Important highlights from this release
- Discover the innovative Lexzur Messenger – your solution for seamless communication and effortless teamwork among users. See detailed guide.
- Introducing a new UI/UX for the Corporate Matters and Litigation Cases Grid. See detailed guide.
- Lexzur now supports the Import of Journals within its Billing Module. See detailed guide.
- Users can now control Advisor Portal permissions per Field. See detailed guide.
- Lexzur now supports Capping Management at the Client Level. See detailed guide.
- Supporting Period-end cut-offs in Lexzur Billing Module. See detailed guide.
- An Advanced link workflow status can now be based on single or multiple actions in Contra. See detailed guide.
- Supporting Multilevel Chart of Accounts. See detailed guide.
- Users can now set hourly rates for individual users or groups at both the client and matter levels. See detailed guide.
- Lexzur Client Portal can now be utilized in multiple languages for your convenience. See detailed guide.
- Users now have the ability to share contract SLAs with Client Portal users. See detailed guide.
- A new revamped tagging feature is now available in Contra. See detailed guide.
DocuSign and Lexzur Sign Workflows have been separated ensuring a streamlined signing process. See detailed guide.
- Admins can now grant CP users permissions for Core or Contra, allowing them to view specific request types. See detailed guide.
- A new enhancement for Matter Permissions introduces separate permissions for view and edit screens. See detailed guide.
- Minor Bugs & Minor Improvements
Issue Type | Issue Key | Summary | Description | |
|---|---|---|---|---|
| 1 | New Feature | A4L-11111 | LEXZUR Messenger | Introducing the new Lexzur Messenger! Now seamlessly integrated into Lexzur, this innovative feature elevates the way logged-in users interact and collaborate. With Lexzur Messenger, you can engage in instant communication, effortlessly share documents, and efficiently conduct discussions on legal topics, all within a single platform. |
| 2 | New Feature | A4L-10901 | New Design for Matters/Cases Grid | The Corporate Matters and Litigation Cases grids have been updated, featuring an enhanced design and UI/UX for a more engaging and efficient user experience. |
| 3 | New Feature | A4L-12139 | Capping at the Client Level | Capping is now available at the client level. Users can activate capping on the client's page, set the cap amount, and decide whether to permit or prevent exceeding that amount, similar to the matter level functionality. As a result, users will receive a warning when recording time or expenses if the cap amount is exceeded. |
| 4 | New Feature | A4L-13209 | Advanced Link workflow Status in Contra | The link status in Contra has been enhanced to allow the workflow to move automatically based on a single action or all actions. Instead of waiting for everyone to approve or sign to progress the workflow to the "Under Approval" or "Under Signature" stages, users can now initiate the workflow as soon as the first person in the approval or signature center takes action. It will then move to another workflow according to the subsequent actions, such as starting a negotiation, rejecting, and so on. |
| 5 | New Feature | A4L-12137 | Import of Journals | The billing module in Lexzur now supports importing journals. Users can download a template, fill it out, and upload it to the system, similar to the existing import functionality. |
| 6 | New Feature | A4L-12136 | Supporting Period-end cut-offs | must be supported including posting deadlines for different ledgers - Year-End Closing |
| 7 | New Feature | A4L-12134 | Rate per hour for users and group on client and matter | Users can now set hourly rates for individual users or groups at both the client and matter levels. |
| 8 | New Feature | A4L-11128 | Advisor Portal permissions per Field | Administrators can now manage read and write permissions for individual fields in legal cases and hearings from the Advisor Portal. This enhancement allows precise control over access, ensuring the appropriate level of permissions. |
| 9 | New Feature | A4L-10548 | Supporting Multilevel Chart of Accounts | The billing module now supports the creation of multi-level-sub-accounts under primary accounts. This structured accounts tree, limited to a maximum of 5 levels, will also be reflected in your billing reports for comprehensive financial oversight. |
| 10 | New Feature | A4L-10276 | Support Languages in CP | The Lexzur Client Portal has expanded its language support to match that of the main system, offering a variety of languages including English, Arabic, French, Spanish, and more. Users of the Client Portal can now navigate and utilize the portal in their preferred language. |
| 11 | New Feature | A4L-9561 | Automated notification for the hearing assignee | An automated notification feature is now added for hearing assignees, designed to remind them to update the case details one day post-hearing, if no modifications were done. A tailored email will be sent out daily to assignees with hearings pending from the previous day, aligning with the parameters set in the pending hearings report. |
| 12 | Improvement | A4L-14048 | Approval label in the Subject | The approval process now includes the Approval label of the approver in the email subject line. This allows to quickly identify the approver's title directly from the email subject. |
| 13 | Improvement | A4L-14025 | Export functionality in Hearing Types Page. | The Hearing Types Page list can now be exported to Excel. |
| 14 | Improvement | A4L-14003 | Approval Email Enhancement | The Approve and Reject buttons in the approval email, are now distinctly separated, and a new link has been added—Click here to take action—which allows users to directly access the system and perform the necessary actions without.
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| 15 | Improvement | A4L-13955 | Contract SLA for Client Portal | Service Level Agreements (SLAs) are now accessible through the Client Portal. Administrators have the option to activate this feature for individual SLAs, which will then display the elapsed time of the SLA within the contract interface of the Client Portal. |
| 16 | Improvement | A4L-13608 | New option for Attachments Controls in CP settings | A new option has been added to the attachment controls within the Client Portal settings: the “Allow view and download, if approved” option. |
| 17 | Improvement | A4L-13603 | Enhance Open Document Links in the Approval Center for Edit Mode Access | The Open Contract/Document Link within the Approval center now grants immediate access to documents in edit mode instead of downloading. This allows users to swiftly open and edit documents by simply clicking on their names. |
| 18 | Improvement | A4L-13602 | Enhanced Tagging Feature in Contra | The tagging feature in Contra has been improved to automatically suggest a list of relevant individuals for tagging, such as assignees, requesters, watchers, or contributors, organized alphabetically for your convenience. Additionally, anyone not on this list will be categorized as ‘undefined’ but will remain mentionable. |
| 19 | Improvement | A4L-13581 | Change/Set Money Languages Dynamically | Money Languages are automatically configured to align with the main language selected for the instance. |
| 20 | Improvement | A4L-13578 | Default Attachment Navigation for Email Engine | The Email Engine’s default attachment location has been updated so that when attaching files from Lexzur documents, the system will now default to the attachments tab associated with the specific matter or contract, rather than the previous iDocs location. |
| 21 | Improvement | A4L-13577 | Enhanced Document Preview in Email Drafting | This enhancement allows users to preview attachments directly within the email drafting process. Clicking on an attachment will convert it to a PDF format, which can then be conveniently previewed in a pop-up window, regardless of the original file type—be it an image, document, spreadsheet, or presentation. |
| 22 | Improvement | A4L-13576 | Related Contract ID on Tasks Grid | The Tasks grid has been updated to include a Contract ID column, providing an additional layer of detail for tasks related to specific contracts. |
| 23 | Improvement | A4L-13563 | URLs type in Invoice Custom Field | A new type "URLs" has been included in invoices custom fields |
| 24 | Improvement | A4L-13558 | Editable Invoice Custom Fields | Users now have the option to edit custom fields on the fly from the invoice general info page without the need to edit the invoice and regardless of invoice Status. |
| 25 | Improvement | A4L-13555 | Add Payment Date on Invoice Grid | A new Column for Payment Date has been added in the invoices grid to reflect the invoice last payment date. |
| 26 | Improvement | A4L-13541 | Enhancement of Contra Approval Center Settings | When the notification setting for ‘Contract/Document to approve’ is deactivated, the Resend Approval Email button in the approval center will be automatically disabled to reflect this preference. In cases where the approver is also the designated assignee, but the contract currently lacks an assignee, the label “No Approver” will be displayed in place of “Assignee” to accurately indicate the status.
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| 27 | Improvement | A4L-13412 | Segregate DocuSign and Lexzur Sign Signature Workflows | Improving Lexzur signature process within the Signature Center by separating the workflows for DocuSign and Lexzur Sign. The current integration of both workflows into a single process has led to unnecessary complexities. With this update, users will have the flexibility to choose independently between various digital signature workflows, including Adobe Sign, DocuSign, Lexzur Sign, and Lexzur Sign Pro—the latter reflecting the capabilities of the previous Lexzur sign powered by Adobe Acrobat. |
| 28 | Improvement | A4L-13406 | Searchable Lists in Contra and Client Portal | All lists within Contra and Client Portal now feature a search option. |
| 29 | Improvement | A4L-13151 | Intellectual Property Country field | New options have been added to the intellectual properties country list: EUIPO
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| 30 | Improvement | A4L-13146 | Automatic Document visibility to CP once the contract is completed | Once the contract is completed, word documents marked with the “to be approved” label will be automatically converted to PDF format and made visible to the client portal. Subsequently, an email will be dispatched with the newly created PDFs attached. |
| 31 | Improvement | A4L-13051 | Add tagged users as contributors or watchers in transitional screens. | For transitional workflow, tagged users or CP user within a transitional screen will be now added as contributors and watchers. |
| 32 | Improvement | A4L-13025 | Approver Name in the “Contracts/Documents Awaiting Approval per Type” widget. | Users can now check the approver’s name and determine where the process is pending directly from the “Contracts/Documents Awaiting Approval per Type” widget on the dashboard. |
| 33 | Improvement | A4L-12986 | Requester Info under Contracts Details | Users can now easily view the requester’s department and requester’s title in the contract details, which are listed under the “Details” section. |
| 34 | Improvement | A4L-12979 | Update the completion date upon contract completetion | The completion date will be automatically updated once the contract is fully completed, which occurs when all approvers have given their approval. Conversely, if the contract is rejected by any one of the approvers, the completion date will reflect this change accordingly. |
| 35 | Improvement | A4L-12892 | Dashboards for Analytical Account | New widgets for Expenses and Invoices have been introduced to the billing dashboard to accurately reflect analytic accounting. |
| 36 | Improvement | A4L-12756 | Revamp of Adobe Sign Integration | |
| 37 | Improvement | A4L-12721 | Enhance Apps and Configurations Page to Control Marketplace and Adobe Sign Apps URLs | Enhance the Apps and Configurations page for better control over the URLs of the Marketplace and Adobe Sign apps, consider implementing a centralized management system. |
| 38 | Improvement | A4L-12472 | Term change "Invoice Payment to "Receipt " | Invoice Payments is now renamed Receipt |
| 39 | Improvement | A4L-12450 | Legal Notice on CP Requests | Legal teams now have the ability to add a customizable message or legal notice that will be displayed for requesters on every client portal request. |
| 40 | Improvement | A4L-12286 | Custom fields on Matter Grid Columns | Custom fields can now be added to the Matters grid. Users can customize matter columns by including these custom fields. |
| 41 | Improvement | A4L-12198 | Client Portal User Permissions on Modules | Admin users can now grant CP users specific permissions for Core or Contra. This allows you to decide whether a CP user can view matter requests, contract requests, or both. |
| 42 | Improvement | A4L-12197 | Matters Permissions for View and Edit | A new enhancement for Matter Permissions introduces separate permissions for view and edit screens. Users can view matter details without being able to edit them if they haven't been granted edit permissions. Additionally, users without edit permissions should still be able to change the Matter workflow status and fill in the required fields in the workflow transition window. |
| 43 | Improvement | A4L-11983 | Milestone Dates | A small enhancement to Milestones now includes adding fields for Planned and Effective start and end dates. |
| 44 | Improvement | A4L-11667 | Remove Approvers/Signees | Users now have the option to remove approvers and signees even after the approval or signature process is added. |
| 45 | Improvement | A4L-11450 | Adjust Marketplace Permissions Schema | New marketplace permissions have been added to the list of user group permissions, allowing admins to have better control over actions performed in the marketplace. |
| 46 | Improvement | A4L-11152 | Company Tree view new Design | The companies page now features a revamped tree view to better represent shareholders in a user-friendly manner. This view can be exported as an image or PDF. |
| 47 | Improvement | A4L-11138 | User Rates Types in Time Entries | Three types of user rates have been added for time entries, allowing users to choose the desired rate type: - Invoice Date Rate: This rate is determined based on the date of the invoice. |
| 48 | Improvement | A4L-10966 | Adjust Signature Process for CP Users | An enhancement to the signature process now allows CP users to sign contracts and documents directly through the client portal, eliminating the need to do so as external users. |
| 49 | Improvement | A4L-10891 | Unique Date Formats | The date format used throughout the Billing module has been unified to ensure consistency across all screens. |
| 50 | Improvement | A4L-10866 | Utilization and Realization Report | A new Utilization and Realization Report has been added to the time entries report. This report shows the difference between the number of hours recorded (both billable and non-billable) and the number of hours billed for each fee-earner during a month, as well as the difference between these values in terms of amounts and percentages. |
| 51 | Improvement | A4L-10828 | Show Invoice Header Only on First Page | An enhancement to the invoice templates now allows users to display the header on the first page only. |
| 52 | Improvement | A4L-9573 | A new Hearing Roll Session Report Design | Enhancing the UI/UX of a hearing roll session report. |
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