July 12, 2024

Enjoy a whole bunch of new features in your NextGen application.

Enhancements

We have added exciting new features to further improve your NextGen experience:

• Pre-Bill Preview: Prior to generating an invoice, you can preview your invoice and download a sample of it, to review it and see what it looks like.
• Auto Trust Transfer: This allows you to transfer trust funds from the default trust bank associated with a matter while creating an invoice.
• Pre-Bill Approval Workflow: Review your Work in Progress (WIP) to make any adjustments prior to billing.
• Desktop Time Tracker: A productivity tool designed to help you track and manage your daily activities efficiently. This tool helps you monitor the time you spend on specific applications, handle timers, and even apply the Pomodoro technique.
• Webcal/iCal file Export: This one-way sync allows your application’s calendar events to be shared with an external calendar.
• Expense Import: A tool that allows you to import files from your copier or printer.
• Client Portal: A secure way to communicate and share information with your clients and exchange messages and comments for instant communication.
• Intake Forms: Automate the collection and population of information specific to a certain type of matter.