10.21.0 Update (April 23, 2025)
Improved task screen, better ways to record payments, import contacts, and more.
Product Updates & Releases
Product updates and release articles from the last few months.
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10.20.2 Update (April 9, 2025)
Streamlined Add Matter form, custom field for grids, split billing cut-off date, manage documents on expenses and bills, and more.
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10.20.1 Update (March 26, 2025)
View tasks in calendar, matter file # column in reminders screen, relocated online trust retainer request option, and more.
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10.20.0 Update (March 14, 2025)
New streamlined payment screen, invoice template field information, new merge field, import closing ledger, and more.
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10.19.0 Update (March 7, 2025)
Create and manage workflows, search for contacts using phone numbers, and more.
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10.18.5 Update (February 28, 2025)
Enjoy a more intuitive navigation and global timer, save your client payment information, click snapshot items that have value, and more.
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10.18.4 Update (February 21, 2025)
Search for all matters of a client, additional bank feed information, and more.
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10.18.3 Update (February 14, 2025)
Generate positive pay list, view additional charge summary in Pre-Bill (Matter Billing) report, and more.
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10.18.2 Update (February 7, 2025)
More information in the tasks and notes card in calendar, saved search in search bar, and more.
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10.18.1 Update (January 31, 2025)
Access information in just the click of a hyperlink, and more.
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10.18.0 Update (January 28, 2025)
Simplified merge field for matters, and more.
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10.17.7 Update (January 17, 2025)
We’ve fixed a few issues this weekend.
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10.17.6 Update (January 10, 2025)
More details in system emails, additional real estate conveyancing systems, and more.
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10.17.5 Update (January 3, 2025)
Print pending checks during reconciliation, use description shorthands, exclude inactive matter owners, filter summary in reports, and more.
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10.17.4 Update (December 20, 2024)
Retain the date when using Save and New, include Ref. # in Website Payments, double-click to edit transactions, and more.
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10.17.3 Update (December 13, 2024)
Exclude inactive timekeepers from a report’s timekeeper list, and more.
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10.17.2 Update (December 6, 2024)
A new invoice template merge field, and more.
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10.7.1 Update (November 27, 2024)
Use client name in time tracker search, keep tab context when switching screens, and more.
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10.17.0 Update (November 22, 2024)
Send invoices in bulk for past due matters, download multiple invoices individually in a zip folder, and more.
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10.16.6 Update (November 15, 2024)
Match SMS phone numbers and tag to contacts, customize your view, and more.
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10.16.5 Update (November 8, 2024)
We have fixed several issues this weekend.
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10.16.3 Update (November 1, 2024)
Improved invoice print setting, and more.
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10.16.1 Update (October 29, 2024)
Sign up for text messaging.
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10.16.0 Update (October 25, 2024)
Added new invoice template field, option to change timekeeper for expense, Save and New options for Quick Action, and more.
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10.15.4 Update (October 18, 2024)
Filter by custom labels, improved dashboard functionality, details about event, invoice and letter template merge fields, and more.
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10.15.3 Update (October 11, 2024)
Separate timer and timesheet, and more.
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10.15.2 Update (October 4, 2024)
Matter view improvements, option to select tier, collapse sidebar.
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10.15.1 Update (September 27, 2024)
Opening balance for 1099 eligible payees, abbreviated country name on invoice, transaction link, Reset Password link for client portal.
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10.15.0 Update (September 20, 2024)
Launch of NextGen with matter templates, project management, matter budgets, recurring payments, bank feed, and integrated payments.
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10.14.3 Update (September 13, 2024)
Add checks to job list, and more.
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10.14.2 Update (September 6, 2024)
Import bank transactions, add documents to job list, and more.