LEXZUR v9.16.0.0 Release Notes

LEX-16269

Lexa AI Tool for Matters and Cases

Lexa seamlessly integrates with Lexzur’s suite of solutions to eliminate the friction of routine tasks and empower teams to focus on strategic priorities. From identifying risks and ensuring compliance to analyzing key clauses, translating documents, and summarizing terms, Lexa streamlines workflows and enhances accuracy. By automating processes and aligning decisions with business objectives, Lexa helps teams save time, make smarter decisions, and achieve higher performance with confidence.

LEX-16139

Revamped Task and Reminder Automation

The Task and Trigger Automation feature has been revamped to offer a more customizable and tailored form. Users can configure automations to meet specific needs, adding actions like the automatic creation of tasks and reminders upon any trigger. The enhanced feature supports If-Else condition blocks, allowing multiple conditions to be evaluated, with actions executed within the block if the criteria are met, enabling more tailored and efficient workflows.

LEX-11379

Recall and Reinitiate Signature Workflows

The Signature Center has been enhanced with a new feature allowing users to recall and reinitiate signature workflows. This improvement enables users to edit signees, terminate the current workflow, and start a new one after making necessary changes. Additionally, the feature supports handling signature rejections, allowing users to make adjustments, modify signees, update the document, and resend it for signature.

LEX-17054

Cloning Quotes in the Billing Module

A new cloning option is now available at the quotes level in the billing module, enabling users to easily duplicate quotes. This functionality mirrors the existing cloning feature for invoices, bills, and journals.

LEX-15189

License Downgrade Option Upon User Deactivation

A new option is now available when deactivating a user, prompting the admin to decide whether to downgrade the associated license if it is no longer needed.

LEX-17390

Show/Hide Notes in Advisor Portal

A new option has been added to control the visibility of notes in the Advisor Portal when a matter or contract is accessible there. Users can now choose to show or hide notes in the Advisor Portal while creating them, similar to the existing functionality for the Client Portal.

LEX-17147

Document Dashboard Grammatical Enhancements

The Document Dashboard has been improved with grammatical enhancements, including refining widget titles and adjusting capitalization where necessary. 

LEX-17140

Dashboard Loading Performance Enhancements

The dashboard loading performance has been improved to provide a faster and smoother experience for end users. 

LEX-17139

The Time Entries Dashboard has undergone grammatical enhancements, including refining widget titles by adjusting hyphenation and capitalization as needed. 

LEX-16997

Updated Time Module Landing Page

 The Time Module Landing Page his now the Time Entry Page. That includes the calendar view, the Add Time form, and a personalized list of logged times, providing a more comprehensive and streamlined user experience.

LEX-16996

Main Menu Update: Reports and Dashboards

The term "Reports" in the main menu has been updated to "Reports and Dashboards" to accurately reflect the module's contents, which includes both reports and dashboards. 

LEX-16993

The Journal and Bill IDs in the Journal and Bills grid are now clickable, allowing users to easily open the corresponding pages. This enhancement streamlines navigation, enabling quick access for viewing and editing transactions.

LEX-16926

Some Date fields at the Matter and Litigation levels—such as Arrival Date, Filed on Date, Due Date, Close on—can now be customized and renamed to better align with your specific needs. 

LEX-16871

LEX-16858

The term "View All" has been removed from the lists within the Billing Module, including sections such as Invoices, Expenses, Bills, and Suppliers. It has been replaced with more specific terms, like "All Invoices," for clearer and more direct navigation.

LEX-16804

An improvement has been made to the contract creation process, where a warning message now appears below the fields if a non-existent party is added. This immediate feedback helps users correct the issue before attempting to submit the contract, enhancing user experience and reducing errors.

LEX-16799

 Users can now search for contract types using predefined prefixes in addition to the contract type, making the identification of contract types quicker and more flexible.

LEX-16773

Improvements have been made to Link Status functionality. If a status lacks a transition, a warning will now appear when saving the link status to prevent dead-end scenarios. Additionally, transitions cannot be deleted if they have an associated link status, ensuring smoother workflow continuity.

LEX-16661

The Cap Value field for LBP Capping has been updated to accommodate up to 15 characters instead of 8 characters.

LEX-16531

LEX-15958

All billing reports, including account statements, have been updated to display the Journal Number instead of the Voucher Header ID. This ensures consistency and clarity in financial reporting across the system.

LEX-14618

Templates used for importing data are now automatically translated based on the instance language. This enhancement ensures that users can work with import templates in their preferred language, improving accessibility and ease of use.