Product Updates & Releases

Exclude recipients when sending invoices, confirm client through id and email during matter creation, configure matter-level province and tax settings in Canada.

Customize your statement of account, control data views permissions, more ways to manage your intake leads.

This release brings end-to-end lead management, branching logic support for workflows, and general improvements that enhance your functionality.

This release brings faster intake form creation, new tools for managing intake workflows at scale, more control over bank feed alerts, and two reporting and compliance improvements you'll notice right away.

Access phone messages linked to a matter directly inside the matter record.

Newly enrolled Canadian firms can now accept pre-authorized debit payments, and you can now customize your timesheet.

Upload files up to 5GB, send invoices automatically, send invoice reminders automatically.

View status of your bank feed connection, use AI to filter across core grids, enhanced WIP summary report and email grid.

Set billable hours and goals, automatically apply operating retainer funds at invoice creation, concurrently edit Office 365 documents, and enter time in bulk faster with full keyboard navigation.

Use AI to summarize your documents, edit your docs. directly in the application, preset and schedule your reports, use open API, allow multi-parties client portal access, drag and drop document folders, and create folder structures.

Calculate finance charges on daily outstanding balances, display accounts payable reference number on checks, and more.

Automatically match trust bank transactions with their corresponding matters during import.

All major grids across the platform - Matters, Billing & Invoices, Time & Expense, Task Management, and Banking are now upgraded with a redesigned interface.

If your firm has integrated payments enabled, you can now request Online Operating Retainers directly from a Matter. With this new feature:

Efficiently reconcile your bank account.

Control display results in conflict check.

New soft cost form, and new merge fields for invoices.

New HST rate for Nova Scotia, and improved tax id formatting.

Exclude inactive matters from global search, new invoice template merge field, and new currency option.

Set multiple statues of limitations, improvements to in-system payments, set defaults for calendar views, and more.

Save number of entries per page, double click to edit deposit slips, display start date when editing an invoice, view timekeeper summary table in invoice preview, select new currency option.

New filters for invoice, saved search, and invoice status report, available balance while withdrawing from trust, special character in name search, and more.

Launch of NextGen with matter templates, project management, matter budgets, recurring payments, bank feed, and integrated payments.

Set default billable status for expenses, add more columns to address book grid, active timekeepers toggle, and more.

Favorite your most used items, export more records, use new merge fields for invoices

New form for timecard, bulk actions for events, improved P&L report, 2FA reset.

Add Invoices in bulk, edit documents in bulk, new matter activity report, banking improvements.

Edit invoices in bulk, customize payment method to suit your firm’s needs.

Manage your time/expense in bulk, improved AR report, add timecard from a matter’s money finder, new invoice template merge field.

New client and contact form, new payment option, bulk actions for matters, calendar re-sync, new merge fields for invoices and emails.

Accomplish a lot more on the Add Single Invoice screen, perform bulk actions in contacts area, prevent duplicate file numbers.

Access the Pre-Bill report from a matter, filter by file number on banking reports, new invoice template merge field, and filter by class in Billed/Collected Tax report.

Time and expense import, new invoice merge field, and report enhancements.

Simplified add/edit payee form, default billable status for matters, bulk matter import, filters in fixed fee billing reconciliation report, calendar improvements and more.

Improved task screen, better ways to record payments, import contacts, and more.

Streamlined Add Matter form, custom field for grids, split billing cut-off date, manage documents on expenses and bills, and more.

View tasks in calendar, matter file # column in reminders screen, relocated online trust retainer request option, and more.

New streamlined payment screen, invoice template field information, new merge field, import closing ledger, and more.

Create and manage workflows, search for contacts using phone numbers, and more.

Enjoy a more intuitive navigation and global timer, save your client payment information, click snapshot items that have value, and more.

Search for all matters of a client, additional bank feed information, and more.

Generate positive pay list, view additional charge summary in Pre-Bill (Matter Billing) report, and more.

More information in the tasks and notes card in calendar, saved search in search bar, and more.

Access information in just the click of a hyperlink, and more.

Simplified merge field for matters, and more.

We've fixed a few issues this weekend.

More details in system emails, additional real estate conveyancing systems, and more.

Print pending checks during reconciliation, use description shorthands, exclude inactive matter owners, filter summary in reports, and more.

Retain the date when using Save and New, include Ref. # in Website Payments, double-click to edit transactions, and more.

Exclude inactive timekeepers from a report's timekeeper list, and more.

A new invoice template merge field, and more.

Use client name in time tracker search, keep tab context when switching screens, and more.

Send invoices in bulk for past due matters, download multiple invoices individually in a zip folder, and more.

Match SMS phone numbers and tag to contacts, customize your view, and more.

We have fixed several issues this weekend.

Improved invoice print setting, and more.

Sign up for text messaging.

Added new invoice template field, option to change timekeeper for expense, Save and New options for Quick Action, and more.

Filter by custom labels, improved dashboard functionality, details about event, invoice and letter template merge fields, and more.

Separate timer and timesheet, and more.

Matter view improvements, option to select tier, collapse sidebar.

Opening balance for 1099 eligible payees, abbreviated country name on invoice, transaction link, Reset Password link for client portal.

Launch of NextGen with matter templates, project management, matter budgets, recurring payments, bank feed, and integrated payments.

Add checks to job list, and more.

Import bank transactions, add documents to job list, and more.