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• Introducing the Automation Hub (formerly Task and Trigger Automation), a centralized control center that streamlines workflow automation with expanded actions for updating field values across cases, tasks, and contracts, plus advanced conditions supporting custom fields. See detailed guide.
• Enhanced task management in the Client Portal, allowing users to customize task creation forms with options to configure forms by task type and set up specific forms for Client Portal users. See detailed guide.
• Revamped matter capping now allows flexible options (hour-based or amount-based), with caps that can reset and alerts for stakeholders when thresholds are exceeded. See detailed guide.
• Supporting documents in contract templates can now automatically fill variables based on contract metadata. See detailed guide.
• Users can now send signature requests to external parties through Lexzur Sign for seamless digital signing. See detailed guide.
• Contract template settings have been enhanced to allow users to include attachment-type variables, enabling them to attach files to contracts from the questionnaire or embed files directly within the document. See detailed guide.
• The Contra tab configuration has been enhanced to allow users to customize tab settings for different Contra types, offering flexibility to show, hide, and reorder tabs. See detailed guide.
• Invoice Note Customization in Billing Settings now supports dynamic invoice-related placeholders, allowing automatic population of invoice notes with relevant details from the invoice fields.
• The IamSigner signature workflow now features predefined data and role-based permissions, simplifying the process, and streamlining workflow management.
• The Enhanced Expense View Mode now supports inline editing for certain expense metadata, with detailed change tracking in the activity logs.
• Minor Bugs & Minor Improvements

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