Important highlights from this release
- App4Legal users can now include checklists when creating tasks with a progress bar to show the percentage of checklist completion.
- App4Legal users will now be able to log, send, and track emails from the system (Gmail and Office 365 will be supported).
- For example, a user can send an invoice to his client and attach it as a pdf directly from within the system. The user will also track the replies in the same environment to keep track of all the communication.
- For example, a user can send an invoice to his client and attach it as a pdf directly from within the system. The user will also track the replies in the same environment to keep track of all the communication.
- App4legal Contra Users are now able to manage their contracts' payment milestones. This feature will make it easy to manage
- Enhanced advanced search capabilities on the level of SLA and report generation.
- Advanced notification schemes are applied when actions are performed from the Client Portal.
- Minor Look & Feel Improvements
- Minor Bugs & Minor Improvements
| Issue Type | Issue Key | Summary | Description | |
|---|---|---|---|---|
| New Feature | A4L-6827 | Tasks - Add a checklist of tasks | Tasks in App4Legal can include checklists:
| |
| New Feature | A4L-6514 | Email Account Integration | App4Legal users will have the ability to connect their personal email accounts to log, send, and receive emails within the system.
| |
| Improvement | A4L-7962 | Improve Trigger Form | Improve the trigger creation form. | |
| Improvement | A4L-7181 | SLA - Multiselect on Clients | Enable for an SLA configuration to have multi-select on Clients The user will have the ability to add multiple companies/groups and personal clients or choose all clients per SLA instead of previously choosing one client per SLA, then SLA will be activated and matched to any matter with any of the selected clients. | |
| Improvement | A4L-8001 | Multi Select options in Report Builder Advanced Search | When using the advanced search in the report builder module, a user can multi-select search criteria (Example: Practice Area, Assigned Team, Workflow Status) | |
| Improvement | A4L-8069 | contract dropdowns are now sorted by alphabetical order. | All dropdown lists added to the system are now sorted by alphabetical order. | |
| Improvement | A4L-7180 | SLA - Multiselect practice areas | Enable an SLA configuration to have multiple practice areas selected | |
| Improvement | A4L-7182 | Practice Area - Due date - Client multiselect | Allow selection of multiple clients in practice area options HDL 1. user will have the ability to add multiple company/group and person clients or choose all clients per practice area on each condition of one specific type (company/group or person) instead of previously being able to choose only 1 client per each custom due date condition per practice area . | |
| Improvement | A4L-7765 | User to be notified when an action happens from CP | An App4Legal user will be notified when a client from the CP performs these actions:
| |
| Improvement | A4L-7956 | New Design for Pages in Settings | ||
| Improvement | A4L-7999 | Updated hearings grid | A column for "Postponed hearing date" was added to the hearings grid. | |
| Improvement | A4L-7927 | Accounts receivable aging summary to appear in the billing currency. | ||
| Improvement | A4L-8022 | Ability to change the title of the receipt payment. | ||
| Improvement | A4L-8052 | Reminders type to be "Others" for contra | The default type of contra reminders is now under the category "Others". | |
| Improvement | A4L-7967 | E-Invoicing Activation behavior | The E-invoice activation option will be applied when the entity currency is SAR. | |
| Improvement | A4L-7985 | Add preview option to related docs in contracts | ||
| Improvement | A4L-8011 | Add SLA contract types to the default workflow | Add the option for the user to choose a contract type when default workflow is chosen. | |
| Improvement | A4L-7902 | IP Registration number | The IP registration number will be fetched from the general info page | |
| Improvement | A4L-6990 | Contract Templates | Improvements and enhancements on the contract template creation. | |
| Improvement | A4L-7881 | Milestone payment schedule | Payment milestones are now enabled in contracts. | |
| Improvement | A4L-8050 | Invoice Grid - Entity Currency Totals | When having an invoice with a different currency than the entity, the totals in the entity currency is calculated based on the exchange rate at the time the invoice was created and not based on the current exchange rate. | |
| Improvement | A4L-8033 | Time logs - Lock Editing Time Log | Give the administrators the ability to lock editing the time logs for a certain date. | |
| Improvement | A4L-8076 | Client Portal - Export list of contract requests | ||
| Bug | A4L-8018 | Invoice an archived matter | Archived matters/Litigation cases will not be linked to invoices anymore. | |
| Bug | A4L-7296 | When adding a note from the Advisor Portal, the user name is not showing. | When adding a note from the advisor portal, the name of the user will appear in the notes under the matter. |
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