CSI LAWYER 12.1 HAS BEEN PUBLISHED

CSI Lawyer version 12.1 has just 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 12.1 – Change document”, available on the Instructions.

Among the new features are the following:

General software usability

• Selecting rows with the Ctrl+A key combination works faster and the tab key can be used to move to the search results in the Look up Records windows
• All lists show the number of retrieved or filtered rows
• Important notes are better displayed in lists
• Green CSI theme is available for green color lovers

Customer

• Matter status and identification review date have been added to the lists of customer identifications
• The software reminds users of the shared folder and SharePoint integration of the need to transfer documents when merging customers

Matter

• The payer shares can be specified with four decimals
• The closing date of the reactivated matter is hidden

Pricing

• The source of the transaction’s hour price is displayed at a more detailed level
• The hour price changes of users can be specified in the software in advance
• Information about the role price list in use is displayed in the Role prices folder of the customer and the matter
• The discount can be applied to the general expense even when the payer is not the matter principal
• Exchange rates can be updated also by normal users

Entries              

• It is possible to predefine activity type specific status options
• Users can close only a single timer and leave the remaining timers active in the software
• Power users can close old transaction posting periods for all users at once

Preliminary invoice

• Preliminary invoices can be previewed quickly without opening the printing parameter window
• The next reviewers review turn can be skipped for multiple preliminary invoices at once

Invoices

• Unnecessary proof invoices can be deleted from the software after creating the legal aid claim
• The VAT handling of cost-forward expenses according to the payer taxability has been corrected
• The invoicing e-mail address of the business unit can be displayed on invoices
• Invoices from all business units with the user’s home country can be included in the summary invoice
• Invoices with the status Paid can be sent as e-invoices to Maventa
• Information about the related matter is saved to the invoice rows of credit invoices
• The specification page of the original invoice can be omitted from the payment reminder

Reporting

• The name of the report pdf saved through the report preview window is in the same language as the report is displayed in the software
• Importing a new report version into the software also enables importing its language translations

Settings           

• The creation and editing rights of the customer and the matter have been specified
• The rights to create and edit notes related to different information have been unified
• The list of reports displays possible user group limitations of the reports
• In the invoice view, it is possible to add a column displaying the customer responsible
• In the expense and subscription views, it is possible add columns to display the matter owner and responsible
• Outlining the invoice printing parameters has been made easier with a new grouping
• To improve software performance, attachments of old notes can be archived in a directory path outside the software

Integrations and plugins

• Checking the DOKS identification status is possible for several identification events at one time
• DOKS integration can be used to check whether new risk assessments have been created for customers in DOKS after the CSI identification event has been marked as done
• Bookkeeping integrations no longer try to transfer an invoice whose invoice number is already found in the bookkeeping system
• The Fortnox integration of cloud customers are automatically updated when the CSI version is updated
• When merging customers, the NetDocuments integration transfers the source customer’s documents to the target customer
• The Documents folder has been returned in CSI Lawyer for customers using NetDocuments or SharePoint365 for document management
• The iManage document management system can be integrated to CSI Lawyer
• Customers using the LEDES add-on can edit user-specific LEDES Timekeeper ratings