Suite

 

Enhancement: UserFields

Description: We have improved UserFields performance so that queries run faster.

Tracking code: STE-28700

 

Enhancement: Now Short Name is listed in Options to add to the Entities grid.

Tracking code: STE-29393

 

Enhancement: We’ve introduced enhancements to the LineItemCalculationWithTax rule for Corridor manual submissions.

Tracking code: STE-29579

 

Enhancement: Now your filter selection persists when you navigate the Suite platform.

Tracking code: STE-29951

 

Enhancement: Suite generates automatically LegalHold unique IDs for Suite/LegalHold integrations

Description: Now Suite generates LegalHold unique IDs automatically. The setting is configured in eCounsel > Tools Preferences > LegalHold.

Tracking code: STE-28140

 

Enhancement: New auto-installer for Suite

Description: Now Suite is installed with an auto-installer instead of patching the contents of a WAR file. The auto-installer installs software dependencies. For more information, see Using Suite Autoinstaller.

Tracking code: STE-29174

 

Suite Manager

 

Enhancement: New timeout system setting

Description: We introduce a new system setting that allows you to configure request timeouts. If Suite processes large invoices (1000 lines or more), you can configure a longer timeout to avoid the process interrupting before it finishes.

Tracking code: STE-27987

 

Enhancement: Lookup codes and timekeeper sync processes are separated into different tasks.

Description: Lookup codes and timekeeper sync processes used to run on a single task, but while timekeeper sync is a fast task that runs periodically, lookup codes is a lengthy task that requires running a few times per year, that’s why we separated the tasks to improve the performance of timekeeper sync.

Tracking code: STE-28938

 

Enhancement: Sync task split into Vendor/TImekeeper/Matter and Lookup Codes.

Description: We have split the sync task into Vendor/TImekeeper/Matter and Lookup Codes to reduce processing times and to only synchronize lookup codes when necessary.

Tracking code: STE-28652

 

eCounsel

 

Enhancement: eCounsel integration to PlatoBI

Description: We introduce the new integration of PlatoBI to eCounsel. PlatoBI is an analytics platform that extracts data from eCounsel and provides insights and trends, such as the total invoices and how they are divided by status, the matter types and vendors that contribute the most to spend, trends on matters active or closed, the most common matter types, among other data. The data and insights shown depend on the user permissions and whether the user is constrained by a logical group. PlatoBI is accessed through an extra module within eCounsel and it’s available for hosted environments. For more information, see PlatoBI Dashboard, under the eCounsel documentation.

Tracking code: STE-29566, STE-29667, STE-29599, STE-29679, STE-29706, STE-29707, STE-29708, STE-29709, STE-29791,  STE-28994

 

Enhancement: We have improved the UserFields UI in eCounsel.

Tracking code: STE-28862

 

Enhancement: We have rearranged the DEI fields contained in the Timekeeper Export CSV file.

Tracking code: STE-28963

Enhancement: We have added filters to the following modules:

• Matter

• Invoices

• Entities

• People 

• Calendar

Tracking codes: STE-26411, STE-26412, STE-26413, STE-26414, STE-26415, STE-25848

 

Enhancement: Now the Invoice module contains a column that shows the Approver name and the number of days since the approval request for invoices waiting for approval.

Tracking code: STE-29203, STE-29451

 

Enhancement: Now in the Lobby widget you can select multiple timekeeper notification records to reject them at once. 

Tracking codes: STE-29395

 

Enhancement: We have added an option in eCounsel Entities to ignore the Tax ID if an Entity comes from Our Company’s Entity in Suite Manager and Corridor integration is active.

Tracking code: STE-27793

 

Enhancement: Progress Notes

Description: Now the Progress Notes box shows the user name of who created or changed the notes, instead of the login name.

Tracking code: STE-28003

 

Enhancement: UserFields

Description: Now UserFields can be enabled in Suite Manager. UserFields capacity to search and display data has improved and a pagination control lets you review UserFields easily. Also, we implemented security in Matter, Invoices, People, and Entities UserFields at the logical group and worldview site levels.

Tracking codes: STE-26408, STE-26409, STE-26410, STE-27498, STE-28531, STE-28532

 

Enhancement: Now eBill invoices set all adjustments as negative even when the user enters a positive amount.

Tracking code: STE-28640, STE-29450

 

Secretariat

 

Enhancement: We have added filters to the following modules:

• Calendar

• Titles

• Jurisdictions

• People

• Entities

Tracking codes: STE-26416, STE-26428, STE-26429, STE-26441, STE-26442, STE-25848

Suite

Issue: ​​On Entities, sorting by Status and UserField type didn’t return any value.

Tracking code: STE-22611

 

Issue: UserFields

Description: Sorting or searching UserFields resulted in internal numbers missing in the grid.

Tracking code: STE-28851

 

Issue: On People, searching a UserField by user type didn’t yield results.

Tracking code: STE-22140

 

Issue: The Collaborati Invoices task couldn’t import all invoices from Collaborati.

Description: The Collaborati Invoices task couldn’t import all invoices from Collaborati due to problems retrieving the invoices ID.

Tracking code: STE-29001

 

Issue:  Show Historical Records in Corporate Data Sheet (CDS) report now is deselected by default.

Description: The Parameters section in the CDS report had Show Historical Records selected by default. For ownership and subsidiaries, there isn’t Start Date and End Date information, which makes historical records difficult to obtain. To solve this issue, now Show Historical Records is deselected by default and Start Date and End Date information is included in the Direct Subs and Direct Owners reports when Show Historical Data is selected.

Tracking code: STE-28875, STE-29465

 

Issue: Security vulnerability allowed anonymous access.

Description: We fixed a security vulnerability that allowed anyone with Suite landing webpage URL anonymous access to the database settings webpage. Now all webpages within Suite require SAML authentication.

Tracking code: STE-29260

 

Issue: Suite was not compatible with Java version 3 and up.

Tracking code: STE-27315, STE-28776

 

Issue:  Invoice Routing Rule failed in Suite 8.11 SP16.3.

Tracking code: STE-29905

 

Issue: We fixed an issue in which users couldn’t access some People records that they could previously access.  

Tracking code: STE-28194

Issue: We fixed an issue where Oracle Universes didn’t show in Suite Analysis Center.

Tracking code: STE-28302

 

Suite Manager

 

Issue: Collaborati Invoice Import task didn’t process all invoices.

Description: If the first invoice processed by Collaborati Invoice Import threw an exception, the task stopped processing the rest of the invoices.

Tracking code: STE-29037

 

Issue: If Logical Group Access was unspecified for a Matter Restricted Wizard user, then the user didn’t have access to logical groups.

Description: If a Matter Restricted Wizard user had the following permissions in User > Security Attributes > eCounsel > Logical Group Access:

• Inherited Access: Limited

• Override Access: Unspecified

• Cumulative Access: Limited

Then the user didn't have any Restricted Logical Group assigned in the Matter Restricted Wizard. For more information, see Configuring a User in a Logical Group.

Tracking code: STE-29249

 

Issue: When the lookup code didn’t match the currency setting in Suite Manager, invoice amounts were set as a foreign currency with a conversion rate of zero. 

Tracking code: STE-29171

 

Issue: Maximum number on UserFields to display didn’t work as expected.

Description: On Grid > Set Maximum value, when configuring maximum number of UserFields to display on grid and then selecting the UserFields to display on the grid, the user could select the maximum number plus one.

Tracking code: STE-27963

 

Issue: Hosted Suite clients reported severe performance issues.

Description: We fixed a database issue in eCounsel and Secretariat. The issue was related to UserField queries taking too long without timing out.

Tracking code: STE-29292, STE-29478

 

Issue: Now you can configure Suite Manager > System Settings >  Number of decimal places to round to four to avoid discrepancies in decimals in tax amounts between Summary and Invoice Base Info tabs.

Tracking code: STE-28527

 

 

Super Viewer

 

Issue: Super Viewer couldn’t open all entities properly.

Description:  We fixed an issue in which Super Viewer couldn’t open some entities properly, when a user clicked on Entity > Data Sheet, the Data Sheet didn’t open.

Tracking code: STE-27985

 

eCounsel

 

Issue: We solved the following issues with tax fields:

• We created audit rules to validate Tax type, Task, Activity, and Expense Codes.

• We created a rule that validates tax types that a firm imports to eCounsel. Before, for invoices LEDES98bi, the value entered in LINE_ITEM_TAX_TYPE was not validated and sometimes LINE_ITEM_TAX_TYPE was not valid for eCounsel, causing errors.

Tracking code: STE-28235, STE-29002

 

Issue: Adding a manual invoice with an invoice-level discount results in Units set as 0.

Description: When a user added a manual invoice that included a discount, a LEDES file was created with Units set as 0.

Tracking code: STE-28799

 

Issue: Update Player Rate was not sending emails.

Description: Update Player Rate updated records but didn’t send a confirmation email when processing one player.

Tracking code: STE-28780

 

Issue: Search module yielding incorrect search results.

Description: We fixed an issue in the Search module, when exporting predefined search results using the Search module, the search result yielded extra incorrect fields whereas running the search within eCounsel yielded the correct result.

Tracking code: STE-27816

 

Issue: Double quotes (“”) render the Summary webpage without buttons.

Description: We fixed an issue in which adding double quotes to the name of a Person caused the Summary webpage to render without buttons.

Tracking code: STE-28618

 

Issue: Player rule comparing the wrong invoice.

Description: In Player Rate Information, the player rule Validate Rate compared the invoice rate of the first player record instead of the most recent one.

Tracking code: STE-28711

 

Issue: Updates to database error messages. 

Description: Now database errors return generic messages.

Tracking code: STE-29014

 

Issue: Invoices repeating VAT types and taxable fees.

Description: We solved an issue in which invoices processed more VAT types and taxable fees than needed.

Tracking code: STE-29043

 

Issue: Discounts applied to manual invoices with taxes didn’t affect tax rate calculations

Description: When a user added a non-US invoice (a manual invoice with taxes) in Corridor, a discount was added to a line item, and charges were calculated per unit, the added discount wasn’t used for the tax calculation.

Tracking code: STE-29042

 

Issue: Vendors submitted timekeepers through Corridor but emails were sent to a different firm.

Description: Clients received timekeeper notifications in the Lobby, but the data was incorrect. The firm submitted the timekeeper data to a different firm.

Tracking code: STE-29067

 

Issue: Timekeeper Import CSV file with special characters uploaded incorrectly.

Description: When users attempted to import a Timekeeper Import CSV file that contained special characters within the Latin alphabet, the characters were imported incorrectly.

Tracking code: STE-28774

 

Issue: Primary Staff Member can't be removed from a hold in eCounsel

Description: In eCounsel integrations to LegalHold, when trying to remove a Primary staff Member from a hold, the Primary Staff Member could be removed from LegalHold but it remained in eCounsel.

Tracking code: STE-29384

 

Issue: Audit rule fails in Collaborati integrations with eCounsel.

Description: When eCounsel is configured as follows:

• Collaborati is integrated with eCounsel. 

• eCounsel is configured to run the invoice audit rule and to reject invoices if the audit rule fails.

if a user runs the invoice task in Collaborati and an invoice fails the audit rule in eCounsel, the following scenario occurs:

• eCounsel shows the invoice status as Rejected.

• Collaborati might show the invoice with the status Pending on Client.

Tracking code: STE-29522

 

Issue: We fixed an issue that caused errors when running Corridor Vendor Timekeepers.

Tracking code: STE-28297