2019_03: Update to CoreRelate 4.1

March 21, 2019 by Jan Spetz

(Build 4.1.4515 posted March 20, 2019)

The March 2019 release of CoreRelate applications (MatterLink, Docket Enterprise, Assemble-It and LegalBar) is now available. Visit the download page to access the package and detailed release notes (monthly and cumulative.)  Valid login credentials are required.

In this month’s release, we have…

Work 10 Integration

If you have moved to Work 10 Server, or are considering that upgrade, our integration is ready for you to test.  This a Beta release and requires Work 10 version 2. Please contact us for information about configuration and a one or two temporary limitations (depending on your environment.)

Our document management integrations, including the new one for Work 10, connect matter-related documents to MatterLink and Docket Enterprise, enhancing the “everything in one place” case management convenience that our products provide.

MatterLink Documents from DM

Our File Stamp product is also included in the new integration. (File Stamp automatically inserts document profile information into the document as it is saved or updated.)

Not using Work 10? Our other CoreRelate – DM integrations include iManage 9.3, NetDocuments, Worldox, and Open Text.

CalendarRules Updates

If you use Docket Enterprise with the online court rules provided by CalendarRules, you will be interested in these two new enhancements.

Service Types

When scheduling, the Service Type selection list is now specific to the event’s jurisdiction.  This was done to CalendarRules’ specification.  The change  accommodates any special service type requirements within a jurisdiction. (For example, one jurisdiction in Texas has an “after 5 p.m.” service type.)

Jurisdiction-specific service types

Non-All Day Child Events

Until now, CalendarRules child events have been “all day” activities in Docket Enterprise. (Child events are dependent on the high level “Trigger” items that are selected during scheduling.)

Each child event has specific rule text, provided by CalendarRules.  Sometimes the rule text specifies a “time of day” deadline.  In the new release, your firm has the option to schedule these events at the specific time, instead of scheduling them as “all day” deadlines.  The new way requires turning on an administrative setting.

You should consider this carefully…do your attorneys like the “all day” presentation, at the top of their daily schedule in Outlook (knowing the time specific information is present in the rule text)? If so, do not implement the new setting.

On the other hand, if your attorneys would prefer to see these deadlines at their specific times, make the change. Be aware that a CalendarRules child event will be “in line” with anything else on the calendar and the attorney may have to scroll down on a mobile device to see it.

These two screen captures show the difference.  In the first, the two CalendarRules child events (they are green) are “all day” and display at the top of the calendar. In the second, they are scheduled at specific times.

 

Note that even with the new administrative setting on, only child events with time-of-day specifications will be impacted. Most child events do not have this and will continue to be scheduled as “all day” events.

For complete information about all of these enhancements, and a few bug fixes in the release, please review the Release Notes.


Jan Spetz
Product Manager

Published: March 21, 2019