Title: July 2025, Version 1.161.x
Mitratech CaseCloud™ Matter Management Release (version 1.161.x)
CaseCloud 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.
🚀Introducing Matter Easy Add Flow
We’ve introduced the Matter Easy Add Flow, a streamlined, guided wizard built with Salesforce Screen Flow technology. This feature helps users quickly create new Matters by walking them through all essential steps — from entering basic details and adding related participants to applying budgets, rates, activity plans, conflict checks, and fee arrangements.
By standardizing the Matter setup process, this flow reduces errors, saves time, and ensures compliance with your firm’s procedures. Optional sections can be included or skipped, giving your team flexibility while maintaining consistency. For more details, follow this link.
🚀Introducing SALI based Tagging to Matter Management
Please contact your CaseCloud Account Executive for more information on how to activate this feature.
We are excited to announce the launch of SALI-based tagging, a revolutionary tool designed to enhance your legal practice. Matter Management now leverages the power of SALI (Standards Advancement for the Legal Industry) codes to assist and classify legal matters with unparalleled accuracy and efficiency.
With this, 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 SALI classification, your new partner in legal excellence.
SALI: Areas of Law Manager⚡Component
Users can search and save the SALI codes that apply to their matter. Follow this link for more details.
Automate SALI search Using Automation
CaseCloud provides a utility apex method to perform a SALI search automatically via Salesforce Flows. With Salesforce Flows, an admin can set up the automation to be fired upon creating a record, such as a new matter creation or a SALI search being performed. Follow this link for more details.
Batch Add SALI Codes to Multiple Matters
Use the CaseCloud provided action button on the matters list to perform a SALI search and save all the search results for each selected matter. Follow this link for more details.
Get More Valuable Insights Using CRM Analytics
Use CRM Analytics to gain more powerful insights regarding your SALI-powered matters. Follow this link for more details.
Reports & Dashboards
CaseCloud ships with a set of reports and dashboards to help you analyze your matter classifications according to SALI codes. Follow this link for more details.
🆕 Background Processing for Matter Time Rollups
We have introduced a new setting that enables background processing for Matter time rollups (e.g., total time or total amount).
Why this matters:
In organizations where Matters can accumulate more than 50,000 related Time entries, real-time rollup calculations can impact performance during data entry or updates, or even cause system errors. With background processing enabled, these calculations will run asynchronously, improving the user experience and scalability of your system. Follow this link for more details.
Bug Fixes
Version 1.159
- Resolved an issue where some non-administrative users were unable to access the Focus Matters feature within the Matter Calendar.
- Resolved an issue with the Total Budget field where users were unable to update its value.