• Intake Overview
  The new AdvoLogix Intake functionality allows organizations to create customized intake forms for a variety of use cases and business processes. An important feature of the new intake system allows organizations to design a user experience capable of collecting multiple data elements within a single intake session. For example (but not limited to), forms may be designed to collect information for a new Matter, Client, and Primary Contact within a single form.
• Intake Designer
  Intake forms are created using the new AdvoLogix Intake Designer (shown above). The designer provides a rich “what you see is what you get” (WYSIWYG) user experience for selecting and positioning data elements within the form. The designer also provides control over several aspects of the user experience during data entry.
• Intake Data Entry (at Run-time)
  Intake forms may be completed by internal staff, community users, or external users (through Sites pages). These methodologies allow for a wide variety of use cases ranging from new client intake to corporate legal service requests.

The new AdvoLogix Comments feature allows users to memorialize a variety of rich text information in context with a given matter. Although AdvoLogix has historically supported platform Notes, Comments are significantly more robust and manifest the following characteristics:

• Support for rich text formatting.
• Saved and displayed in context with matters via the related list or the Matter Timeline.
• Available in the report designer.
• Can be extended with custom fields of the organization's choosing.
• Can be extended to other core data elements such as accounts, contacts or custom objects.

• Batch Conflict Check (new)
  The new Batch Conflict Check feature allows organizations to quickly execute multiple conflict checks simultaneously. This feature provides the ability to enter multiple conflict search terms within a single user experience.
• Result Status Customization
  The conflict result manager now supports the ability for organizations to customize the Status values available for conflict results.

• Participant Role Filtering
  When displaying activities for the running user's Focus Matters, a new option allows activities to be filtered by the specific role(s) the user is assigned to for the selected matters.
• Related Matters Filtering
  When using the Matter Calendar from the matter page layout, the "Related Matters" option will now display Activities for related matters. Previously this option only displayed the related matters' key dates.
• Other Matter Calendar Enhancements
  • The filter and display menus have been reorganized to improve calendar navigation and support expanded filtering capabilities.
    
  • A new Refresh button allows the calendar to be refreshed after working on other tabs or windows.
  • The Matter Calendar now invokes the standard platform page layouts as opposed to the proprietary Visualforce forms previously used.

A new Lightning Component version of the Matter Kanban is now available for use within the Lightning Experience. The new component shares the same capabilities as the classic component with the following new features: 

• Dynamic Grouping
  The default grouping field has historically been Status. A new option allows end-users to select the grouping field at run-time.
• User Experience
  The user interface has been streamlined for quicker navigation and improved usability. For example, a new toolbar exposes options in fewer clicks and the user list now offers a quick search feature.
• Kanban Everywhere
  Previously, the Kanban was only available for managing Tasks at the Matter level. The new Kanban Lightning component can now be used with any data object which supports related Activities (including custom objects).

Participant Role Filtering
When displaying activities for the running user's Focus Matters, a new option allows activities to be filtered by the specific role(s) the user is assigned to for the selected matters.

A new Lightning Component version of the Files and Content panel is now available for use within the Lightning Experience. The new component shares the same capabilities as the classic component with the following new features: 

• Display Related Files from Child Records
  The new Related Files Lightning component can be configured to display Files from the underlying record's children. For example, a parent matter can now display Files related to the parent's child matters.
• Use it Everywhere
  Previously, the Files and Content panel was only available for managing documents at the Matter level. The new Related Files component can now be used with any data object which supports related Files (including custom objects).

• Page Headers and Footers
  AdvoDoc now supports the ability to use CSS formatted page headers and footers.
• More Control of Related List Formatting
  AdvoDoc now allows complete customization of the list (table) formatting to include rows and cells. This allows organizations full control of the layout and formatting of related list information within the document.

• Custom Fields
  The Billing preview now has the ability for organizations to add custom fields to the line items (time and expense) displayed in the preview.
• Participant Role Filtering
  When displaying activities for the running user's Focus Matters, a new option allows activities to be filtered by the specific role(s) the user is assigned to for the selected matters.

If your organization is a current subscriber of CalendarRules or would like to investigate the use of this service integrated with AdvoLogix please contact your AdvoLogix account executive for more information.

Follow this link to read more about the AdvoLogix CalendarRules integration.