We continue to get Client Planner and Strategic Planner ready for launch – you will see a series of updates on these products through April. We also took some time to make it easier to manage fee schedules in IP Forecaster and make it easier to see the impacts of future PTO fee updates.
Let’s take a look at this week’s updates!
Planner Workbench: New Current Year View and Pre-filtering
We’ve made a lot of updates this week to our planner workbench. If you are an attorney in a firm, you will only see your clients when you log in. We’ve also improved the current year view for firms and companies – get a detailed monthly preview of projected spend broken out by all cost categories.
IP Forecaster: Improved Fee Schedule Management
We’ve made the user interface much more efficient for managing large groups of fees. Filters are now saved, so you always return to where you started, and saving a fee doesn’t take you back to the beginning. Based on informal testing it is about 1 billion times faster.
IP Forecaster: Preview the Impact of Upcoming PTO Fee Updates
With the EP fee increase taking effect in April, we thought it would be cool to be able to see how the new fees will impact forecasts. Now you can set your application date to a date in the future and the system will use the fees in effect at the time of your projected application date.
