CaseCloud Help

July 2025, Version 1.161.x

Updated on

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.

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.

🆕 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.
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