Important highlights from this release
Lexa Enhancement: Jurisdiction‑Based Prompt Support: Lexa now dynamically injects the selected country into its system prompt to generate legal responses tailored to that jurisdiction. See detailed guide.
Enhanced Password Policy Controls on Advisor Portal: Admins can now configure advanced password policies for the Advisor Portal. See detailed guide.
Revamped Lexa Function‑Calling Interface: The redesigned Lexa popup now offers a favorites section of auto-fill prompts for summarizing records within the system, analyzing, translating, or uploading documents. See detailed guide.
Assign Tasks to Client Portal Users: users can now assign tasks directly to Client Portal users from the main system. See detailed guide.
- Role‑Based Permissions for Client Portal Workflows: Admins can now assign roles to control who may trigger each workflow transition in the Client Portal. See detailed guide.
- Minor Bugs & Minor Improvements
| Issue Type | Issue Key | Summary | Description | |
|---|---|---|---|---|
| 1 | New Feature | LEX-19825 | Lexa Enhancement: Jurisdiction-Based Prompt Support | Lexa can now generate jurisdiction-specific legal responses by dynamically incorporating the selected country's legal context (e.g., France, UAE, KSA) into the system prompt. |
| 2 | New Feature | LEX-19656 | Enhanced Password Policy Controls on Advisor Portal | Admins can now configure robust password policies on the AP, including complexity rules, history restrictions, mandatory changes, and custom security acknowledgments—bringing AP security in line with practice platform standards. |
| 3 | New Feature | LEX-19554 | Revamped Lexa Interface | Lexa’s new pop-up design now greets users personally and includes a Favorites section for common prompts—summarize matters, cases, contacts, analyze or translate documents, and more. Just select an action to auto-fill the prompt (with record ID or Name support), then upload or drag-and-drop a document. Results are summarized in clear bullet-point overviews. |
| 4 | New Feature | LEX-19547 | Role-Based Permissions for Client Portal Workflows | Admins can now control who can trigger each workflow transition on the Client Portal by assigning specific roles—ensuring tighter access control and more secure collaboration. |
| 5 | Improvement | LEX-18275 | Support Assigning Tasks to Client Portal Users | Users can now assign tasks directly to Client Portal users from the main system—mirroring the client portal functionality. |
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