The AdvoLogix CT Service of Process (SOP) integration brings the capabilities of an organization’s CT SOP service in context with their AdvoLogix matter workflow and business process. The resulting integration provides an end to end cloud-based solution. 

The Participation Map is now available as a Lightning component. This allows designers to incorporate the capabilities of this component within the Lightning App Builder page designer. While the primary use case is for the matter page, the Participation Map component is also available for contact and account.

The Lightning component also has the following new Participation Map capabilities:

• When displaying participation in the scatter view, the map initially defaults to the first generation of relationships. This is especially helpful for unfiltered, dense hierarchical relationships.
  
  
• A new quick search option allows users to search the participants when viewing as a list. 
  
  
• A new toolbar option allows users to quickly expand and contract the density of relationships through all four generations.
  
  
• The Role filter has been improved to allow users to quickly select and apply a single (or more) role.

• Static Text Capability
  Intake forms now support the ability to strategically place formatted "static text" within the form. As with data fields, Static Text supports the Intake Designer's conditional display option.
  
  
• Intake Designer "Save As" Option
  This new option within the Intake Designer allows users to quickly save a copy of an existing Intake Form.
  
  
• Intake Designer Field Properties
  The original field name is now displayed as a subheading on the field property panel.
  
  
• Launcher Search
  This new option allows the designer to hide the Launcher's search option. This option makes the launcher less complicated when using a small form set.

• Files and Content
  The Matter Search Lightning component now includes the ability to search within Files and Content. As with other data types, this option can be enabled (and disabled) from the Matter Search Options dialog.

• Chatter Field History Tracking
  When Chatter is enabled on the Matter Timeline, Chatter Field History Tracking is now included in the Chatter timeline element. These posts were not previously available in the Matter Timeline.
  
  
• Email Items
  Timeline email items now include status information (read, etc) when available. 

• Batch Conflict Check Custom Fields
  Organizations may now include custom fields while using the Batch Conflict of Interest checks.
  
  
• Batch Conflict Check - No Results
  Starting with this release, Batch Conflict checks resulting in no search results will still create a conflict check record. This allows organizations to memorialize the conflict check, regardless of the search outcome.

• Support for Custom Activity Fields
  Organizations may now include custom activity fields (task or event) in the Activity Plan.
  
  
• API Method
  This new AdvoLogix API method allows an existing task or event to be added to an existing activity plan.

• New Filter Options
  Users may now select a subset of items displayed in the calendar using additional list view filters.  New options allow list view filters when limiting Tasks or Time entries in the Matter Calendar.
  
  
• Performance Enhancements
  We've improved the performance of the Lightning Matter Calendar when viewing high volumes of calendar data.  We've also added new options in the Lightning component allow the designer to limit the default number of rows to display per day. Additional rows may be seen via the "view more" option.

• Task List View Filters
  A new option allows users to select an existing list view filter to limit tasks displayed in the checklist.
  
  
• Quick Filter for Task Type
  A new option allows users to quickly limit the items displayed in the checklist by the selected Task Type(s).
  
  
• Flat Display Sort Order Control
  When displaying tasks ungrouped (flat) users may now sort the checklist using the list column headings.

If your organization is a current subscriber of CT Corps's Service of Process or would like to investigate the use of this service integrated with AdvoLogix please contact your AdvoLogix account executive for more information.

Follow this link to read more about the AdvoLogix CT Service of Process  integration.

The AdvoLogix CalendarRules integration is now generally available (GA).  

Follow this link to read more about the AdvoLogix CalendarRules integration.