Release

Finance, Reimagined for You

Karan Parikh

Mar 4, 2024 • 3 min read

Revolutionising Your Finance Workflow on CasePlan

After years of meticulous development, we are thrilled to unveil our latest innovation within CasePlan - the all-new Financial Project featuring enhanced Billing and Disbursement modules.

This major update is designed to streamline your finance operations, providing both precision and ease. Dive into these new functionalities and start transforming your finance management into a more efficient, effortless process.

Welcome to the future of finance in CasePlan.

How To?
Missed the organisation-wide training? or need a refresher on the modules Katherine covered, don't worry! You can easily enrol in the following courses to catch up or reinforce your knowledge..

Understanding Disbursements by Finance

Understanding Billing & Disbursements for Legal Staff

Understanding Billing and Disbursements for Approvers (Solicitors)

Modules Locked?

I can't open disbursements/bills... If a matter hasn't been reconciled by the Accounts Team, associated modules will be locked until the reconciliation process is completed.

How can you tell if this is happening?
You'll see a specific message (screenshot below) when modules are locked for that particular matter, indicating that access is temporarily restricted pending Accounts Team's finalisation of the reconciliation.

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!

CasePlan - Finance Open Channel

We'd like to extend our heartfelt thanks to Dinesh, Nirav, Preetha, Chithra, Katherine and team for their dedication and hard work. Their tireless efforts have played a crucial role in making this journey a success.

And a special shoutout to Adrian for his sponsorship and invaluable guidance throughout this process. Thank you!

Whats Next?
Over the next month, we'll be dedicating our efforts to addressing ongoing issues and feedback to offer immediate support for the modules. Following this period, we plan to retire Locus and transition to Xero, enabling a direct integration of CasePlan with Xero. Excitingly, we're also gearing up to introduce Trust functionality soon.

Additionally, we haven't overlooked the CasePlan Maintenance Release. Expect a few bug fixes for Client Care to be rolled out this Wednesday. Further enhancing ExPERT, we're exploring new features like the ability to tag in conversations, anticipated to be available next week.

There's more in store! We're working on other projects, including Performance Dashboard enhancements set for a mid-March release and Task Centralisation—signalling the retirement of the Mick Menu—towards the end of March.

👇 Check out how you can provide us valuable feedback and report a Bug..
Keep the feedback coming — we so appreciate it,