Recent updates
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Introduction to Profiles
Updated onArticleProfiles allow you to track the expertise, experience, and professional capabilities of your legal staff to ensure optimal resource allocation for legal matters. By setting up profiles, you can assign various skills and specializations and add education and certification-related information to them. This allows your counsel to easily add performance reviews for the matters they participated in.
With profiles, you can define various key components that allow you to set up professional-looking profiles and enhance the efficiency of legal operations by aligning lawyers' skills, specializations, and certifications with appropriate legal matters. The key components within a profile are discussed below.
MATTER MANAGEMENT (MM) Use & Learn (MM) Profiles
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Manage Custom Actions for the Billing Preview
Updated onArticleAdvoLogix provides an ability to extract data from the billing preview lightning interface and consume any custom lightning component or background flows. There are two kinds of actions supported within the billing preview and they provide your developer or administrator the ability to extract all the billing record IDs or selected record IDs based on the filter applied. These record IDs can be used to query or process the data within your own customizations such as a custom lightning component on the same page or within a background flow.
MATTER MANAGEMENT (MM) Use & Learn (MM) Billings
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Legacy vs New NetDocuments Integration
Updated onArticleAdvoLogix NetDocuments Integration (now known as the NetDocuments Legacy Add-on), allows your organization to:
- View NetDocuments content 'in context' with your matters.
- Create the NetDocuments matter workspace directly from your AdvoLogix matter.
- Open a full page view of your matter's NetDocuments workspace.
DOCUMENT MANAGEMENT INTEGRATIONS NetDocuments NetDocuments Legacy Add-on
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How do I create a new profile?
Updated onArticleThe primary function of a profile is to allow you to manage and associate your staff's skills, specializations, and educational information along with the delivered performance review information available at a glance.
MATTER MANAGEMENT (MM) Use & Learn (MM) Profiles
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Working with the Intake Form URL API
Updated onArticleAdvoLogix intake forms may be invoked for data entry using the URL API. The URL API is capable of supporting a wide variety of use cases and is considered a common method for launching intakes.
MATTER MANAGEMENT (MM) Use & Learn (MM) Intake Forms
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Profile View ⚡ Component
Updated onArticleAdvoLogix provides a Profile View Lightning component to easily access profile metrics and assign them to any contact, timekeeper, or participant within your organization. This component showcases all skills, specializations, education, and certifications, along with related performance reviews, in a single view.
MATTER MANAGEMENT (MM) Use & Learn (MM) Profiles
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Profile Management⚡Application
Updated onArticleThe Profile Management lightning application allows organizations to set up the profiles for their staff in a more focused way.
MATTER MANAGEMENT (MM) Use & Learn (MM) Profiles
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How do I add multiple characteristics to a profile?
Updated onArticleSetting up a profile for your staff involves providing various details such as skills, specializations, education and certifications, and performance reviews.
MATTER MANAGEMENT (MM) Use & Learn (MM) Profiles
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March 2024, Version 1.145.x
Updated onArticleAdvoLogix Matter Management Release (version 1.145.x)
AdvoLogix has adopted a continuous development model where releases are made available in a monthly cycle. Each release may include new features, bug fixes, and/or minor improvements as well. The releases are not automatically pushed to your organizations but can be updated from the AdvoLogix Setup tab within our application. Click here for help with upgrading your organization to the latest release of AdvoLogix Matter Management.
MATTER MANAGEMENT (MM) Release Notes & Knowledge Base Articles (MM) Release Notes (MM)
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How do I create a fixed fee matter fee arrangement for a matter via code?
Updated onArticleThe following Apex method can be used to create a fixed fee matter fee arrangement for a matter via custom coding. Please be aware that you are always advised to test your code in the sandbox.
MATTER MANAGEMENT (MM) Use & Learn (MM) Fee Arrangements