Selman Breitman LLP | iCreate Updates

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iCreate Software Guide

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