iCreate Updates

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Outstanding Issues for iCreate 7

  • “SELMAN BREITMAN LLP” is not appearing in the pleading headings when entering multiple attorneys
  • Adjusting the format of Proofs of Service to include an “Attorneys For” section with each addressee
  • Adding two authors and addresses in a letterhead
  • Adding an electronic signature to letters
  • Adjusting the Attorney For options to be able to select an option other than the parties selected above.
  • Resolving an issue where iCreate will crash when too much text is entered into the Cross-Complaint section
  • Using the mouse scroll in a document set up wizard will scroll the sidebar, not switch between available templates
  • In rare instances, iCreate crashes when generating a letter or a memo, causing Word to crash
  • Using the Mail Merge feature in letters to toggle the letterhead on all letters

Issues Fixed in iCreate 7

  • LOA not pulling the address information for the contact
  • In letters, addressees to go from left to right instead of top to bottom
  • Selecting an author when adding/removing the letterhead is a standard feature in iCreate EP 7
  • SB Labels as the default option when selecting labels
  • Creating multiple labels of the same contact when setting up labels
  • In Nevada pleadings, having the attorney name and bar number on separate lines in the heading of the document
  • Specifying the state of bar numbers in the setup wizard
  • Client matter numbers not adding to all labels in SB labels
  • Address an issue with the author changing in the letterhead
  • Insurance Letter not having the addressees on the second page
  • Adding an “And Related Cross-Actions” box to pleading captions
  • iEncore After the Fact does not work on select documents
  • SB Labels are not automatically adding the client and matter number
  • Cannot enter multiple office addresses on the Pleading caption page
  • AutoText not entering when Best Authority is enabled
  • DocID placement in pleadings needs to be adjusted
  • Adding an extra space of body text between Discovery Headings
  • An issue where the second page letterhead will not toggle off
  • Adjusting the format of the dates in memos
  • Adjusting the format of the letterhead 2nd page
  • Fixing an issue with the spacing in Las Vegas pleading templates.
  • Rows in letters that are not filled out will be deleted
  • Rows in memos that are not filled out will be deleted
  • Not filling out a row in memos will delete that row
  • Not filling out a row in letters will delete that row
  • Adjusting the CA Proof of Service Office information from stretching across the line to fitting in the justification
  • In rare instances, addressing an issue were the iEncore ATF window will not appear
  • Adding more delivery and handling options to letters
  • Adjusting the size of the DocID in memos
  • Adding an Affirmative Defense Style to California Superior Court Pleading
  • Adding a Cross Actions box to the USDC – Central Court
  • Moving USDC pleadings from California to Federal
  • Specific Pleadings Headings Available in Schemes
  • Creating a table of contents style with the page numbers and a centered heading
  • Creating a signature block without the attorney name above our firm’s name
  • Adjusting the pleading numbering on page two of the USDC document to align with the text.
  • Adding Plaintiffs, Defendants, Plaintiffs-In-Intervention, and Defendants-In-Intervention as Cross-Complaint options
  • Creating a scheme that allows for pleading levels/headings to appear in other templates
  • Added an “Interrogatory No.” option to Discovery Headings
  • Adding the option to create an envelope without filling out an addressee
  • Multiple lines in footers leaves line 28 blank

Outstanding Template Requests for ICreate 7

  • Special Pleading formatting per Shannon Gaffey and Jamie Tenero
  • Various Proof of Service options
  • Meet & Confer Letter with the option to add Discovery Headings per Terri Taylor
  • Pleading caption per Shannon Gaffey and Jamie Tenero
  • Litigation File Manager per Kathy Kugelmas
  • LAMS Proof of Service per Ned Schroeder
  • Markel Initial Trial Report per Michelle Rosenberg
  • New Engagement Letter per Jennifer Capabianco
  • New Engagement Letter per Scott Goldberg
  • Insurance Letter per Stephanie Iversen

Templates Which Have Been Created for iCreate 7

  • Legal Exchange Budget Template per Erika Williams’ request
  • PACE Revised Settlement Form as requested by Karen Goldberg
  • Standard Letter RE: line per Tess Sloop’s request
  • Employment Authorization per Crystal Martin
  • Medical Release per Crystal Martin
  • COR Letter per Crystal Martin
  • Certificate of Authenticity per Crystal Martin
  • Asbestos Pleading per Liza Cunanan
  • Asbestos-Preference pleading per Liza Cunanan
  • Accident Scene Checklist and an Incident Report per Frederick Heiser
  • CESR form per Aaron Costa
  • Insurance Letter Template per Greg Newman and Hee Sung Yoon
  • Resolute Rockwell Litigation Activity Report per Greg Newman and Megan Kayo
  • Resolute Montrose Litigation Activity Report per Greg Newman and Megan Kayo
  • NARS Defense Attorney Suit Pre-Trial Report per Crystal Martin
  • NARS Defense Attorney Suit Status Report per Crystal Martin
  • Markel Initial Case Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
  • Markel Updated 6 Month Status Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
  • Markel Mediation Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
  • Markel Pre-Trial Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
  • Markel Post Trial Report per Monica Cruz Thornton, Jennifer Capabianco, Mandy Fine, and Luanne Niimi
  • Suit File Review form for the Toxic Tort Team
  • Litigation File Review Form per Natalie Costa
  • Borg Warner Settlement Checklist per Natalie Costa
  • Borg Warner Pre-Trial Report per Natalie Costa
  • NARS Litigation Plan and Strategy Agreement per Crystal Martin
  • Asbestos Request for Settlement Authority for the Toxic Tort team
  • Correspondence Pool Sheet per Adriana Moreno
  • Adding Block Quote Styles to the Blank Portrait Templates per Carla Dunn
  • Index to Discovery per Buddy Thompson
  • Asbestos Pleading for Orange County per Natalie Costa
  • Updated the Scottsdale-Western Heritage Coverage Opinion Form per Barbara Bohan
  • Federal Court Pleading in Times New Roman 14 Point font per Adriana Moreno
  • New Letter RE: line per Cynthia Elrod and Paul Gamba
  • Fireman’s Fund 5 Day Pre-Trial Report per Natalie Costa
  • Colorado Pleading per Quyen-Thi-Le
  • Page Line Depo Summary option in Memos per Luanne Niimi
  • Bates Labels using Avery 5167 Labels per Carla Dunn
  • USDC Pleading with Times New Roman 12 point font per Denise Wise
  • Unlimited Jurisdiction Pleading per Cynthia Elrod
  • Mediation Brief per Erika Parker
  • Asbestos Pleading for San Francisco
  • Rights of Reservation form per Robert Steller and Patti Mandich
  • Adjusting AutoText entries for Additional Discovery
  • Creating a Propounding Party AutoText that is not bold and underlined
  • Insurance Letter per Richard Friedman
  • Judge’s Signature Block AutoText entry per Angela Silvestri
  • CDA Comprehensive Defense Report client form per Mandy Fine
  • USDC Pleading with Times New Roman 14 point font per Bonnie Berger and Susan Kriesel
  • Page Line Summary Memo per Kyla Capistron
  • Accepting Plaintiff Depositions Letter per Kyla Capistron
  • Accepting Brody Depositions Letter per Kyla Capistron
  • Creating a Proposed Order Form per Luanne Niimi
  • Adding multiple party sections in an appellate pleading per Jason Shon
  • USDC pleading with caption closer to pleading line numbering with a centered USDC title and court per Pam Smith
  • Nevada USDC Pleading per Bonnie Juarez
  • Coverage Opinion Letter per Bonnie Juarez
  • Case Agenda Table AutoText entry per Gil Glancz and Bonnie Juarez
  • SOP Matrix per Bonnie Juarez
  • NTA Tariff Page One and NTA Tariff Page Two Forms per Bonnie Juarez
  • Carrier with Enclosed Invoice Letter per Kathy Kugelmas
  • Electronic and Paper Versions of the New Matter Form per Monique Young
  • Electronic and Paper Versions of the New Client – Bill to Form per Monique Young
  • NTA Pleading per Bonnie Juarez
  • SWL AutoText entries per Stephanie Iversen
  • USDC pleading with caption closer to pleading line numbering with a centered USDC title and court per Pam Smith
  • Review form per Lisa Hall
  • Exhibit List per Terri Taylor and Richard Lee
  • Montana Pleading per Bonnie Berger, Jan Pocaterra, and David Berke
  • USDC Pleading in Arial 12 point font with specific heading styles per Mark Inbody
  • USDC Pleading in Courier 12 point font with specific heading styles per Mark Inbody
  • USDC Pleading in Times New Roman 12 point font with specific heading styles per Mark Inbody
  • DOI AutoText entries per Stephanie Iversen
  • Washington Pleading per Greg Newman, Don Montgomery, and Mandy Fine
  • iEncore profiles are not saving for some users
  • Asbestos Depo Outline Memo per Rod Cappy
  • Adjusting the style formatting in the USDC Times New Roman 14 Point pleading
  • Zurich Amended Litigation Budget per Bonnie Juarez
  • Coverage Opinion Letter per Shannon Gaffey
  • Course Material Guidelines – DRI 2015 per Pam Smith
  • Edits to the Montana Pleading per Bonnie Berger & Susie Kriesel
  • COBRA Letter per Sadie La Rose
  • CB Participant Distribution Notice per Sadie La Rose
  • CB Check Request Letter per Sadie La Rose
  • 401k Loan Letter per Sadie La Rose
  • PSP Term Letter per Sadie La Rose
  • Attorney 401k Term Rollover Letter per Sadie La Rose
  • Medical Coverage Designation Form per Sadie La Rose
  • 401k Check Enclosure Letter per Sadie La Rose
  • New Attorney Profile Form per Sadie La Rose
  • New Employee Information Sheet per Sadie La Rose
  • Promissory Note per Sadie La Rose
  • Resolute Budget Form per Ilya Kosten

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