V 1.2.3.0 – 27 April 2026

Password Change Option for Users and Validate Password Length 

• Please note that the following options are only enabled when ‘Use Login Screen’ is ticked under Tools – Options – General – Use Login Screen.
• Once enabled, Administrators can change user passwords under Maintenance – Users – General.
• A ‘Require Password Change at Next Login’ checkbox has been added to User Details, allowing administrators to require a user to change their password at their next login.
• Password length validation has been added to ensure passwords must be at least 6 characters in length.

 

 

 

 

 

 

 

V 1.2.2.0 – 22 April 2026

Internal Company – Invoice Template Selection

• An Invoice Template dropdown field has been added to the Invoice section of Internal Company, allowing users to select and associate an Invoice Template with each Internal Company.

 

 

 

 

 

 

 

V 1.2.1.1 – 21 April 2026

Matter List Screen – Disable Matter Title and Client Name search boxes and Search button while loading

• The Matter Title search box, Client Name search box, Search button and Matters list on the Matter List Screen are now disabled while the screen is loading. These controls are re-enabled once loading has completed, preventing unintended interactions during the loading process.

Matter List Screen – Add Internal Company filter

• An Internal Company filter has been added to the Matter List Screen, enabling users to filter the list of Matters by Internal Company.

New Matters – Automatically add the Internal Company if only one exists in the system

• Under Matter Details, when creating a new Matter, an Internal Company is added to the matter automatically if only one Internal Company exists in the system. If more than one Internal Company exists, an Internal Company is not added, and the user must select one manually.

Work Groups – Restrict Internal Company to Internal Company on the Matter

• The Internal Company dropdown on Work Group Details has been updated to restrict available options to only the Internal Companies assigned to the selected Matter. The Matter dropdown now appears before the Internal Company dropdown, and the Internal Company dropdown is not populated until a Matter has been selected.
  • If only one Internal Company is available for the selected Matter, it is automatically selected.
  • If no Matter is selected, all Internal Companies remain available.
• These restrictions apply to both manually created Work Groups and Work Groups generated from Templates.
• On the Create / Update Work Groups screen under Work Group Template / Work Group Maintenance, the Internal Company dropdown has been updated to display only the ‘Assign to Internal Companies by linked Internal Companies on Matters’ options. Specific Internal Company options have been removed.

Adjustment: Delete Work Group Error

• The ability to delete Work Groups and Work Entries can now be controlled via a system-wide setting. When deletion is permitted, users can delete Work Groups from the Work Group Templates screen and the Time and Costs by Matter screen. Work Entries can be deleted from the Time and Costs by Matter and Time and Costs by Employee screens.

Adjustment: Statement Entry List – Error when searching if a Client is selected, but no Internal Company is selected

• A « Please Select an Internal Company » placeholder entry has been added to the Statement Entry List. This entry is removed once an Internal Company has been selected. The system now validates that an Internal Company has been selected before refreshing the list view, preventing an error when no selection is made.

V 1.2.1.0 – 15 April 2026

Lead Client Options

• Under Matters – General – Clients, the first Client added to a Matter is now automatically set as the Lead Client. The Lead Client is displayed first in the Client List with a light green background to distinguish it from other clients.
• A ‘Set Lead Client’ button has been added to the Clients section on the Matter Details screen, allowing users to manually change the Lead Client at any time.
• The Clients section of the Matter Summary Report now includes a Lead Client column, displaying ‘Yes’ against the Lead Client and ‘No’ for all other clients.