Important highlights from this release
Lexa Automation for Corporate and Litigation Cases, is now supported, with predefined or custom prompts for smarter insights. See detailed guide.
Automated Document Generation in Automation Hub: Create documents directly within matters, cases, and contracts for seamless, accurate, and consistent outputs. See detailed guide.
Smarter Automation Hub: New triggers and actions now include milestone tracking, watcher assignment, read-only locking with group exceptions, hiding Client Portal requests, and improved handling of hearings and judgments. See detailed guide.
Enhanced Reminder Actions in Automation Hub, allowing scheduling by exact due date, setting repeats, and notifying requesters (including Client Portal users) for timely updates. See detailed guide.
A new "Questionnaires Grid": A new section with a full grid to track sent forms, manage actions (add, edit, resend, delete), and apply filters. See detailed guide.
Enforce Task Approval: A new option lets designated users continue task approvals despite rejections, with full audit logging and the ability to edit approvers mid-process. See detailed guide.
Team-Based Workflow and Contract Template Access: Workflow and contract template access are now restricted by team, letting administrators manage only their assigned workflows and templates while optionally granting access to specific users. See detailed guide.
360Docs in Client Portal Tasks: Users can now upload, create, and manage folders and files directly in tasks from the Client Portal, with full visibility of folders from the main system and support for all 360Docs actions. See detailed guide.
Enhanced WIP Report: Now supports custom matter fields in filters and columns, with a redesigned grid, improved sorting, customizable layouts, and grouped unbilled views for clearer insights. See detailed guide.
Linked Contract Creation: Users can now create a new contract directly from the “Related Contract/Document” tab—using a template or uploaded file—automatically linking it to the current contract in one step. See detailed guide.
Support for Multi-Factor Authentication for Cloud Instances: Adds an extra layer of security to protect system access and verify user identities.
- Minor Bugs & Minor Improvements
| Issue Type | Issue Key | Summary | Description | |
|---|---|---|---|---|
| 1 | New Feature | LEX-19441 | Lexa in Automation Hub Enhancement | Lexa automation now supports corporate matters and litigation cases, with predefined or custom prompts adding intelligent insights directly to entity notes for smarter case and matter management. |
| 2 | New Feature | LEX-19845 | Document Generation via Automation Hub | The Automation Hub now enables the fully automated creation of documents directly within matters, cases, and contracts, ensuring that users can seamlessly produce the necessary outputs without leaving the system while maintaining consistent formatting and accuracy across all generated files. |
| 3 | New Feature | LEX-19693 | Add Watchers via Automation Hub | A new action in Automation Hub lets users automatically add watchers to matters, cases, and contracts based on defined conditions, with options to select a Manager (from the Client Portal) or multiple watchers from all CP users. |
| 4 | New Feature | LEX-18944 | Automation Hub – Hearing Trigger & Reminder Enhancements |
|
| 5 | New Feature | LEX-16459 | Automation Hub – Milestone Triggers | A new “Contract/Document Milestones” trigger lets users automate actions based on milestone changes within contracts, with conditions like amount, serial number, deliverables, key dates, and status updates. All standard contract actions are supported, plus milestone-specific field updates for more precise project management automation. |
| 6 | New Feature | LEX-18690 | Questionnaire Form Enhancements | A new “All Questionnaires” grid displays all sent forms with details like Form ID, date, client, and status (sent, viewed, completed). Users can filter forms and take quick actions—Add new questionnaires, edit (sends a new email with an updated link), resend, or delete—while ensuring old or incomplete links cannot be accessed by recipients. |
| 7 | New Feature | LEX-19565 | Enforce Task Approval Despite Rejections | A new “Enforce Approval” option allows designated users to proceed with task approvals even if there are rejections in parallel orders, with all actions logged for transparency. Approvers can also be edited mid-process, enabling removal of rejected or pending approvers when approval criteria are met, and moving the task to the next order. |
| 8 | New Feature | LEX-18962 | Time Picker for Time Entries | Users can now log exact work times with a new time picker in the Add Time form, complementing the existing date picker. When enabled, these detailed time entries appear in grids and exports for more precise tracking. |
| 9 | New Feature | LEX-18689 | Team-Based Workflow Configuration | Workflow access is now restricted by team, allowing administrators to view and configure only the contract types and workflows assigned to their own team, ensuring clear separation and control across departments. |
| 10 | New Feature | LEX-18668 | Team-Based Contract Template Configuration | Contract template access is now team-specific, allowing each team to view only the contract types and templates assigned to them. Administrators can configure contract type access for one or multiple teams and grant exceptions to specific users, streamlining template management. |
| 11 | New Feature | LEX-17590 | Support for Multi-Factor Authentication (MFA) for Cloud Instances | Adds an extra layer of security to protect system access and verify user identities. |
| 12 | New Feature | LEX-16832 | Revamped Work in Progress Report | The WIP report now includes custom matter fields in both filters and columns, along with a redesigned grid for better usability, enhanced sorting, customizable layouts, and grouped unbilled views for clearer, more actionable insights. |
| 13 | Improvement | LEX-20009 | Automation Hub – Enhanced Reminder Actions | Reminder actions in Automation Hub are now fully enhanced, mirroring the system’s Add Reminder functionality. Users can schedule notifications based on a specific due date (Due Date or End Date depending on the trigger type) or “due in days,” set repeat options, and notify requesters directly by email. The “Requester” option is also added to support Client Portal users using the same creator-based approach, ensuring timely and accurate notifications for all relevant parties. |
| 14 | Improvement | LEX-19845 | Automation Hub Action Enhancements | The “Lock Client Portal Request” action now includes flexible conditions to choose whether to lock requests for requesters only, collaborators, or watchers. Additionally, “Watcher” can now be used as a condition for blocking actions based on specific watcher names. |
| 15 | Improvement | LEX-18977 | Automation Hub New Action – Hide Client Portal Request: | We’ve added the ability to automatically hide Client Portal requests via the Automation Hub. Users can choose to hide requests after specific conditions, such as a status. The request will no longer be visible to the Client Portal user, even if it was originally submitted through the portal. Hidden requests can be manually shown again from within the Matters or Contracts pages. |
| 16 | Improvement | LEX-19765 | Automation Hub – Matter/Contract Read-Only Action | A new “Lock Fields” action allows admins to automatically convert matters and contracts to read-only mode based on specific conditions, while defining user groups that can override the restriction. Locked items prevent edits to metadata and notes, and can be manually unlocked when needed. |
| 17 | Improvement | LEX-19963 | Enable/Disable Toggle for Automations | A new toggle is added when creating or editing automation rules, enabled by default, allowing users to disable the rule if they want to save it without immediate execution. |
| 18 | Improvement | LEX-20092 | Updated Tab Styling | A new tab navigation component has been implemented to improve usability when switching between multiple pages within the same view, applying the updated design system across affected pages such as Billing Custom Fields. |
| 19 | Improvement | LEX-17889 | 360Docs Support for Tasks in Client Portal | Users can now upload and manage folders and files in tasks directly from the Client Portal. Folders added from the main system are visible, new folders can be created, and all standard 360Docs actions are supported within tasks in CP. |
| 20 | Improvement | LEX-20022 | Configurable Marketplace Visibility | A new system setting allows administrators to show or hide the Marketplace from the main menu—ideal for enterprise and government accounts that restrict access to external links for security purposes. |
| 21 | Improvement | LEX-19888 | Create & Relate Contracts Instantly | Users can now create a new contract directly from the “Related Contract/Document” tab of an existing contract—using a template or uploaded file—which is automatically linked to the current contract, eliminating the need for separate creation and linking steps. |
| 22 | Improvement | LEX-19824 | Automated Approval & Signature Reminders (Via Cron Job Configuration) | The system now automatically sends reminder emails to users for contracts awaiting their approval or signature, helping ensure timely actions and keeping workflows on track. Frequency and timing of reminders can be configured per instance. |
| 23 | Improvement | LEX-19803 | Hide Balance Due Column in Credit Note Grid | The Balance Due column can now be hidden in the Credit Note grid, resolving the issue where totals incorrectly displayed as zero and improving clarity for users reviewing credit notes. |
| 24 | Improvement | LEX-19787 | Marketplace Hosted App URL Update | The Marketplace hosted app URL has been updated from app4legal.com to lexzur.com, eliminating redirection delays, improving performance, and providing a smoother user experience while aligning with current branding. |
| 25 | Improvement | LEX-19775 | “Practice” Logo Update | All “Practice Formerly Core” instances in the Lexzur system have been updated to display the new “Practice” logo, reflecting the current branding across the platform. |
| 26 | Improvement | LEX-19751 | “Visible To” Checkboxes in Matter/Case and Contract Transitions | When transitioning workflow statuses that include notes, users can now select “Visible from Client Portal” and/or “Visible from Advisor Portal” checkboxes, ensuring notes are shared with the appropriate portals. |
| 27 | Improvement | LEX-19726 | Configurable Kanban Card Layouts | Admins can now customize what appears on Kanban cards across matter, task, and contract boards using the new “Card Layout” section. Fields such as Due Date and other card elements can be shown or hidden with toggle buttons, allowing boards to display only the most relevant information. |
| 28 | Improvement | LEX-19672 | Privacy Label Renaming | The “Public” label has been renamed to “Everyone” across the system, including Matters/Cases, Contracts, Tasks, Persons, and Companies, standardizing terminology and improving clarity for users. |
| 29 | Improvement | LEX-19378 | Enhanced Task Grid Filters | The Task grid now supports filtering by assignee and requester from the Client Portal. The grid also displays requester and assignee fields with a “(Portal User)” tag, making it easy to identify and manage portal users. |
| 30 | Improvement | LEX-19336 | Dynamic Invoice Widget Totals | Invoice grid widgets (Open, Draft, Paid, Overdue) now update dynamically based on applied filters, showing totals and counts only for the invoices currently visible. |
| 31 | Improvement | LEX-19289 | E-Signature Enhancements | Resolved long name display issues in Adobe Sign and improved audit accuracy for Dropbox Sign and SignRequest. The audit history now correctly shows the actual initiator of signature requests instead of a generic external user. |
| 32 | Improvement | LEX-19285 | New Task-Related Notifications | Admins can now configure notifications for key task actions, including attachments and approvals. New notifications include “Upload Attachment in Task,” “Edit Attachment in Task,” and “Task Attachment Note,” as well as “Task Approved” and “Task Approved from Client Portal,” ensuring that assignees, requesters, and contributors are automatically informed of relevant updates. |
| 33 | Improvement | LEX-19153 | Smarter Share Notifications | When updating a document or folder’s share list, Lexzur now gives you the choice to notify only newly added recipients or everyone on the list. This prevents existing recipients from receiving unnecessary duplicate notifications while keeping new users informed. |
| 34 | Improvement | LEX-18946 | Enhance Privacy Permissions | We’ve enhanced system permissions and added a new control—"Remove Shared With" under Practice and Contract permissions. This prevents normal users from editing or removing the “Shared With” list in Matters/Cases and Contracts, giving admins tighter control over shared access. |
| 35 | Improvement | LEX-18766 | Add Person/Company on the Fly in Workflow Transition | Users can now create a new Company or Person directly from the workflow transition screen if no matches are found, allowing quick contact creation without leaving the transition flow. |
| 36 | Improvement | LEX-18757 | Confirmation Alert for Unsaved Contract Template Changes | A warning alert now appears when navigating away from an unsaved contract template edit, preventing accidental loss of progress. |
| 37 | Improvement | LEX-18444 | Remove Fields from Subtasks | Priority and Labels fields have been removed from subtasks for a cleaner, simplified view. |
| 38 | Improvement | LEX-18202 | Warning Message for “Exit on False” in Automations | A warning now appears under the “Exit on False” checkbox when selected, stating: "Enabling 'Exit on false' will stop further rule execution if this condition is not met." The message disappears when the checkbox is unchecked. |
| 39 | Improvement | LEX-17514 | Multiple Values in Person, Company, and User Matter Custom Fields | Matter custom fields of type Person, Company, or User now support multiple entries, enabling selection of more than one value when adding or editing matters. |
| 40 | Improvement | LEX-17512 | Multiple Values in Person, Company, and User Task Custom Fields | Task custom fields of type Person, Company, or User now support multiple entries, enabling selection of more than one value when adding or editing tasks. |
| 41 | Improvement | LEX-16898 | Display Links Clearly in Clause Walkthrough | The Word App link in the Clause walkthrough now appears as a visible hyperlink without requiring hover, ensuring immediate visibility and easier access. |
This page has no comments.