Important highlights from this release
Recall & Reinitiate Signature and Approval Workflows: Users can now recall and reinitiate both Signature and Approval workflows, with the ability to update signees and approvers before restarting the process.
Bilingual ZATCA Invoice Template: A new bilingual invoice template is now supported with ZATCA, automatically displaying primary and secondary language details from the client profile for multilingual invoice generation.
Rich Text Support for Matter Descriptions: The Description field in Matters and Litigation Cases now supports rich text formatting, allowing users to structure content with bold text, lists, and links for improved clarity and readability.
Primary and Secondary Document toggles have been introduced during contract upload, enhancing Smart Upload behavior so Lexa can identify the main document, extract data, and automatically create related entities.
- Users can now Lock Attachments via the Automation Hub including granular attachment permissions, allowing admins to control viewing, downloading, uploading, and deleting attachments based on workflow conditions.
Mandatory Description for Time Entries: A new system setting allows admins to make the Description field mandatory for time entries, ensuring users provide meaningful details when logging time.
- Out of Office Status has been added to the Manage Users grid, allowing admins to easily view each user’s OOF status and return date for better workforce visibility.
- Minor Bugs & Minor Improvements
| Issue Type | Issue Key | Summary | Description | |
|---|---|---|---|---|
| 1 | New Feature | LEX-24317 | Recall & Reinitiate Signature and Approval Workflows | Users can now recall and reinitiate both Signature and Approval workflows, with the ability to update signees and approvers before restarting the process. |
| 2 | New Feature | LEX-20411 | Bilingual ZATCA Invoice Template | A new bilingual invoice template is now supported with ZATCA, automatically displaying primary and secondary language details from the client profile for multilingual invoice generation. |
| 3 | New Feature | LEX-20094 | Lexa Usage Analytics Dashboard - New Widget | A new Usage Analytics widget now provides detailed Lexa consumption insights per user, including credit usage by feature and percentage breakdowns for better monitoring and analysis. |
| 4 | Improvement | LEX-24806 | Rich Text Support for Matter Descriptions | The Description field in Matters and Litigation Cases now supports rich text formatting, allowing users to structure content with formatting options such as bold text, lists, and links for improved clarity and readability. |
| 5 | Improvement | LEX-24735 | Contra UX Enhancement – Primary & Secondary Document Toggles with Enhanced Smart Upload | Primary and Secondary Document toggles have been introduced in contract upload, enhancing Smart Upload behavior so Lexa can identify the main document, extract relevant data, and automatically create related persons and companies, reducing manual effort during contract setup. |
| 6 | Improvement | LEX-24715 | Client Portal Tasks in Agile Board | The Agile Board now supports Client Portal tasks, with a new assigned channel filter that provides visibility into tasks assigned to both system and Client Portal users. |
| 7 | Improvement | LEX-24525 | Automation Hub – Flexible Task Due Date Rules | The Create Task action in Automation Hub now supports flexible due date options, allowing admins to set the due date manually, inherit it from the parent record, or define it using a custom offset in days. |
| 8 | Improvement | LEX-24155 | Hijri Date Support in Email Notifications (Practice) | Email notifications now support Hijri dates, allowing users to receive reminders and updates in the Hijri calendar without manual conversion. |
| 9 | Improvement | LEX-23601 | Automation Hub – Attachment Locking | The “Lock Fields” action in Automation Hub has been enhanced to include attachment controls under a new “Locked Attachments” section, allowing admins to define granular permissions such as viewing, downloading, uploading, and deleting attachments based on workflow conditions. |
| 10 | Improvement | LEX-22945 | Contributors Filter in Agile Boards | Agile Boards now support filtering by contributors, allowing users to easily view matters, contracts or tasks based on selected team members involved in each item. |
| 11 | Improvement | LEX-22512 | Searchable System Dropdown Fields | System dropdown fields across Practice and Contra, now support search functionality, making it easier for users to quickly find and select values. |
| 12 | Improvement | LEX-22438 | Assignee Change Confirmation for Delegated Requests | A confirmation message is now displayed when changing the assignee of a delegated object, allowing users to decide whether to keep the new assignee or revert to the original assignee after delegation ends. |
| 13 | Improvement | LEX-22273 | Default Notes Visibility for Client & Advisor Portal | A new system setting allows admins to define default visibility for notes in the Client and Advisor Portals, with options to control whether comments/notes are shown by default in each portal. |
| 14 | Improvement | LEX-22090 | Rich Text Support in Workflow Transitions & Descriptions | Rich text formatting is now supported in Matter workflow transition notes, as well as Task and Matter descriptions, enabling users to format content and add mentions or annotations more effectively. |
| 15 | Improvement | LEX-21945 | Enhanced Task Approval Email Notifications | Task approval email notifications have been enhanced to include related task details and direct references to the main task, giving approvers clearer context without needing to access the system. |
| 16 | Improvement | LEX-21747 | Include Credit/Debit Notes Filter in Top 10 Clients Widget | A new filter has been added to the “Top 10 Clients per Invoices” widget, allowing users to include or exclude debit and credit notes for more accurate billing and client revenue analysis. |
| 17 | Improvement | LEX-20770 | Clickable Matter IDs in Reports | Matter IDs in reports are now clickable, allowing users to quickly open and navigate to the related Matter record directly from the report view. |
| 18 | Improvement | LEX-20658 | Enhanced Styling for Mention Notifications | System notification emails have been visually enhanced with improved mention formatting, cleaner layouts, and standardized notification styling across the platform for better readability and user experience. |
| 19 | Improvement | LEX-20618 | Notification for Comment Deletion | A new system notification has been added to alert assignees, contributors, and watchers when a comment is deleted, ensuring better visibility and awareness of activity changes. |
| 20 | Improvement | LEX-20559 | Out of Office Status in Manage Users Grid | A new Out of Office column has been added to the Manage Users grid, allowing admins to easily view each user’s OOF status and return date for better workforce visibility. |
| 21 | Improvement | LEX-20370 | Mandatory Description for Time Entries | A new system setting allows admins to make the Description field mandatory for time entries, ensuring users provide detailed and meaningful information when logging time. |
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