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.