This release adds a few small features and a bunch of fixes, including:
- Invoices will properly have the status of “Sent” when they are sent to the client, not when they have been exported. Unless you have the “3rd Party Export” feature turned on with Xero, invoices that are approved will show up in your “Print and Email Invoices” page
- If an invoice cannot be delivered by email, it will now show the status “Failed to Send” (in addition to the email to the primary attorney, which it already does)
- You can now tag people, much like how you can tag matters.
- Small improvements in how things look, including a lefthand tool bar that scrolls with the page and improved filter pane
- Your tabs/favorites/history in the browser will now have a better name for what page you were on, instead of just saying “Clever Case”
- Import instructions for people have better instructions for formatting phone numbers
- PDFs of invoices will show proper dates for when expenses were charged (instead of showing the date the invoice was made) and remove the date for additional line items
- Phone numbers will be formatted in USA format (XXX-XXX-XXXX) and be clickable to dial in Teams for more pages
- Password security is improved, requiring a 10 character password for all new passwords (old passwords will not be impacted)
- Improvements to the invoice search (under filters)
- You can now get a referral link if you want to tell other firms to use Clever Case
- Gravity Legal is now renamed to be Confido Legal
- Fixed numerous bugs around invoice due dates, emailing invoices with a manual PDF, roles now requiring a unique name, timecards not showing matters in the search if they’re consultation, and more