LEXZUR v9.20.0.0 Release Notes

LEX-18899

Smart Document Upload with Lexa

Save time on data entry with Smart Upload, powered by Lexa. When adding a contract or document, Lexa automatically scans the attachment, extracts key information, and fills form fields accordingly. Users can preview the document, review mapped data, and search within the file for quick validation.

LEX-16711

Revamped Matter View Form

A redesigned Matter View Form now offers a cleaner and smarter interface. Empty fields are hidden automatically, and notes are displayed more efficiently with scrollable viewing. A detailed Timeline has been added for both Litigation Cases and Corporate Matters, while new CTAs enable quicker actions and smoother navigation.

LEX-20266

Automation Hub - Delay Feature

Introducing Delayed Workflow Triggers in Automation Hub — allowing you to postpone automation actions based on conditions you define.

You can also now transition workflow statuses automatically, with the system handling status changes according to your predefined rules.

LEX-20093

New “Send Email” Action in Automation Hub

A new Send Email action has been added to the Automation Hub, allowing admins to automatically send emails to selected recipients based on defined triggers and conditions. Users can choose a predefined email template or customize the email content, subject, and recipients.

LEX-20027

View Automation Trigger Logs in Automation Hub

Admins can now access Automation History to see how triggers are being executed. The logs display each automation rule’s creation date, type, affected objects, and status, helping track successful or failed runs.

LEX-19892

Lexa Usage Analytics Dashboard

The Lexa Usage Analytics dashboard has been enhanced with new insights and controls — including a Credit by Feature widget to track AI usage per module, a Credit Consumption Summary, and a date filter for refined monitoring across all functions.

LEX-19543

Multiple Addresses and Bilingual Support for ZATCA Invoices

Users can now choose from multiple client addresses when generating invoices, allowing selection of Arabic or English details per invoice. This enhancement supports ZATCA compliance and provides flexibility for multilingual recipients.

LEX-12157

Bank Charges in Invoice Payments

A new Bank Charges field has been added to invoice payments, allowing accountants to record bank fees directly. The system automatically deducts these charges—no manual journal entries required.

LEX-20580

Privacy Control for Client Portal Requests by Department

Admins can now manage request visibility in the Client Portal based on departments. Each user is assigned to a department, allowing HR, Legal, or other requests to be visible only to their respective teams. Matter and Contract requests can be configured to appear for all departments or restricted to specific ones.

LEX-11150

Revamped Persons Grid

The Persons Grid has been redesigned with a modern layout for improved usability. It now follows the latest grid guidelines with enhanced column clarity, quick filters, updated header styles, and consistent spacing—making it easier to find, filter, and manage person records efficiently.

LEX-10829

Revamped Contracts & Documents Grid

The Contracts & Documents grid has been updated with a modern layout, aligning its design with the latest grids seen in Matters, Cases, and Awaiting My Signature—offering a cleaner and more consistent user experience.

LEX-20943

Updated App Domains for Lexzur Rebranding

All application domains have been updated to the new lexzur domain structure, ensuring consistency and alignment with the Lexzur brand.
Applies to: 360Docs, Messenger, Adobe Sign, Zoom, Jira Support, and Emdha.

LEX-19863

Lexa Enhancement – Smarter, Context-Driven Actions

Lexa now offers a context-aware experience within Matters, Cases, and Contracts, providing tailored CTAs like summarizing matters, cases, persons, or companies. The interface mirrors General Lexa but is customized for each object. Documents are accessed via the “Import from Lexzur” option, allowing up to two attachments per action, with improved prompt behavior and text handling for a smoother experience.

LEX-20915

Automation Hub: Lock Fields by Teams and Users

Admins can now lock fields in matters and contracts based on teams or users. Specific teams can be granted edit access while others remain read-only, ensuring controlled and secure data management.

LEX-20912

Unified Workflow Status Colors in Client Portal

Workflow status colors in the Client Portal are now aligned with those in Practice and Contra, ensuring consistent color coding based on workflow categories across all modules.

LEX-20779

Automation Hub: Enhanced Automation History

Admins can now view failure reasons for automation rules directly in the Automation History, making it easier to identify and resolve issues when rules do not run as expected.

LEX-20709

New Departments Page in Client Portal Settings

 A new Departments page has been added under Client Portal settings, allowing admins to add and manage departments associated with Client Portal users.

LEX-20680

Ability to Hide Client Portal Requests 

Users can now hide requests raised from the Client Portal directly from the matter or contract page. Hidden requests will no longer be visible to CP users, removing previous restrictions and eliminating error messages.

LEX-20648

Add Related Matter to Client Portal Requests 

Client Portal requests now include a Related Matter field, similar to the existing Related Contract/Document field. Users can link their requests to existing matters or contracts directly from the CP form.

LEX-20622

Task and Matter Notifications for Mentions

Users now receive dedicated notifications when they are mentioned in tasks or matters, ensuring important updates are not missed.

LEX-20617

Automatic URL Detection in Comments and Task Descriptions

The system now automatically detects URLs in comments/notes across matters, cases, contracts, and tasks, and in task descriptions field, making links clickable immediately upon saving.

LEX-20612

Icons for Client Portal Request Categories

Admins can now assign icons to Client Portal request categories, adding a more visual and user-friendly selection interface.

LEX-20573

My Dashboard: Show/Hide Widgets

Users can now customize their Landing Page by showing or hiding widgets. The new Edit Widget button allows users to select which widgets to display, creating a more personalized dashboard experience. Users must keep at least one widget visible.

LEX-20471

Enhanced Link Status Feature

The Link Status feature in the Approval Center has been improved to prevent disruptions when modifying approvers. Changing an approver or their type now maintains the link status correctly, ensuring workflows remain uninterrupted.

LEX-20465

Timestamps Display in Description Field

When the “Include Timestamps” checkbox is selected for time entries created via the timer, a tooltip is now available to explain its function. The tooltip clarifies that timestamps are added directly in the description field including the start - end date and time for the entry e.g., 01/01/2025 12:00 - 01/01/2025 13:00.

LEX-20459

"Total Amount” Column in Time Entries Grid

A new Total Amount column has been added to the Time Entries grid, allowing users to see calculated billing amounts for each entry directly in the grid—making it easier to review and verify values without manual calculations.

LEX-20444

Reminder Enhancements

Reminders have been improved with two key updates: users can now add external email recipients when editing a reminder and duplicate existing reminders using the new Clone button—making reminder management faster and more flexible.

LEX-20421

Support for Text Direction in Notes and Emails

New editing tools now allow users to adjust text direction when writing notes or emails—ideal for composing content in Arabic and English within the same message.

LEX-20402

Retain Last Selected Date for Consecutive Time Entries

When logging multiple time entries, the system now remembers the last selected date, allowing users to quickly create consecutive entries without resetting the date each time. The default date for a new session remains today, but any subsequent changes are retained until navigating away or refreshing the page.

LEX-20349

Remove Prefilled “0” in Value Fields

Value fields in matters and cases no longer show a prefilled “0,” aligning with Contra behavior. This ensures mandatory fields require actual input and prevents unintended status changes.

LEX-20292

Enhanced UI for Billable/Non-Billable Icon in Time Entries

The toggle icon for setting default billable or non-billable time entries has been updated for better visibility. The icon has been updated, tooltip behavior is now consistent, and unnecessary success messages have been removed for a cleaner user experience.

LEX-20205

Automation Hub: Enhancements on Conditions and UI Improvements

Several quick-win improvements have been added to the Automation Hub:

• Unsaved Changes Warning: Users now receive a browser warning when attempting to refresh or close the page while editing a trigger.

• Action Search: A search function has been added to the Actions section for easier navigation when more than 10 actions are available.

• Fixed Back Button: The back button in Automation Hub objects now remains visible while scrolling, improving navigation.

LEX-20203

Manager Filter and Column in Client Portal Settings

A new Manager column and filter have been added to the Client Portal grid, allowing admins to easily view and manage CP users by their assigned manager. 

LEX-20195

"Client Name" Column in Client Portal Grids

A new Client Name column has been added to Client Portal grids, enabling users to view the client name directly in Matter and Contract records—even if it wasn’t part of the original request—making navigation and management easier.

LEX-20131

Current Approver Column in Tasks Grid

A new Approver column has been added to the Tasks grid, allowing managers to quickly see who is currently responsible for approving each task.

LEX-20049

Requestor Information Added to Tasks

Tasks raised from the Client Portal now display requestor details, including email and department, similar to Matters and Contracts, providing better context for users managing tasks.

LEX-19987

“Resend Approval Email” in Task Approval Center

Users can now resend approval emails for tasks directly from the system, eliminating the need to manually notify approvers. This feature aligns task approvals with the functionality already available for contracts.

LEX-19889

Report Builder Enhancements

Improved hearing columns, added new filters and columns, updated labels, added loader on submit, and configurable rows per PDF page.

LEX-18845

Unsaved Changes Warning for Person and Company Pages

Users are now warned when navigating away from Person or Company edit pages with unsaved changes, preventing accidental data loss.

LEX-19612

Enhanced Settings for Enable/ Disable AI Tools in Emails 

Added a Billing toggle to control AI in invoice emails, while other email-related AI tools now follow the existing settings in Practice or Contra.

LEX-19454

Billing Reports Enhancements

Billing reports have been improved for clarity and usability: similar reports are now combined (e.g., General Ledger + Detailed General Ledger, Balance Sheet + Detailed Balance Sheet) with Show/Hide Details buttons, breadcrumbs added for easier navigation, and a new “Hide Zero Balance Accounts” option in Balance Sheet and Trial Balance reports.

LEX-18604

Hearing Report Templates in Additional Languages

Hearing report templates now support Spanish, French, Turkish, Russian, and German, in addition to Arabic and English. Templates are automatically displayed in the instance’s default language, ensuring reports are generated in the preferred system language.

LEX-18843

Unsaved Changes Warning for Matter Pages

LEX-17551

Retain Category on “Save and Create Another”

When creating a new Person or Company using Save and Create Another, the Category field now retains the previously selected value for consistent behavior.

LEX-7869

Hijri Date Support for Tasks and Custom Fields

Tasks and custom fields of type Date now support Hijri calendar in addition to the Gregorian calendar.

LEX-21766

Collaborators Column in Contracts Grid

A new column has been added to the Contracts grid, allowing users to view collaborators directly from the list for improved visibility and collaboration tracking.