Title: June 2025, Version 1.158.x
Mitratech CaseCloud™ Matter Management Release (version 1.158.x)
AdvoLogix has adopted a continuous development model, where releases are made available monthly. Each release may include new features, bug fixes, and/or minor improvements. The releases are not automatically pushed to your organization, but can be updated from the AdvoLogix Setup tab within our application. Click here for instructions on how to upgrade your organization to Mitratech CaseCloud™ Matter Management's latest release.
🔥AdvoLogix Matter Management is now Mitratech CaseCloud™ Matter Management
As part of our ongoing evolution and alignment with our strategic vision, we’re pleased to announce the rebranding of AdvoLogix Matter Management to Mitratech CaseCloud™ Matter Management. This rebrand reflects our commitment to delivering a modern, cloud-first experience for legal and case management professionals.
While the name and visual identity have been refreshed, all core features, functionality, and user workflows remain unchanged.
What’s New:
- A cleaner, more intuitive default user experience, powered by pre-customized Lightning record pages.
- Dedicated Lightning apps to clearly separate user and administrator access.
- Refreshed branding throughout the app, including updated logos.
- No impact to existing configurations or business workflows.
🚀Improved Activity Plan Templates Import & Export Capabilities
Added support for the Activity Plan Template import and export in CSV file format, enabling easier management and improved functionality. For more details, follow this link.
🚀New Matter Management Admin Lightning Application
CaseCloud Matter Management now includes a dedicated Lightning Application for system administrators to control aspects of the application and configure and deliver useful features to other users of your organization.
Updated Default Experience for Users
| Component | ||
|---|---|---|
| Lightning Applications | Matter Management ⚡ | The list of navigation tabs has been updated. |
| Matter Management Admin | A brand new Lightning application for administrative work within application. | |
| Lightning Applications Utility Bar | Matter Management⚡ | The utility bar items have been updated as part of our default experience. |
| Field Sets | Time object > fieldSet_BatchEntry | The default displayed fields have been updated in this field. |
| Time object > fieldSet_Timesheet | The default displayed fields have been updated in this field. | |
| Matter object > fieldSet_LegalHold | A new fieldset to allow controlling display of Legal Hold related information within the matter record page from AdvoLogix. | |
| Lightning Home Page | Home / Matter Management⚡ | The home page layout has been updated for the AdvoLogix Lightning Application. |
| Lightning Record Page | AdvoLogix Matter Record Page | The default Lightning record page for matter object has been updated to new layout with different sections to showcase relevant information regarding the matter. |
| AdvoLogix Medical Record Record Page | A new Lightning record page to display medical record information. | |
| AdvoLogix Account Record Page | The default Lightning record page for account object has been updated to new layout with different sections to showcase relevant information regarding the account. | |
| AdvoLogix Contact Record Page | The default Lightning record page for contact object has been updated to new layout with different sections to showcase relevant information regarding the contact. | |
| AdvoLogix Budget2 Record Page | The default Lightning record page for budget object has been updated to new layout with different sections to showcase relevant information regarding the budget. | |
| AdvoLogix Budget Template Record Page | The default Lightning record page for budget template object has been updated to new layout with different sections to showcase relevant information regarding the budget template. | |
| AdvoLogix Rate Record Page | The default Lightning record page for rate object has been updated to new layout with different sections to showcase relevant information regarding the rate. | |
| Path | Medical Record > Status | A new path included within our application to display status of medical record. |
| Report | AdvoLogix Timekeeping Reports > My Time (Last 7 Days) | Added the My Time (Last 7 Days) report to display information for timekeepers across the week by date along with a visual indicator using charts. |
Updated Fields
These fields must be manually updated to reflect changed values.
CaseCloud has updated the following picklist fields with new values:
CONTACT OBJECT
-
Type (advpm__Type__c)
- New Picklist Values:
- Legal Professional
- Judge
- Partner
- Sort the picklist values alphabetically
- New Picklist Values:
MATTER OBJECT
-
Stage (advpm__Stage__c)
- New Picklist Values:
- New
- Add the value as first picklist item in the list
- New Picklist Values:
Bug Fixes
Version 1.158.0
- Resolved an issue with Conflict Check results where users were unable to change status from unresolved to anything else.