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