LEXZUR v9.18.0.0 Release Notes

LEX-18316

Introducing powerful new features in the AI tool to boost your productivity and content quality. You can now proofread text, change its tone (Professional or Casual), rewrite content, and expand text, all directly within Lexzur AI tool at text field level.

LEX-17559

Smarter Workflow Automation with Enhanced Field Controls

We’ve upgraded the Automation Hub to give you more control and flexibility when automating workflows across Contracts, Matters, and Tasks. You can now configure advanced actions like setting assignees, privacy levels (with multi-user and group support), due dates, opponents, watchers, and more. New date-based triggers and improved field handling make it easier to build powerful, tailored automation flows that match your team's unique processes.

LEX-17121

You can now send dynamic questionnaire forms—based on contract templates—to external parties or clients for quick and structured data collection. Just select a template, enter the recipient’s details, customize the email (or use a predefined one), and send it out. Once completed, each response automatically generates a new contract using the submitted information, streamlining your intake process like never before.

LEX-12151

Revamped Invoice Grid with Interactive Status Widgets

We’ve redesigned the Invoice Grid for a more intuitive and streamlined experience. A new status summary widget has been added at the top of the grid, displaying invoice totals by status: Overdue/Unpaid, Paid, Draft, and Open.
Clicking on any status widget instantly filters the grid for quick access.

Additional updates:

• Aligned grid design with Lexzur’s updated UI standards

• Updated action menu for better usability

• “Add New Invoice” and “Manage Filters” are now clearly available as separate buttons.

LEX-9498

Introducing a New Document Notes Feature on Lexzur Editor. Add public or private notes to your documents, allowing you to share comments with your team or keep confidential notes visible only to you or selected users.

LEX-16313

New Feature Indicators for Better Visibility

We've added a visual cue to highlight newly released features, inputs, or pages across the platform. Look for the icon next to recently added items.
Hovering over the icon will display a tooltip with more details about the enhancement, helping you quickly discover what's new and how it benefits you.

LEX-18405

Collaborators can now preview, sign, or reject contracts directly from the “Awaiting Signature” grid in the Client Portal—bringing the same seamless experience available in the main system.

LEX-17421

The Matter ID configuration has been improved to offer more customization options. Users can now add Date Prefix and Assigned Team Prefix to the Matter ID configuration alongside Category and Practice Area Prefix.

The reset functionality has been also enhanced to allow for more specific ID resetting based on the following criteria:

• Per Year

• Category and Year

• Practice Area and Year

• Per Category and Practice Area

• Category, Practice Area, and Year

• Per Assigned Team

• Per Assigned Team and Year

LEX-17121

Creating contracts from templates now features a new design with side-by-side questionnaire and live document preview for a smoother, real-time drafting experience.

LEX-7635

A new Draft & Collaborate tab is now available on contract pages in the Client Portal, mirroring the functionality in the main system. This enables collaborators to review and modify contract drafts directly from the portal, with all changes synced automatically to the main contract page. 

LEX-16608

The Contributors section in matters has been streamlined and is now integrated into the Related Person area within the General Info tab. Contributors can now only be Lexzur users, simplifying collaboration and aligning with Contra behavior.

They are also included in all notification schemes where assignees are listed, ensuring relevant updates are received. Additionally, the contributor field is now available in matter reports, report builder, and grids for better visibility and tracking.

LEX-18060

The "Share Matter in client portal" form now matches the contra experience, in addition to allowing users to search for requesters or watchers by name or email. We've also added helpful tooltips for watchers to improve clarity and ease of use.

LEX-16299

We’ve enhanced the Adobe Sign integration to support the termination of contract signature workflows. When a contract is terminated in Adobe Sign, the system will now accurately handle the termination event and update related processes and documents accordingly.

LEX-18184

LEX-18088

You can now include additional contract fields—such as Addendum Of, Amendment Of, and Client—as system variables when creating contract templates.

LEX-18001

We’ve expanded the AI-powered options available in text fields with new functionalities: Change Tone, Proofread, Rewrite, and Expand—now available alongside Summarize and Translate. Each option opens a pop-up with Copy, Replace, Regenerate, and a “Restore Original Text” feature for greater control and flexibility.

LEX-18015

The Prefix column in the Practice Area list will now dynamically show or hide based on the prefix activation status. If prefixing is deactivated, the column will be hidden to avoid confusion and reflect the correct configuration state.

LEX-18012

New filters for Gender, Address, Date of Birth, and Comment fields have been added to the Persons grid, making it easier to search, sort, and manage contact information efficiently.

LEX-11984

A dedicated History section has been added under the Milestone tab, providing a clear audit log of all milestone activities including creation, edits, deletions, and status changes, independent from the general contract history.

LEX-18890

Rating System Enhancement

Feedback submissions through the Client Portal can now be locked after submission, similar to survey behavior. Admins can configure whether users can modify their feedback after submission via system settings.

LEX-17920

The "Share Contracts in client portal" form now allow users to search for requesters or watchers by name or email. 

LEX-17918

We’ve added the Zoom app to the Apps and Configurations page, making it easier to configure, test, and manage Zoom integrations directly within your environment.

LEX-17903

We've expanded the contract/document notification scheme to include Assignees and optional Collaborators when attachments are uploaded, and added Collaborators as optional recipients for approval cycle notifications—ensuring all relevant parties stay informed throughout the contract lifecycle.

LEX-17736

Now, when refreshing a contract page, you'll stay on the same tab (e.g., Milestones, Attachments) instead of being redirected to the main Details tab, ensuring a smoother and more consistent user experience.

LEX-17613

Parent accounts in the Trial Balance now display the total sum of their sub-accounts when collapsed, offering a clearer, more streamlined overview, similar to the General Ledger and Income Statement.

LEX-17529

Users can now customize text color in the Contract Notes section, making it easier to highlight key information and improve readability.

LEX-16914

We've improved the layout and design of custom email templates across the system for a better user experience. Additionally, a new Daily Agenda Email template has been introduced, automatically summarizing each user’s daily activities such as tasks, hearings, and cases, and sent out every day to keep users informed and prepared.

LEX-16433

The Priority field will now default to Medium in all system modules. 

LEX-16324

We've added a new "Save and Add Another" button when creating milestones in Contra. This enhancement allows users to quickly add multiple milestones without navigating back each time.

LEX-13216

A new Credit Note column has been added to the Invoice tab within the Matter page, displaying the reference number of any associated credit notes. This allows users to quickly identify which invoices have credit notes issued, without needing to open each one. (Note: This enhancement applies only to invoices; expenses are excluded as they are reverted upon credit note issuance.)

LEX-12173

A confirmation message will now appear when filling or editing custom fields in the General Info tab of Cases and Companies, ensuring users are notified of successful updates before navigating away or refreshing the page.

LEX-11502

We’ve resolved an issue where notes and negotiation details added to Documents and Contracts on the web were not visible in the iPhone application.

LEX-18889

The "Visible from Client Portal" option is now disabled by default in negotiations to prevent accidental sharing. Users can manually enable it if the negotiation needs to be shared with the client portal.