Recent updates
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Retrieve a Matter Fee Arrangements via Code
Updated onArticleThe following Apex method can be used to retrieve a list of matter fee arrangements via custom coding. Please be aware that it is always suggested to test your code in the Sandbox.
MATTER MANAGEMENT (MM) Use & Learn (MM) Fee Arrangements
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4-Column Collapsible Invoice Lightning Record Page
Updated onArticleThe 4-Columns Invoice record page provides your users the best user experience for viewing all your invoice data in one place without having to navigate away for anything else. This invoice view supports and utilizes a 3-column structure with the ability to collapse the left-most and right-most panes to respective sides of your screen.
SPEND MANAGEMENT (SM) Use & Learn (SM) Invoices Overview
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Add the Billing Preview Component to a Lightning Page
Updated onArticleThe billing preview lightning component can only be deployed within a lightning app page and/or lightning record pages for accounts and matters.
MATTER MANAGEMENT (MM) Use & Learn (MM) Billings
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Introduction to Roles
Updated onArticleMatter management in the legal field involves a coordinated effort among various roles to handle legal cases efficiently and effectively. Your ability to deliver an efficient outcome depends on how your team responsibilities are distributed. These responsibilities can be easily managed by assigning roles to the individuals performing certain activities or tasks within your matter.
MATTER MANAGEMENT (MM) Use & Learn (MM) Roles
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Introduction to Billings
Updated onArticleBillings in legal matter management refer to the process of tracking and managing the financial aspects of legal matters within a law firm or legal department. It involves the systematic recording, monitoring, and billing of legal services provided to clients or internal stakeholders.
MATTER MANAGEMENT (MM) Use & Learn (MM) Billings
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Export Data From the Billing Preview
Updated onArticleAdvoLogix supports various options while exporting data from the billing preview.
- Export to LEDES formatted files, which supports generating individual export file for each billing party within your matters.
- Export to an Excel formatted file with the ability to export all fields or just on-screen field data.
- Export to a CSV formatted file with the ability to export all fields or just on-screen field data.
MATTER MANAGEMENT (MM) Use & Learn (MM) Billings
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AdvoLogix Setup: Timeline
Updated onArticleThe Matter Timeline is a chronological list of data related to a specific matter. Examples would include tasks, events, content, time, expenses, and so on. The timeline options allow your organization the ability to customize the timeline. The timeline is derived at run-time and does not consume data objects.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Relationship Maps
Updated onArticleBefore a Relationship Map can be placed on a page layout, a template must first be created. To create the template, you will need to go to the AdvoLogix Setup tab.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Participants
Updated onArticleA Participant can be an account, contact, user/staff, or other related to a specific matter. This setup area allows organizations to customize when (and if) participants are automatically created based on lookup fields on the matter. Additional options also allow organizations to customize participants with additional record types within the four base participant types (account, contact, user and other).
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab
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AdvoLogix Setup: Focus Matters
Updated onArticleFocus Matters is used to determine a list of matters associated with the current user. In addition to record ownership, focus matters can also be determined by the user's relationship to the matter, via participants.
🧐 Do you know where to find the AdvoLogix Setup tab? Go to the app launcher (waffle) and search for setup. Select AdvoLogix Setup from the search results.
MATTER MANAGEMENT (MM) Configuration & Automation (MM) AdvoLogix Setup Tab