New Feature: Pre-Bill Reviewers. Firm administrators can now setup their lawfirm members by member type to be a “Pre-Bill Reviewer” and then add a new role assignment to any matter. Check the “Pre-Bill Reviewer” checkbox when adding a new role assignment to a matter. Generate pre-bills and the role reviewers for that matter will automatically be assigned as a pre-bill reviewer when the pre-bill is marked as “Ready for Review”. You can also individually add pre-bill reviewers from the Pre-Billed list page or when viewing a specific pre-bill. Reviewers have the ability to add a comment and mark the pre-bill as “Approved”.
New Feature: Firm Custom Contact And Matter Numbering System. Firm administrators have the ability to setup specific prefix, suffix, and starting numbers for contacts, clients, and matters to have custom numbers when creating new contacts and matters. There are additional options for the matter to allow a prefix with client numbers and add delimiter to separate the client number from the matter number.
Firm administrators now have the ability to set granular invoice PDF defaults when generating pre-bills from the unbilled list page. Go to Firm Settings > Configurations > Billing And Payments section. You will see new options under the “Default Invoice PDF Summary” section which will allow you to turn on/off each individual line items under the Client Summary, Matter Summary, Time Summary for Invoice, Invoice Summary and Trust Replenishment Summary sections. Once these settings have been made, any newly generated pre-bills will apply the firm defaults to the PDF settings which can be updated afterwards for each individual pre-bill.
Matters list page now supports a new bulk action for “Edit Role Member” which allows you to add, transfer, or remove role assignment(s) by a member and/or member type for multiple matters.
Zen KM list page now supports filtering by “Resource Type”, “Connection”, and “Connection Role”.
Unbilled list page has a search bar so you can find unbilled charges by clients’ or matters’ number and/or names.
Time & Expenses list page the Daily Hours Overview bar at the top of the page will now highlight any work hours below 8 hours. You will also see tooltips for the day of the week when you hover your mouse over the calendar day.
Reports list home page now has category tabs so you can quickly filter by the report type to access a specific report.
Time Entries Calendar Report now has a new filter for “Include Unbillable Time” which is set to “No” by default.
Trust Transactions list page filters has been redesigned to use the new “All Filters” button which will open in a right panel.
Pre-Billed list page filters has been redesigned to use the new “All Filters” button which will open in a right panel.
Pre-Bill show page, when viewing a specific pre-bill, click on “Settings” and the client, matter, and pdf summary settings now supports the ability to show or hide the Invoice Discount Note on the final invoice PDF.
Unbilled > Matters list and Pre-Billed list pages both have a new column for “Matter Managers” which will list all the managers for the matters associated with the pre-bill or unblled charges.
Invoices list page filter by Client or Matter select dropdowns are now allow for multiple selections instead of single selection.