eCounsel

• The Primary Legal Contact, Primary Client Contact, and Primary Vendor Contact can now be added as optional fields on the Matters List page. When added to the grid list, these fields are available by selecting the arrow to the right of the matter name. Although the fields are searchable, you cannot sort on these fields.
  Tracking code: STE-23175, STE-23583

  Quick Reference to Enable this Feature:  See Matters Pages and Dialog Boxes for more information
  Known Issue: For this enhancement, a known issue exists in Suite Manager with the Primary Client Contact, Primary Vendor Contact, and Primary Legal Contact fields appearing duplicated when configuring a View or Type Profile for the Matter Base Info. Tracking code: STE-23638

Suite

• A new setting called "Rules Administration" has been added to the General settings of System Settings in Suite Manager to allow rule property and utility files to be uploaded to the data root via a new Rules Engine Administration tab on the Tools menu in eCounsel or Secretariat. The new option in Tools only appears for users who have been granted the Rules Engine Administration security setting in Suite Manager.
  Tracking code: STE-18166

Quick Reference to Enable this Feature: See Specifying Rules Administration within eCounsel/Secretariat for information about enabling this feature. See Tools Page in eCounsel or Tools Page in Secretariat for more information about uploading rule files.

Suite

• eCounsel and Secretariat are now certified on Oracle 19c databases.

• For user-defined tabs that are multi-record, the records are automatically sorted by the first column on the grid list.
  Tracking code: STE-20561

Quick Reference to Enable this Feature: This feature is enabled by default.

eCounsel

• Scripts have been created for the new feature to allow vendors/law firms to submit timekeepers via the Corridor Website. These scripts query the eCounsel matter management system for all approved timekeepers that are active for each vendor/law firm, then transforms the data to be uploaded via database scripts to Corridor with a status of "Approved".
  Tracking code: STE-21196

Quick Reference to Enable this Feature: 

1. Download the script package for your database server from Downloads.
2. For Microsoft SQL Server, follow the instructions in Database Script Instructions; for Oracle, follow the instructions in Database Script Instructions.
3. Send the results of the database script, along with your Client Identifier for Corridor to eCounselSupport@mitratech.com.

• The current New Matter Alert rule, which notifies users when they are added as players to a matter, has been replaced by two alerts:
  • New Player Alert - Notifies users when they have been added as a new player on a matter in eCounsel.
  • New Matter Alert - Notifies users when a new matter has been added to eCounsel (the user does not have to be a player on the matter).

Tracking code: STE-18899

Quick Reference to Enable this Feature: See Rule Installation Instructions for detailed steps.

1. If the New Matter Alert rule is installed, use Suite Manager to remove the current alert. The version of the rule should indicate Version 1.0 or 1.1.
2. Import the New Matter Alert rule using Suite Manager Rules Engine. The version of the rule should indicate Version 1.2.
3. Import the New Player Alert rules using Suite Manager Rules Engine. The version of the rule should indicate Version 1.2.

• A new version of the Timekeeper Employment Validation Smart Invoice rule has been created for Oracle databases to remove the case sensitive restriction when using an Oracle database since Oracle is case sensitive by default.
  Tracking code: STE-21384

Quick Reference to Enable this Feature: See Rule Installation Instructions for detailed steps.

1. If the Timekeeper Employment Validation rule is installed and you want to use the new Oracle database specific rule instead, use Suite Manager to remove the current alert. 
2. Import the TimekeeperEmploymentValidationORA.bsi file using Suite Manager Rules Engine. Select the unlimited encryption rule if your site has implemented Java Cryptography Extension (JCE) Unlimited.

• A new rule, Line Item Date Past Matter Close, allows clients to place an invoice on hold instead of rejecting it if it exceeds the Matter Close Date. This rule places imported invoices "On Hold" and sends an email notification when an invoice line item date is more than a specified number of days after the Close Date. 
  Tracking code: STE-21966

Quick Reference to Enable this Feature: See Rule Installation Instructions for detailed steps. This rule is self-installing rule and relies on the installation of the ruleinstallerhelper rule prior to installing the rule.

• Two new rules, Maximum Expense Values and Maximum Expense Values with Configuration File, allow clients to validate maximum rates, maximum expense rates, expense codes per units, and maximum expense amounts. The Maximum Expense Values rule replaces the Max Rate, Maximum Expense Rate, Expense Rate, Expense Code per Unit, and Maximum Expense Amount rules. To install the rule, you must first install the ruleinstallerhelper rule prior to its installation. The fule uses the following parameters to validate a single code:
  • Expense Code – The expense code that the rule should validate, similar to the current rules (required parameter)
  • Expense Rate – The maximum allowable rate for the given expense code (optional parameter)
  • Expense Hours or Units – The maximum allowable hours or units for the given expense code (optional parameter)
  • Expense Amount – The maximum allowable line item amount (in billed currency) for the given expense code (optional parameter)

The second rule, Maximum Expense Values with Configuration File, allows a client to validate multiple codes and values without having to install the Max Expense Values rule multiple times. Note that this rule can be set to either Warning or Rejection, so your site can install twice, once for codes that cause a warning, and once for codes that cause the invoice to be rejected. 
Tracking code: STE-22009, STE-22014

Quick Reference to Enable this Feature: See Rule Installation Instructions for detailed steps. This rule is self-installing rule and relies on the installation of the ruleinstallerhelper rule prior to installing the rule.

• A new rule, Require Corridor Attachments Task, has been created to validate that invoices imported from the Corridor Website contain an attachment (not the LEDES file itself but additional supporting document attachments). This rule will not trigger for Collaborati or manually entered invoices in eCounsel.
  Tracking code: STE-22034

Quick Reference to Enable this Feature: See Rule Installation Instructions for detailed steps. This rule is self-installing rule and relies on the installation of the ruleinstallerhelper rule prior to installing the rule.

Office Link

• Office Link addins now support TLS (Transport Layer Security) 1.2.
  Tracking code: STE-21777

Quick Reference to Enable this Feature: This feature is enabled by default.

• Office Link Version 3.1.0 has been released with updates to version numbers and the downloaded installers via eCounsel and Secretariat.
  Tracking code: STE-20672

Quick Reference to Enable this Feature: You must uninstall the previous add-ins and install the new versions of the add-ins. See Upgrading and Reinstalling Add-ins and Installing the Add-ins for more information.

• The Office Link installers now use a certificate to validate the installer so that antivirus software will not flag as a risk.
  Tracking code: STE-19074

Quick Reference to Enable this Feature: This feature is enabled by default. See Installing the Add-ins for more information on installation.

• A new setting, "Keep plug-in enabled after restarts", has been added to the Office Link Outlook add-in to mitigate the possibility of the add-in being disabled.
  Tracking code: STE-19075

Quick Reference to Enable this Feature: See Configuring Settings for more information on enabling this feature.

• When authenticating the login in Office Link, the default 30-day window for a user's session to remain active has now been enhanced to be a rolling window, meaning that the user's session will remain active until 30 days after the last use of Office Link. If your company has set the OfficeLinkTokenExpiration property (acceptable values in seconds) in the darwin.properties file to timeout the session sooner than 30 days, the value for the property will be used in the rolling window (for example, if OfficeLinkTokenExpiration = 864,000, the rolling window will be 10 days instead of 30 days). 
  Tracking code: STE-19072

Quick Reference to Enable this Feature: See "Appendix A: Setting Properties" in the Suite 8.11.0 Installation Guide for more information.

• When dragging-and-dropping files from Microsoft Outlook into the Office Link Outlook addin, or dragging-and-dropping files from Windows Explorer or the Desktop into the Office addin, these files will be uploaded in the background so that you can continue to use the Microsoft Office product during the upload.
  Tracking code: STE-19073

Quick Reference to Enable this Feature: See Saving and Copying Documents for more information on saving a document.

• For each installation of the Office Link add-ins on a user's computer, a daily log will be saved to the user's folders with the current date (typically, C:\Users\[username]\OfficeLinkLogs). These logs will be deleted after 60 days, as new logs are created.
  Tracking code: STE-20516

Quick Reference to Enable this Feature: See "How Can I Access Logs?" in Troubleshooting for more information.

• When saving a document to any Microsoft Office product such as Microsoft Word or Excel, you can now search for matters or entities to which to save the document. The matter or entity will be added as the first entry in the Most Recently Accessed list of matters or entities. 
  Tracking code: STE-20421

Quick Reference to Enable this Feature: See Saving and Copying Documents for more information on saving a document.

• When searching for a matter, the matter name and number are both returned in the results as "Matter Name - Matter Number".
  Tracking code: STE-15073

Quick Reference to Enable this Feature: See Searching Matters and Entities for more information on searching for matters.

• Adding, deleting, and/or updating appointments have been refactored for performance.
  Tracking code: STE-19076

​​​​​​Quick Reference to Enable this Feature: See Appointments for more information on creating, deleting, or modifying appointments.

• Deleting an appointment in Microsoft Outlook that is sychronized with eCounsel or Secretariat now removes the invitee from the appointment in the Calendar module of eCounsel or Secretariat. If the person is re-invited in eCounsel or Secretariat, a new appointment will be synchronized with his/her Microsoft Outlook.
  Tracking code: STE-20501

Quick Reference to Enable this Feature: See Appointments for more information on creating, deleting, or modifying appointments.

• Because you must have the Outlook add-in enabled to use the Office add-in since these two add-ins share document features, the checkbox to enable the Office add-in has been moved to be to the Enable Add-in for Outlook section on the Office Link Settings in the Suite Manager System Settings component.
  Tracking code: STE-14104

Quick Reference to Enable this Feature: See Configure Suite Manager for more information on configuration settings for Office Link.

• When installing the add-ins for Office Link, the URLs needed during the installation process are now available on the Office Link tab of the Tools | Preferences page.
  Tracking code: STE-20380

Quick Reference to Enable this Feature: See Installing the Add-ins for more information.

• Error handling for the Office Link add-ins has been improved for address not found, bad requests, and methods not supported.
  Tracking code: STE-21174

Quick Reference to Enable this Feature: See Troubleshooting for more information.

• When installing the add-ins for Office Link, the URLs needed during the installation process can now be made available on the Office Link tab of the Tools | Preferences page. Clicking on the URL allows a user to copy the link and paste directly into the installer for the Outlook and Office add-ins.
  Tracking code: STE-14100

Quick Reference to Enable this Feature: A system administrator must first enable the new Show Office Link URL checkbox in Office Link Settings on the Mitratech Suite tab of System Settings component in Suite Manager (see Configuring Suite Manager). Once this checkbox is enabled, users can access by clicking Tools in eCounsel or Secretariat, selecting Preferences, and selecting the Office Link tab. Clicking on the URL link copies the link to the Clipboard where it can be pasted into the Outlook or Office add-in installer. See Installing the Add-ins for more information.

• Deleting an appointment in Microsoft Outlook that is synchronized with eCounsel or Secretariat now removes the invitee from the appointment in the Calendar module of eCounsel or Secretariat. If the person is re-invited in eCounsel or Secretariat, a new appointment will be synchronized with his/her Microsoft Outlook.
  Tracking code: STE-15022

Quick Reference to Enable this Feature: This feature is enabled by default. See Deleting Appointments for more information.

• Invoices can now be searched by matter number or identifier within the Microsoft Outlook addin.
  Tracking code: STE-21527

Quick Reference to Enable this Feature: This feature is enabled by default. See Searching Invoices for more information.

• For Office Link installers, access to the online user guide on the Mitratech Customer Success Center is now provided. In addition, if you have configured the Office Link installers to be available for eCounsel and/or Secretariat users, the Office Link tab under Tools > Preferences now opens the Mitratech Office Link Installation Guide in the Mitratech Customer Success Center.
  Tracking code: STE-21858

Quick Reference to Enable this Feature: See Making the Installer Accessible for more information on configuring the installers to appear in eCounsel and/or Secretariat.

• For Office Link, a setting can be selected in the Office Link Settings under System Settings in Suite Manager so that all events (appointments and tasks) for a user will appear on the user's default calendar. Enabling this checkbox replaces the need for a Mitratech Calendar and makes scheduling events in Outlook for eCounsel or Secretariat easier because all eCounsel or Secretariat events appear on each user's calendar for scheduling purposes.
  Tracking code: STE-21903

​​​​​​​Quick Reference to Enable this Feature: See Administering Mitratech Office Link for more information on setting this global parameter for Office Link.

Suite

• Business Objects 4.2 SP 7 Certification
  eCounsel and Secretariat now supports an integration with Business Objects 4.2 Service Pack 7.

Quick Reference to Enable this Feature: See Business Objects Integration Guide for more information on integrating with Business Objects 4.2 SP7.

• Advanced Search Sorting
  When adding fields to be included in results in advanced searches, you can now select up to three fields from the Base Info tab of the selected module to be used for sorting the results. The first sort field selected will be used as the primary field for sorting, and you can select ascending or descending sort. The second and third fields for sorting will be secondary and tertiary sorts, respectively. The results page will indicate the sorting applied to the results using the up or down triangle with a number to indicate the sort order. Additionally, if you save the search results template, the sort order will be saved with the list of fields to include in the report.
  Tracking code: STE-17943, STE-19860

Quick Reference to Enable this Feature: See Executing a Search and Saving a Search Results Template for eCounsel and Executing a Search and Saving a Search Results Template for Secretariat for more information on using this feature.

• From Address for Emailed Summaries
  A new system setting has been added for a "Default Email Sender" for all summaries that are emailed from eCounsel or Secretariat. When emailing a summary, the From Address text box will default to the system setting if set. If not, it will default to the primary email address for the associated person for the user sending the summary. Once the value has been changed, the new value will be saved for the user and will be the default in the From Address text box. Update the preference simply by changing the value. This new feature aids clients who have anti-spoofing technology implemented on their mail server. Contact Customer Support for an appropriate value for the global system setting if your product is hosted by Mitratech.
  Tracking code: STE-19978

Quick Reference to Enable this Feature: See Enabling Server-side E-mailing for more information on enabling this feature.

eCounsel

• Corridor Vendor Timekeeper Alert
  For Corridor integrations, administrators can now import a new Corridor Vendor Timekeepers service provider if Corridor has the option enabled to allow Vendors to send Timekeeper information through Corridor. This service provider imports any timekeepers entered by a vendor in Corridor as a Lobby notification. From the Lobby notification, users can import the timekeepers via the Timekeeper File Import Wizard and accept/reject any changes submitted by the vendor and include a comment for any rejected timekeepers. The status of the submission will then be synchronized with Corridor so vendors can review if timekeeper information was accepted or rejected by the vendor.
  Note: A new system setting, Enable Debug Logging, can be checked in the Invoice Integrations settings page in Suite Manager to log status information that is being returned to Corridor.
  Tracking code: IDEC-I-171, STE-17944, STE-18998, STE-18537, STE-18538, STE-18539, STE-19067, STE-18552, STE-18999, STE-19744, STE-19982, STE-20104, STE-19745, STE-20093, STE-20198

Quick Reference to Enable this Feature:

1. Download the Corridor Vendor Timekeeper Task from the Downloads section below.
2. Import the Corridor Vendor Timekeeper Task using Suite Manager. See "Configuring the Lobby to Receive Timekeepers from Corridor" in the Smart Invoice Guide for Corridor. Specify users that will receive the lobby notifications, and setup the Lobby widget on their home pages.
3. Enable the option in Corridor to receive timekeepers from vendors/law firms. See "Enabling Vendors to Submit Timekeepers from Corridor" in the Smart Invoice Guide for Corridor.
4. Forward instructions for vendors/law firms to submit timekeepers via Corridor. See "Submitting Timekeepers" in the Corridor Guide for Invoice Submitters.
5. Once a vendor/law firm submits timekeepers, run the Timekeeper File Import Wizard from the lobby notification to accept or reject timekeepers. See "Importing Timekeepers" in the Smart Invoice Guide for Corridor.

• Corridor Vendor Matters Task
  • For the new enhancement to synchronize matters to Corridor for vendors adding invoices manually to select, an error has been resolved when matters were marked private in eCounsel. In addition, the task has been refactored to add logic to only synchronize matters once. If you are using the additional time period for closed matters to be billed against, set this parameter in Suite Manager, prior to running the updated task.
    Tracking code: STE-19756
  • For Corridor integrations, administrators can now specify the number of days after a matter is closed in eCounsel that eCounsel will continue to synchronize matters with Corridor for selection by the vendor/law firm during manual invoice creation. The new Configure Matter Synchronization with Vendors settings are located in Suite Manager in the Invoice Integration Settings in the eCounsel System Settings.
    Tracking code: STE-18661

Quick Reference to Enable this Feature:

1. Download the Corridor Vendor Matters Task from the Downloads section in the Suite 8.11.0 Service Pack 10 release notes.
2. Import the Corridor Vendor Matters Task using Suite Manager. See "Configuring the Corridor Vendor Matters Task" in the Smart Invoice Guide for Corridor.
3. Configure the new Configure Matter Synchronization with Vendors settings. See "Configuring Invoice Settings" in the Smart Invoice Guide for Corridor.

• Invoice Allocation Check Rule
  When an invoice is created/saved to eCounsel, the total of the allocations must be exactly 100%. A new notification rule (Invoice Allocation Check) can be uploaded and configured to send a warning email if all allocation percentages on an invoice total over 100%.
  Tracking code: STE-17940, STE-19750

Quick Reference to Enable this Feature: Download the rule from Downloads and use the InvoiceAllocationCheck_Installation_Instructions.txt in the compressed file to install the rule.

• Adjustment Vendor Comments Rules
  A new validation rule, Adjustment Vendor Comments, has been added to the Smart Invoice premium rule library for enabling in eCounsel. The rule sends an email to the email address on the Billing Info tab for the vendor with a comment to the vendor if an invoice is adjusted or discounted at the invoice level once the invoice is posted. This rule includes a workflow rule, a validation rule, customizable property files for each rule, a library file, and a customizable email template. Please review the installation instructions included with this package to install all the components of the rule to ensure that it works properly.
  Tracking code: STE-18585, STE-19660

Quick Reference to Enable this Feature: Download the rule from Downloads and use the Invoice Adjustment Vendor Comments Package - Installation Instructions.pdf in the compressed file to install the rule.

• Multiple Jurisdiction Taxes for Manually Entered/Edited Invoices
  For manually entered invoices in eCounsel, you can now add multiple jurisdiction taxes to the same line item (manual invoices were previously limited to a single jurisdiction tax only).
  Tracking code: STE-19522

Quick Reference to Enable this Feature: See Applying Taxes to an Invoice for more information on tax jurisdictions.

• Phases and Tasks Available on Invoice Details Grid
  On the Matters tab of the Invoices module, you can now add the Phases and Tasks fields to the Invoice Details grid.
  Tracking code: STE-19665

Quick Reference to Enable this Feature: See Working with Grids for more information.

• Timekeeper File Import Wizard Enhancements
  • When using the Timekeeper File Import Wizard, now the existing timekeeper rate and percentage difference from the newly submitted rate will appear on the main screen of the wizard to aid in accepting timekeepers.
    Tracking code: STE-19746
  • The Timekeeper File Import Wizard has been enhanced to display the primary information for accepting a timekeeper on the first line of each record (Change Type, Admin Number, Last Name, First Name, Middle Name, Suffix, Job Classification, Existing Rate, Proposed Rate, % Rate Change, Billing Method, Currency, Begin Date, and End Date). Expand the record to view secondary information (Prefix, Title, Business Phone, Cellular Phone, Fax, E-mail, Race/Ethnicity, and Gender).
    Tracking code: STE-20109
  • The Timekeeper File Import Wizard has been enhanced so that if you have hidden the Ethnicity and Gender fields in eCounsel by view profile, data from these fields will not be saved to the database.
    Tracking code: STE-19983

Quick Reference to Enable this Feature: See "Importing Timekeepers" in the Smart Invoice Guide for Corridor.

eCounsel

• Collaborati LEDES File Attachments in the Invoices Module
  For Collaborati integrations for electronic invoicing, the LEDES file submitted by the vendor is now attached to the invoice in eCounsel when the invoice is retrieved from Collaborati.
  Tracking code: STE-18149

Quick Reference to Enable this Feature:  Download of the LEDES file is automatic and requires no additional action. See the Invoices Module Documents Tab for more information.

• Corridor Configure Invoice Submission Period Settings
  For Corridor integrations, administrators can now specify the number of days after a matter is closed in eCounsel that eCounsel will continue to accept invoices. The new Configure Invoice Submission period setting is located in Suite Manager in the Invoice Integration Settings in the eCounsel System Settings. This setting is factored into the list of matters the client can access through Corridor if the Corridor Vendors Matters scheduled task is enabled (a matter will continue to synchronize with Corridor for the vendor until the specified number of days after the matter is closed).
  Tracking code: STE-18661, STE-19483

Quick Reference to Enable this Feature:  This feature has been revised in Service Pack 12 to only apply to the synchronization of matters for the Corridor Vendor Matters task. Please install Service Pack 12 if this feature is impacting the import of invoices from vendors/law firms.

eCounsel

• New Matter Wizard Configuration Tool
  System Administrator can now specify a sub-tab to be placed on a New Matter Wizard so that users can fully define a new matter. When entering data on the new matter, you must enter a main tab record to which the sub-tab record belongs.
  Tracking code: IDEC-I-155, STE-18146, STE-18611, STE-17939 

Quick Reference to Enable this Feature:  ​​​​​To take advantage of this feature, you must open an exisitng New Matter Wizard Template and edit it. Also, any new templates can be created twith sub-tabs. See New Matter Wizard for more information.

• Advanced Search Cross-Object Searching
  Users are now able to search for fields across the modules. For example, previously, if a user searched for costs information for a matter, the user could not see certain invoice data, such as the exported date, and if running an invoice search, the user could not see all of the matter data. Now, if a user wants to search matter data and include invoice information, the user can include certain invoice fields. The following fields are now searchable across modules:

Invoices	People	Entities	Court	Calendar	Matters
Timekeeper ID	Vendor	Vendor	Vendor	Start Date	Cost > Exported Date
Player Name	Invoice #	Invoice #	Invoice #	End Date
Player Type	Date	Date	Date	Matter Number
Matter Type	Status	Status	Status	Matter Type
	Total Billed	Total Billed	Total Billed	Matter Name
	Adjusted Base	Adjusted Base	Adjusted Base	Matter Status

Tracking code: IDEC-I-169, STE-17952, STE-18495, STE-18871

Quick Reference to Enable this Feature:  ​​​​​This feature is enabled by default. See Search for more information on creating advanced searches.

• Disable Auto Load for Timekeeper Rates
  Originally, if timekeepers were added to a matter, the rate was automatically loaded. However, this rate would not be updated and when new rates were loaded to the system, the invoices would fail because the rates were out of sync. You can now disable the auto load rate on the eCounsel  Invoice Settings tab in Suite Manager by unchecking the Timekeeper Rates from Matter Players checkbox.
  Tracking code: STE-18162

Quick Reference to Enable this Feature:  See Setting Invoice Preferences for more information.

• Corridor Matter Vendors Task
  In Corridor, vendors can now select eCounsel matter numbers from a list of matters that list the vendor as a player when they are manually submitting an invoice. Note to eCounsel users: Vendors are now able to see eCounsel matter names and numbers that list the vendor as a player. Matters only sync for vendors if the client installs and runs the "Corridor Vendor Matters" task.
  Tracking code: STE-17948, IDEC-I-172

Quick Reference to Enable this Feature: This feature has been revised in Service Pack 12 to contain logic to synchronize private matters. Please install Service Pack 12 if the task is failing due to private matters.

1. Download the Corridor Vendor Matters Task from the Downloads section.
2. Import the Corridor Vendor Matters Task using Suite Manager. See "Configuring the Corridor Vendor Matters Task" in the Smart Invoice Guide for Corridor.

Suite

• Grid Lists Headers
  The header bar on all grid lists are now solid instead of transparent.
  Tracking code: STE-17953

Quick Reference to Enable this Feature: This feature is enabled by default. See Working with Grids for more information.

eCounsel

• Matter Deletion
  When a matter is being deleted, progress notes are now considered a dependency and the user is prompted with the option of deleting them.
  Tracking code: IDEC-I-149, STE-17938

Quick Reference to Enable this Feature: This feature is enabled by default. See Deleting a Matter for more information.

• Matters Preference Settings
  In the Matters tab of the Tools | Preferences page, users can now configure the default values for Legal Section, Matter Type, and Logical Group when a new matter is created. These settings will appear each time you create a new matter in the popup to select Legal Section, Matter Type, and Logical Group. You can then change the settings for the matter being created.
  Tracking code: STE-17937, IDEC-I-140

Quick Reference to Enable this Feature: See Matters Preference Settings for more information.

• Timekeeper Export
  Users can now send vendors a list of current active timekeepers and corresponding information so that vendors can update timekeepers that are no longer valid and should be end dated. From the vendor's Employee tab, click the new Timekeeper Export button, select the date range and integration format (Collaborati or Corridor), and click Export. The results will be exported into a CSV file that can be modified and re-imported using the Timekeeper Import File Wizard.
  Tracking code: STE-17950, STE-18147, IDEC-I-105

Quick Reference to Enable this Feature: See Exporting Timekeeper Information for more information.

• Advanced Search Enhancements
  • In Advanced Search, Lookup fields now have drop-down values that the user can select.
    Tracking code: STE-17941, IDEC-I-164
  • In Advanced Search, all fields on a tab/page are now displayed in the order they appear on a screen and user fields are separated from standard fields at the end of the list.
    Tracking code: STE-17942

Quick Reference to Enable this Feature: These features are enabled by default. For lookups, simply select a value from the dropdown list if the field is a Lookup data type. For example, adding Matter Status to a search would allow you to select from any value from the Lookups component in Suite Manager (such as Active, Closed, etc.).

• Collaborati Configure Invoice Submission Period
  With a Smart Invoice integration with Collaborati, two enhancements have been added for invoicing timeframes:
  • Invoices can now be billed against a matter after the matter has closed.
    Tracking code: UPD-9422
    Known Issue: For matters that were closed prior to installation of Suite 8.11.0 Service Pack 9, these matters will not automatically be updated in Collaborati as billable. Workaround: Re-activate the matter player record for the vendor, synchronize the change with Collaborati using the Smart Invoice task. These steps will make the matter available to the vendor for billing for the duration of the time period entered in Suite Manager. After the matter is available in Collaborati, add the end date for the vendor player record in eCounsel.
  • Vendors can now submit a prior year's invoice in the new year if the timekeeper was not currently an active timekeeper.
    Tracking code: STE-18141

Quick Reference to Enable this Feature: See Configuring Invoice Integration Settings for more information.

1. On the Suite Manager control panel, click the System Settings component in the System Configuration area.
2. On the System Settings window, click the eCounsel tab, and then click Invoice Integration Settings.
3. In the Configure invoice submission period area:
4. Type the number of days after a matter's end date that the vendor is allowed to submit invoices.
5. Type the number of days after a timekeeper’s employment end date that the vendor is allowed to submit invoices.
6. Click Save.

• Invoices Grid List
  When viewing the Invoices list, users now have the option to display, sort, and search on the date that the invoice was exported to AP. To add the column to the Invoices list grid, click Options, scroll to Exported Date in the Available section, click the right arrow to move it to Selected, and then click OK. Because the exported date includes milliseconds, you must include the milliseconds for search involving the "Equal To" qualifier. However, you can use "greater than" and "less than" with a date only.
  Tracking code: STE-18283

Quick Reference to Enable this Feature: See Working with Grids for more information.

• Invoices Summary Invoice Approval Comments
  Invoice Approval Comments are now displayed on the Invoice Summary page.
  Tracking code: STE-17951

Quick Reference to Enable this Feature: See Invoices Summary page for more information.

• Invoices Documents Tab
  Users can now access manually-imported LEDES files or LEDES files imported from Corridor directly from the Invoices module. On the Documents tab, the top section shows the imported LEDES file, and the Details section shows the LEDES file that was imported and its information, including the name and format of the imported LEDES file. Click Download to open or save the file to your local machine. 
  Tracking code: IDEC-I-135, STE-18148, STE-17954

Quick Reference to Enable this Feature: See Documents Tab for more information.

Suite

• Supported Software Versions
  • Suite now supports Apache Tomcat 8.5 and no longer supports Apache Tomcat 8.0. 
  • Suite now supports Oracle WebLogic 12.2.1. 
  • Suite now supports Microsoft SQL Server 2016 (Microsoft Windows only, not Linux) and 2012 SP 4 (no longer SP 3).
  • In addition to SAP BusinessObjects Business Intelligence Platform 4.1 SP 4, Suite now supports SP 9 which supports Microsoft SQL Server 2016. If you are using Microsoft SQL Server 2016 with Suite 8.11.0 and have an integration with Business Objects 4.1, you must upgrade to SP9 for Microsoft SQL Server 2016 support with Business Objects.

Quick Reference to Enable this Feature:  See the Bridgeway Suite 8.11.0 Technical Overview for more information.

• Options for Calendar Task Grid
  In the Calendar module, the Calendar tab in the Matters module (eCounsel), and the Entities module (Secretariat), the Calendar List page now has two new optional columns for tasks: % Complete and Completed Date. These two columns apply only to tasks. If the Calendar List page is not filtered by tasks, appointments will have no value for these fields.

Quick Reference to Enable this Feature:  See Working with Grids in eCounsel or Working with Grids in Secretariat for more information on adding fields to grids.

• eCounsel/Secretariat/SuperViewer Help
  Help links now direct the user to the appropriate area in the new Mitratech Client Success Center. 

Quick Reference to Enable this Feature:  Click on Help in any of these products to be redirected to the correct topic in the Mitratech Client Success Center.

• CSC Integration
  • Due to CSC deprecating the XML Import integration method and creating an API integration, Suite has been updated to support the new API integration. 
  • In the Suite Manager Lobby component, users can now enter an API Key for the CSC Service of Process (SOP) provider task when scheduling the SOP. This new parameter is required to support the updated API from CSC. 

Quick Reference to Enable this Feature:  See Configuring the Lobby for more information.

• Lobby Widget Enhancements
  • Users can now retrieve Lobby notifications that have been dismissed by clicking the down arrow in the upper-right corner of the Lobby widget, selecting Retrieve Notifications, and specifying the date range for the notifications to be retrieved. 
  • To prevent issues with memory, pagination has been added to the Lobby widget. 

Note:

• The initial number of notifications in the lobby widget is 5 items per page. When a user changes the number of items per page, the number will revert to 5 when the user leaves and returns to the homepage.
• When the homepage has multiple Lobby widgets and a user retrieves notifications, all the retrieved alerts appear on the multiple widgets. When deleting alerts from one widget, refresh the other widgets.

Quick Reference to Enable this Feature:  See Lobby Widget in eCounsel or Lobby Widget in Secretariat for more information.

Secretariat

• SuperViewer Fields
  For SuperViewer, Sub-type and Region fields have been added to the Entities Selection List page, Entity Information page, and Data Sheet. Administrators can show or hide these fields by selecting the options on the Entity Data Sheet Options page. 

Quick Reference to Enable this Feature:  See Entity Data Sheet Options Page for more information.

• CorpCharts
  CorpCharts can now display complex ownership structures, including entities owned by multiple parents and recursive ownership. Users can configure CorpCharts to display multiple owners in a number of ways: 
  • Display the subsidiary under the owner who owns the highest percentage and include a footnote showing the names of other owners
  • Display the subsidiary multiple times, once under each owner
  • Display the subsidiary under the owner who owns the highest percentage and then draw lines to other owners if they are displayed on the chart

Quick Reference to Enable this Feature:  See CorpCharts for more information.

• Securities - Autocalculation
  • Users can now determine if share values for an individual security record can be automatically calculated based on the transaction ledger. Previously, only administrators could change this value and it was applied globally, to all records. This option is found on the Securities Base Info tab.
  • The system now validates shares so that you cannot redeem more shares than have been issued to a particular owner.
  • The Transaction Ledger tab now features a summary section that automatically calculates the following fields: 
    • Authorized – Total number of authorized shares. If no shares have been authorized, this field remains blank.
    • Issued – Total number of issued shares (outstanding + treasury).
    • Outstanding – Total number of shares owned by investors (issued – redeemed).
    • Treasury – Total number of shares owned by the entity and available to be issued to an owner (authorized – outstanding). If no shares have been authorized, this field remains blank.
    • Cancelled – The total number of certificated shares that have been cancelled by the entity
    •  Current Shareholders – The total ownership of shares by each current owner. 
  • The History tab now calculates the following fields from the Transaction Ledger when automatic calculation is enabled on the Securities Base Info tab: 
    • Treasury 
    • Outstanding 
    •  Authorized 
  • Previously, when a user wanted to add more shares to the authorized number of shares, they had to create a new transaction that included the new total number of shares. Now, when automatic calculation is enabled on the Securities Base Info tab, the value entered in the field is added to the total of the last record, and the result is displayed in the Authorized field.
  • If Unlimited is selected on the Securities (Debt) Base Info tab, the results will display "Unlimited" instead of the number of shares.

Quick Reference to Enable this Feature:  See Securities Overview for more information.

• Securities - Sorting and Filtering
  • On the Dividend tab, users can now sort security equity dividends by Declaration Date. 
  • On the Distribution tab, users can now sort security (Partnership Interests) distributions by Payment Date. 
  • On the Payments tab, users can now sort securities debt payments by Payment Debt. 
  • On the Note Transaction tab, users can now sort debt record transactions by ownership. 
  • On the Transaction Ledger tab, the records filter function has changed. When you click the All records/Current records as of Today/Date range icon, the Date Range Prompt dialog box offers three options: 
    • Current Records as of Today 
      • Summary calculations at the top of the page show the sum of all shares issued minus sum of all shares redeemed where transaction date is less than or equal to today.
      • The transaction grid shows all records where transaction date is less than or equal to today.
    • All Records
      • Summary calculations show the sum of all shares issued minus sum of all shares redeemed.
      • The transaction grid shows all records.
    • Date range
      • Summary calculations show the sum of all shares issued up until the “To” date of the filter minus all shares redeemed up until the “To” date of the filter. Note: the summary ignores the “From” date of the filter.
      • The transaction grid shows only records where transaction date falls on or between the “From” and “To” dates of the filter.
  • The Entities Summary page now only displays current data. Historical data is no longer displayed. 
  • The Securities tab is now streamlined only to display the sections for Equity, Debt, or Partnership Interest if that entity has those types of securities. 

Quick Reference to Enable this Feature:  See Securities for more information.

• Reports
  • The Securities Ownership Report now offers a View History option to include or omit historical information such as former owners and issue history records. 
  • Secretariat report footers have been rebranded with the Mitratech company name.
  • The Corporate Data Sheet has been redesigned for better usability, including streamlined headers and new information for current and former owners of securities. 

Quick Reference to Enable this Feature:  See Reports for more information.

eCounsel

• Invoices Summary Enhancements
  • When a user needs to make an invoice-level change to an existing invoice, the change is now called “Adjustment” instead of “Discount.” 
  • On the Invoices Summary page, users now are able to move directly to the next or previous invoice by clicking the Next or Previous button without having to go back to the Invoices List page. When you select a filter on the Invoices List page, the invoices are ordered according to that list.
  • Users can now suppress all invoice line item warnings for an invoice on the Invoices Summary page by clicking the Bulk hide line item warnings checkbox on the Base Info tab. 

Quick Reference to Enable this Feature:  See Invoices Summary Page for more information.

• Invoices Grid Options
  A new optional field, Posted Date, has been added to the Invoices List page. When users select the Posted Invoices filter, the field automatically appears in the grid and the user can sort on the posted dates.

Quick Reference to Enable this Feature:  See Invoices List Page for more information.

• People Employment Grid Options
  On the Employment tab, new columns show the Timekeeper Rate and Timekeeper Rate % Change. 

Quick Reference to Enable this Feature:  See Employment Tab for more information.

• Matters Players Grid Options
  Timekeeper ID now appears as a searchable field on the Player tab for a matter. This ID is the Admin Number of the person if the person is a timekeeper and is also used to identify the timekeeper outside of eCounsel.

Quick Reference to Enable this Feature:  See Player Tab for more information.

• Invoices Awaiting My Approval Widget
  The Invoices Awaiting My Approval widget now displays invoice numbers. 

Quick Reference to Enable this Feature:  See Invoices Awaiting My Approval Widget for more information.

• Invoices Dynamic Filters
  Matter Name is now an option in the following invoice filters:
  • Most recently accessed invoices
  • All Invoices
  • Approved Invoices
  • Imported Invoices
  • In process invoices
  • On hold invoices
  • Paid invoices
  • Posted invoices
  • Rejected invoices

By default, the Matter Name field does not appear in the grid. If Matter Name is added to the grid, users are not able to sort on the field and performance will be slower. If an invoice involves multiple matters, only the first matter name appears.

Quick Reference to Enable this Feature:  See Invoices List Page for more information.