What's New in V3.25 - V3.29.0
A major UI + experience overhaul. Sixteen modules have been rebuilt, the entire email/notification layer modernised, and the Reports hub rewritten end to end.
Revamped Modules
Case — Fully rebuilt. New grid with all-parties column, deactivation-status and dormant filters, per-user access level, and Excel export honouring applied filters and visible columns. Flat registration form replacing the old wizard, bulk upload with multiple hearings and custom fields, — plus Send Report to Client, single-case PDF, quick Add Timesheet/Add Expense, and a complete Case Activity timeline.
Scheduled Hearings — New page with hearing date-change history, adjournment reasons, bilingual minutes/decision/notes, per-hearing comments, and access control on attending lawyers. Deleting a hearing correctly restores the case to Appeal Period.
Project — Fully rebuilt. New grid with Excel and PDF export, registration overlay, and a twelve-tab Project View — Processes, Tasks, Meetings, Updates, Emails, External Links, All Files, Details, Payment Stages, Access, Link with Process. Complete process approvals workflow with My Approvals, approve/reject with comments, resend reminders, resubmit after rejection, and full step-by-step approval history. DocuSign initiation and signed-file download from the document tab. Hard delete with linkage checks.
LSR (Legal Service Requests) — Fully rebuilt for both internal and public users. New grid showing access type (Approver / Assignee / Creator) and the user's own requests, plus Create, Details, Chat, My Updates, Assign/Reassign, Reject and Add Client overlays. Public create, track and direct-link tracking; authenticated variants that skip OTP for internal requestors. Auto-assignment to the lawyer mapped to a service, chat history in the tracking view, file and comment replies from outside, line-break support, and download-all attachments.
Timesheet — Fully rebuilt. New grid with in-grid horizontal scroll and inactive users in dropdowns, create/edit overlays, live timer with conflict resolution, recordings, view history, edit description, bulk upload, and bulk move from a lead to any matter, case or project. Six reports rewritten — Client-wise, User, Custom, Summary, Missing Hours and Logs. Timers now stop reliably just after midnight.
Expense & Fees — Fully rebuilt. New grid, create/edit overlays, attachments and history dialogs, and settle/reset claim.
Accounting — Invoice, Receipt, Credit and Payment Due, with a dedicated dashboard panel. Invoice and receipt emails now attach the PDF and are logged in client reporting. Manual invoice numbering when auto-numbering is off, with duplicate checks and currency validation throughout.
Legal Library — Grid, create, edit and view.
KYC — New grid, multi-step public form for clients, bilingual PDF download, full audit history, copy-link, and one-click initiate from a Lead or Client. PDFs now generated server-side as background reports, plus a new KYC view deep link.
Clients — Redesigned grid and a new create/edit overlay with dedicated tabs for Contacts, Attachments, External Links, Financials, Email and Matters. Bulk upload (up to 300 rows) with duplicate pre-check.
Leads — New grid and overlay, Log Event with follow-up automation, lead history timeline, plus one-click Conflict Check, Create Client and Initiate KYC. New Nature of Stage on Lead Stages drives converted/lost reporting.
Contracts — New grid with generate, parameters, version history, manage access, mark-as-signed and archive. Full DocuSign lifecycle wired in.
Payment Tracker — New grid with generate, payment history and change history.
Document Tracker — New grid design.
Client Reporting — New grid, AI-assisted email drafting, WhatsApp send (with templates), default footer per client, history with detail, pending-update badge. Now covers case and project activity, with settings reworked.
Matter — New grid and create overlay. Client can be changed on edit by admins, custom fields section added, and the view opens as a full-width overlay from anywhere in the app.
Matter Agreement — New grid and create overlay. Due-by stages now auto-complete on case registration and final judgement, with history entries.
Document Templates — New grid and create overlay.
Reports
Lead Detailed, Lead Progress, LSR PDF, Daily Hearing, Follow Up Task, ToDo, Client, Matter, Matter Agreement and Grouped Case (Excel) all rewritten.
Newly added: Case, Grouped Case, Daily Hearings (date range), Hearing Minutes, Judgement, Project, System Usage, Staff Proactivity & Performance, Accounts Summary, VAT and Statement of Account. Single-case and single-project PDFs give a complete record in one file. Conflict Check and KYC PDFs are now server-generated in the background. Every report header carries the firm logo and company name, Responsible/Supervisor aliases are honoured, and Hijri, Arabic naming and date-range validation are consistent across the hub.
✨ Enhanced Integration
DocuSign — Settings, connection test, envelope initiate/cancel/status, copy-to-client and reliable webhook sync. Now available directly from Project documents, with live status and signed-file download.
Microsoft 365 / Google — Connection settings, contract and project uploads to SharePoint, SharePoint-backed version history, and Google Meet in integrations. Storage settings now sit outside the Microsoft section since they apply to both providers.
Email & Notifications
Circular, deactivation, document tracker, accounting (invoice/receipt), matter deactivated, hearing/meeting/application updates — all migrated to the new email template (consistent, bilingual design).
New reminders: Lease Expiry, Payment Due Expense (with dedicated recipient config), and an appeal-period reminder covering the last two days.
Every link in every email now uses the new format — case and project links open directly as an overlay on the dashboard, and KYC, LSR tracking and client document upload use secure token links. Attachments are downloadable straight from notification mails. Emails now show who made the update, include case parties and case type where relevant, and mails are sent on hearing deletion.
Internal chat is available across all modules with email notifications. Mentions in notes grant access to the mentioned user, and unread mentions, pending approvals, pending LSRs and case-related tasks now feed the notification counts and bell actions.
⚙️ App Settings & Access
Concurrent session control and SSO added.
Custom fields for Matter, with number-only, text-only and date types.
Global header search across the application, a preloaded Responsible/Supervisor dropdown everywhere, file size and type validation on every upload, and consistent bilingual validation messages across masters.
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