Time Line Dashboard, Outlook integration, matter currency and bug fixes
In this release:
- Time Line Dashboard - visualize trends in the volume of your legal matters plotted on our beautiful new dashboard, accessible from the 'Dashboards' option on your navigation bar. See Knowledge Base here.
- Outlook integration - with Xakia's new Outlook integration, you can:
- search matters directly from your Office 365 Outlook inbox
- add status notes to a matter
- add tasks to a matter
- create a new matter
- Matter currency - when giving your matter a value, set a currency for more accurate reporting. See Knowledge Base here.
- Bug fixes - this week's minor bug fixes include:
- A 'Confidential' setting on a matter was locking users out of a matter in some incorrect circumstances. This has now been rectified and confidential matters are now visible to:
- the Matter Manager on the matter
- team members on the matter
- users with "All matters including confidential" access
- External Resource users (eg. law firm users) from an office other than the primary office engaged on a matter were unable to be invited to submit invoices. This has now been rectified and users can be invited from a firm irrespective of which office they are connected with.
- A 'Confidential' setting on a matter was locking users out of a matter in some incorrect circumstances. This has now been rectified and confidential matters are now visible to:
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.