New Feature: ZenCase Pre-Defined Dashboards for Attorney and Partner. Firm Administrators can choose to select an Attorney or Patner dashboard for a specific security group. Go to Firm Settings > Security Groups. Select a security group in the table and under Actions column, select “Edit” pencil icon. You should see a new “Dashboard” select dropdown under the Description text box. Choose your dashboard. Please Note: Partner dashboards contain all firm wide specific billing and performance information and Attorney dashboards contain only member specific billing and performance information. Once a dashboard is set, any member in the specified security group will see a new dashboard on the “Home” page. Dashboards are predefined at this time and we plan to add improvements which will allow for customizations in the future.
New Improvement: Payment Allocations Directly to Fees or Expenses. You can now choose to allocate a payment directly to fees or expenses. On the Payments list page, under the Actions column, select the three dots “…” icon. Click “View Allocations”. In the “Allocated” or “Unallocated” tab, choose an invoice if avaialble and in the Actions column, click the “Edit” pencil icon. You will now see a radio option at the top of the Edit Allocation pop up dialog. Select “Allocate By Fees or Expenses”. You can now enter an amount for fees to allocate and expenses to allocate. Click “Save” to allocate directly to fees or expenses.
New Improvement: Billing Statements Visible In Pre-Bills Section. On the Pre-Billed list page, you will now see a new tab for “Statements”. You can now generate billing statements by matter or by client from the “Statements” tab of the Pre-Bills section of the website.
New Report: Aged WIP Report. Go to the Reports page from the left navigation bar. Under the “All” tab, you will now see a new report for Aged WIP report. Click the “View Report” button to view all aged wip amounts by client or by matter. You can filter or export the report with available filter options.
New Report: Rate Assignment Report. Go to the Reports page from the left navigation bar. Under the “All” or “Billing” tab, you will now see a new report for Rate Assignments. Click the “View Report” button to view all rate assignements table for contacts and matters. You can filter or export the report with available filter options.
New Report: Vendor Summary and Vendor Details Reports. Go to the Reports page from the left navigation bar. Under the “All” or “Billing” tab, you will now see a new report for Vendor Summary and Vendor Details. Click the “View Report” button to view your vendor summary or vendor details for expenses. You can filter or export the report with available filter options.
Firm Administrators can now scope Tags to be visible for certain resources. Go to Firm Settings > Settings > Tags. Add or Edit a tag and in the tag form popup, you will see a “Scopes” select dropdown. Select the scope you want the tag to be visible. Scopes are an opt-in scenario. Once you set a scope, the specific tags will only be available to the selected scopes, otherwise the default is “All”.
Matter types can now be marked as inactive by firm administrators to limit visibility of matter types in select dropdowns throughout the application. Go to Firm Settings > Settings > Matter Types and edit a matter type in the table. You can check or uncheck the “Active” checkbox.
On the Contacts list page or when viewing a specific contact, you can now update a Contact Status to be “Closed”. You will also see a new column on the Contacts list page for “Status Changed At” for the date and time when a status has been set to a non-active status.
Viewing a specific matter, the “Billing Actions” have support for new actions for Add Trust Transaction, Add Client Refund, and Add Client Transfer.
Viewing a specific matter, if you are integrated with Net Documents, you should now see a “Open in Net Documents” button on the “Files” tab for a matter. The “Open in Net Documents” tab will open a new tab that will redirect you to the Net Documents matter workspace.
Zen KM filters are now consistent between the left navigation Zen KM list page and the Matter > Zen KM tab list page. All filters should now be available between all Zen KM pages.
Time and Expenses list page now uses the new “All Filters” design for filtering charges on the list page.
Time and Expenses list page now supports editing LEDES codes in bulk by task code, activity code, or expense code without requiring all codes present.
ATM Time Suggestions you can now add a task and tags to time suggestions.
ATM Time Suggestions should now only show active matters in the Matter select dropdown list.
Timers can now be started right within timer panel. In the top right, next to your name, click on the paragraph icon. You will now see a right panel open up. Click on the stopwatch icon. You should now see a “Add Timer” button to start a timer.
Import Task Blueprints will now have a Start Date available which will set the dates for all of the tasks being import by a blueprint. Tasks will be based off of the start date when importing into a Matter.
Deleting a payment will now prompt users to enter the payment number to confirm deletion. Accidental deletion should now be prevented by this additional action to confirm payment deletion.
Non-Client contacts will now be available in Box, NetDocuments, and SharePoint integratons from the Contact > Files tab.
Box integration will now audit actions and display history to firm administrators. Go to Firm Settings > Integrations > Box. Click on the “History” tab to view audits.
ECFX integration will now audit actions and display history to firm administrators. Go to Firm Settings > Integrations > ECFX. Click on the “History” tab to view audits.
Data migration specialists will be provided with more validation support, improved error handling, and improved performance when importing large csv files.