When switching things around with Billings, what Matter they are for, if a Flat Fee Service is involved, and other considerations, sometimes we found the Client Field would not be updated correctly in a couple of the various scenarios as expected. We made sure it updating fully now.

If you tried to create an appointment from a Matter page, in some certain scenarios you would run into an issue. That issue is gone now, so schedule away.

Submitting Bills in a LEDES format is very important for many law firms. We've made several improvements to the formatting of those files when generating them in Curo365.

We've corrected the ordering to simply order by date, grouped by bill.

In the situations where Split Billing was being utilized, the LEDES file also was split unnecessarily. Now when you generate a LEDES file for a Split Billing scenario, only a single LEDES file is generated.

Some want to show it. Some do not. So you get to control it how you prefer.

There is now a toggle in your Business Center that controls if you want Billing Items to show on Flat Fee Services that have previously been billed but are still being worked. By default these WIP Billings WILL show on the Bill, but specifying "Yes" for "Ignore WIP for Flat Fee Services" will remove those from displaying on a Bill.

There was a bug with the Chat that was causing a "growing shadow" and even multiple windows at times displaying that really made things difficult. This issue has been resolved and cleaned up surrounding this.

It could eventually grow into something like this if you clicked around a lot:

We're pleased to share we've made some nice performance improvements in bulk processing scenarios, like generating bills, that will simply help keep things running more smoothly.

Accidentally deleting things like a Business Center, Matter or a Bill can be quite painful and take a lot of effort in order to recover.

So in order to help prevent that, we've made deleting critical entities like these take a little more intention on your part by requiring you to also type in the name of the entity as part of the deletion process. We hope this helps prevent the rare misstep. 

The new step in the deletion process looks like this:

On your bill, there has previously been a "Legal Services" disclaimer that we have now made into a field you can edit. You control it now and can have it say whatever you want or nothing at all.

The new field to control this verbiage is found within your Business Center and is named "Bill Time Period Legalese"

Within your matter, in the Matter Transactions grid, we've added the remaining transaction categories to fill in the holes and complete the view of all transactions dealing with your matter. This also will help with different reporting needs dealing with your matters and accounting.

This means inside your matters you will be able to track the following transaction categories: disbursements, payments, deposits, credits, write-offs, transfers.

We've made several simple, but needed, display improvements to the Bill including the Timekeeper Summary section to make that section read with greater clarity and have consistent formatting.