March 24, 2018
Time & Billing
- A new Time & Expenses tab has been added to the matter, allows for filtering by User, by Date and can display Time, or Expenses, or both Time & Expenses, and can display Billed, Unbilled or Both
- New Task codes added under Admin – ABA Mergers & Acquisition Codes, LOC Patent Codes, LOC Trademark Codes
- New AFA Flat Fee Billing
January 30, 2018
Front Office- Matter Management
- Improved client-name matching during matter import of data
Time & Billing
- New Client Billing tab – each Client page now has a billing tab that can be used to provide a client level billing summary to clients for multiple matters
- New Timesheets/Time Entry will now display dollar value for hourly matters (contingency and flat fee not included in financial value)
- Select date when generating invoices