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:

Now you can have additional recipients of a bill being sent via email by adding each additional recipient as a Connection to the respective matter with the Connection Role of "Matter - Additional Bill Recipient". Those Contacts with this specific Connection Role will also receive a bill email like the Billing Contact for the Matter does.

*Note: This will not add recipients to Split Bills

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.

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"

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.

In some scenarios clearing a timer was either not an option or was being inconsistent. Those have been taken care of now so you can easily clear any timer now.

The second thing we did was automatically pre-fill the matter information when you create a billing from a timer, when the timer has been added to your Matter form. 

The value of these small improvements will surely add up over time, plus it just makes using Curo365 feel so much better.

Now you can set a minimum retainer balance threshold per matter so that you can easily keep money in retainer, mitigating the risk of doing work you won't see the money for.

Once you have this set, the retainer replenishment request will be automatically added to the next bill (matter invoice), whenever a matter is below the specified minimum amount you set for the matter.

Here is a guide to help you use this new feature.

Our new support and chat feature is now available within Curo365 where you can easily get the help you need without ever leaving Curo365. It's found only on the bottom right of specific entity form pages within Curo365. It looks like this:

We know your experience with support will be much better with this, and specifically, we want to encourage you to use this interface rather than email for support. It will be much better. Thank you!

When you click it, it opens up and you can search our entire knowledge base of articles to quickly find answers. And if you still can't find what you need, you can start a new conversation with our support team to ask your specific question and get the exact assistance you need. When it is opened it will look like this if not already in a specific conversation:

Generate interest fees daily to add to your next Invoice for any overdue invoices. You can even set your own rate and a grace period after the official due date.

This encourages clients to pay on time and to keep your cash flowing in your firm.

Here is a guide on how to create and apply various interest rates you set up for your matters.