April 2024 Release Notes

4/22/2024 – 4/26/2024

Sidebar

• When using prompt builder, there is no longer an inserted message from the user to SidebarAI. SidebarAI simply responds to your prompt. The data from the prompt builder is contained in the AI's response instead of the inserted message from the user.

Billing

• When a payment that uses project funds is manually created, the debit from project funds now shows more information in the method and reference fields (rather than just the description)
• More information is now recorded inside of Filevine for payments received from FV.Payments; this applies to payments into both project funds and into the Payments & Transactions section. In particular, the “method” field will differentiate between ACH and credit card payments, and the reference will include the last 4 digits of the credit card

• FIX: In the timer, if the elapsed time was being edited and the user saved the overall timer, the edits to the elapsed time were lost; we now ask the user to confirm their edits before saving the overall timer
• FIX: In Advanced | Billing | Payments, it was not possible to navigate to subsequent pages of data; this has been fixed
  • We also added a loading indicator when navigating between pages and improved the behavior when changing the number of records to display per page

AIFields

• Insurance declarations page - Extract key policy information: This prompt has been tuned to analyze a wider range of insurance documents, including insurance policies in addition to declaration pages. This update makes it so the AI can extract key info from liability insurance policies as well as insurance types across various practice areas such as healthcare, automotive, property, and more. We've also added page number references to the output.
• Medical records - Detail by treatment date: Page numbers have also been added to enhance this prompt.
• Police report - Summarize what happened: Previously, police reports with redacted party names were resulting in AI inventing party names to fill in the blanks. This has been addressed.

4/15/2024 – 4/19/2024

Billing

• Project funds requests--and the ability to set initial and threshold level --have been enabled
• FIX: The receipt of a payment webhook from FV.Payments did not trigger updates to the invoice aging balances in reports (e.g., 30-Day Balance, 60-Day Balance); now those balances are updated properly as part of recording the payment in Filevine
• FIX: In Advanced | Billing | Payments, it was not possible to move through the other paginated results, meaning that only 10 projects could be viewed; this has been tidied

Lead Docket

• Recent phone calls check limited to last 2500 calls and last 30 days to improve efficiency.
• On Lead print screen, the contact now persists at the top.
• Referral update when visiting from a nonstandard substatus show buttons. This allows firms to add a 4th button to the dashboard.
• FIX: Import table casetracker code column to match destination
• FIX: Make import lead validator restrict to 50 character
• FIX: In Doc gen service it remove underlines which also fixes the date formatter for foreign date formats.

Documents

• Folders now show if they are empty via their icons. If a folder is empty, it appears with an outlined, unfilled icon. If a folder contains any files or subfolders, the folder is considered non-empty, and it appears with a filled icon.

4/8/2024 – 4/12/2024

Payments

• Firms can now store customer credit card info and manually charge that card.

Billing

• In the project billing section, Summary tab, “Outstanding” has been renamed to “Unbilled” to better reflect the information contained. (This section appear to users with rate-viewing permissions.)
• In the project billing section, project funds tab, “Current Balance” has been renamed to “Balance” to minimize confusion with the “Current Balance” shown on the Summary tab.
• The invoice merge widget that lists unpaid invoices said “No overdue invoices”; this has been changed to “No other unpaid invoices” to match what the merge widget is actually doing.
• FIX: If you changed between Orgs in the Invoices tab, the filters did not reset; now they do
• FIX: Including “overdue” in the invoice status filter confused subsequent filter operations; this no longer happens
• FIX: Changing the number of entries to show didn’t have an effect in the Unbilled tab; it now behaves properly
• FIX: The dropdown for the number of entries to show was cut off if it had four digits (e.g., 1000); that doesn't happen anymore

Account Manager

• Side Panel: Instead of being in a small dialog, there is now a robust right side panel for changing user details
• Bulk Actions: Select multiple users to perform a bulk action against and see the count of users who will be affected by that change
• Sync User Troubleshooting Tool: When users might have problems logging in, the account manager will show "sync user.” If you ever see this on a user you want, hit the button and the issue preventing their login will be fixed. This button should never need to be pressed two times on the same user.

4/1/2024 – 4/5/2024

Fixes

• Users belonging to Orgs on Teams lost the ability to edit tags on notes that they did not create; this has been remedied
• In Advanced | Billing | Invoices, if you uploaded a new invoice template, the “loading” indicator appeared in perpetuity; it now goes away as one would expect
• It is again possible to edit items in bulk on Timesheet without changing the description