AdvoLogix Matter Management

CT SOP Integration Release Notes


The following release notes specifically apply to the AdvoLogix CT SOP integration.

CT SOP Integration Version 1.9 (GA)

1. Setup Options (AdvoLogix Setup - CT SOP)

Auto Link Matter
This option will help link matters to SOP Logs as they are being imported and when a matching matter, identified by the Case Number, is found.  It will automatically be linked to the SOP Log.

2. SOP Log Actions

Mass 'Create Matters' and 'Download Documents'
By default, users can create a new matter or download documents for an SOP Log from its detail page only. The new “Create Matters” and "Download Documents" button on the SOP Logs list allows end-users to quickly tag multiple SOP Logs and create matters for them or download documents without having to go to individual SOP Log's detail page.

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