Suite

Enhancement: Now Suite is compatible with Amazon Corretto OpenJDK.
Tracking code: STE-29878

Enhancement: New toggle to enable Multi Filters in modules
Description: We have added a new toggle to enable Multi Filters for different modules within eCounsel and Secretariat. The Enable Multi Filters on grid toggle in Tools > Preferences lets you configure which modules should display Multi Filters.
Tracking code: STE-30210

Enhancement: New UI to reset user preferences.
Description: Now Suite has a UI to reset the user preferences. All users can access the UI to review and reset their user preferences. The Reset Preferences UI is located in the Tools section.
Tracking code: STE-30285

Enhancement: More data about the Suite application version and patch level in Tools > About > Support Information.
Description: Now, the option Tools > About > Support Information contains more information about the Suite version and patch level, such as the DATABASEHISTORY table that provides information about scripts applied to Suite, and information about the WAR installation applied to the platform.
Tracking code: STE-28936

Enhancement: Now Save buttons don’t allow users to save a form again if the form hasn’t finished saving.
Description: Now the Save buttons in modules Matter, People, Entities, Invoices, Calendar, and Progress Notes in eCounsel, and modules Entities, Jurisdiction, Titles, and Calendar in Secretariat don’t allow users to save a form again if the form hasn’t finished saving.
Tracking code: STE-30725

Enhancements: New search capabilities in the Logs module and the ability to save user preferences.
Description: The Logs module now saves the last view so that the view remains consistent when the user navigates Suite. Also, we have added filters to search logs by name and last modified date.
Tracking code: STE-30728

Enhancements: Stronger Appstamp token
Description: Suite and eCounsel use the Appstamp token to validate sessions. It’s only valid for a single request within the application. Now we have made the Appstamp token more randomized to enhance Suite security.
Tracking code: STE-31155

eCounsel

Enhancement: The new Matter Status Change Wizard for eCounsel
Description: We introduce the new Matter Status Change Wizard, which has the following functionality:

• Multiple matters selection and filtering
• Ability to change the matter status for multiple matters at once
• Ability to change Close Date for multiple matters at once

Tracking code: STE-29202, STE-29286

Enhancement: We changed Veteran, LGBTQI, and Disabled from checkboxes to dropdown lists.
Description: We have changed the Veteran, LGBTQI, and Disabled checkboxes to dropdown lists to capture the correct values: Yes, No, and Undefined in the Lookup codes synchronization and Timekeeper form.
Tracking code: STE-29526

Enhancement: New Matter Wizard (NMW) Improvements
Description:  The NMW UI improves the layout of the template fields by adding buttons to expand or collapse sections. Also, the NMW now lets you restore old templates.
Tracking code: STE-26951, STE-30755

Enhancement: New default values when adding new matters
Description: The Matter module preferences now contain a set of fields that let you choose the following values:

• Law Area
• Law Sub Area
• Product/Service
• Matter Status
• Region
• State
• Country
• Priority

Before, those values could be added when editing a matter, but now they can be auto-populated when a new matter is created.
Tracking code: STE-29396, STE-30563

Enhancement: New Associate Level field to categorize employee data.
Description: We introduce the Associate Level field in the People > Employment and the Entity > Employee tabs. The Associate Level field is displayed in the tabs by default.
Tracking code: STE-31014

Enhancement: New Timekeeper Mapping Settings UI lets you customize the Timekeeper File Import CSV file.
Description: We introduce the Timekeeper Mapping Settings UI to customize the Timekeeper File Import CSV file. You can ignore the optional fields and create a customized Timekeeper File Import CSV file.
Tracking code: STE-31015, STE-31016, ​​STE-31219

Enhancement: Corridor Timekeeper rejections now send notifications by email.
Description: When one or several timekeepers are rejected, the corresponding vendor is notified via email. The vendor email used is the one registered for invoice rejections.
Tracking code: STE-21526

Enhancement: New feature to avoid duplicate records in eCounsel when uploading people using a timekeeper CSV file.
Description: We fixed an issue where a timekeeper number with leading zeros was processed as a new timekeeper ID instead of comparing it to existing records. Excel can enter leading zeros to timekeeper IDs when editing the CSV file. Now, when importing a CSV file using Timekeeper Import, eCounsel notifies if it encounters a potential duplicate. This capability needs to be enabled in Suite Manager.
Tracking code: STE-28670, STE-30251

Enhancements: Improved validation for timekeepers template uploads in Corridor to reject incorrect formats and prevent issues in the Timekeeper Import Wizard. Added feedback mechanisms for rejected files and addressed Lobby widget data inconsistencies across users.
Tracking code: STE-31074

Suite

Issue: We fixed minor security issues.
Tracking code: STE-30452

Issue: HotDocs in Suite were incompatible with OpenJDK17.
Description: We fixed an issue where opening HotDocs documents or trying to import templates to Suite Manager > Template Import produced errors when Suite was installed with OpenJDK17.
Tracking code: STE-30140

Issue: The Hidden security setting didn’t work with UserFields. 
Description: We fixed an issue where UserFields set as Hidden were still visible for users that had the Hidden setting on. 
Tracking code: STE-29704

Issue: Sorting by Entity caused an error.
Description: Sorting the Entities grid caused an error when the query used InternalNumber. The root cause was values in user preferences misconfiguring the query, and the fix consists of adding an option to delete user preferences for users who encounter the error when sorting Entities.
Tracking code: STE-30168

Issue: Opening Matter > Custom tab caused all User Fields to display twice.
Description: When multiple users accessed the same matter and the same Custom tab simultaneously, the Custom tab couldn’t be edited and all User Fields appeared twice. 
Tracking code: STE-30167

Issue: Problems syncing invoices when applying the LineItemCalculationwithTax rule.
Description: When an invoice was created, Corridor rounded the values ​​to two decimal places to send it to eCounsel causing the LineItemCalculationwithTax rule to fail.
Tracking code: STE-30090

Issue: A single document could be stored more than once in Suite integrations to a file server.
Description: On a Suite installation integrated to a Linux file server, Linux could store files with the same name but a different case combination as different files, so when files with different names but a different case combination were transferred back to Windows, they would be treated as the same file, causing data loss. Now Suite differentiates between uppercase and lowercase to distinguish files and applies a suffix to avoid overwriting two different files.
Tracking code: STE-31004

Issue: Suite Multifilters UI changes.
Description: We have improved the Multifilters UI by readjusting the scrollbars, reorganizing UI components, and designing a more compact view for better readability.
Tracking code: STE-30209, STE-30223

Suite Manager

Issue: New Matter Wizard (NMW) template didn’t change the NeedSync flag to true.
Description: New matters created with the NMW didn’t set the NeedSync flag to true, so they weren’t synced to Corridor.
Tracking code: STE-30830

Issue: The Accrual Notification Task stopped abruptly and didn’t send email notifications.
Description: The Accrual Notification Task wasn’t sending notifications as expected, so we changed the Accrual Notification Task workflow by incorporating logic to deal with invalid emails and inactive Entities and People. The Accrual Notification Task is run in the Scheduler module in Suite Manager, and it’s configured in Scheduler > Templates.
Tracking code: STE-30828

Issue: Invoices failed to be imported into Corridor integrations with eCounsel.
Description: In Corridor integrations with eCounsel, when a user created a manual invoice without taxes in Corridor, the invoice failed to import to Suite. The issue was caused by Matter > Invoice Detail > Invoice Detail taxable set to hidden in Suite Manager > Modules/Tabs > Invoices.
Tracking code: STE-30263

eCounsel

Issue: Deleting a matter in Invoice > Matter tab raised a server error.
Tracking code: STE-31201

Issue: Module Matter > Player didn’t show records containing null values.
Description: When a user sorted by Primary Contractor in module Matter > Player, records that contained a null value in column Primary Contractor were removed from the results.
Tracking code: STE-30432

Issue: Crystal Report had checkboxes selected by default.
Description: We restored the functionality of Cristal Report by leaving all checkboxes unchecked by default.
Tracking code: STE-30561

Issue: The Lobby widget on the homepage displayed a “No value present” error.
Tracking code: STE-30655

Issue: Resolved an issue where the Active field was no longer auto-populating when assistants created new matters, resulting in matters being saved without a status.
Tracking code: STE-31213

Issue: The notification list wasn’t visible on the  Entity>Billing Info tab.
Tracking code: STE-30222

Issue: Matter Type couldn’t be changed when editing matters.
Description: When trying to edit the Matter Type, the Continue button disappeared on the Change Matter Type pop-up window and the change couldn’t be saved. The issue was due to special characters, such as apostrophes, being unrecognized by the platform.
Tracking code: STE-30047

Issue: The custom Reserves tab didn’t allow, to sort records by Start Date. Custom tabs are specially designed for clients that require some extra functionality.
Tracking code: STE-30221

Secretariat

Issue: Updating Suite Server OS to Microsoft Windows 2019 and updating Suite from v.8.11.0.10 to  v.8.11.16.1.1 caused errors on the Transaction Ledger.
Description: The Transaction Ledger rendered incorrectly when updating the Suite OS and version. Transaction Ledger presented the following behavior: 

• The toolbar was missing.
• Data in the upper section, for example, Words Issued or Outstanding, didn’t display properly.

Transaction Ledger is configured in Suite Manager → Secretariat → Ownership, option Disable automatically calculate share balances based on transaction ledger. To access the Transaction Ledger in Secretariat, go to Entities, select an Entity, and go to the Base Info tab. 
Tracking code: STE-29392

Issue: The Securities Ownership Report showed the word “Equity” at the top of each page of the equity details instead of the entity name. 
Tracking code: STE-30724

Issue: Fixed an issue where the Percentage Redeem/Changed Date field in the Secretariat Ownership tab displayed "False" when no date was entered.
Tracking Code: STE-31276

Issue: We fixed committees in the Secretariat couldn’t be set to inactive status.
Description: Secretariat → Entities didn’t show the end date for committees and couldn’t transition to inactive status.
Tracking code: STE-29524