Changes in CSI Lawyer 11.0 functionality, published 16.5.23

The update version published today also brings the following improvements:

• The Conflict Check report shows if a customer has been deactivated
• The reason for price adjustment can be set as non-mandatory
• In the NetDocuments integration, it is possible to override customer and matter specific default IDs by defining parameters.

Customer’s status in Conflict Check report

The status of the customer, either active or deactivated, is now displayed in the Conflict check report. 

If the customer’s status is deactivated, the report shows ‘Deactivated’ in parentheses after the party’s name. In addition, the name of the deactivated customer is displayed in gray and italics.

Defining the reason for price adjustment as non-mandatory

A new parameter has been added to the software, which makes it possible to determine whether the reason for a preliminary invoice’s price adjustment is mandatory or not. The ‘Reason for price adjustment is mandatory’ parameter can be found in the system parameters (> General > Mandatory fields). 

By default, the parameter is activated, in which case a reason must be added in the ‘Reason for Price Adjustment’ field every time a price adjustment is made for a preliminary invoice. If the parameter is disabled, the ‘Reason for Price Adjustment’ field will not be displayed in the preliminary invoice window.

Possibility to override attribute IDs used in the NetDocuments integration

The NetDocuments plugin contains two new parameters which enable overriding the customer and matter related attribute IDs. The parameters are Override Client Attribute ID and Override Matter Attribute ID. 

If these parameters have been defined, the integration uses their values. Otherwise the default IDs – Client 1001 and Matter 1002 – are used.