The following changes are included:
Matters:
- You can now filter the Matters and Recent Matters lists by Secondary Paralegal
- Email addresses on the matter screen are now clickable links, including emails pulled from the primary client or billing contact
Time Cards:
- Fixed issues where saved time could show as zero, negative, or the wrong number of hours after stopping a timer
- Scrolling with a mouse wheel or trackpad no longer accidentally changes time entered in decimal mode
- Starting a new timer is more reliable when you already have a timecard running
- Time shown in decimal view now matches the hh:mm view for rounding
- You can no longer edit or delete timecards that have already been invoiced or paid
Invoices:
- Flat-fee amounts now stay at the correct cent amount when invoiced (for example, $317.65 no longer becomes $317.64)
Search & Navigation:
- User search on Matters, People, and Invoices filters works better when you type a first name, add a space, or start typing a last name
- The left navigation is now sticky — it stays expanded or collapsed the way you left it when you return to Clever Case
My Time & Productivity:
- Productivity chart labels stay lined up when you expand or collapse the left menu
- Power BI dashboard links on My Time work again
HubSpot Integration:
- Primary paralegal information syncs with HubSpot
- Consultation timezone and phone number display improvements
- Client role is set correctly when contacts sync from HubSpot
- Person city and location sync correctly from HubSpot
- Matter links from HubSpot no longer fail or redirect incorrectly when a deal ID is missing
Security:
- Routine security updates to keep Clever Case protected
Infrastructure Upgrades
- Partner API & Webhooks - partners can now receive automatic updates when matters, contacts, or timecards change
- Improved Partner API documentation at https://app.clevercase.com/api/docs/index.html
- Potential partners will need to reach out to us to get set up.