8/28/23 – 9/1/23

AIFields

• Users will have the option to provide feedback to AIFields output. There will be a Feedback option next to the first output field in static sections.
• Scaled up how many AIFields jobs can run at the same time, so AIFields users in Orgs with multiple prompts configured should notice quicker AI processing time.
• Added a fix for a known issue where AI analysis was skipped for documents that failed the first round of OCR but were indexed at high confidence.

8/21/23 – 8/25/23

Billing

• Small styling adjustments have been made to the timer to make it more visually appealing 
• In the public API, Get Org Billing Item calls with query parameters and pagination were timing out; this has been tightened up

API

• Contact and Project Endpoint Enhancements:
  • New fields added to the get/put Contacts API:
    • Date of Death
    • Prefix
    • Title
    • Contact Types
    • Hashtags
    • Suffix
    • Job Title
    • Department
  • New filters for the Contacts search endpoint:
    • DOB
    • Hashtags
  • New filters for the Project search endpoint
    • Incident Date
    • Hashtags
• “Get Payment” endpoint now includes information about whether the payment has been voided
• New endpoints to retrieve and to set the client matter ID (in the project Billing settings) have been added
• GET /Billing/projectbillingsettings/{projectId}/clientMatterId new returns a string or null
• POST /Billing/projectbillingsettings/{projectId}/clientMatterId?clientMatterId={clientMatterId} returns true or false, depending on the success of the update

8/13/23 – 8/18/23

Billing

Client matter ID is now available to reports via the project billing category. It can also be used as a filter criterion.

AIFields

For users with AIFields, multi-file attachment fields can now be used for AIFields! Docs attached or uploaded to configured multi-file attachment fields will be automatically sent for AI analysis, and results will now include line breaks for job start and end date as well as for Doc Title.

We also upgraded several AIFields prompts to make the AI better at picking the most relevant information from a document set. We also removed de-duplication steps and restructured the prompt language for the analysis types listed below.

• Deposition - Summarize the client depo and identify any red flags: Customers using this prompt can expect a more organized display of the AI's findings. This includes sections for main facts, key quotes, contradictions, unclear statements, evasive responses, potential damaging admissions, corrected quotes, inconsistencies with other evidence, hearsay, and credibility considerations. We also added page numbers for quick reference.
• Police Report - Summarize what happened: Similar to our updated medical chronology prompt and deposition prompts, we've given this prompt a new structured overview format that presents incident details more clearly. You'll get details for drivers, passengers, and any witnesses listed in the report, as well as a new section outlining actions and outcomes such as citations or arrests. This update also addresses a known issue where there was occasional confusion between parties 1 and 2 in the narrative portion of the police report.

Read more about AIFIelds.

Lead Docket

• Improvement: Ability to now have a reason for substatus change. 
• Improvement: Added webhook for web form submitted 
• Improvement: Enabled Markdown Editor for editing email message snippets 
• Bug Fix: Lead Form file upload bug 
• Bug Fix: Clicking email of secondary contact displays primary contact email 
• Bug Fix: Tags > When creating a contact and adding a tag on the add contact screen it morphs the name of the tag itself 
• Bug Fix: Disabling the ability to create custom status with space in front 
• Bug Fix: A dependent grandchild field wasn't showing up on lead forms although it shows in custom fields 
• Bug Fix: Disabling the ability to create a duplicate lead source 
• Bug Fix: Case Type list was not able to sort on all columns and the Mass Tort sort was sorting on Case Tracker Codes instead. Sort icon was missing beside Case Type.
• Bug Fix: Message template that are set to review before sending were not populating review modal. 
• Bug Fix: Prevent sending messages that have blank attachments 
• Bug Fix: Prevent Duplicate Tags 

8/7/23 – 8/11/23

Resources were allocated to performance initiatives and our users’ experience. No feature releases this week.

7/31/23 – 8/4/23

AIFields

• Revamped the status messaging to provide even clearer instructions for users. Now, when a job is successfully processed, users will receive a prompt to refresh their page. We also introduced a new status, "OCR in progress," for docs newly uploaded to AIFields.
• Upgraded our deposition summary and deposition inconsistencies prompts to make the AI better at picking the most relevant information from a document set. We also adjusted chunk size, removed a de-duplication step, and restructured the prompt language to better fit it to larger sets of documents. These changes should make their way to all AIFields beta customers by the start of next week.

Billing

• Several additional fields are now available to the invoice template!
  • Client Phone 1
  • Client Email 1
  • Client Matter ID
• When someone is given access to Advanced | Billing or Advanced | Billing Setup, rate permissions will now automatically be turned on for that user.
• When adding/editing a billing item from within the project billing section, the user will now see real-time feedback around the 4,000 character count limit
• Billing report enhancements
  • The Invoices report now allows the user to specify a particular org in the Set Up Columns section
  • In the Billing Items Report, the Billing Item Type criterion is now a dropdown (vs. free text); this makes Type, Type Is In, and Type Is Not In options available

Bug Fixes

• Tasks and Activity
  • In the “midnight zone” (between midnight UTC and midnight local time), task due dates entered in the text of the task (e.g., *tomorrow) OR using the “Set for” dropdown did not behave; they do now!
  • Reminders would sometimes not appear in the Activity section of a project or in users’ Feeds, although they were visible in reports and email reminders were being sent; the underlying difficulty has been addressed, so this is now tidied up
• Public API
  • Calls to “Update Note”/”Update Task” could remove the body of the note/task if another field were updated; this has been fixed
  • When billing items were created, IsChargeable could incorrectly be set to false ; that doesn't happen anymore
• Billing
  • In the table in Advanced | Billing | Invoices, the due date was not displaying for invoices that had not yet been finalized; this has been addressed
  • In Firefox, the Advanced | Billing | Unbilled tab did not display meaningful data ; this has been fixed
  • If the rate for an individual time entry had been overridden, the total displayed in Advanced | Billing | Unbilled now correctly uses the override rate, rather than the default rate
  • In a Billing Items Report, the Rate criteria did not work to find default rates; now they do
• Lead Docket
  • Bug Fix: Year Over Year Fee Report reporting on extra day due to timestamp. Example 7/1/2023 12am - 8/1/2023 12am, when instead it should be 7/1/2023-7/31/2023
  • Bug Fix: Status Modal Icons normalized