• New Report: Expenses By Criteria report which will display a summary of expenses by Billing Code, by Matter, by Client, by Originating Attorney, by Responsible Attorney and much more.
• New Report: Case Load report which will summarize each member’s case load for a given month based on their matter role assignments.
• Client Invoices And Payments report now displays the total summaries at the top of the page.
• Collections Overview report now displays the total summaries at the top of the page.
• Task Budget Report now displays the total summaries at the top of the page.
• Time Entries by Member Report now displays the total summaries at the top of the page.
• Time Entries by Matter Report now displays the total summaries at the top of the page.
• Trust Balances Report now displays the total summaries at the top of the page.
• Time by Member report has a new filter for “Include Inactive Members”.
• Contact > Details tab, when viewing a specific contact, the telephone numbers are now clickable so you can dial and make a phone call. Click the new telephone ringing icon to make a call.
• Automated Time Manager, aka Time Entry Suggestions, has a new redesigned layout. Go to Time & Expenses > Suggestions tab and you can view a new calendar layout and more column details in the table view.
• Unbilled list page for Clients or Matters has a new “Invoice date” picker which will set the invoice date when selecting multiple pre-bills in the table and generating pre-bills in bulk. You can alternatively generate a single pre-bill from the Actions column in the table which will open a modal to select your invoice date before you generate the pre-bill.
• Pre-Billed list page have new columns for actual hours, adjusted hours, and discount hours.
• Pre-Billed list page has a new filter for “Has LEDES” which will filter all pre-bills where a matter has ledes enabled.
• Pre-Bill details page, when viewing a specific pre-bill, will now open the “Print Preview” PDF into a new modal style pop up window instead of into a new browser tab page. You no longer have to leave the browser page to view preview PDFs.
• Invoices list page will now open the final Invoice PDF into a new modal style pop up window instead of into a new browser tab page. You no longer have to leave the browser page to view preview PDFs.
• Firm administrators can now import abbreviations from the Firm Settings > Settings > Abbreviations page by clicking the “Import Abbreviations from CSV” button. Abbreviations will be available to all firm members when they enter time, the description will populate from available abbreviations.
• Firm administrators can now setup Custom Fields for multiple matter types. Go to Firm Settings > Custom Fields and add a new or edit an existing custom field for Group: Matters. In the Matter Types select dropdown, you can now select multiple matter types for the custom field to be available to those matters.
• Pre-Bills now track both the creator and invoice generated by firm member. From the Invoices list page, you can now filter by the “Generated By” select dropdown to see the firm member who generated the invoice from pre-bill state.
• Matter Aging Data report supports new filters for Client tags and Matter tags so you can view specific matter aging by their respective tags.
• Task details page now has a new tab for “Gantt Chart” to view your gantt chart for your task dependencies.
• Time entries when entering time for a matter that has LEDES enabled, the description will now be a required field to enter before you can save your time.