Important highlights from this release
- Introducing Lexa Knowledge Base: Users can now upload documents and define custom instructions to train Lexa and tailor its responses based on organizational knowledge and preferences.
- Lexa in Email Engine: Lexa is now available directly within the email composer, enabling users to draft, rewrite, summarize, translate, and generate responses from email threads.
- Bulk Invoice Payments: Accountants can now process and allocate payments across multiple invoices in a single action, improving efficiency in financial operations.
- Bulk Time Entry Logging: Users can now log multiple time entries at once using a spreadsheet-style interface, enabling faster and more efficient time tracking.
- Lexa now supports Chat History and Favorites, allowing users to revisit past conversations and quickly access saved prompts.
- Automation Hub Enhancements: Automation Hub has been significantly enhanced including a redesigned triggers section, new edit triggers, task field locking, billing preferences and matter capping automation, reminder summary placeholders, and the ability to automatically convert matters to litigation, enabling more powerful and flexible workflow automation across the system.
- Draft Contract Creation: Users can now create draft contracts instantly by uploading a file without completing the full form, with details available to complete later.
- Enforced Matter-Bound Timer: Timers can now strictly bound to Matters and Litigation Cases, ensuring all time entries are accurately linked and preventing unassigned or incorrect logging.
- Enhanced Client Portal Delegations: enables reassignment of matter and contract requesters to alternative requesters, ensuring continuous ownership and accurate request handling.
- Minor Bugs & Minor Improvements
| Issue Type | Issue Key | Summary | Description | |
|---|---|---|---|---|
| 1 | New Feature | LEX-19986 | Lexa Knowledge Base | Admins can now upload documents and define custom instructions to guide Lexa’s responses, enabling more accurate, context-aware, and tailored outputs. |
| 2 | New Feature | LEX-20024 | Lexa in Email Engine | Users can now access Lexa directly within the email composer to draft, rewrite, summarize, translate, or generate content based on the email thread. |
| 3 | New Feature | LEX-10836 | Bulk Invoice Payments | Accountants can now record payments for multiple invoices at once and allocate amounts across them, streamlining the payment process and saving time. |
| 4 | New Feature | LEX-10835 | Bulk Time Entry Logging | Users can now log multiple time entries at once through a spreadsheet-style grid, enabling faster time tracking and reducing repetitive manual input. |
| 5 | New Feature | LEX-19580 | Lexa Chat History & Favorites | Lexa now includes a chat history panel to revisit and continue past conversations, along with a favorites section for quick access to saved prompts. |
| 6 | New Feature | LEX-21453 | Automation Hub Enhancement – Triggers Section Redesign | The triggers section has been redesigned with categorized tabs (All, Contra, Practice, Tasks, Billing), a search function, and labels for “New” and “Most Popular” triggers for easier navigation and discovery. |
| 7 | New Feature | LEX-23551 | Automation Hub Enhancement – Task Field Locking | Admins can now lock specific fields in tasks through Automation Hub, restricting edits to authorized users and ensuring better control over task data. Similar to lock fields action in matters and contracts. |
| 8 | New Feature | LEX-22946 | Automation Hub Enhancement – Edit Triggers | New edit-based triggers allow admins to automate actions when Matters, Cases, Tasks, or Contracts are updated, enabling more dynamic and responsive workflows. |
| 9 | New Feature | LEX-22517 | Automation Hub Enhancement – Billing Preferences & Matter Capping Actions | Admins can now automate billing preferences and matter capping during creation based on defined conditions, ensuring consistent financial setup across matters and cases. |
| 10 | New Feature | LEX-22267 | Automation Hub Enhancement – Reminder Summary Placeholders | Admins can now customize reminder notifications using placeholders to include relevant record details, making reminders clearer and more contextual for users. |
| 11 | New Feature | LEX-21839 | Automation Hub Enhancement – Convert Matter to Litigation | Admins can now automatically convert corporate matters into litigation cases based on defined triggers, streamlining matter classification within workflows. |
| 12 | Improvement | LEX-24507 | Configurable Storage for Custom Field Attachments | Users can now choose whether attachments from custom fields are stored in a separate folder or treated as standard attachments through a new configuration setting. |
| 13 | Improvement | LEX-24503 | Drag-and-Drop for Custom Field Attachments | Users can now upload attachments to custom fields using drag-and-drop, making the process faster and more intuitive. |
| 14 | Improvement | LEX-24501 | Out of Office – Transfer Existing Request | Users can now transfer both new and existing requests to colleagues when enabling Out of Office, ensuring continuous coverage during absence. |
| 15 | Improvement | LEX-24448 | Enhanced Client Portal Delegations | Users can now manage requester delegations in the Client Portal, allowing bulk reassignment of matter and contract requests to alternative requesters—not just collaborators—ensuring continuous ownership and accurate request handling when users leave the organization. |
| 16 | Improvement | LEX-24371 | Contra UX Enhancements – Draft Creation & Review Workspace | Users can now create draft contracts instantly by uploading a file without completing the full form, and collaborate within a newly renamed “Review Workspace” tab for improved clarity and streamlined contract creation. |
| 17 | Improvement | LEX-24034 | Lexa Knowledge Base – Jurisdiction Control & Citations | Users can now choose whether the Knowledge Base is applied when a jurisdiction is selected, with automatic citations included in Lexa outputs when KB content is used. |
| 18 | Improvement | LEX-23972 | Alphabetical Sorting for Task Types | Task type dropdowns are now sorted alphabetically, making it easier for users to search and select task types without relying on manual numbering. |
| 19 | Improvement | LEX-23776 | Automation Hub Enhancement – Hearing Date Conditions for Edit Hearing Triggers | Admins can now define hearing-based automation rules using hearing date conditions within edit hearing triggers for more precise case management. |
| 20 | Improvement | LEX-23760 | Enhanced Task Form Configuration with Default Settings | Admins can now define a default task form configuration applied to all task types without specific settings, reducing duplication and simplifying task setup in both System and Client Portal. |
| 21 | Improvement | LEX-23635 | Drag & Drop Email Attachments for All File Types | Users can now drag and drop multiple supported files directly into the email composer in Matters and Contracts, making attachment handling faster and more seamless. |
| 22 | Improvement | LEX-23629 | Enforced Matter-Bound Timer | Users can now start timers only from a specific Matter or Litigation Case, ensuring all time entries are automatically linked and preventing unassigned or incorrect logging. |
| 23 | Improvement | LEX-22563 | Export User Rates for Matters, Cases & Contracts | A new export option has been added to the User Rates section under the Settings page of Matters and Contracts, allowing users to easily export defined hourly rates to Excel for reporting and analysis. |
| 24 | Improvement | LEX-21909 | Workflow Status Filter for Task Widgets in My Dashboard | A workflow status filter has been added to task widgets in My Dashboard, allowing users to control which tasks are displayed based on their workflow status for better focus and relevance.
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| 25 | Improvement | LEX-21046 | Auto-Mapped Task Assignee from Related Records | Task assignees and contributors can now automatically default from the related Matter, Case, or Contract, reducing manual assignment and ensuring consistency when creating tasks. |
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