New in Lawtrac
This page briefly outlines the major
General
Invoices
- Invoices can be approved by approval chains in sequential order
- Admins are allowed to modify invoice approval chains
- Invoice handlers added to approval chains
- Single rejection allowed for invoice approval chains
- Invoice approvers can be assigned temporary substitutes
- Invoice approvers can undo line item adjustments
- Usability improvements to individual invoice screens
- Users can create a new invoice with same vendor after manual invoice creation
- Admins can change an invoice's associated matter
- Invoice handlers can be assigned substitutes
- Admins can control the adjustments of approval and rejection dates on invoices
- Invoice logs allow searching and sorting of invoice numbers
- Improvements to the Recent Invoices, Pending Approval, Pending Handling, and Oldest Not Approved lists
- Amendment of LEDES code R201
Logs
- History of changes made to invoices logged in Application Database
- History of changes made to rate cards logged in Application Database, including affected LEDES codes and fiscal years
- History of changes made to currency settings logged in Application Database
Rate Cards
- Matter-level rate card approvals can be routed to attorney (or lead role) handling matter
- Rate cards can be set at the matter level
- Rate cards can require timekeeper profile fields