Legal intake templates, hyperlinks to document management system and matter audit logs.
Today's release includes the following:
- Templates for legal intake - you can now set standard qualitative fields (size, risk, complexity and strategy) on a Request Type so that when a request comes in, these fields will already be determined, but can be changed when necessary. Knowledge article here.
- Document Management System - hyperlink from core matter form. Knowledge article here.
- Audit Logs - Location Admin can now view all updates to a matter. Details in this knowledge article.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email firstname.lastname@example.org.