ACL5 NEW FEATURES MAY 2017

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Jeffery Lindsey
5 years ago
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1 MAY 2017 Korbitec is excited to introduce ACL5! ACL5 includes many new features and enhancements to make ACL work faster and more efficiently while maintaining our core responsibility of providing the most reliable and up-to-date software for document assembly. NEW INTERFACE We have redesigned ACL5 to have a new, cleaner interface for a more modern look and feel. Take specific note of the following changes: The relocation of the All Files/Current file. The relocation of Save, Previous Page and Next Page buttons. The relocation of the Search field, the filter options, and the grouping mode. The relocation of the Help and Support icon. Document previews (Title of Proceedings, Service Details and Backpage) have been consolidated into a single tab. TASK MANAGER We have enhanced our Task Manager with the following: We have redesigned the Tasks pane and made this the central interface for all task related functions, providing users with a more consistent experience. ACL will now indicate which user completed a Task. We have enhanced the task reporting capabilities of ACL to allow customized user/management reports to be created based on each firm s requirements. Tasks can now be reassigned on a global per file or per task basis. The affected tasks can be previewed before the tasks are reassigned.

MAY 2017 PAGE 2 OF 5 Default reminders can be configured for deadline tasks. FAMILY LAW MODULE Family Law forms are now available for Ontario and Alberta.

The program includes all Child Support Guidelines calculators, the Spousal Support Advisory Guidelines calculator, the Spousal Support Analyzer and the Lump Sum Spousal Support Calculator.

2 MAY 2017 PAGE 2 OF 5 Default reminders can be configured for deadline tasks. FAMILY LAW MODULE Family Law forms are now available for Ontario and Alberta. ACL has partnered with ChildView, an established and widely accepted software company. ChildView is an allinclusive software solution for determining child and spousal support across Canada. The program includes all Child Support Guidelines calculators, the Spousal Support Advisory Guidelines calculator, the Spousal Support Analyzer and the Lump Sum Spousal Support Calculator. Firms have the option to integrate with ChildView.. AGREEMENT BUILDER ACL s newest feature is an Agreement Builder. A legal professional can populate an agreement, contract, will, letter or any other document template by selecting clauses from a library that the firm builds and maintains. Our Agreement Builder includes the following features: Standard Word functions (Cut, Copy, Paste, text formatting etc.). Clause drag and drop functionality. Basic fill point support. Clauses are maintained in a clause library on your own system. Locked down templates are never compromised. CUSTOMIZABLE INLINE DIALOGS ACL5 has inline dialogs for Personal Injury/Insurance Defence, Estates and Construction Lien files. The information entered into these dialogs will assemble into relevant forms and letters. These dialogs can be customized if additional information is needed.

MAY 2017 PAGE 3 OF 5 TRIBUNAL FILE TYPES We have introduced a Tribunal File Type which will

FILE NOTES, FILE INFORMATION SHEETS AND REPORTS File Notes can be entered for a quick

File Information Sheets and commonly used Reports can now be accessed directly from the main

3 MAY 2017 PAGE 3 OF 5 TRIBUNAL FILE TYPES We have introduced a Tribunal File Type which will include the various tribunals. FILE NOTES, FILE INFORMATION SHEETS AND REPORTS File Notes can be entered for a quick reference. File Information Sheets and commonly used Reports can now be accessed directly from the main page. IN THE MATTER OF/APPLICATION UNDER Application Under standard options can now be customized. In addition, when Unlocking and Refreshing the Title of Proceedings, any text entered for In the Matter of or Application Under will not be removed.

MAY 2017 PAGE 4 OF 5 CONTACTS/OPPOSING CONTACTS AND PARTY ROLES The

Parties list, making it easier for identification purposes.

PARTIES/CONTACTS AND ADRESSES When adding new Parties or Contacts on

4 MAY 2017 PAGE 4 OF 5 CONTACTS/OPPOSING CONTACTS AND PARTY ROLES The roles of Contacts and Opposing Contacts are now visible in the Parties list, making it easier for identification purposes. The role description also appears in File Preview on the main page. PARTIES/CONTACTS AND ADRESSES When adding new Parties or Contacts on a file, the address can be copied from other existing parties/contacts on the file.

COURT REPORTERS AND PROCESS SERVERS Emails for both court reporters and

5 MAY 2017 PAGE 5 OF 5 COUNTERCLAIMS Parties listed for a counterclaim file can be moved into the proper order in the Order Parties page. COURT REPORTERS AND PROCESS SERVERS s for both court reporters and process servers can now be added. These databases can now be grouped by province.

Two columns on the Files page identify the Next Task and Status for each file.

Two columns on the Files page identify the Next Task and Status for each file. WORKING WITH THE TASK MANAGER MAY 2018 The Task Manager allows users to handle file tasks and reminders. All ACL users at the firm will have access to all tasks created for all files (subject to any ethical