This release has really been focused on pain points we hear from staff. Changes to Clever Case include:
- Statements! You can now generate a statement for a specific matter, or for a client for all their matters, by going to the “Financial Transactions” option in the navigation and pressing Create Statement. Statements give a full summary of all work they’ve had with your firm, listing each invoice, payment, and trust transaction. Trust and Hold Accounts will also have their own table for clarity.
- Matters now have new statuses, and new abilities when you change between statuses! Matters will start as “Consultation” for new matters, and should be changed to “Open” once you’ve got that signed fee agreement. When you change a matter to “Open”, you will now have a screen pop up to confirm who’s assigned to the matter, categories, and billing preferences. There is also a “Pending Close” status for matters where work has completed, but the file has not been completely closed.
- New matters will now default to having Trust enabled, so you don’t manually need to set “Has Trust” to Yes. This is only for new matters. If you have a matter that should NOT have trust used, please make sure to uncheck the trust checkbox for the matter.
- The timecard widget in the upper right has received some TLC:
- My Timecards now prioritize sorting by newest first.
- Timecard Tracker now stickies the most recently stopped or started timecard.
- When more than one timecard is running, pausing will bring up all running timecards instead of pausing.
- Clicking the number of running timecards will now toggle through them.
- Added an unpin all button.
- When making a new person or entity, the role will not default to “Parties” anymore. Instead, you’ll have a simple list to pick a required role before saving the person/entity.
- Invoices printed and mailed to clients will now have a friendly message about talking to their attorney if they’re interested in receiving their bills electronically
- Consultation matters now have a button to make a consultation invoice, allowing you to collect payment for a consultation with just a couple clicks.
- A validator to make sure that email addresses are actual email addresses, to keep people from accidentally putting a phone number or other thing into Email. This prevents invoices from not being sent out because the email address is wrong.
- Organizations can now sign up for Clever Case on their own! If you know an attorney at another firm interested in using Clever Case, you can point them to our sign up page.
- The ability for users with admin or finance security to search for payments by transaction ID, Gravity Legal ID, or Xero ID in the Accounting Ledger
- Fixes to our invoice PDF, including alternating dark and light lines and column formatting
- An alert on the login page if your password is incorrect or your account hasn’t been confirmed on setup
- Clearer language on a rejected invoice to let you know time will not automatically appear on a future invoice unless you remove the entries
- Improvements to the history of matters and invoices, showing a clearer list and more details about changes
- Fixes to the count of pending invoices, counters of how many items you have selected, and count of invoices on a matter or person
- Improvements to sorting for time on Your Time and sorting for invoices
- Matters will now default to email billing, instead of being blank
- When taking some actions like cancelling or starting a timecard, you occasionally would get a message that say “Continue Anyways”, which is not correct to say. Now says “Anyway” – thank you Malia!