Custom fields, Parties & Entities enhancements, Matters List columns, Internal Briefing Notes, Task & Matter Reporting.
In this release:
- Custom Fields - custom fields can now be created and managed centrally, for use throughout the Xakia platform. Note that custom fields from Legal Intake have been auto-created, and can now be applied across multiple legal intake request types by dragging and dropping into each request form.
- Parties & Entities - making the completion of entity & party information on a matter more seamless, this information has been moved into a slide out. See further information here.
- Matters List columns - adding new columns for sorting and searching:
- Awaiting Action Reason
- Internal Briefing Notes - on legal intake instructions, you can now add internal briefing notes when assigning a matter to a member of your team.
- Task & Matter Reporting - a new list report is available, showing a simple list of matters and tasks due per team member, split by date:
- this week
- next week
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email email@example.com.