automatically populates the associated matter with the tasks and appointments defined in the planners.