Suite Manager

 

Enhancement: Matter Restricted Wizard (MRW).

Description: We have added a new system setting under System Settings > eCounsel > General that enables MRW. Administrators can also configure which users have access to MRW.

Tracking code: STE-25520

 

Suite

 

Enhancement: MRW.

Description: We introduce the MRW, which has the following features:

• Administrators configure user permissions so that users can view specific matters restricted by logical groups.

• Administrators can search matters by matter name and number.

• Permissions let users see only the matters they have access to.

• Users with restricted access can still see their matters in the Related Matter, Entities, and People tabs.

• A new report that shows security information about users, for example, which matters the user has access to.

• Views with data related to matters such as invoices.

• Pagination controls to sort through records.

• Now, in Matter Restricted Wizard (MRW), you can grant user access to a matter in the Related tab. 

 

Tracking codes: STE-25520, STE-25684, STE-25900, STE-25902, STE-25997, STE-25903, STE-25904, STE-25999, STE-26307, STE-27105, STE-27192, STE-26914

 

Enhancement: We have improved our logging tools by adding the following features:

• Severity values INFO, DEBUG, WARN, ERROR, FATAL.

• Logs specifying the following cases: HTTP requests and responses, XML requests, SQL, rules, authentication, tasks, imports, integrations, and reports. 

Tracking code: STE-26751, STE-26752, STE-27049, STE-27238, STE-27782

 

Enhancement: We have rearranged the Diversity, Equity, and Inclusion (DEI) fields in the Timekeeper CSV file generated by the Employment tab for better readability.

• The Analysis Center script contains the new DEI fields.

Tracking code: STE-26753, STE-26758

 

Enhancement: If a Person record is mapped and approved to a Collaborati Timekeeper, you can edit and save that Person without deleting the E-Invoicing Timekeeper ID.

Tracking code: STE-27040

 

Enhancement: Now Timekeeper View contains the new field Add Discounted Rate.

Tracking code: STE-26888, STE-26889

 

Enhancement: We have replaced Vendor Timekeeper Tasks with Vendor Timekeeper and Lookup Synchronization to make the name clearer to users.

Tracking code: STE-26994

 

Enhancement: Timekeeper Import Wizard (TEW) can notify about old CSV formats.

Description: We have added a validation to TEW that sends a warning message when an old CSV format is uploaded. TEW also provides a link to the new CSV format which has changed in service pack 15 (SP15) with the addition of new DEI fields.

Tracking code: STE-27322

 

Enhancement: Now the Lobby and CurrentID tables support audits to troubleshoot issues.

Tracking code: STE-26912, STE-26913

 

eCounsel

 

Enhancement: Now you can sort the Most Recently Accessed Entities/People widget by name alphabetically or by last date accessed. 

Tracking code: STE-28292

 

Enhancement: New tax types in Manual Invoice.

Description: We introduce the following features to Manual Invoice: Tax types US and Non-US, Tax Type dropdown in Invoice Detail to choose between options when Non-US type is selected, Activity Code, Task Code, and Expense Code sync from eCounsel and Corridor displays them as dropdown fields, and Manual invoices are synced between eCounsel and Corridor.

Tracking codes: STE-26542, STE-26555, STE-26842, STE-27617

 

Enhancement: Now, when importing and accepting an approved timekeepers file, eCounsel sends a verification message when the operation completed before deleting the file.

Tracking code: STE-27510

 

Enhancement: Now the Lobby widget has a search bar to filter by timekeepers, vendors, and other notification types. Also, searches are saved between sessions.

Tracking code: STE-27522, STE-28170

 

Enhancement: Now you can sort the Most Recently Accessed Matter widget by matters alphabetically or by last date accessed. 

Tracking code: STE-27534

 

OfficeLink Add-in

 

Enhancement: Now you can drag and drop folders with their content.

Tracking code: STE-25682

 

Update Manager

 

Issue: We fixed Update Manager 1.0.10 incompatibilities with OpenJDK 11.

Tracking code: STE-27025

 

Suite Manager

 

Issue: Date-time values in Global Assign Wizard.

Description: We found an issue in which the date-time configuration caused Global Assign Wizard to fail. When the date time configuration was set to day/month of two digits, and the user entered dates in the form of two digits, for example, 02/03/2023, or one digit, for example, 2/3/2023, the Global Assign Wizard failed upon completion due to a date time field error.

Tracking code: STE-27683

 

Issue: We fixed an issue where users couldn’t search users associated home page templates for any of the groups. 

Tracking code: STE-28198

 

Issue: When an admin created a new user by copying an entry from an existing user, the database threw an error when the record was saved.

Tracking code: STE-28083

 

Suite

 

Issue: We solved some security vulnerabilities.

Tracking code: STE-28212, STE-28153, STE-27317, STE-27884, STE-26854

 

Issue: We fixed problems affecting UserFields with NULL values in rule Update Matter Player Rate 2.0.

Tracking code: STE-26122

 

Issue: UseFields in Custom Rules.

Description: In Custom Rules, when a Matter that had UserFields defined either on the Base Info tab or other child components, for example, Matter Player, and that Matter was created, UserFields would run twice the command INSERT.

Tracking code: STE-26653

 

Issue: We fixed an issue with Custom Rules in which changes to the Company table passed BillingInfo objects that caused an exception error. 

Tracking code: STE-26748

 

Issue: We fixed an issue that raised an exception when Collaborati Vendors/Timekeepers/Codes/Matters tasks attempted to send Matters to Suite.

Tracking code: STE-26930

 

Issue: We fixed an issue in which Find Duplicates for records in the Entities module didn’t work when the user entered special characters.

Tracking code: STE-26871

 

Issue: We fixed an issue with the Enter key in Progress Notes saving and closing the record instead of adding a new line feed.

Tracking code: STE-27226

 

Issue: We fixed an issue in which Tax on Fees, Tax on Expenses, and Total Tax displayed on the Invoice Summary didn’t match the Total Tax amount displayed in the LEDES file or the Invoice Base Info tab.

Tracking code: STE-27805

 

Issue: The Corridor Vendor Matter task synced with Suite timekeeper and matter records unrelated to the law firm.

Tracking code: STE-27927

 

Issue: We fixed an issue in which the Timekeepers Wizard didn’t detect changes to the DEI fields so it didn’t process any files.

Tracking code: STE-27698

 

Issue: We fixed an issue in which Vendors, Timekeepers, Codes, and Matters couldn’t sync Task or Activity codes when the Sync task ran. This happened when copying Vendors, Timekeepers, Codes, and Matters between different instances.

Tracking code: STE-27630

 

Issue: When a user tried to delete a private analysis center report, a “missing or invalid session token” error occurred and the report was not deleted.

Tracking code: STE-27804

 

Issue: When a custom rule changed the Matter’s Closed Date, a ClassCastException occurred.

Tracking code: STE-26761

 

eCounsel

 

Issue: When a Person > Base Info DEI field was set as hidden, the field still appeared for the user as a checkbox. Tracking code: STE-28191

 

Issue: We fixed an issue where eCounsel downloaded the same invoices several times causing error messages in Collaborati. Also, sometimes eCounsel duplicated invoices coming from Collaborati.

Tracking code: STE-26305, STE-27351

 

Issue: We fixed an issue where the Enter key didn’t save calendar entries in Appointment, Tasks, and Damages. Now you can save calendar entries using the Enter key or the Save button.

Tracking code: STE-26327

 

Issue: eCounsel > Invoices > Documents created empty Imported LEDES CSV files.

Tracking code: STE-27188

 

Issue: We fixed an issue with scheduled searches by user.

Tracking code: STE-26731

 

Issue: We fixed an issue in which certain SQL queries caused a memory overflow.

Tracking code: STE-26294

 

Issue: When clicking Begin in the Analysis Center, an error occurred.

Tracking code: STE-27641

 

Issue: The New Matter Wizard couldn’t load templates that contained custom tabs and fields with special characters.

Tracking code: STE-27686

 

Issue: The T shortcut to enter today’s date didn’t populate the custom UserField.

Tracking code: STE-27640

 

Issue: Now rule Invoice Reject If Closed Matter prevents bills from being applied on closed matters.

Tracking code: STE-28082

 

Issue: We fixed an issue that rendered Matter > Matter Number > Player tab unaligned and unresponsive.

Tracking code: STE-28201

 

Issue: In the Dispute tab, the popup confirmation to add a Court Entity as a player didn’t display when using Google Chrome.

Tracking code: STE-22569

 

Issue: When logging in to eCounsel by using the OKTA dashboard or SSO authentication, a DBFileParser.getDefaultDB error message appeared.

Tracking code: STE-25593, STE-24394

 

Issue: We fixed an issue in which Entity could have a null Tax ID, which prevented scheduled jobs from running and caused desynchronization in invoice information between Corridor and eCounsel.

Tracking code: STE-26926

 

Issue: Tax fields in Invoice Summary didn’t have commas, which made amounts difficult to read.

Tracking code: STE-28247

 

Issue: We fixed a format issue with money quantities in several fields, such as Billed Rate, Discounted Rate, and Standard Rate.

Tracking code: STE-28294

 

Issue: The homepage of the Most Recently Accesed Matter widget showed more matters than specified in the MRU preferences.

Tracking code: STE-28304

 

Issue: When several primary contacts (attorneys) were added, the eCounsel > Matters > Base Info tab only displayed the Record or Base info of the first attorney listed.

Tracking code: STE-26764

 

Issue: We resolved the following issues with NMW:

• NMW didn’t show in the eCounsel menu.

• NMW allowed users to generate invalid dates.

• NMW couldn’t load if a Matter Type contained an ampersand.

Tracking code: STE-26306, STE-26622, STE-26887

 

Issue: Employment Record deletion unauthorized Collaborati timekeepers.

Description: We fixed an issue in which eCounsel unauthorized Collaborati timekeepers when Employment Record was deleted, regardless of whether the employment record was active or inactive or whether the timekeeper had another active employment record with the vendor. Now, eCounsel performs unauthorization of the timekeeper only when the last active employment record is deleted. This issue along with the invoices desynchronization caused Matter Synchronization to fail.

Tracking code: STE-27314

 

Secretariat

 

Issue: When doing a search on Owner Issue Dates and receiving an unknown date, the search engine stopped working. 

Tracking code: STE-26345

 

Issue: We fixed an issue when running reports in Secretariat in which the ownership history of an entity wouldn’t show and couldn’t be exported to a file.

Tracking code: STE-26870

 

Issue: We fixed an issue where the Corporate Data Sheet exported reports with the Corporation comments truncated.

Tracking code: STE-27737

Issue: In Jurisdictions, hitting Enter originated an XML error message.

Tracking code: STE-27490

 

Issue: We fixed an issue with Corporate Meeting Wizard failing when several records were updated.

Tracking code: STE-27632

 

Issue: Directors Officers report created with release 8.11.15.2 displayed blank data. This issue appeared when the user selected Entity, Directors, Officers, and 1st Elected as parameters.

Issue: Tracking code: STE-28223

 

Issue: We fixed an issue with reports in which historic data was not kept and instead the newest data would show. Also, searches within a timeframe didn’t respect the given timeframe and would show newer data.

Tracking code: STE-26873

 

Document Vault

Issue: Document Vault LANL reports documented last changes made by M-Files Server instead of the user.

Tracking code: STE-26767

 

 

Suite Installation Instructions

1. Stop the Bridgeway Suite application on the Java application server.

2. Use Update Manager to install the Suite.8.11.16.0 update. 

3. Restart the Bridgeway Suite application on the Java application server.

 

Database Script Instructions

 

1. Use your preferred database tool (SQL Server Management Studio, Oracle RMAN utility, Oracle export data pump utility, etc.) to make a backup of your Suite database.

2. Log in to your query tool as an administrative user.

3. Open the appropriate scripts .ZIP file for your database:

◦ suite8.11.0.sp16.0-Scripts-Oracle.zip for Oracle databases

◦ suite8.11.0.sp16.0-Scripts-SQL.zip for SQL databases

4. Open and run the SQL script.

 

 

Suite Manager Installation Instructions

1. Uninstall the current instance of Suite Manager.

2. Extract the files from the Suite Manager.zip file.

3. Start the installation program for Suite Manager located in the directory in which the Suite Manager.EXE file was extracted.

4. Click Next on the Welcome screen.

5. On the License Key screen, type the license key in the text box and click Next.

6. On the Choose Destination Location screen, confirm that the Destination Folder is the desired directory location for the program files.

7. On the Start Installation screen, click Next to begin the installation process.

8. A progress screen will display. You can abort the installation at any time by clicking Cancel.

9. On the Installation Complete screen, click Finish.

 

Boxir4 Installation Instructions

1. Stop the Boxir4 application on the Java application server.

2. Use Update Manager to install the boxir4-Suite.8.11.16.0 update.

3. Restart the Bridgeway Suite application on the Java application server.

 

Update Manager Installation Instructions

See the Update Manager Installation Guide for instructions on installing Update Manager.