New Feature: SharePoint Integration. Firm administrators can now setup their law firm to integrate the SharePoint document management system directly with ZenCase. Document merges will copy files into your SharePoint document library and allow you to store document blueprints as well.
New Feature: Billing Statements. You can now generate billing statements for all open invoices and payments or by a specific date range for a client. From the left navigation, click on “Billing Statements”. On the Billing Statements list page, you can generate and email a statement for finalized billing statements. When the “Status” is “Finalized”, click the three dots in the Action column and select “Email Statement”. In the pop up, choose the client email address, then click “Send”. You can also “View Email History” from the Action column as well for any finalized billing statement.
New Improvements:
Conflict Check Report. You can now perform a conflict check in ZenCase by going to the Reports > Conflict Check > Run page and enter your search term, select search locations to include, and click “Run Conflict Check”. You should receive an email when the report is ready. You can view all the conflict check history from the Reports > Conflict Check > History page.
On the Calendar page, you can now view your calendar items in the calendar view or the list view. Select one of the two tabs for “Calendar” or “List”.
On the Contact details page, email links are now clickable and will open in your Desktop Email client if you have one configured.
On the Time & Expenses list page, you can now filter time entries by the “Billable” filter.
On the Invoices list page you can now sort by the “Due Amount” column.
On the Invoices list page, you can now select under the Actions column to “Email Overdue Reminder” which will allow you to select your options and then send the specified email addresses a copy of the invoice overdue reminder email.
The Unbilled, Pre-Billed, and Invoices list pages now support both Billing Cycle and Billing Type as new filters and table columns.
Viewing a specific contact, you can now connect to a matter from the Contact > Matters tab page. Click the “Connect to Matter” button. In the pop up, select the matter to connect, the relationship to matter, and any other details, then click “Save”. You will now see the matter appear in the Contact > Matters table.
Viewing a specific pre-bill, the list of pre-bills on the right sidebar will now display the Matter for each pre-bill. For multiple matters on a pre-bill, click the hamburger (three horizontal lines) icon next to the first matter’s name and you will see the list of all the remaining matters.
Pre-Bill reviewers can now be removed from a pre-bill along with their comment. On the Pre-Billed list page in the Reviewers column, you can click the trash can icon to remove a reviewer with their approval comment. Viewing a specific pre-bill, in the top header toolbar, click “Reviewers” and then in the right panel, click the trash can icon to remove a reviewer with their approval comment.
Pre-Bill reviewers can now choose to set their review to “Approve”, “Reviewing”, and “Reject”. The Pre-Billed list page supports filtering by Reviewer and Reviewer Status, also Bulk Actions to approve, review, or reject multiple pre-bills.
Zen KM list page now has all of the dependency link and unlink options in more locations. Also, when editing a Zen KM item, the “Done” button was replaced with two save options for: “Save” and “Save and Add Another”.
The Client Invoices & Payments Report page now supports filters by Invoice Date, Invoice Due Date, and Payment Date.
Time & Expenses > ATM Suggestions page now supports editing of both existing time entries and suggestions.
Law Pay customer payment page will now allow users to edit the payment amount when paying with Law Pay.
The contact and vendor importers now support international addresses when importing during data migration.
