LEXZUR v9.17.0.0 Release Notes

LEX-16905

Automation Feature Enhancements – More Actions & Conditions

The Task and Trigger Automation feature now offers even more flexibility with:

• Expanded Actions: In addition to automating tasks and reminders, you can now update field values across litigation cases, corporate matters, tasks, and contracts.
• Advanced Conditions: When setting up conditional logic, you can choose from a wider range of conditions, including support for custom fields.

LEX-16840

Enhanced Task Management in Client Portal

Users can now customize task creation forms in the Client Portal, just like in the Core system. This update allows you to:

• Configure task forms based on task type.
• Rename field labels, add descriptions, and control field visibility.
• Set up different task forms specifically for Client Portal users.

This enhancement provides greater flexibility and control over how tasks are structured and managed across different user roles.

LEX-12950

Revamped Matter Capping

You can now set billable hour and amount caps at the matter level, ensuring better oversight, transparency, and budget control for clients. Key enhancements include:

• Flexible Capping Options: Choose between hour-based or amount-based capping.
• Expense Inclusion: When using amount capping, expenses can be factored into the cap calculation.
• Recurring Caps: Set monthly, annual, or custom frequency for cap resets.
• Threshold Notifications: Receive alerts when a specific cap percentage is exceeded, with customizable notifications for key stakeholders.

LEX-18195

Improved Automation Controls & Renaming Updates

Enhancements to Task & Trigger Automation management for a more intuitive experience:

• "Tasks & Triggers Automation" is now renamed to "Automation Hub" across the platform.
• The "Disabled" column is now renamed to "Enabled" for clarity.
• Triggers are now activated by default upon creation.
• Easily disable a trigger by toggling it off.

The Automation Hub serves as a centralized control center to create, manage, and monitor automated workflows more efficiently.

LEX-18108

Enhanced Task Management – Quick Reminders 

A new "Add Reminder" option is now available in the Task View tool options, making it easier to set up task alerts.

LEX-18107

Improved Messaging for Request Type Visibility

We've updated the information messages displayed when managing request types in the Client Portal for better clarity:

Instead of "Request Type is unhide," the message now reads: "Request Type is now visible in the Client Portal."

LEX-18042

Enhanced Hearing Postponement Experience

We've improved the hearing postponement workflow to make it more efficient:

When postponing a hearing, the system will automatically set the postponed time to 1 hour after the selected hearing time to prevent empty entries.

LEX-17867

Enhanced IamSigner Signature Workflow

The signature workflow now includes predefined workflow data to reduce manual setup and role-based permissions to control access to actions. These improvements simplify the signing process, enhance security, and streamline workflow management.

LEX-17809

Improved Sign-Up Approval Behavior in Client Portal Settings

The New Sign-Ups Approval Type and Approval User settings are now integrated into a single field for a more intuitive experience. When selecting "Approved by User," a cascading field will appear, requiring an approval user to be selected. This ensures consistency and prevents incomplete configurations.

LEX-17719

Prefix Column Visibility based on Contra ID Configuration

The Prefix column in the Contract Type list will now dynamically adjust based on the Type Prefix setting in ID Configuration. If the prefix type section is deactivated, the column will be hidden to prevent confusion and ensure a seamless user experience.

LEX-18013

Show Password Icon for On-Server Clients

A "show password" icon has been added to the login page for on-server clients. This allows users to view their password as they log in, improving the user experience.

LEX-17988

Prevent Deletion of Meta Field Records Used in Triggers

The system now prevents the deletion of meta field records that are linked to any automation trigger conditions. This ensures that automation workflows remain intact and are not disrupted by accidental deletions.

LEX-17772

Updated Excel Export Format for Contracts Grid

The export format for the Contracts grid has been updated to Microsoft Excel Worksheet (xlsx), aligning it with the export format used for matters. 

LEX-17657

Add Created and Modified Dates Fields to some Reports

The "Created On," "Created By," "Modified On," and "Modified By" fields have been added to the Time KPI Report and WIP Report under a Column drop down list. This enhancement provides additional visibility into the creation and modification details of the records, improving tracking and auditing capabilities.

LEX-17530

Add "Client Creation Date" as a Column in Report Builder

The Client Creation Date column has been added to the report builder. This new field allows users to identify clients created within a specific time frame, alongside their associated matters. 

LEX-17474

Add Client Name and Opponents as Fields in Request Types

You can now add "Client Name" and "Opponent Name" as fields in the Request Types. When added, "Client Position" and "Opponent Position" fields will automatically appear in Litigation Requests.

Additionally, the setting "Allow Clients to Add Contacts through Requests" has been updated to apply to both Core and Contra, enabling clients to add new contacts to requested Contracts, Documents, or Matters.

LEX-17440

Variable Replacement in Supporting Documents for Contract Templates

Supporting documents in contract templates can now have variables automatically filled, ensuring consistency with the main contract. Users can enable this option to replace variables in supporting documents based on contract metadata. Even if variable replacement is not enabled, supporting documents will still be added to the contract’s attachment tab for easy access.

LEX-17430

Company Registration Number in Client Portal

Clients can now enter a company’s registration number when adding a new company through the request form in the Client Portal. This field will be visible if the "Hide Entity Management for Companies" setting is disabled in the system preferences.

LEX-17353

Expanded File Type Support for Uploads

Users can now upload additional file types, including .odt, .ods, .ppsx, and .htm .

LEX-17279

"Created On" Column Added to Clients Grid

The Clients grid now includes a "Created On" column, allowing users to view the creation date of each client record for better tracking and organization.

LEX-17250

Enhanced Notifications for Rejected Approvals

When a contract approval is rejected, the system will now send notifications to relevant stakeholders, ensuring better communication and tracking of approval statuses.

LEX-17221

"Assigned Team" Column Added to Expenses Grid

A new "Assigned Team" column has been added to the Expenses list, pulling data from the related matter. This field can be enabled from the column settings.

LEX-17171

Lexzur Sign for External Signees

Users can now send signature requests to external parties using Lexzur Sign. The "Person" type can be added as a signee, allowing external signees to receive a signing link, similar to other digital signature solutions.

LEX-17145

Open Links in Comments in a New Tab

All external links added in comments across the system (Matters, Contracts, Companies, etc.) will now open in a new tab by default, ensuring seamless navigation.

LEX-17084

Enhanced Expense View Mode

• The History subsection in the Activities section now tracks detailed modifications for better visibility of changes, including inline edits, status updates, and general expense edits.
• Inline editing is supported for expenses in the Open, Cancelled, and Needs Revision workflows, enabling quick updates to Expense Category, Reference Number, Description, and Supplier.
• Inline editing is disabled for expenses in the Approved workflow
• The history log will detail changes made during edits and workflow updates.

LEX-17062

Improved Company Export to Word

The company export to Word has been improved to include all related companies linked to the company page. Additionally, it now exports any custom fields and entity management fields that were not previously included in the export.

LEX-17048

This feature allows users to attach files when generating a contract template at the questionnaire level, similar to the "Attach a File" option in Client Portal request forms. Users can now choose to attach files under variables to include additional attachments with the contract when creating it.

The feature also supports embedding files directly within the document. When adding a document variable, users can select the variable type "Embed File" to ensure the file is embedded in the generated contract.

LEX-17011

This feature enables automatic updates to the Manager and Department fields of Client Portal users using Azure SSO. The updates will occur at specified intervals (every X months or days), ensuring that any changes in the Manager or Department fields in AD are reflected automatically in the Client Portal. 

LEX-16864

When editing signees, instead of the generic message in the History "Some signees were deleted," the system will now specify which signees were removed, providing a more detailed and informative message. This enhancement will also apply to the approver History logs, ensuring clarity and better tracking of changes.

LEX-16659

LEX-16425

This update enhances the Contra tab configuration, enabling users to customize tab settings for different Contra types or subtypes. Users can now easily show, hide, and reorder tabs for each type, offering more flexibility and streamlining navigation, similar to the Matter tabs configuration.

LEX-16283

This update refines the document management system (DMS) to ensure proper tracking of document ownership and version history. When a new version of a document is uploaded, the original uploader ("Added By") will remain the document owner, while the user uploading the new version will be tracked under "Modified By" for accurate versioning. 

LEX-15736

The Chart of Accounts feature has been moved from the Reports section to the Settings area, now located under the "Money" section. This change aligns the Chart of Accounts with other configuration tasks, streamlining its management as part of system setup and configuration.

LEX-15668

The Universal Search results have been enhanced to include a "Client Name" column next to the "Priority" column. This allows for a clear association of each case or matter with its respective client, improving search result clarity and user experience.

LEX-15377

The Invoice Template customization has been enhanced to allow better alignment of table titles and values. In the body section of the invoice template, users can now align both the table column headers and their corresponding values (right, left, or center) along with the table titles, ensuring a consistent and professional layout. This applies to both Zatca and standard templates.

LEX-15162

A 'Select All' checkbox has been added to the delegation page, allowing users to quickly select all statuses under tasks, contracts, or matters when delegating to an alternative user.

LEX-12838

Invoice Note Customization in Billing Settings now supports invoice-related placeholders. Users can include dynamic placeholders from the invoice fields, ensuring that invoice notes automatically populate with relevant details.

LEX-11198

Enhance the Client Position dropdown in matters by adding a search option, similar to the existing search functionality in the Opponent Position dropdown.

LEX-9202

In the Companies Shareholders' Shares Operation form, the system now consolidates multiple alerts into a single, clear notification when adding shares exceeding the existing amount.

LEX-7923

A new checkbox in the reminders grid allows users to select multiple reminders and delete them in bulk, making it easier to manage and remove outdated or unnecessary reminders efficiently.