LEXZUR v9.12.0.0 Release Notes

LEX-12083

Feedback & Rating System in the Client Portal

Lexzur now features a rating system to evaluate the legal department’s service quality. Users can rate requests on a scale of 1 to 5 and provide additional free-text feedback. Each Client Portal user can submit one feedback per request, with a 24-hour window to modify it. Upon submission, an email notification is sent to the Client Portal user and the legal team. Ratings are visible in the Matter/Contract section of the Core application. In addition to dashboards to allow the legal department to monitor quality of service across request types, assignees, and teams.

LEX-13246

Contra in Advisor Portal

Introducing Contra functionality in Advisor Portal, similar to what’s already available for legal cases. Contra users can now seamlessly outsource their contracts and documents to external advisors. This feature provides flexibility by allowing users to enable or disable the outsourcing option from the settings. Additionally, Contra users can choose to hide or show specific documents with the external advisor and even grant permissions for specific contract fields.

LEX-12824

iManage Integration

Lexzur now integrates with iManage. Via this integration and upon a creation of a matter in Lexzur, a corresponding matter or documents will automatically be generated in iManage. Users can directly access iManage’s powerful document management features right within our application.

LEX-13250

Contract CR Requests

LEX-13251

LEX-12133

Support Three Decimals Places Per Entity

Improving the billing system to now support money amounts with up to three decimal places.

LEX-13617

Introducing a revamped menu bar in Lexzur, making navigation more intuitive for users. Now, each module or product—such as Core, Contracts, Billing, Reporting, Entity Management, etc.. has its own dedicated menu. This streamlined approach ensures efficient access to specific functionalities, reducing the overall navigation complexity. 

LEX-14385

Enhanced Change Tracking for Template-Based Contracts

A new feature has been implemented to enable tracking changes in contracts created from templates. The "Track Changes" feature must be activated to allow modifications to the document to be tracked for review. 

Admins can also secure the "Track Changes" feature by locking it with a password, preventing end-users from disabling change tracking and ensuring all edits are recorded. 

By configuring these parameters, admins can control document generation behavior and ensure the integrity and auditability of contract modifications.

LEX-12471

Contra users can now select a default digital signature to be used across contracts for signatures directly from the contract default settings. This eliminates the need to manually choose the required workflow in the signature center; instead, the default signature workflow is automatically applied

LEX-12466

Revoke Approval Feature

The Approval Center has been upgraded to include a new Revoke Approval feature, allowing users to cancel their approvals as necessary. Additionally, the option to add approvers will now remain available even after a contract has been fully approved. This enhancement enables users to modify the approval workflow and add new approvers as needed.

LEX-12316

Task Management in Lexzur's Client Portal

Lexzur now offers task management capabilities at the client portal level. CP users can create tasks for themselves, other CP users, or assign them to core users for handling. These tasks are tracked and managed from the portal like any other request. Additionally, permissions to change workflow statuses can be managed from the main application. Users can also monitor SLA elapsed time, add attachments, comments, and more to tasks within the portal interface.

LEX-13792

Categorizing Client Portal Requests

Enhancing the client portal home page by categorizing it under matters and contracts based on request categories. Now, CP users can easily choose the specific matter or contract category they’d like to access, rather than navigating through all requests in a single grid.  

LEX-9956

Users can now set default notes to be automatically included in invoices.

LEX-9235

The UI/UX of certain billing reports, such as the account statement and client statement, has been improved. The enhanced interface now clearly displays details for the entity, and account debits and credits. Additionally, these reports support PDF export and can include the entity logo and company address.

LEX-13561

A new UI/UX Design for the Expense view page. 

LEX-14723

Revamp Apps and Configurations Page

Revamping the Apps and Configurations page to improve user experience and functionality. The changes are proposed to enhance usability by enabling inline editing, improve data integrity by removing the delete option for parameters, and increase accessibility by translating parameter names. 

LEX-14760

Custom Integration Field Visibility

Users can now control the visibility of custom integrations providing greater flexibility and customization.

LEX-14753

Default Enabling of Office for Web

The 360docs app configuration has been updated to enable Office for Web by default across all cloud instances.

LEX-14696

Confirmation Message for Additional User Licenses

A new confirmation message has been implemented to prompt clients when they attempt to add an additional user, and the number of used licenses matches the total number of purchased licenses. If the client confirms adding the additional license, an automated email will be sent to the Lexzur finance team to process this request.

LEX-14433

Enhancement of Reminder Form: Searchable Recipients

Enhancing the reminder form to allow users to search for recipients by their name within the system. This update makes the recipient field (which includes users or external emails) searchable by both first name and last name, not just by email.

LEX-14391

Amendment and Addendum links in Contract Page

Enhance the contract details tab by adding fields for amendments and addendums, which will serve as links to their respective contracts.

LEX-14342

New Widgets in Document Dashboard

We’ve introduced two new widgets on the contracts dashboard: Contracts/Documents per Type per Status

and Contracts/Documents per Country per Status, allowing you to filter by workflow status and date

LEX-14127

Quick Actions on the Awaiting Signature Grid

You can now quickly take actions on contracts awaiting your signature directly from the grid. Preview documents, sign, or reject contracts with just a few clicks.

LEX-14070

Credit Note Categorization

New columns have been added to the credit notes grid for categorization, including the Subtotal amount of Services, Subtotal amount of Expenses, Subtotal amount of Bills, and Subtotal amount of Time logs rendered in the credit note.

LEX-14035

Rounding in Bills

The billing module now offers support for two rounding approaches on Bills. Line Item Rounding (currently implemented)  and Global Rounding

Users have the flexibility to select their preferred rounding approach when creating or editing an entity.

LEX-13999

The maximum file size for uploads and attachments in the client portal is now limited to 2MB.

LEX-13994

Enhanced Sorting Options for Contracts

We have improved the sorting functionality for contracts based on the configured ID. For instance, you can now sort by Year, then Type, and finally by ID.

LEX-13990

Improvement of French Translations in the Billing Module

We have enhanced several translated French terms within the billing module for better accuracy and clarity.

LEX-13971

Contra History Filter Improvement

Enhancing the contract history filters now includes new options to separate approval and signature history. Users can filter by specific approval or signature details, such as adding approvers or signees or changing workflows, and can also filter by approve/reject or sign/reject independently.

LEX-13825

Zatca Invoice Template Enhancement

 The Zatca template now features an improved table layout, right-aligned Arabic client details, and page numbering reflects the total number of pages in the invoice

LEX-13794

New Conditional List Custom Field

Supporting an new type of Custom field the conditional list where, if the requester selects the “others” item from the list, a new single text field will automatically appear. This allows the requester to specify the specific type they need. 

LEX-13685

A new column for related invoices has been added to the bills grid. Since a bill can be associated with multiple invoices, this column will list the invoice IDs separated by commas.

LEX-13559

Analytic Account new Permissions

Introducing new permissions for adding analytic accounts in expenses. The Analytic Account tab can now be shown or hidden on the form, and there is also the ability to edit the expense's Analytic Account with separate permissions, regardless of the expense status.

LEX-13423

Enhancing the client portal, so that contracts are displayed seamlessly without requiring a page refresh. Whether assigned to a collaborator or shared with CP users, the contract information is readily accessible. 

LEX-13392

Enhancements have been made to Invoice Custom Fields to include a new list type (Single Select). Additionally, these fields can now be marked as mandatory, and default values can be set for them.

LEX-13257

Improving the shape of the Billing widgets in matters and cases, and payment tab in invoives at the level of widget size, font size and bold titles.

LEX-12918

To make the process more efficient for accountants, a new enhancement has been added to the journal addition page. When adding a journal with multiple entries, the line being filled will be highlighted for better visibility. Additionally, if there are discrepancies between the debit and credit totals, the journal summary will be highlighted in red, making it easier for accountants to spot and correct differences.

LEX-12868

A new refined system preferences visibility to align with integration activation status. Now, only preferences relevant to currently activated integrations are displayed on the settings page, while preferences for deactivated integrations remain concealed within the system preferences section.

LEX-12415

Department Field in CP Request Types

In CP request types, a new field has been added for setting the default assignee name. Users can now automatically assign requests by selecting a department rather than a specific user. This allows them to specify a department and then choose a user from that department for assignment.

LEX-12182

Convert a matter to litigation popup enhancement

Enhancing the popup window for converting matters to litigation cases now allows users to automatically select the litigation stage. By default, the "None" stage is selected, but users can choose a different stage if needed.

LEX-11541

LEX-11286

A new setting is now available for client portal default values, allowing you to rename the "Draft Contract from Template" section as needed.