Release 15.03.2024
Patch notes, haiku form,
Silent fixes, features warm,
Software's quiet storm.
Performance Dashboard
What's New ✨
Performance Dashboard: Enhanced Speed
We've turbocharged the Performance Dashboard! Expect lightning-fast loading times, making your review process smoother and more efficient.
Updated Finance Metrics
Stay on top of your finances with our updated metrics. Aligned with the latest Finance release, these enhancements ensure you're working with the most current and accurate data.
Upcoming 🔜
Live Data for Client Acquisitions
Starting the new CasePlan Year, our Client Acquisitions metric will tap directly into CasePlan for live data. This means more accurate and up-to-the-minute insights on your acquisitions.
New Metrics on the Horizon
Get ready for deeper insights with our upcoming metrics:
- Enquiry Conversion to track the success rate of turning enquiries into clients.
- Initial Enquiry Calls Taken will differentiate between core and non-core enquiries, offering a clearer view of your team's engagement.
Stay tuned for these updates to further enhance your strategic planning and performance analysis.
ExPERT Request System
What's New ✨
Matter Notes
Automatic notes will now be added to the Matter Notes section for any submission, deletion, approval, or rejection of requests, ensuring detailed tracking of all changes.
Upcoming 🔜
Follow-up Requests
Soon, requests can be split into follow-ups, letting you complete them while waiting on third parties.
Initiate follow-ups manually or set them to auto-create based on your schedule, streamlining your request management process.
Client Care
What's New ✨
Updates to Enquiry Tracking Fields
Renaming for Clarity
- The field previously known as Initial Enquiry Taken By has now been updated to First Responder. This is to accurately reflect the role of the person who first interacts with the enquiry sheet.
New Fields Added
- Initial Enquiry Completed By: Found in the short form, this field automatically identifies the person completing the initial enquiry, activated when 'Yes' is selected for 'Have you spoken to the Client?'.
- Detailed Enquiry Completed By: In the detailed form, this field is auto-selected for the individual filling out the detailed enquiry form, ensuring accurate tracking of who completes each stage of the enquiry process.
Upcoming 🔜
- Client Acquisition Report
- Enquiry Conversion Report
- Enquiry Calls Taken Report
Finance
What's New - PATCH 2.5 ✨
Streamlined Invoice Notifications
- Approval Notifications: Improved to ensure all relevant parties are timely informed about invoice approvals.
- Delete Bill Email: Now specifically targets concerned parties, enhancing communication efficiency when a bill is deleted.
LP Signature
When sending emails to Insurer/IRO, LawPartner's Signature will now be automatically appended. (You do not need to add the signature manually in Submission stage anymore.)
Bug Fixes 🪲
✅ Disbursement Excel export is fixed.
✅ Ability to add Links into Email body.
✅ Supplier Payment Excel export when filters are applied is fixed.
✅ BSB and Account number is now back to Supplier Payment grid.
Tip 💡
Finance Tasks and Approvals now open in Focus mode by default. For broader oversight, including your team's tasks and approvals, simply toggle Focus mode with a click.
Upcoming 🔜
- Soon, Accounts will have the flexibility to change the Invoice Date directly, eliminating the need to recreate an invoice if the original date has passed.
- Streamline Disbursement notifications to match with Invoice notifications.
Open Feedback Channel
If you have any questions or feedback about these modules, we've set up an open channel on Teams named "CasePlan - Finance." Feel free to post your queries or feedback there, and don't hesitate to reach out to us. We're here to help!
👇 Check out how you can provide us valuable feedback and report a Bug..
Keep the feedback coming — we so appreciate it,
