• Related Lists
  Intake forms now have the capability to capture lists of information related to the intake process. This functionality supports several use cases including the ability to upload files or add comments (or other related records) during the intake process.
  
  
• Conditional Visibility
  Intake form sections (groups of fields) and individual fields may now be conditionally hidden as the form is completed. This allows forms to dynamically capture specific information based on the user's prior responses.
  
  
• Default Field Values
  Default field values may be assigned to intake form entry fields. This capability allows each form to have unique default field values.
  
  
• Field Group Titles
  A new option allows field group titles to be assigned and displayed at run-time.

• New Application Guide Chapter
  A new chapter for Legal Hold has been added to our application guide .
  
  
• Pending Legal Hold Acknowledgements
  The new Pending Legal Hold Acknowledgements feature allows users the ability to quickly manage their personal pending legal hold acknowledgements. As a Lightning component, this feature may be selectively placed on home pages and/or other Lightning page layouts.
  
  
• Legal Hold History
  The new Legal Hold History view allows organizations the ability to centrally manage recent legal hold acknowledgement activity. As a Lightning component, the history view may be selectively placed on home pages and/or other Lightning page layouts.
  
  
• Email Templates
  Email templates may now be used to customize all legal hold correspondence. This includes the original notification, the reminder, and the removal (from legal hold) notice.
  
  
• More Control Over Who Receives Acknowledgement Requests
  Several new enhancements allow organizations more control over who receives legal hold acknowledgements. For instance, a new setup option will allow the matter owner as well as account and contact participant owners to be included in the recipient list.
  
  
• Sending Acknowledgement Reminders
  Organizations may now optionally choose to send reminders to unanswered acknowledgements.
  
  
• Notifications When Removed from Hold
  Organizations may now optionally choose to send notifications when a matter is removed from legal hold.
  
  
• More Control Over Data on Hold
  When a matter is placed on legal hold AdvoLogix will prevent the removal of matter-related data. AdvoLogix now allows organizations to individually control which data objects will participate in legal hold.
  
  
• New Area in AdvoLogix Setup
  A new section in AdvoLogix Setup is dedicated to managing many of these new Legal Hold features.
  
  
• API Methods
  New API methods allow system administrators and integrators the ability to add additional recipients and use-case specific workflow to the AdvoLogix legal hold process.

• Participant Update Form
  The participant edit form has been improved for readability within the Lightning platform. In doing so, we have removed a few legacy fields form the Account Participant form layout; Billable Account and Responsible Percentage. If your organization uses these fields, please add them to the Participant object's account field set.
  
  
• New Option for Managing Automated Participants
  AdvoLogix supports the ability to automatically create participants for lookup entities on the matter. By default, when the lookup field changes a new Participant is created however the prior participant is not removed. A new setup option allows AdvoLogix to automatically remove the participant when aforementioned default behavior is not desired.

• New Table View
  The Timeline now has an advanced viewing option when docked in the wide section of a Matter page in Lightning. This new viewing option allows users to switch in and out of table view.
  
  
• Deleting Records from the Timeline
  Records may now be deleted directly within the Timeline (given the appropriate security).

• Focus Matters Lightning Tab
  The Focus Matters Lightning tab now supports the ability to select a matter list view. The selected list view will determine the list's column layout and as well as the filter settings used to select matters displayed in the list. This feature previously existed in classic only.

The Task Checklist is a new AdvoLogix feature which allows users to work with tasks in a variety of meaningful ways. When viewing a matter, the Task Checklist will display Tasks in a semi-ordinal manner. For example, Tasks may be grouped and indented by the Activity Plan, Assigned User, or Status.

Follow this link for additional information on this new feature.

• Activity Comments
  A new feature allows the activity comment to be turned on or off providing a richer experience when working with activity comments.
  
  
• Select Days Before or After Using the Calendar
  When working within an activity plan, the calendar can now be used to select a date and the activity plan will automatically calculate the number of days before or after the base date.
  
  
• Enhanced Reminder Options
  More scheduling options are now available when establishing activity reminders. 

• Use List View Filters
  The Lightning version of the Matter Calendar can now filter matter related items using the filter criteria from a saved matter list view. This feature previously existed in classic only.
  
  
• Also Show My Activities
  A new filter options adds the ability to see also see "My Activities" when filtering by matter (focus matters or list view filter).
  
  
• Only Show Overdue Tasks
  A new quick filter option allows users to only show overdue Tasks.

• Date Business Rules API
  A new API method for date calculation exposes the capabilities of the AdvoLogix Date Calculator to integrators and system administrators. Given a set of input options and parameters this new new capability can programmatically perform the same calculations as the date calculator.
  
  
• Completed Task Options 
  Added support for multiple Completed status picklist values. This feature is unique to those organizations using more than one value to represent Task completed status.