Outlook enhancements, status notes in Internal Client Portal, Legal Intake preview pane, upload costs in bulk and much more
In this release:
- Outlook enhancements -
- confidential setting can now be set at the time of creating a matter in Outlook
- a status can be changed from within Outlook
- hover text on icons to help you navigate around the add-in
- Internal Client Portal - your internal clients can now view status notes you have opted to share with them, helping you to keep them informed about the status of their legal requests. More information can be found here.
- Upload costs in bulk - if your organisation uses another system to receive invoices from your law firms, but you want to upload these costs into Xakia, you can now do a bulk upload so that you have a complete view of all information related to your matter. More information can be found here.
- Resourcing > Automation - if you are using an automation tool, you can now select 'automated' options in your resourcing field, to reflect the origin and contribution of these tools to your work. More information can be found here.
- Bug fixes -
- 'Value' field on the core matter form did not support a number in the billions - now fixed.
- 'Costs to date' indicator for users on the Brightflag integration was broken - now fixed.
- 'Initial cost estimate' remained editable after initial input - now inactive after first input.
- Search text disappearing on the Matters List when navigating back - now fixed.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email support@xakiatech.com.