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