LEXZUR v9.15.0.0 Release Notes

LEX-16056

Revamped DocuSign Workflow 

LEX-15798

Task Creation Form Builder and Configuration

The system now includes a Task Creation Form Builder, accessible via System Settings, enabling users to create and manage customizable task forms. Users can configure a unified "Default Form" for all task types or create task-specific forms tailored to unique requirements. Key features include:

• Custom Fields & Templates: Add fields like Assignee, Due Date, Priority, and more, with dynamic adjustments for conditional logic.
• Template Management: Save multiple templates, set defaults, and update configurations to reflect in new tasks.
• Task Creation Integration: Predefined fields auto-populate based on selected task type, with flexibility for in-form modifications.
• Permissions & Validation: Only authorized users can manage templates, with error handling for invalid configurations.

This enhancement streamlines task creation and ensures flexibility for various workflows.

LEX-13186

Automated Linking and Populating of Contractor Details

Lexzur now supports automatic linking and population of contractor details such as address, phone number, and fax number upon selecting a party name in contract templates. This enhancement reduces manual entry, improves data accuracy, and streamlines the contract creation process by auto-filling relevant fields based on the selected contractor, ensuring consistency and efficiency.

LEX-16521

Add Preferred Language Parameter to 360 Docs Configuration

Enhance user experience and accessibility with the new preferred language parameter in 360 Docs. This feature allows users to select their preferred interface language, delivering a personalized and inclusive experience.

LEX-13978

Customizable Date Format Settings

You can now customize the date format for all date fields within the system through system settings. Available options include ISO, US, European, GCC, Chinese/ Korean/ Japanese, and German/Austrian/Swiss/Turkish formats. The system dynamically updates all date fields based on the chosen format.

LEX-15327

French Date Format 

French instances will now default to JJ/MM/AAAA (e.g., 25/04/2024) date format, while other regions will follow their existing default formats. The date format can be customized from the settings.

LEX-15270

Matter Audit Reports Enhancement

The Matter Audit report now tracks changes to all fields, including custom field values, within matters and cases, offering a more comprehensive view of modifications.

LEX-16584

"Type"  Column Added to Contract Subtype Settings

Easily identify related types with the newly added Type column in the Contract Subtype Settings page

LEX-16583

Subtype Column Added to Contracts Grid

Track contract types and subtypes effortlessly with the newly added Subtype column in all contracts grids, enhancing visibility and organization.

LEX-16565

Updated Terminology for Litigation Cases

The terms Judgment Value and Recovered Value have been renamed to Judgment Amount and Recovered Amount for improved clarity and user understanding.

LEX-16492

Add Watchers for Matters and Cases Directly from the System

Introduced the ability to manage Watchers directly within the system under the "People" section for matters visible to the CP.

Watcher fields are hidden for matters not yet visible to CP, maintaining privacy and relevance.

LEX-16490

Ability to Edit Timer Effort Upon Pausing

Users can now adjust the time tracked by a timer before it is closed. This enhancement allows users to add or subtract time in the time entry form upon pausing a timer, accommodating scenarios where timers were mistakenly left running or not started on time.

LEX-16399

Task Enhancements

We've introduced a search input for the Grid Workflow filter, making it easier to locate specific statuses. The "Apply" button is now sticky for better usability, and the "Awaiting Revision" option has been removed from the filter. Additionally, task approval comments now have a dynamically sized background that matches the text length for a cleaner display.

LEX-16396

Fixed Party Linkage Issue in Contracts

Resolved an issue where a removed party would still appear linked to a contract after editing. Now, when a party name is changed, the old party is correctly unlinked from the contract.

LEX-16395

Enhanced Task Rejection Handling

Notifications are now sent to task creators/assignees upon rejection, with options to terminate the approval or restart it with updated approvers for a second round.

LEX-16377

Search Tab for Placeholder List in Email Template Customization

Introduced a search tab within the placeholder list to simplify finding and adding fields while customizing email templates.

LEX-16376

Consistent Labeling for Description Field in Billing Reports

Standardized the field name to "Description" across all billing reports, replacing inconsistent labels like "Comments" for uniformity.

LEX-16375

Client Portal Invitation Email

The static phrase "Client Portal" has been removed from the invitation email sent to client portal users, ensuring a more tailored and professional communication.

LEX-16374

Default Party Field Type Selection in Contracts Grid

The "Company" option is now selected by default in both party fields within the Contracts grid, streamlining data entry and ensuring consistency.

LEX-16373

Subtask title Enhancement: Main task title / Approval Label

The Subtask title now displays as the Main Task title along with the Approval Label for better clarity and alignment.

LEX-16372

Default Task Approval Order Setting

A new option in System Settings allows you to enable the task approval order by default, streamlining the approval process for task workflows.

LEX-16309

Removing Blurred Screen While Adding Notes in Matters

You can now add notes to a matter without the screen being blurred. This update allows you to view matter details while drafting notes, making it easier to reference specific information without needing to close and reopen the note.

LEX-16293

Improved Filtering for "List" Custom Fields Across Grids

LEX-16292

Enhanced Tabs Configuration: Customize Tabs Per Practice Area

LEX-16249

Enhanced Email Templates for Arabic Formatting

Arabic email templates now offer improved formatting for placeholders, bullet points, and alignment, ensuring a more polished and professional appearance.

LEX-16201

Custom Integrations Visibility Enhancement

LEX-16113

Restrict CP Document Visibility Based on Module Record Access

The current system allows CP users to see documents that are visible within CP, even if they do not have access to the associated module records. To improve security and ensure proper document access control, this behavior should be adjusted.

CP users should only be able to see and access documents if they have permission to view the module records that contain those documents. This change will ensure that users cannot access documents they are not authorized to see, reinforcing the security of the Document Management System (DMS) in CP.

LEX-16101

Enhanced Management Dashboard

The management dashboard has been improved to better distinguish between matters and cases. New widgets now support category-specific filtering, allowing users to view only corporate matters or litigation cases within each widget. This enhancement provides greater flexibility and clarity in managing dashboard data.

LEX-16100

Lock Matters Upon Archiving

Matters are now automatically locked when archived, preventing users from adding notes, editing, uploading, deleting files, or changing workflow statuses. Archived matters shared with the Client Portal will remain visible. This functionality can be enabled or disabled through system settings.

LEX-16094

Support for Mentions in Matter Notes from the Client Portal

Users can now mention others in the notes section under matters in the Client Portal. Mentioned users will receive an email notification, ensuring streamlined communication and alignment, similar to the existing functionality in Contra.

LEX-16085

New widgets in Management Dashboard

New widgets have been added to the Management Dashboard:

1. Matter per Arrival date in Management Dashboard 
2. Litigations per Judgment Amount. 
3. Litigations per Recovered Amount. 
4. Corporate matters per value.

with a filter on client name and practice area

LEX-16075

Enhanced Contract Dashboard Widgets for Better Filtering and Customization

Improved contract dashboard widgets with new filters, renamed options, and enhanced functionality for streamlined management and customization.

This includes: 

• • The "Contract/Documents per type per status" widget is now renamed to "Contract/Documents per Type," allowing users to filter by status (e.g., "Active," "Inactive")
  • "Sub Type" filter added, similar to money filters, for better customization.
  • "Assignee" filter added to cover "Contracts per Type per Assignee," allowing users to view contracts by specific team members.

• • Workflow status will now appear in the drill-down view instead of just "Active/Inactive" to give more detailed information
  • For the "Contracts/Documents by Applicable Law" widget, new filters include "None," "Approved" (Approval Center approved), and "Signed" (Signature Center signed).

LEX-16069

Custom Emails Enhancement

LEX-16059

Enhanced User Grid Search Functionality

The quick search in Core, Client Portal, and Advisor grids is now more efficient. It supports searching by first name, last name, full name, email, and username, improving usability and search accuracy.

LEX-16032

Delegate Subtasks and Task Approvals

You can now delegate both subtasks and task approvals at the Core and Client Portal levels, providing greater flexibility and streamlined task management.

LEX-15976

Adjustments to Turkish Translations

LEX-15953

Conditional List Support in Advisor Portal

LEX-15817

Conflict Check Report: Sort by Date

Users can now sort the Conflict Check Report by all date fields, enhancing the ability to analyze and organize report data efficiently.

LEX-15787

Workflow Status Linked to Default System Workflow

The system's default workflow is now automatically linked to the workflow status upon sign-up, streamlining the process for users by ensuring that the workflow and status are updated automatically as the contract progresses.

LEX-15751

New Column Added to Matters List in Client Portal

The "Created On" date column has been added to the list of matters in the Client Portal, providing users with a quick reference to the creation date of each matter.

LEX-15750

Specify Notes by CP User When Exporting Matters Report

When exporting the matters report, the notes section will now specify whether the note is from the Client Portal (CP) or a user, ensuring better clarity in the exported data.

LEX-15661

New Filters in Clients Grid

New filters have been introduced in the clients grid, allowing users to filter by "Modified By," "Modified On," "Created By," and "Created On" for more detailed and efficient client management.

LEX-15641

Resend Signature Email 

The Signature Center now supports a "Resend Signature Email" option, similar to the Approval Center. This feature allows users to resend documents for signature directly from the system. If a signee hasn't signed yet, a reminder can be triggered with ease, improving follow-up efficiency.

LEX-15625

Contact Categories Sorted Alphabetically for French Instances

LEX-15385

Task Assignment Notification Email

An email notification is now sent to the assignee whenever a task is assigned or reassigned, regardless of the location or method used (including transitional workflows). This ensures the assignee is promptly informed about their new task responsibilities.

LEX-15341

Enhanced Notification Scheme for Contracts

The Contract Notification Scheme has been updated to include the following improvements:

• Add note to Contract or Matter from CP: When a note is added to a contract or matter from the Client Portal, notifications will now be sent to the Matter/Contract Creator, Requester, Watchers, and Matter Contributors.
• Add Contracts/Documents: Replaced the "Requester" notification with "Contributor".
• Expanded Rejection Notifications:
  • Contract/Document Approval Rejection: Now includes notifications when rejection occurs via the Approval Center.
  • Contract/Document Signature Rejection: Introduced a new notification triggered when a contract/document is rejected via the Signature Center, ensuring distinct emails are sent for both scenarios.

LEX-15204

Right-Click Enhancement for Menu Navigation

Users can now open modules in a new tab by right-clicking on any menu tab in the new navigation menu.

• Current Behavior: Right-clicking opens an icon image.
• Updated Behavior: Right-clicking now correctly opens the selected module in a new tab, improving navigation efficiency.

LEX-15128

Enhanced Alert for Missing Word Attachments in Signature Process

Improved the alert message displayed when attempting to sign a contract from the "Awaiting Signature" grid without any Word document attachments and the contract is related to old signature workflow (Internal Lexzur Sign Workflow).

• New Alert Message:
  "No related Word documents are set to be signed. Please go to 'Attachments' and set the value of the 'To Be Signed' field as 'Yes' for the Word documents you want to include in the signature process."

LEX-14033

Download the Dashboard Charts

Users can now download all widgets and dashboard charts as images, providing a convenient way to save and share visual data insights. 

LEX-13147

Spell Check Feature in Notes

LEX-12016

Client Position Added to Client Name in Hearing Roll Session Report

The client position has now been added to the same cell as the client name in the hearing roll session report, similar to how the opponent's name and position are displayed. 

LEX-11170

Adjustment Feature Added to Credit Note Creation

LEX-10168

Lock Signature Until Approval

The Contra module now includes an option in the default settings: Lock Signature Until Approval (enabled by default).

• When Enabled: The signature process cannot begin until the Approval Center has fully approved the document. Signees will be restricted from signing until all approvals are complete.
• When Disabled: The signature and approval processes can function independently. Documents can move to the Awaiting Signature status and be signed even if approvals are pending.

This enhancement ensures the system can support both strict workflows, where signing requires prior approvals, and flexible workflows that allow signatures and approvals to proceed in parallel. The update applies to all workflows, with or without linked statuses.

LEX-9045

Default Company Name for Client Portal Sign-ups

Admins can now specify a default company name in the Client Portal settings.

When a client signs up or creates an account via the Client Portal, their company name will automatically default to the value specified in the settings.

This ensures all sign-ups are linked to the same company, simplifying the process of adding users as watchers or associating them with relevant matters.