Internal Client Portal and All Matters Dashboard enhancements.
In this release:
- Internal Client Portal - invite your internal clients to track their legal requests, by registering on the Internal Client Portal. More information about this feature can be found here. Note that this feature is available to Xakia Advance subscribers.
- Matter Followers - keep track of the team members on the matter, Internal Clients with access and External Collaborators via your External Fee Management feature. Click on the 'Matter Followers' in the top right hand corner of a Matter to see details.
- Dashboard enhancements -
- your 'All Matters Dashboard' now allows you to drill down into each Division or Category to see Sub-Division or Sub-Category information on the one screen
- select different filters and information on each graph for full filtering
- choose from a list of columns to display on the list of matters visible on each dashboard
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email email@example.com.