AdvoLogix Summer 2018

AdvoLogix Summer 2018 Major Release  (version number 1.77.x)

AdvoLogix provides two types of releases, major releases and patch releases. Major releases are seasonal, occurring three times (approximately) per year and are generally accompanied by new functionality. Patch releases provide minor functional improvements and issue resolutions. It is important to note, patch releases are automatically installed for all customers on the current major release.

Major releases are not automatically installed into your organization. Click here for help with upgrading your organization to the latest major release of AdvoLogix.

Matter Management

Intake Forms (new)

  • 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.

Although the primary use case for the intake process is typically related to matters, intake forms may also be used to collect information for any standard or custom data element within AdvoLogix.

Matter Comments (new)

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.

Matter Timeline Lightning Component

  • View All
    A new View All option allows users to navigates to a display which includes all Matter Timeline records displayed in a list format. The list can be filtered by date, searched, and is capable of being saved in a printable format.

  • Other Matter Timeline Enhancements
    Several enhancements have been made to the display and functional characteristics of the items displayed within the timeline.

    1. An "expand and collapse" chevron allows item details to be viewed without opening the item.
    2. Each line item is now conveyed in a more user friendly format and also includes hyperlinks for quickly opening related records.
    3. Icons denoting traits such as priority, reminder and recurrence are now displayed when applicable.

Conflict Check

  • 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.

Calendars and Scheduling

Matter Calendar Enhancements

  • 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.

Matter Calendar Lightning Component (new)

A new Matter Calendar Lightning Component is available for use throughout the application. The Lightning version of the Matter Calendar shares most of the capabilities of the classic version with the added benefit of the a two new viewing modes.

  1. Matter Calendar Timeline View
    The new Matter Calendar Timeline view (shown above) significantly enhances the calendar's user experience when displaying activities as a list of items (as opposed to a monthly calendar).

  2. Matter Calendar Narrow View
    The narrow view option allows the Matter Calendar to be displayed in a narrow Lightning frame. This feature is great for displaying the Matter Calendar in the narrow side section of the home page and the application utility bar.

Example Lightning Component Use Cases

  • Matter Record Page
  • Home Page
  • Application Page
  • Email App Page
  • Utility Bar

Kanban Lightning Component (new)

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).

Matter Gantt Enhancements

  • 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.

Document Management

Related Files Lightning Component (new)

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).

Document Assembly

AdvoDoc

  • 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.

Billing and Timekeeping

Billing Preview

  • 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.

Integrations

CalendarRules.com (pilot)

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.

Other Notables

  • A new copy to clipboard button on the Date Calculator allows users to quickly transfer the calculated date to entry fields within AdvoLogix.
  • Improved the behavior of Mass Update by sorting the list of records to be updated by the underlying record's Name field. 
  • Historically, the Participant update form always used a Visualforce page. Now, within the Lightning Experience, the Participant update is now provided by a Lightning Component form.
  • Follow this link for a summary of interim release improvements rolled into Summer 2018.

Interim Releases

1.77.16

  • Improved the output experience when malformed AdvoDoc data tokens are encountered at run-time.
  • Improved the performance of the Intake Form Designer.
  • Improved the Timeline Lightning component error handling when too much prevented display. A warning now asks the user to filter data.
  • Fixed a rare issue in the Timesheet; the Save & Cancel buttons were missing for certain users.

1.77.10

  • Resolved an issue with Timeline component unable to show "Content" for some users.

1.77.7

  • Enhanced the user experience when inserting an image document within an AdvoDoc template.

1.77.5

  • Resolved an issue with Intake Forms where some customers find the picklist field values might not be filtered correctly for the record type set in the intake designer.

1.77.4

  • Resolved an issue with Intake Forms when a large number of custom fields exist on the Base Object.
  • Resolved an issue with Activity Plans. In some cases the incorrect item could be removed from the list when deleting a line item.

1.77.3

  • Resolved an issue with the Matter Calendar hover cards involving longer text values and showing text as overlapping each other.
  • Resolved an issue where a specific condition can show data records outside the Focus Matter filtered scope on the Matter Calendar.
  • Resolved an issue where users with a non-English language profile were unable to edit Time Entries.