Important highlights from this release
- Introducing Matter Add Form Configuration: Configure and customize the Matter creation form by practice area and category, with options to add, reorder, hide, or make fields mandatory for a streamlined setup.
Interactive Lexa Sidebar: The Lexa sidebar now supports system interaction while open, with configurable options for jurisdiction and sidebar display mode.
- Automation Hub Enhancements: Users can now configure more flexible automations, including SLA transitions, approval & signature events, task workflow transitions, reminders on custom date fields, webhooks, archive actions, configurable default visibility of attachments in Client Portal, selective field locking for CP requests, and more, enabling smarter, condition-based automation across the system.
- A new invoice creation trigger in Automation Hub enables automatic task generation and email reminders, ensuring timely follow-up on invoices.
- Selective Field Locking: Users can now lock specific fields in Matters and Contracts, giving precise control over Automation Hub actions.
- The enhanced Income Statement report now supports comparing financial performance across custom periods, with flexible date range and previous period/year filters.
- The Lexzur default theme has been refreshed with a modernized color scheme for a cleaner and more contemporary interface.
Enhanced Company Tabs Configuration: Users can now show or hide tabs in the Companies module, displaying only the tabs relevant to their workflow, similar to Matters and Contracts.
- The Enhanced Task history now captures all actions—including creation, updates, checklists, and approvals—for a complete activity overview.
- New Grid Design Enhancements: Grids now feature refreshed colors, borders, bold hyperlinks, and highlighted quick filters for a clearer and more user-friendly display.
- Tabs Configuration Enhancements: Users can now control tab visibility consistently across Practice, Contra, and the Client Portal, with flexible options to show or hide tabs independently in each interface.
- Minor Bugs & Minor Improvements
| Issue Type | Issue Key | Summary | Description | ||
|---|---|---|---|---|---|
| 1 | New Feature | LEX-16714 | Matter Add Form Configuration | Configure and customize the Matter creation form per practice area and category, with options to add, reorder, hide, or make fields mandatory. | |
| 2 | New Feature | LEX-21837 | Automation Hub Enhancement: Selective Field Locking for Matters & Contracts | Admins can now choose exactly which fields to lock in Matters and Contracts, providing greater flexibility and control when configuring Automation Hub actions. | |
| 3 | New Feature | LEX-21434 | Automation Hub Enhancement: SLA Transition Triggers | New SLA-based triggers are now available in the Automation Hub, allowing admins to configure automation rules based on SLA transitions and milestones for more precise and timely workflow actions. | |
| 4 | New Feature | LEX-21425 | Automation Hub Enhancement: Transition Status of Linked Objects | A new Automation Hub action allows admins to automatically transition the status of objects linked to tasks (such as matter or contract), ensuring better synchronization and streamlined workflow progression across related records. | |
| 5 | New Feature | LEX-21319 | Automation Hub Enhancement: Approval & Signature Triggers | New triggers for Approval and Signature Centers allow admins to automate actions when a contract or task is approved, streamlining workflows and reducing manual follow-up. | |
| 6 | New Feature | LEX-21294 | Income Statement Enhancements: Period Comparison | The Income Statement report now allows comparing financial performance over custom periods, with filters for date ranges and previous year/period comparisons, enabling better tracking of the firm’s financial trends. | |
| 7 | New Feature | LEX-16829 | Automation Hub – Invoice Creation Trigger | New trigger for invoice creation allows automatic task creation and email reminders, helping follow up unpaid invoices at predefined intervals without manual intervention. | |
| 8 | New Feature | LEX-20927 | Automation Hub Enhancement: Cross-Object Field Mapping | Admins can now map fields from one object to another within Automation Hub, enabling automatic data transfer—such as creating a task with relevant matter details when a matter changes status. | |
| 9 | New Feature | LEX-20918 | Automation Hub Enhancement: Webhook Support | Automation Hub now supports webhooks, allowing admins to configure webhook activation or deactivation based on defined conditions for seamless external integrations. | |
| 10 | New Feature | LEX-20909 | Automation Hub Enhancement: Task Workflow Transitions | Automation Hub now supports task workflow transitions, enabling admins to configure automations based on changes in task statuses. | |
| 11 | New Feature | LEX-20895 | Automation Hub Enhancement: Reminders on Custom Date Fields | Automation Hub now supports reminders on custom fields of type Date, allowing admins to configure notifications similar to standard due date reminders. | |
| 12 | New Feature | LEX-20725 | Automation Hub Enhancement: Archive Action | A new Archive action is now available in Automation Hub, allowing matters, contracts, or tasks to be automatically archived based on defined conditions. | |
| 13 | New Feature | LEX-18401 | Enhanced Task History | The History section in tasks now captures all logs, including creation, updates, checklists, and approval actions, providing a complete task activity overview. | |
| 14 | Improvement | LEX-21706 | Interactive Lexa Sidebar | Lexa sidebar now allows users to interact with the system while open, with configurable settings for jurisdiction and sidebar mode (Push or Overlay). | |
| 15 | Improvement | LEX-23613 | End Date Enhancement on Contract/Document Upload | The End Date field on the Upload Contract/Document screen now includes a “Notify Me Before” option, allowing users to set reminders directly during contract creation. | |
| 16 | Improvement | LEX-23494 | New Widgets for Management Dashboard | New widgets have been added to the Management Dashboard, enabling admins to visualize the number of matters per assigned team and track matters created from the Client Portal by status for better oversight and reporting. | |
| 17 | Improvement | LEX-23437 | New Widgets for Documents Dashboard | The Documents dashboard now includes widgets to visualize the number of contracts and documents per assigned team for better management insights. | |
| 18 | Improvement | LEX-23479 | Automation Hub – Read from Task Form Configurations | Automation Hub now respects Task Form configurations and privacy settings, ensuring that tasks created via automation inherit default fields and privacy options defined for each task type. | |
| 19 | Improvement | LEX-23265 | Updated Tooltip for Map Fields in Add Task Action | The Map Fields tooltip in the Add Task action has been updated to clearly explain how field mapping will be handled, improving user guidance and clarity. | |
| 20 | Improvement | LEX-22947 | Updated Label for “Other” in Automation Hub Conditions and Actions | The ambiguous “Other” label in Automation Hub has been renamed to “System Fields” for clearer understanding in conditions and actions. | |
| 21 | Improvement | LEX-22894 | Add Contract ID to Attachment Headers and Footers | Attachments added to contracts can now include the Contract ID in their headers and footers, ensuring consistent identification across Word documents. | |
| 22 | Improvement | LEX-22708 | Remove Footer from Lexzur Pages | Outdated footers have been removed from all pages to prevent display issues. | |
| 23 | Improvement | LEX-22677 | New Grid Display and Design Enhancements | Grids have been visually uplifted with updated colors, borders, bold hyperlinks, and highlighted quick filters for improved clarity and usability. | |
| 24 | Improvement | LEX-22576 | Opening Balance in General Ledger Report | The General Ledger now displays the opening balance for each account, with export options for selected dates. | |
| 25 | Improvement | LEX-22079 | Adjust Default Theme in Lexzur | The default Lexzur theme has been updated with a refreshed color scheme for a modernized interface. | |
| 26 | Improvement | LEX-22061 | Default Assignee and Contributors in Task Approval Center | Task assignees and contributors can now be automatically added as approvers in the Approval Center based on task configuration. | |
| 27 | Improvement | LEX-21825 | Email Placeholders for Tasks in Automation Hub | Supports dynamic email placeholders for tasks, including clickable IDs, enabling automated emails with task-specific data and internal hyperlinks. | |
| 28 | Improvement | LEX-21478 | Option to Remove Matter Creator from Notification Scheme | Admins can now remove the Matter Creator from notification schemes in matter triggers, allowing greater control over who receives system notifications. | |
| 29 | Improvement | LEX-21393 | Show/Hide Company Tabs Configuration | Admins can now show, hide, and reorder tabs in the Companies module—similar to Matters and Contracts—allowing firms to display only the tabs relevant to their workflow | |
| 30 | Improvement | LEX-20979 | Search Support in Custom Field Dropdowns | Users can now search within dropdown lists in custom fields, making it easier to find and select values—especially when dealing with large option sets. | |
| 31 | Improvement | LEX-20768 | Show/Hide Task Custom Fields in Client Portal | Admins can now control the visibility of task custom fields in the Client Portal using the same eye-toggle functionality available for Matters and Contracts. | |
| 32 | Improvement | LEX-20762 | Automation Hub - Configure Default Visibility of Attachments in Client Portal | Admins can now set whether attachments are shown or hidden by default in the Client Portal using Automation Hub rules. | |
| 33 | Improvement | LEX-20623 | Enhanced Task Notifications and Attachment Previews | Task notifications now include attachment details instead of empty comments, and users can preview attachments directly within task comments. | |
| 34 | Improvement | LEX-20486 | Tabs Configuration Enhancements | Admins can now control tab visibility consistently between Practice, Contra, and the Client Portal, with added flexibility to show or hide tabs independently in each interface. | |
| 35 | Improvement | LEX-20560 | Workflow Transition Screen – End Date Enhancement | The End Date field on the Workflow Transition Screen now includes a “Notify Me Before” option, allowing users to set reminders directly when updating a transition. | |
| 36 | Improvement | LEX-20456 | Persist Number of Items in Time Entries Tab | The Time Entries tab in Matters, Cases, and Contracts now remembers the number of items selected (10, 20, 50, or 100), keeping your preference after refreshes or navigation for a consistent experience. | |
| 37 | Improvement | LEX-20364 | Automation Hub – Enhanced Lock for Client Portal Requests | A new dropdown option lets admins select specific fields to lock in a Client Portal request instead of locking all fields. CP users can be restricted to view-only access for watchers, attachments, notes, and more, while internal teams retain edit rights. | |
| 38 | Improvement | LEX-20352 | Contributor Field Added to Contra Client Portal Requests | The Contributor field is now available in Contra CP requests, displayed under the People section with watchers, providing visibility on who is working on a contract request and ensuring consistency with Matter and Case requests. | |
| 39 | Improvement | LEX-22540 | Quick Action: Convert Calendar Events to Time Entries | Users can now convert calendar events into prefilled time entries with a single action, streamlining daily time logging and reducing manual entry. | |
| 40 | Improvement | LEX-19620 | Support Renaming Key Fields in Matters and Cases | Users can now rename additional important fields in Corporate Matters and Litigation Cases: Key fields in Corporate Matters (e.g., Internal Reference Number, Practice Area, Client Name, Description, Value, Matter Container) and in Litigation Cases (e.g., Judgment Amount, Description, Matter Container) to better align with firm-specific terminology. | |
| 41 | Improvement | LEX-14922 | Fix Default Values for some fields on Contract Amendments | Resolved an issue where the Client, Country, and Applicable Law fields were not pre-filled when adding, amending, or uploading a contract via the Client Portal. These fields now correctly display default values based on the contract form. |
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