Version V 3.20.0

Modified on Wed, 27 Aug at 3:32 PM

Popular Requests, New Features & Enhancements

Category	Summary
Project	You can now generate a detailed PDF report for all the projects. It can be found on the reports page under the project section. You can select the filters like client name, matter number, project group, project type etc. The report will be in a PDF format. In the report you will have all project related information along with the last completed task and last meeting minutes and the most recent follow up task and meeting agenda from the events.
Temporary Password Expiry	The temporary password if not reset will expire in 24 hours. When a temporary password is sent to any user from the user registration action menu. If the user does not change it within 24-hour, it will be expired and the user has to reset the password before they can login again.
Docusign	Now you can set the placeholder for the client signature in the document itself. To do this you can use <cli_sig> to set the place where you want to force the client to sign, so wherever this tag will be added in the document that is shared with docusign, the end user can only sign at those places, you can set the color for the tag to white after placing it in the document. Similarly, you can use <law_sig> tag to fix the position for internal lawyers.
Client	New field added in the client details page by the name of Referred By. From the client details, page, you can add the name of the person who referred the client. The list will show the names of all the users in the law firm, additionally you can add more names if needed in the drop down, by using the add new button. The same is added in the client custom report as well.
Matter Agreement	Option to set monthly cappings on duration as well. Now you can set the monthly cappings for both amount and duration in the matter agreement, which resets on the desired date.
Matter Agreement	Option to set payment stages for cases and projects. Now you can set the payment stages linked to specific case and projects in the matter agreements which can be marked completed from the case/project view itself. Once, added in the agreement. User can click the checkbox to mark it as complete on the update payment stage popup from the case view and project view.
Lead Creation	Option to perform conflict check and KYC initiation from the lead itself. While creating a new lead, the system will perform auto conflict check, The conflict check will be performed provided the lead name is greater than 8 characters, it will check the client name, client contacts, matter opponents, case parties and project parties for the conflict. You can click the view action to see all the occurrences for a given name. The list will show the related to module along with the link to open that item. You will also see the registration date of that item along with the responsible lawyer and current status. You can also initiate the KYC from the very same page by selecting the "Proceed with KYC Initiation" checkbox. All the conflict checks can be found on the existing conflict check page under the client module. Please ask the system admin to give you access if you cannot see the menu. From the conflict check page, you can view all the past conflict checks. Export them in excel, View results for any of the conflict check. You can also export a PDF report for any of the conlflict checks.
Client Reporting	You can customize the email for client reporting from the app settings, email section. You can either use "Pick user email" which will use the users email to send the email, so if you are sending the email to the client, the system will use your email. The second option is to use a custom email, here you can select any email out of the available emails from your domain, and all emails will be sent from that email only.
Arabic Formatting Enhancements	Improved support for Arabic text formatting in Right-to-Left (RTL) layouts, including the addition of bullet points.