Release Notes - January 10, 2025

What's New This Week?

Disable Mail Sync Per Matter

Users can now disable mail sync on a per-matter basis. Simply navigate to the matter details page, click the three dots in the top-left corner, and select "Disable Mail Sync." This option is also available in the "Change Attributes" action within automations.

This feature is perfect for users who want to stop syncing emails to a matter’s activity timeline, such as after the matter has been converted to "Hired."

Add Deadline Time to E-signature Documents

You can now set a specific time for e-signature expirations, in addition to selecting a date. The expiration time is based on your firm's timezone, giving you greater control over document deadlines.

Limit Payment Types on Trust Fund Requests

Time & Billing users can now specify allowed payment types for trust fund requests. Choose to accept payments via ACH, credit/debit card, or both, offering more flexibility for your clients.

Fixes

Previously, required company fields were not displaying an asterisk (*) to indicate they were mandatory. This issue has been fixed.