Changes in CSI Lawyer 11.0 functionality, published 19.4.23

The update version published today:

• Allows creating preliminary invoices / invoices from selected transactions in a main/sub-matter structure
• Enables, for users of the Due integration, checking the status of identifications as a mass and completing the business ID in Due’s customer field
• Limits, for security reasons, access to the CSI extranet to CSI users only. NOTE! Customers using a version older than version 10.0 require a software update.

Possibility to create preliminary invoices / invoices from selected transactions in a main / sub-matter structure

In the main/sub-matter structure where sub-matters are invoiced through the main matter, it is now possible to create a preliminary invoice / invoice from selected transactions for example in the main matter’s ‘Open Transactions by Matter’ view.

If a preliminary invoice is created from selected transactions from both the main and one or more sub-matters, the sub preliminary invoice folder in the main preliminary invoice window contains all preliminary invoices by sub-matter.  

If a preliminary invoice is created only from the selected transactions of one or multiple sub-matters, a zero-priced preliminary invoice is created for the main matter and the sub preliminary invoices added under it.  The zero-priced main preliminary invoice automatically gets the status ‘Reviewed’. If a user now tries to create a preliminary invoice from the main matter’s selected transactions, the software gives an error message informing the user about an unapproved preliminary invoice with the reviewed or uplift/downlift status. 

If there already is an open main preliminary invoice with sub preliminary invoices and a user tries and create a new preliminary invoice, one of the following options needs to be selected: 

• The new preliminary invoice is added to the existing one
• The existing preliminary invoice is rejected and a new one created from selected transactions
• The creation of the new preliminary invoice is cancelled

If a preliminary invoice has first been created from selected transactions from the main matter and from one or multiple – but not all – sub-matters, and you then try and create a new preliminary invoice from the selected sub-matter transactions, the software displays an error message. The user is informed about the need to invoice or reject existing preliminary invoices as the open preliminary invoices on the main or sub-matter prevent creating new preliminary invoices. The same error message is also displayed when creating a new preliminary invoice in the situation where the status of one of the sub preliminary invoices is ‘Approved’ but the main preliminary invoice still has the status ‘Open’. 

If in a main / sub-matter structure a user bypasses the preliminary invoice phase and directly creates an invoice from selected transactions, the software does not enable making a price adjustment.

NOTE! In some situations, the expenses of all matters are not included in the preliminary invoices. Please check that the desired expenses are included in the preliminary invoices and add them manually if necessary.

Checking status of multiple Due identifications and transferring business ID to the customer field in Due

The Due integration has been developed so that if a customer has a business ID saved in CSI the “Open identification in Due” button in the CSI software completes the business ID instead of the customer ID in Due’s customer field.

In addition, it is possible for customers using the Due integration to check the status of multiple identifications at once by selecting the desired rows from the list of customer identifications in CSI Lawyer. The function provides the user with a status summary of the selected identifications.

Access to CSI extranet limited to CSI software users only

The protected content of the CSI extranet can only be accessed via the CSI software. NOTE! If the customer’s software version in use is older than 10.0, the access requires a version update.