CSI LAWYER 12.0 HAS BEEN PUBLISHED

CSI Lawyer version 12.0 has been published. It is now available for customers downloading their software updates from the web. For customers having a company-specific update package, we’ll start deliveries in the coming weeks.

The new features and changes are described in the “CSI Lawyer version 12.0 – Change document”, available on the Instructions.

The change document and update instructions have also been sent to the power users of CSI Lawyer customers downloading their update packages from the web.

Among the new the features are the following:

General improvements in software usability

• Searches in the payments list and in all fields containing a magnifying glass are now quicker
• The CSI icon in the Windows bottom bar notifies the user of new reminders and messages

Customer

• The conflict search takes into account the customer’s entire name history    
• The review cycle (former validity) and the review date of customer identifications have been added on the lists
• Besides an invoicing email, it is possible to add multiple cc recipients for a customer
• Permissions for the Merge function can be restricted to a user group only

Matter request and matter  

• As a default invoicing contact for matters, it is possible to set a user in a matter responsibility role
• From the matter, it is possible to send email to the contact person directly
• Customer number and responsible and reference have been added to the “Matter Details” report
• Matters with a price limit can be set for monitoring
• It is possible to edit matter type and business area of multiple matters, and close multiple matters at once
• Closed matters and related customer information can be deleted from the software

Pricing

• User price lists can be used created for pricing similarly to role price lists
• In the role-based pricing model, role prices can be overridden by the customer’s hour price
• It is possible to override the discount table on a preliminary invoice
• Matter-specific transaction type prices can be copied to sub-matters

Entries        

• Character count has been added in the Transaction field
• For the start time and duration of critical tasks, it is possible to set default values
• The right to move and delete expenses can be limited to a user group only
• By default, entry security parameters restrict visibility of entries to the author only
• Users can add notes to expenses and transactions
• For work time entries, it is possible to set rounding accuracy 

Preliminary invoice

• The Open and Approved Preliminary Invoices view has replaced the Open Preliminary Invoices view
• Formatting made to the transactions list of a preliminary invoice remains unchanged until the preliminary invoice window is closed
• Only a customer that is in a payer role in the matter can be changed as a preliminary invoice payer
• When approving preliminary invoices of matters in a foreign currency, the prices of its entries are recalculated with a valid exchange rate

Invoices

• Normal, credit and summary invoice printouts display rounding and exchange rate differences, and the currency rounding row enables aligning invoices created from foreign currency matters
• The credit invoice amount can be calculated based on selected invoice rows  
• The Invoice Printing Parameters window is automatically closed when previewing an invoice
• Summary invoices can be printed with original sums and their payment demands as PDFs
• When sending invoices by email, the invoice type is added as a prefix to the name of the invoice PDF
• The Total Amount row has been added in the specification page of the Estonian, Latvian and Lithuanian invoice templates, and the Estonian country package also contains an Invoice template offering a country-specific specification page.

Reporting

• Power users have been added to the “Permanent insider list” report

Settings        

• Navigation permissions can be set more flexibly by using the new workspace field
• New users with required user groups can be created by using an existing user as a template
• It is possible to edit budget groups and hour prices of multiple users, and multiple budget rows at once
• Power users can send connection keys also for test and history databases

Integrations and plugins

• For entering transactions, users can be granted access to CSI MyDesk only
• For Latvian and Lithuanian customers, there are country package plugins available, offering country specific bilingual invoice templates and reference material formats.