AdvoLogix Help

May 2024, Version 1.147.x

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AdvoLogix Matter Management Release (version number 1.147.x)

AdvoLogix has adopted a continuous development model where releases are made available in a monthly cycle. Each release may include new features, bug fixes, and/or minor improvements. The releases are not automatically pushed to your organizations but can be updated from the AdvoLogix Setup tab within our application. Click here for help upgrading your organization to the latest release of AdvoLogix Matter Management.

New and Improved User Experience on Salesforce Mobile App

AdvoLogix has improved the user experience for Matter Calendar on the Salesforce Mobile App. It has a refreshing new interface geared more towards mobile devices with tailored calendar views and filters. For more details, follow this link.

Introducing Global Calendar Defaults

AdvoLogix now allows setting up Calendar default configuration, which allows your administrators to set up a specific view or filtering configuration applicable as default for your users working within Matter Calendar. If you would like more details, please follow this link.

Updated Filtering Capabilities

AdvoLogix has added new functionality, including marking an event as Cancelled and showing or hiding the canceled events on the master calendar. Users can drill down and filter activities to a specific matter on mobile devices without navigating to the matter record.

Easy Access to Matter Calendar⚡ On Mobile & Desktop

Matter Calendar⚡ lightning tab is now part of default user experience with AdvoLogix⚡ lightning application's navigation menu. This would allow users to be able to access Matter Calendar on mobile & desktop without switching through multiple apps.

New Fields Added for Matter

New fields added to support better reporting for matter's revenue and profitability computations - Expected Revenue and Profitability.

We are excited to announce the launch of Legal Assistant by AdvoLogix, a revolutionary tool designed to enhance your legal practice. Legal Assistant leverages the power of SALI (Standards Advancement for the Legal Industry) codes to assist and classify legal matters with unparalleled accuracy and efficiency.

With Legal Assistant, you can expect:

  • Streamlined Matter Classification: Easily organize and categorize legal matters using standardized SALI codes.
  • Enhanced Productivity: Reduce administrative burdens and focus more on strategic legal work.
  • Accurate Reporting: Generate precise reports and insights based on consistent matter classifications.

Experience the future of legal matter management with AdvoLogix Legal Assistant, your new partner in legal excellence.

Please reach out to your AdvoLogix account executive for more details.

Bug Fixes

  • Resolved an issue with the Related Files lightning component where users could not see the full name of files longer than 80 characters.
  • Resolved an issue with the Matter Calendar lightning component where creating an event does not ask for record type selection if record types are enabled for events or tasks in the organization.
  • Resolved an issue with the AdvoDoc Template Designer where users were unable to select a record to preview the AdvoDoc.
  • Resolved an issue where cloning a budget was not cloning the related budget details.
  • Resolved an issue with Intake Forms where users were seeing duplicate picklist values when setting up filters within Intake Designer.
  • Resolved an issue with Intake Forms where in some rare cases users were getting an error while searching for fields within Intake Designer.
  • Enhanced performance of Intake Designer loading, which may cause some timeout errors in some rare situations when an organization has too many fields and relationships attached to the base object of the Intake Form.
  • Improved processing of the time based rollups on matter where. in some rare conditions. the evaluation may be trigged multiple times on logging of new time entries for the matters.
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