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 Important highlights from this release

  • Revamped Menu Bar: Lexzur’s new menu bar streamlines navigation, making it more intuitive for users to find what they need. See detailed guide.

  • Service Quality Ratings: Evaluate your legal department’s performance with our new rating system within the Client Portal. See detailed guide.

  • Contra Functionality in Advisor Portal: Contracts can now be shared with External Advisors, enhancing collaboration. See detailed guide.

  • Seamless iManage Integration: Streamline document creation and management during matter creation. See detailed guide.

  • Task Management Capabilities: Lexzur now empowers users with task management tools at the client portal level. See detailed guide.

  • Revoke Approval Feature: The upgraded Approval Center now includes a Revoke Approval option. See detailed guide.
  • Default Digital Signatures: Contra users can select a default digital signature for consistent contract signing. See detailed guide.

  • CR Requests Upon Approval: Trigger CR Requests Tasks upon contract approval, streamlining processes. See detailed guide.

  • Enhanced Client Portal Home Page: Categorized matters and contracts for easy access based on request categories. See detailed guide.

  • Efficient Contract Actions: Quickly manage contracts awaiting your signature—preview, sign, or reject with ease. See detailed guide.
  • Track Changes in Contracts: Keep tabs on contract modifications with our new feature for template-based contracts. See detailed guide.
  • Fresh UI/UX for Expense View: Enjoy an improved experience with our redesigned Expense view page. See detailed guide.

  • Apps and Configurations Revamp: We’ve enhanced functionality and user experience for better efficiency. See detailed guide.

  • Zatca Invoice Template Upgrade: Experience better invoicing with our enhanced Zatca Invoice Template. See detailed guide.

  • Default Notes in Invoices: Set default notes to automatically include in invoices, saving time. See detailed guide.
  • Minor Bugs & Minor Improvements



Issue Type

Issue Key

Summary 

Description

1New Feature

LEX-12083

Feedback & Rating System in the Client Portal


Lexzur now features a rating system to evaluate the legal department’s service quality. Users can rate requests on a scale of 1 to 5 and provide additional free-text feedback. Each Client Portal user can submit one feedback per request, with a 24-hour window to modify it. Upon submission, an email notification is sent to the Client Portal user and the legal team. Ratings are visible in the Matter/Contract section of the Core application. In addition to dashboards to allow the legal department to monitor quality of service across request types, assignees, and teams.

2New Feature

LEX-13246

Contra in Advisor Portal

Introducing Contra functionality in Advisor Portal, similar to what’s already available for legal cases. Contra users can now seamlessly outsource their contracts and documents to external advisors. This feature provides flexibility by allowing users to enable or disable the outsourcing option from the settings. Additionally, Contra users can choose to hide or show specific documents with the external advisor and even grant permissions for specific contract fields.


3New Feature

LEX-12824

iManage Integration

Lexzur now integrates with iManage. Via this integration and upon a creation of a matter in Lexzur, a corresponding matter or documents will automatically be generated in iManage. Users can directly access iManage’s powerful document management features right within our application.

4New Feature

LEX-13250

Contract CR Requests

A new feature has been added that allows users to create a new CR request while approving a contract. This CR request will be triggered as a task for the contract requester from the Client Portal. This feature will be enabled and managed from the main system.
5New Feature

LEX-13251

Task SLA and SLA EscalationThe task management now includes an SLA feature, allowing users to set target times for tasks and enable SLA escalation. Users can configure notifications to be sent to core or CP users at customized intervals after the SLA starting time.
6New Feature

LEX-12133

Support Three Decimals Places Per Entity

Improving the billing system to now support money amounts with up to three decimal places.

7Improvements

LEX-13617

Revamped Menu Bar

Introducing a revamped menu bar in Lexzur, making navigation more intuitive for users. Now, each module or product—such as Core, Contracts, Billing, Reporting, Entity Management, etc.. has its own dedicated menu. This streamlined approach ensures efficient access to specific functionalities, reducing the overall navigation complexity. 

8Improvements

LEX-14385

Enhanced Change Tracking for Template-Based Contracts

A new feature has been implemented to enable tracking changes in contracts created from templates. The "Track Changes" feature must be activated to allow modifications to the document to be tracked for review. 

Admins can also secure the "Track Changes" feature by locking it with a password, preventing end-users from disabling change tracking and ensuring all edits are recorded. 

By configuring these parameters, admins can control document generation behavior and ensure the integrity and auditability of contract modifications.

9Improvements

LEX-12471

Default Contract Signature Workflow

Contra users can now select a default digital signature to be used across contracts for signatures directly from the contract default settings. This eliminates the need to manually choose the required workflow in the signature center; instead, the default signature workflow is automatically applied

10Improvements

LEX-12466

Revoke Approval Feature


The Approval Center has been upgraded to include a new Revoke Approval feature, allowing users to cancel their approvals as necessary. Additionally, the option to add approvers will now remain available even after a contract has been fully approved. This enhancement enables users to modify the approval workflow and add new approvers as needed.

11Improvements

LEX-12316

Task Management in Lexzur's Client Portal

Lexzur now offers task management capabilities at the client portal level. CP users can create tasks for themselves, other CP users, or assign them to core users for handling. These tasks are tracked and managed from the portal like any other request. Additionally, permissions to change workflow statuses can be managed from the main application. Users can also monitor SLA elapsed time, add attachments, comments, and more to tasks within the portal interface.

12Improvements

LEX-13792

Categorizing Client Portal Requests


Enhancing the client portal home page by categorizing it under matters and contracts based on request categories. Now, CP users can easily choose the specific matter or contract category they’d like to access, rather than navigating through all requests in a single grid.  

13Improvements

LEX-9956

Defaulting Invoice Notes

Users can now set default notes to be automatically included in invoices.

14Improvements

LEX-9235

Improved Some Billing Reports Design

The UI/UX of certain billing reports, such as the account statement and client statement, has been improved. The enhanced interface now clearly displays details for the entity, and account debits and credits. Additionally, these reports support PDF export and can include the entity logo and company address.

15Improvements

LEX-13561

New UI/UX for the Expense View Mode

A new UI/UX Design for the Expense view page. 

16Improvements

LEX-14723

Revamp Apps and Configurations Page


Revamping the Apps and Configurations page to improve user experience and functionality. The changes are proposed to enhance usability by enabling inline editing, improve data integrity by removing the delete option for parameters, and increase accessibility by translating parameter names. 

17Improvements

LEX-14760

Custom Integration Field Visibility

Users can now control the visibility of custom integrations providing greater flexibility and customization.


18Improvements

LEX-14753

Default Enabling of Office for Web

The 360docs app configuration has been updated to enable Office for Web by default across all cloud instances.

19Improvements

LEX-14696

Confirmation Message for Additional User Licenses

A new confirmation message has been implemented to prompt clients when they attempt to add an additional user, and the number of used licenses matches the total number of purchased licenses. If the client confirms adding the additional license, an automated email will be sent to the Lexzur finance team to process this request.

20Improvements

LEX-14433

Enhancement of Reminder Form: Searchable Recipients

Enhancing the reminder form to allow users to search for recipients by their name within the system. This update makes the recipient field (which includes users or external emails) searchable by both first name and last name, not just by email.

21Improvements

LEX-14391

Amendment and Addendum links in Contract Page

Enhance the contract details tab by adding fields for amendments and addendums, which will serve as links to their respective contracts.

22Improvements

LEX-14342

New Widgets in Document Dashboard

We’ve introduced two new widgets on the contracts dashboard: Contracts/Documents per Type per Status

and Contracts/Documents per Country per Status, allowing you to filter by workflow status and date

23Improvements

LEX-14127

Quick Actions on the Awaiting Signature Grid

You can now quickly take actions on contracts awaiting your signature directly from the grid. Preview documents, sign, or reject contracts with just a few clicks.

24Improvements

LEX-14070

Credit Note Categorization

New columns have been added to the credit notes grid for categorization, including the Subtotal amount of ServicesSubtotal amount of Expenses, Subtotal amount of Bills, and Subtotal amount of Time logs rendered in the credit note.

25Improvements

LEX-14035

Rounding in Bills

The billing module now offers support for two rounding approaches on Bills. Line Item Rounding (currently implemented)  and Global Rounding

Users have the flexibility to select their preferred rounding approach when creating or editing an entity.

26Improvements

LEX-13999

File Size Limit for Client Portal Uploads

The maximum file size for uploads and attachments in the client portal is now limited to 2MB.

27Improvements

LEX-13994

Enhanced Sorting Options for Contracts


We have improved the sorting functionality for contracts based on the configured ID. For instance, you can now sort by Year, then Type, and finally by ID.

28Improvements

LEX-13990

Improvement of French Translations in the Billing Module

We have enhanced several translated French terms within the billing module for better accuracy and clarity.

29Improvements

LEX-13971

Contra History Filter Improvement


Enhancing the contract history filters now includes new options to separate approval and signature history. Users can filter by specific approval or signature details, such as adding approvers or signees or changing workflows, and can also filter by approve/reject or sign/reject independently.

30Improvements

LEX-13825

Zatca Invoice Template Enhancement

 The Zatca template now features an improved table layout, right-aligned Arabic client details, and page numbering reflects the total number of pages in the invoice

31Improvements

LEX-13794

New Conditional List Custom Field

Supporting an new type of Custom field the conditional list where, if the requester selects the “others” item from the list, a new single text field will automatically appear. This allows the requester to specify the specific type they need. 

32Improvements

LEX-13685

Addition of Invoice Column to the Bills Grid

A new column for related invoices has been added to the bills grid. Since a bill can be associated with multiple invoices, this column will list the invoice IDs separated by commas.

33Improvements

LEX-13559

Analytic Account new Permissions

Introducing new permissions for adding analytic accounts in expenses. The Analytic Account tab can now be shown or hidden on the form, and there is also the ability to edit the expense's Analytic Account with separate permissions, regardless of the expense status.

34Improvements

LEX-13423

Enhance Contract Visibility from Client Portal

Enhancing the client portal, so that contracts are displayed seamlessly without requiring a page refresh. Whether assigned to a collaborator or shared with CP users, the contract information is readily accessible. 

35Improvements

LEX-13392

Enhancements to Invoice Custom Fields

Enhancements have been made to Invoice Custom Fields to include a new list type (Single Select). Additionally, these fields can now be marked as mandatory, and default values can be set for them.

36Improvements

LEX-13257

Enhancement to Billing Widgets shape

Improving the shape of the Billing widgets in matters and cases, and payment tab in invoives at the level of widget size, font size and bold titles.

37Improvements

LEX-12918

Enhancement to Journal Addition Page 

To make the process more efficient for accountants, a new enhancement has been added to the journal addition page. When adding a journal with multiple entries, the line being filled will be highlighted for better visibility. Additionally, if there are discrepancies between the debit and credit totals, the journal summary will be highlighted in red, making it easier for accountants to spot and correct differences.

38Improvements

LEX-12868

Implement Refined System Preferences Visibility Aligned with Integration Activation Status

A new refined system preferences visibility to align with integration activation status. Now, only preferences relevant to currently activated integrations are displayed on the settings page, while preferences for deactivated integrations remain concealed within the system preferences section.

39Improvements

LEX-12415

Department Field in CP Request Types


In CP request types, a new field has been added for setting the default assignee name. Users can now automatically assign requests by selecting a department rather than a specific user. This allows them to specify a department and then choose a user from that department for assignment.

40Improvements

LEX-12182

Convert a matter to litigation popup enhancement

Enhancing the popup window for converting matters to litigation cases now allows users to automatically select the litigation stage. By default, the "None" stage is selected, but users can choose a different stage if needed.

41Improvements

LEX-11541

Refactoring "Add Client Accounts On the Fly" FunctionEnhancing the "Create Client Account on the Fly" functionality to include the ability to create a client account when relating a client to matters. If no client account exists, a popup will appear, allowing you to create one instantly.
42Improvements

LEX-11286

Renaming  the Draft Contract from Template Tab in CP

A new setting is now available for client portal default values, allowing you to rename the "Draft Contract from Template" section as needed.

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