Updated on 2020-09-08
- Optimization: data dictionary, display of cases, categories of website navigation commonly used by lawyers, etc.
- Optimization: under Document Settings, optimize the case directory permissions settings
- New: Type of document submission added: "upload final", "change contract".
- Optimization: display of documents, stamped documents and templates under case document management, addition of quick operations such as deletion and cancellation of the final version of case contracts
- New: classification of invoices in advance and invoices on account
- New: Classification of expense claims
- New: System Settings - Document Settings Upgrade: Document upgrade permissions under the case project are set to the role of the participant, optimize the system case type corresponding to the directory (simplify the structure, add folder label attributes)
- Optimized document synchronization settings: cases in the Nutstore catalog are sorted by year and type
- Adjustments: update system role functionality: remove role inheritance rights for users and organization design
- Optimization: default display of clients when adding client contacts and visit history to my case
- Optimization: Timer System settings now allow only a single timer to be switched on and off; Utc time causing timing error bug fixed
- Optimization: mobile calculator optimized for ease of use
- Adjustments: Optimized conflict retrieval function
- Adjustments: task module optimization: task templates add sorting and sharing features; create tasks by template with default case roles as task participants
- Adjustments: optimization of basic information such as the cause of the case
- Adjustment: remove client options from meeting, log, schedule creation
- Adjustment: in creating a courtroom message, the stage allows the user to enter it themselves.
- Tweak: Add a new function of Pending List to the left list of My Cases, optimize the experience of using small screen
- New: New features added during the filing process: multiple clients can be selected, court information entry added, and batch import of related parties added.
- New: New case page
- New: Customer relationship add customer database function
- New: Conflict search for filing, documents, storage, etc. added to the search function for storage customers
- New: Log preview page adds the ability to convert participants to my logs with one click.
- Added: Default sorting and advanced search criteria added to table preferences in preferences.
- New: Add Quick Case Guide and Default Case in Preferences
- Fix: Repeated display of notification list
- Fix: permissions issues arising from organizational deletions
- New: template sharing function
- New: Meeting, schedule and task reminders
Updated on 2020-05-28
- Fix: The bug of displaying case stage when querying the information in the application process.
- Update: Add the function of "only allow case officer to review related logs" in system configuration.
- Update: Add "Qixinbao" function, and add "Qixinbao" configuration for third parties.
- Update: Improve the enterprise information query function.
Updated on 2020-05-09
- Fix: Change in case flow resulted in bug that could not be resubmitted
- Fix: There are no more tasks in the project task, but the stage cannot be deleted bug
- Fix: When there are no workflow permissions for document stamp audit and administrative stamp audit, the page still shows the relevant status and quantity bugs.
- Fix: Process results page bug
- Adjustments: legal person navigation style
- Fix: Change the default organization and required fields when adding a client to a case.
- Bug fix: Data is not displayed according to the settings after the number of data items displayed in the preferences page.
- Fix: Timer scroll height bug
- Fix: Fix the bugs related to menu permissions and workflow duplicate review.
- Fix: Bugs in the contents of notifications involving applicants in filing, paperwork, leave of absence, administration, etc.
- Fix: Optimized web front-end framework: bug fixes and better support under small screens
- Fix: Small program, public binding bug
- Fix: Financial module optimization and related bugs
- Update: The function of conflict search and avoidance condition selection is added under system configuration, which allows users to freely combine the avoidance conditions during conflict search.
- Update: The function of displaying pre-filing and bidding is added under system configuration, and the procedure of pre-filing and bidding is added to the case file.
- Update: My Case, Case Review, Case Management page to add bids, pre-filing search criteria
- Update: Added to-do list on my case home page (case related pending review transactions)
- Update: "Official Case" was changed to "In Process", and the status of "Complete Case", "Pre-File Successful" and "Bid Case Successful" was added.
- Update: Added "Calculator & Site Search" shortcut in upper right corner.
- Update: Additional required fields for basic case information can be configured.
- Update: Multi-language maintenance function added
Updated on 2020-03-25
- Update: Electronic contracting (contract lock) has been added to case documents and administrative documents.
- Update: Full-time web conferencing has been added under Common Tools.
- Update: Multi-selection of case stages is added under System Configuration, Case.
- Optimization: Case status is optimized under Case Analysis.
- Optimization: The financial statement entry interface has been optimized.
- Optimization: Advanced search for contacts is now automatically searched when "clear" is clicked.
- Optimization: Timer optimization: Tasks are no longer strongly associated and can be created separately.
- Fix: Form preferences in preferences have no effect.
- Fix: Log length statistics problem in My cases and Log entries.
Updated on 2020-01-16
- Update: Add two-step authentication and login when creating or editing users.
- Update: Added one-click user lockout and two-step authentication for user list.
- Update: Add consultant client search criteria in client management.
- Update: The feature of deleting contacts and visit logs is added to the customer details of customer management.
- Update: Adding contacts with the same name is not allowed in Client Contacts.
- Update: Added case status filtering criteria for category analysis under Case Analysis.
- Update: Case analysis charts add loading effects
- Update: Add the ability to add brand banners and background images under system settings.
- UPDATE: Removal of the required General Tax Number
- Fix: The document settings basic directory view is not displayed
- Fix: Notification loading problem
- Fix: Advanced search for collections
- Fix: Invoice number validation issue
- Fix: billing return notification issue
Updated on 2020-01-13
- Update: Optimize the display of my case listings data.
- Update: Enable lock/unlock feature when adding users
- UPDATE: Free representation added under the case fee method
- Update: Case Management adds client type, client industry, and case reviewer search criteria.
- Update: Added client type, client industry, invoice, receipts, counterparty to case management export column
- Update: Optimize invoice and receipt management listings and query criteria.
- Case analysis adds data view display and download
- Fixed the bug that the keyword search could not be customized when the Risshun non-partition search was performed.
- Add default keyword filtering setting in system settings.
- Fix: When editing a case, the relevant client contact cannot be selected
- Fix: Respondents and visitors are not shown when editing customer contacts
- Fix: Linked case client deletion bug
Updated on 2020-01-07
- Fix: impact of receipt date on case numbering rule
- Fix: conflict of interest pre-screening search logic
- Update: Optimize the layout of document settings and the permissions of the base directory.
- Update: Add enterprise WeChat parameter configuration
- Update: Optimize French angel interface, add file view interface
- Update: Invoice voiding function
- UPDATE: Additional organizational search terms added to case analysis
- Update: Deactivate user account when user is deleted.
- UPDATE: Case management added to business area search criteria
- Update: Added billing judgment
- Fix: The number of exported data does not match in log management
- Fix: My case has a time display issue under Today's Pending
- Fix: Problem of displaying customer visit record and address book data under customer information
- Fix: Organizational and data permissions
- New: Invoice number generation rules added to the serial number coding rules
- Added: More data to be loaded automatically for notification scrolling.
- Added: Add default form date
- Added: Back to top function added
- Update: updating the organizational structure
- Optimization: increased levels of organizational effectiveness in the document and billing templates
- Optimization: batch audit function added to the workbook review
- Fix: Fix Dashboard permissions issue
- Fix: Fix notification list not skipping issue
- Fix: Fix common functions and shortcut menu permissions issues
- Fix: Fix mmenu theme style issue
- Update: Add auditor information to seal audit list
- Update: Preview, reviewer information added to case document management file list
- Update: Added key field protection setting for user account information modification in system setting security information.
- Optimization: the long rendering wait time of relevant pages due to the large amount of third-party conflicts of interest information under case information
- Optimization: when there are too many information about the other party in a case, such as a class action, only the first 20 party information will be listed by default.
- Optimization: insufficient information displayed in my case closure
- Fix: Lost the preference theme style setting bug when single sign-in account is extruded.
- New: My case now has the ability to change case flow number.
- Update: improve receivables registration information
- Update: Improved workflow stability
- Update: The external links menu opens in a new window by default.
- UPDATE: Case related listings to include principals and lead counsel
- Fix: Invoice generation problems
- Fix: problems with notification
- Fix: Invoice collection linkage problem
- Fix: problem of displaying contacts data, no data in contact QR code
- Fix: Mismatch in the creation time of tasks, logs, etc. under Calendar Center and My Case
- Fix: bugs in immediate processes, financials, schedule center time display, etc..
- Optimization: approval status search.
- Optimization: permission structure, document center.
- Development of Lee punch word search on and off settings;
- System administration - bug fixes for user pages.
- Common code maintenance.
- Bug fixes for special characters that cannot be saved in the document review file name.
- Document template matching field refinement and content optimization.
- Overall optimization of case file management.
- Stability repair and optimization.
- Workflow optimization and bug fixes: conflict retrieval adds a bounce back option, fixes an invalid repeated submission bug;
- Organizational optimization, granularity of authority and bug fixes.
- Optimization of conflict-of-interest pre-screening operations, with the addition of a word search switch.
- Optimization of word splitting algorithm to enhance the professionalism and intelligence of word splitting.
- Stability fixes and optimizations.
- Add the region and date of receipt of the conflict search results.
- Optimization of the lawyer's letter submission page.
- Optimizing and upgrading the case document management page, adding functions such as template generation to facilitate the generation of documents and the downloading and stamping of documents by administrative staff.
- System administration privileges are optimized to refine the granularity of user management actionable functions and privileges.
- Bug fixes and other optimizations.
- Case management: Case approval, conflict search, and case rectification are combined into case approval authority.
- Case management: the case filing function has been merged into the case review function.
- Billing management: a new billing audit feature has been added to billing management.
- Invoice management: an invoice audit function has been added to invoice management.
- Receipt management: a new function of receipt verification has been added to the receipt management.
- Cost management: a new cost audit function has been added to cost management.
- Financial statistics: the financial statistics page has been eliminated.
- Case application: new fields have been added to the case application for operational fields.
- Common tools: a new Legal Person navigation page has been added to the common tools, which allows you to navigate to legal person-related web pages, or add your own new navigation address.
- Calculator: a new attorney fee calculator has been added in the third position on the left side of the avatar, allowing users to calculate attorney fees, court costs, and other various amounts depending on the situation.
- Notification optimization: optimized the notification messages and system, making notifications more accurate and displaying notifications more logical.
- Enterprise mailbox one-key login: Newly added the function of binding enterprise mailboxes in the third-party settings of system management, so that you can login after binding enterprise mailboxes.
- Multi-factor login verification: New verification function is added at login to detect login abnormalities, which requires verification by email, SMS and Google Authenticator.
- Account Link: You can bind related colleague accounts in one click to avoid the security risk of leakage of accounts by logging in other people's accounts with your secret accounts.
- Added an audit log function: users can view all the user's operation records in the Vera, including user name, operation time and action.
- New data dictionary function: users can set the name information of each field such as business, audit, etc. according to their needs.
- A new workflow feature: users can assign the review process to a specific role or person for review.
- Document settings: users can modify, add and delete folder names under case items to make the presentation of folders more user-friendly.
- Flow number coding rules: new flow number coding rules are added to allow users to set up their own flow number coding in line with the firm's customary use of the flow number, refer to the instructions and examples for specific operations.
- Personal Center - remove "Job" from the basic information;
- Case Information View - Added fee information for the case filing process, specifically: Agreed fee information: regular fee, risk fee, hourly fee, case attorney fee, etc.; Client Creation and Display - Removed the Client Type (Full Client, Prospective Client, Full VIP Client) field, renamed the Business Type field to "Client Type";
- My Cases - Get Status interface under Search Queries modified;
- Automatic deactivation of the management account after the check-off of personnel.
- Case items can be created directly in My Case if no case items have been created.
- Optimization of the classification of cases and operations in the case file.
- (b) Optimization of the uploading of attachments in the review of closed cases.
- Fixed some known bugs
Android 1.0.6/iOS 1.2.2 update
- A new issue feedback feature that allows you to submit issues you encounter in My - Settings - Help and Feedback.
- Optimized sharing of information.
- Fix some display errors and omissions
Android 1.0.5/iOS 1.2.1 update
- A new case home page, which allows you to add the corresponding process directly to the case, saving jumping time.
- Optimizing some performance to make the app run more smoothly.
- Optimization of some interface issues to increase operational speed.
- The upload function has been optimized and text files can now be uploaded.
Web Side Updates
- Under Global Search, add payment function for French Angel;
- Optimize address book interface, add time stamp