Version V 3.11.0 - 3.13.0

Modified on Thu, 2 Jan at 1:32 PM

Popular Requests, New Features & Enhancements

Category	Summary
Timesheet Creation	Now you can create the timesheet without selecting the matter for internal tasks, to enable this, go to the settings page, account settings Once enabled, the matter will be auto selected as internal matter while creating the timesheet.
Auto Email Reminders to Client for Expiring Documents	Now you can send auto reminders for expiring documents to the client's email. To enable this, while adding the contact detail in the client's contact tab, ensure that you select the checkbox "Enable client document expiry" Once, enabled, reminder will be sent on the email whenever the client document is about to expire. This will only send the reminder for the documents saved under the client module.
Email Linking at Client Level	Now you can link the emails to the clients, just like you can link the email to the case, now you can link the email to the client at the initial stages until the case is not registered. Simply, copy the client id, keep it in the subject of the mail and send it to the incoming email id.
Existing Meetings	You can see all the meetings scheduled between the selected dates in the Existing Meetings menu under the case menu. You can see the Meeting Date, Time, Meeting Minutes and Attendees details too.
Completed Hearings	You can see all the completed hearings, you can filter the hearings which are in appeal period, you can check the days left to make an appeal etc.
Email Notification for Client Workflow	Now you can send email while marking the client as paid or signing contract for the client. To enable this, in the app settings, workflow tab, Set the default user for the intimation. When you will mark the contract signed or the client paid from the client grid, actions, the system will show the option to select the users which you want to inform. The user selected above will come by default.
DocuSign Integration	You can share documents through docusign. You can enable it from the app settings page, Integerations Tab Once enabled, you will see the option to initiate the document signature in the existing clients grid, action menu. You can select the document from the existing documents uploaded in the client. Select the email id and submit.
Multiple User support for Outlook Calendar in Hearings	Now you can select multiple users to add the hearing in their outlook calendar. 365 subscription is needed to use this.
Schedule Team Meetings using the Meeting Option in Cases	Now you can schedule the teams meeting while creating the meeting in the case view. 365 subscription is needed to use this. You can select the user and the teams invitation will be sent automatically for the selected time.
Time Pause and Resume Option added	In timesheet, now you can pause the recording if needed and resume it later.
Custom task creation while entering hearing minutes	You can set the task description manually, use the last option to set the description.
Option to maintain contract version	Now you can maintain the contract versioning in the contract module, so you can update the file back in the system if you make any change in the file locally. You can use the action upload file in the existing contracts gird. You can also check the history using the view history action.
New summary report for timesheet	New report for timesheet has been added to show the summary for client in a more organized manner.
New timesheet log page to show the user wise logs	A new page is added under the timesheet menu by the name of timesheet logs. Here you can check the timesheet logs for any user for any specific duration.
Email Reading Issue	For particular setting, the email reading was not working and is fixed now.
Library and Classes Update	.Net libraries and classes are updated. Upgraded the application to leverage the latest features and improvements by updating the .NET Core libraries and classes to .NET 8.0. This ensures enhanced performance, security, and compatibility with modern development standards.