Changelog
Follow up on the latest improvements and updates.
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The following changes are included:
Ability for Finance & Admin to edit non electronic transactions (Cash, Check, Wire etc.)
Confido transactions now sync in near real time
- Confido payment refund sync
Deep linking of matters, people, invoices, if not logged in links in email etc. will take user directly to appropriate page after sign-in
Person and Matter Notes Improvements
- Search
- Tagging and filtering
- View (read only)
- Sort newest to oldest
- Can add note when viewing a timecard
Magistrate and Admin/Agency as court types on matter screen
Ability to add Secondary Paralegal as an event watcher
New role (Attorney/Paralegal) allowing users to be assigned as both attorney & paralegal on a matter
Ability to take a payment against a specific invoice if amount due equal to single invoice matter flag set
Matter -> Invoices sort newest to oldest, plus ability to sort on other columns
Fix for Date of Death date
Fix for screen flicker when changing matter status
Maintenance
- Version upgrades to the programming language (Ruby), application framework (Rails), database service (Postgresql) and hosting platform (Heroku) which includes latest security fixes and performance enhancements.
The following changes are included:
Matter screen changes
- Opposing Counsel (if set as associated person)
- Referral Source
- County
- State
- Court (Superior, District, Appellate)
- Judge
- Secondary Paralegal
- Phone Number and Email Address added to new matter modal
- Billing Address and Email populated when creating a new matter
Recent Matters screen
- Added Filters
- Added People field
- Added Export
- Added New, Edit, and Delete actions
All / My People screen changes
- Email address
- City and State added to address
People screen changes
- Nickname
- Date of Death
- Secondary Paralegal
- Fields are arranged in this order: Prefix, First Name, Middle Name, Last Name, Suffix, Nickname, Maiden Name, Social Security Number, Date of Birth, Date of Death, Driver's License, Role(s)
Entities screen changes
- State
- Type (LLC, PLLC, Inc., Nonprofit, Sole Proprietor)
- UBI renamed to “State Identification Number”
Other Changes
- People Conflict Check now requires first name and last name when searching
- Events – can add secondary attorney, primary and secondary paralegal as watchers, watchers will see events on their calendar
- Invoice Payments, can now take payment on an individual invoice rather than outstanding matter balance
- Matter Payments can now pay a specific invoice or entire matter balance
The following changes are included:
- Search - Matter, People, and Invoice performance improvements
- Ability to edit PNC dates
- Task notifications to assignee and creator when tasks are updated and closed
- Task notifications, notify creator when marked complete
- Invoice notification improvements, added client name and amount to the email
- Add Matter name to recent matters
- Add Matter link to Tasks on dashboard
- Associated people clickable email
- Add Primary Client to invoice page (Matter Information section)
- Invoice page Timecard, Expenses, and Additional Line-Item totals
- Improve invoice page display on small devices
This release is primarily a maintenance release with upgrades to the programming language (Ruby), application framework (Rails) and hosting platform (Heroku) which includes latest security fixes and performance enhancements.
The following changes are also included:
- Recent Time on matter details sorts in reverse chronological order
- Invoice status bar now shows when an invoice is ready to send
- Only Finance, Admins and Time Card managers can export organization timecards
- Timecards must have a user specified
- Removed deprecated Confido integration fields and updated to new fields
Timecards will be paused after 6 hours if left running
Enforcing Batch Invoicing - removed ability to specify “Don’t Allow”
Matter -> Documents now opens DMS (Sharepoint) in a new tab
Auto disabling client portal and setting single invoice option for all matters tagged as MetLife
Matter category and subcategory filters work on csv export, added Matter name to csv
People csv export added State and Zipcode
PNC status modifications
- Matter marked as Closed if a consultation is closed
- Return to Previous Stage fixes
- "Consultation Cancelled" -> "Consultation Scheduled", matter state changes from "Closed" to "Consultation", "Consultation canceled reverted" note added
- "Client Signed Fee Agreement" / "Client Signature Pending" -> "Consultation Held" matter state changes from "Open" to "Consultation", "Fee agreement signed reverted." note added
- "Did not retain" -> "Consultation Held" matter state changes from "Closed" to "Consultation", "Did not retain reverted" note added
Removed ability to save and approve an invoice with 0 line items
Account Balance caching (pre requisite for Evergreen Trust Replenishments), database work is done, with balances being recalculated whenever a transaction completes. Front end will still calculate in real time and we have logging in place to verify shown balance = cached balance, This will be tested for a few weeks (or more if needed) then update the front end to use cached balance.
Csv imports
- People and Matters can be imported from All People / All Matters, click the folder icon and select “Import Matters”
- Invoices, Timecards, and Expenses can be imported in Organizational settings, but require Admin permission, please submit a ticket in Request Hub for help
Mobile friendly
- We have reworked and fixed many screens to be mobile friendly, while desktop is the optimal way to interact with Clever Case, it is now useable on a mobile device.
Cost Invoices
- There is a new matter billing setting (Individual Invoices = Amount Due) available. Selecting it and then downloading an invoice for the matter, the amount due will be what is due on the specific invoice (not any outstanding matter balance) and the payment link is updated to be a payment link specific to pay only what is due on that invoice.
Bug Fixes
- New timecards on matters without time delay resolved
The following changes are included in this release.
Timecard Widget improvements
- Play / Pause and current running timecard duration in header (details on hover)
- Current running timecard always at the top
- Pinned are always above Recent
- Timecards sort newest to oldest
- Person name is a link
- Hover includes timecard description
Finance ability to schedule recurring payments
- View Matter / People -> Accounting -> Recurring Payments
- If a client has a Stored Payment Method
- Ability to schedule (Billing Frequency)
- Weekly
- Every Other Week
- Monthly
- Can repeat for (Billing Duration)
- Total number of payments reached
- Total dollar amount reached
- Until a specific date
- Ongoing
Dashboard Quick Links at the bottom of each section
- Recent Matters -> Go to Recent Matters
- My Time This Week -> Go to My Time
- Recent People -> Go to People Index
- My Tasks -> Go to My Tasks
- Events -> Go to Calendar
Dashboard formatting
- Matter Description and Categories increased width (NOTE: you can hover over any field to see full text)
- Events formatting consistent with Tasks
Naming Standards – “Your” is now “My”
- “Your Aged Receivables” -> “My Aged Receivables”
- “Your Rates” -> “My Rates”
- “Your Time” -> “My Time”
Other
- New / Edit Timecard Matter Description and Categories no longer truncated.
- Notifications formatting: In Settings -> Notifications if you have “Web” checked for any notifications you can see them by clicking the “Notification” bell in the header and clicking “View All Notifications” at the bottom, the formatting was broken and is now resolved.
- Quick Add and Notifications formatting when on calendar page no longer partially hidden
- Client Role is now set with Trackdrive integration (Gravis Only)
- Invoice font size increases to improve legibility
- Database server upgrade to increase memory available
The following changes are included in this release.
- Matters -> Recent Matters will show all Matters that you have recently viewed
- Matters -> My Matters will show all Matters an attorney or paralegal is on
- Invoices -> Summary cards for Billing Information, Invoice Information (Dates and balances) and Matter Information
- Matters, People and Timecard sorting is always newest to oldest (sometimes currently it will flip to oldest to newest)
- Ability to batch invoice expenses only
- Improvements to account transfer search for Finance
- Added Direct Manager field for Clever Case users
- Client Portal, ability for clients to do the following
- View invoices
- View Trust balances
- Pay invoices
- Make trust deposits
- Change communication and billing preferences per matter
Clever Case -> HubSpot one way Sync (Gravis Law only)
Timer changes
- As a logged-on user only one timer can be running at a time, if one is running and you start another the first one will be paused.
- Timers that are left running over 12 hours will be paused and the billing user will be notified.
Client Invoice PDF - Show trust balance (if enabled) even if no payments have been made
Prefix and Suffix fields added for people records
Removed “Create Single Invoice” from People page (it wasn’t working)
Matter rate ranges
- Fee agreements often have a range of rates for a given role, you will now be able to set a rate range in Matters -> Invoice and Settings -> Matter Specific Rates, by selecting “Range” in the Rate Type field.
Matter Filter for Practice Area (Matter Category) and Matter Sub-Category
Rate Report: As an attorney the ability to view my custom rates across all my open matters, so I can tell if there are rates that i need to adjust as part of a rate increase
Client Portal, ability for clients to do the following
- Change communication and billing preferences per matter
- View invoices
- View Trust balances
- Pay invoices
- Make trust deposits
- NOTE : This is disabled by default, we will be setting up some training meetings over the next couple of weeks, if you are interested in learning more please reach out to me.
This release has quite a few things under the hood, including:
- QuickBooks Online, allowing you to synchronize invoices, clients, and payments with your QuickBooks account.This is not on by default, and we’re looking for a couple firms that want to use it and provide feedback.If you’re interested, please contact support and request access.
- Cleaner Tables! We’ve streamlined the pages for People, Matters, Invoices, and Time to give you cleaner data and less left<->right scrolling. Matters with more than 2 clients, or more than 1 subcategory will have a hoverover that shows you all the details.
- Time charts for matters: You can now open a matter, go to Time, and see at a glance how much time has been billed vs not, as well as how much time is across different categories (billable, non billable, etc)
- Simpler balance card, which hides some of the rarer balances if they’re $0, like pending totals.
- When you’re editing an invoice, we now have a “Save and Approve” button to simplify your approval process. No more saving, going to the action … icon, and hitting approve!
- If trust accounts have $0 of trust, you won’t be prompted to apply funds when you’re approving invoices
- Fixes an annoying bug where you couldn’t view more than 25 invoices for a specific matter
- Invoices that have a trust transfer will only appear in the trust transfer workflow if they’ve been sent out, preventing you from rejecting an invoice but already having funds transferred
- It further finalizes our Client Portal, allowing registered clients to view their bills, make payments, and top off trust. We’re looking at a pilot with a few customers later in the month, so I’ll follow up later in the month to find any volunteers.
- Other minor fixes around punctuation in names, spelling fixes, and the standard security updates
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