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Date Hours

23-Jun

24-Jun
25-Jun

25-Jun
25-Jun

28-Jun

29-Jun

29-Jun

30-Jun
30-Jun

4-Jul
5-Jul
6-Jul
Description

Notes for approver - Make it big


Requester - change lookup to contact
contact type - Add counterparty- filter to counter party also
Update Flow Also

change the label for "Please Upload the documents for the requested Subpoena."
companies = Agency/Department
Plural name - Agencies/Departments
sitemap also
Caspire Deployment - done
LegalTrack Changes
Entity Management address changes (JS to show/ hide)
CCSMed Changes for field

CCSMed
create field:
add after department - Attention to (name) - single line
department - lookup, Fax - single line- already there add after Attention to (name),Email - single line
Add field in another section under this one: Section name- Copy
Copy To: single line,Fax- single line, Email- single line
Contact type: add Counterparty in dropdown
Attention to in Copy Section

Caspire Changes
To = signed/ dated and LEA(Add it before comments)
Delete Signed/Dated

remove request approval functionality


when click request approval send Email like we used to send for cover letter - send email for subpoena manager 1
Remove notesfor approver, Approver Remarks - Done
add new button - Reject -
add new field - rejection notes - send email like cover letter with rejectio notes to user 1 and 2
Add request reject in status
Check for user1,2 and subpoena manager1,2
IMP - Email Attachment is not working

LegalTrack Changes for Subpoena-


subpoena - create checklist- check the document lookup relationship - Its coming all for now but it should come only
related to particular subpoena
Document request button - Email is not coming (check properly)
check for buttons and Email - cover Letter, signed, dispatch - check properly (not working fine- mail coming late)
Approval - need to change as done earlier in caspire -
field - Select document, Internal Approver, Notes for Approver
CCSMed Changes-
Company/Entities Changes - CounterParty Changes
Contacts - Section Copy To changes
CounterParty Filter on Matter forms for contact

RejectApproval PCF control creation and Implementation


Caspire Deployment - PCF, Customization, Power Automate, Webresource
CCSmed Deployment

Total

Total Hours
Total Paid
Total

2 Done

1.5 Done
1.5 Done

1.5 Done
1 Done

3 Done
Done

1 Done

3 Done

2.5 Done
2.5 Done
Done
3 Done
3.5 Done
2.5 Done
Done
Done
Done
Done
Done
Done
Done
28.5 Done

228

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