Release: Updated Task Count Handling

Release: Updated Task Count Handling

Rejoicing in the subtle shifts that shape our path

In this release, we've updated the way task counts are displayed. The changes are based on your feedback and other factors, and are intended to treat tasks as actual tasks, not notifications.

New Task Count Criteria:

  • Task is overdue
  • Task is due within 5 days
  • Task does not have a due date
⚠️
These updates may result in higher task counts for some of you, as overdue tasks that were completed but not marked as resolved will now be counted.

Recommendations:

  • Review your task list and mark any completed or unnecessary tasks as resolved. This will help you focus on tasks that are actually overdue or due soon.
For bulk cleanup, if you do not need tasks before a certain date, email [email protected] with the subject "Please clear all my tasks for [Matter/Finance/DMS] before [date]." Our team will assist you.

Whats coming?

Reporting Centralisation

  • We're developing a page to consolidate all report navigation for ease of use. This feature is expected to be released in the second half of July.

Trust Module

  • The Trust module is currently under development. Initial training with Katherine is scheduled for July 22nd, with an anticipated release in August.

ExPERT WRITE

  • Phase 1: Set to launch on August 15th, this phase will include a review process within the UI and additional functionality for precedent generation, streamlining the creation of ready-to-use precedents/letters.
  • Phase 2: We're perfecting this release, which will feature generative AI to draft WC/CTP statements. You’ll be able to review and update these statements without starting from scratch. Also, Yes chronology functions will also be included. Release date not set yet but not far ahead. 😏

Performance Maintenance/Security

  • We're enhancing our infrastructure to meet increasing usage and performance demands while improving security to maintain privacy within our LP network.

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

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