Change Log
02.05.2023
Case Status Report: New report added
Enabled Two-Factor Authentication (2FA) for all accounts
More Timing Options for SMS Event Notifications
Time Sheet Report Updated with New Filter (Bill Type)
Created a new column for “Processing Fee” on the OneLink page
Added filters in Billing>LollyPayments>OneLink page
Updates to LollyPayments Payment Receipts
Users can make edits to the “Received by” value in Payment Receipts
Make “Paid for” value editable in Payment Receipt
Added “Office” dropdown field to quick-bill form
Add column for “user” in report Contact Records
Updated dropdown field in “Assign Questionnaire” form to a combo-box search
Added contact sync step after form upgrade
Updated system to sort list of “Roles” alphabetically
Changed Report Download for “Expected Cash Flow from Monthly Payment Plans” so that all records in the report table are included.
Redesigned company contact views to include a matter page and staff page
Added new H-1B Questionnaires for registrants
Updated Contact Profile Employment Form Section “Outside the U.S.”
Changed Report Download for Invoice History so that all records in the report table are included
Updated I-485 Applicant Questionnaire
Added download to excel option to Cash Flow report
Added report download option to Parties Involved report
Added filter “Status” to Billing>LollyPayments>Transactions
Added option “Apply to Matter Trust” to OneLink Actions
Added column to LollyPayments>Onelink table for “Applied to:”
Fixed bank account filters for Reports “LollyPayments Batch Payout” and “LollyPayments Transaction Fee”
Fixed Event Time field not populating in SMS Notification for Consult
Fixed Bug found when a user edit’s their profile field “Submission Email”
Fixed “Address Lookup” feature so that “Postal Code” field is not populated with “Zip Code”
Fixed Bug Preventing Values in Required Documents List from Saving
Fixed Next Payment Date value in LollyPayments Table
Fixed Failed Payment Email Notifications
12.18.2022
*NEW* LollyEmployer – modern, easy-to-use and powerful legal compliance tool for your corporate clients HR and hiring managers. Manage I-9 and E-Verify compliance with ease. Automates work requests that align to processes (i.e. H-1B, PERM, Family Petitions, etc). Syncs natively with LollyLaw.
Added option to allow multiple payment plans per invoice, if needed
Improved handling for cancelling specific transactions within a scheduled payment plan
Fix for removing cancelled/deleted payment plan still showing in “Pending” status
Haitian Creole language support added to Client Bridge
Backend optimizations
10.2.2022
*NEW* Quick Bill option – from the main menu, users can now create an invoice from scratch and process payment via LollyPayments. Useful for high volume, transaction office operations.
Added to the Create Invoice view all the options needed to send bill to client, process payment, or schedule payment plan.
*NEW* Next Day Funding – firms may choose to have payments processed rapidly and deposited to their bank account as quickly as 24 hours.
*NEW* Batch Fees – firms may choose to have transactional fees from LollyPayments handled monthly
*NEW* Advanced Search – In addition to the “type to search” and “partial match” search feature for Contacts and Matters, Lolly now provides an option for “Exact full keyword match” search. Targeted search has been added for Activities, Tasks and Notes.
Added dedicated views with more details as an additional means to view the record. Useful for sending links to team members as well as following up on reminder links that come via email.
Added preconfigured report filter options (ex. “Show All In Past 90 days”, “Show All In Next 30 days”)
Added additional internationalization language options for the Client Bridge portal.
Additional UI updates and backend optimizations
9.19.2022
*NEW* WorkFlow Assignments by Role – within a case type, there is now a way to default the role that should be assigned for each individual task
Set ‘role’ that should be assigned to a task when matter workflow is created
‘case role’ default added to user profile
Added additional search options to QA reports; office and activityType
Updated TimeEntry form to automatically adjust end time if start time is edited. Default interval set to 60min.
Added full screen views for Reminder and Activities; used to display record data when routing from an email link
Optimizations to billing sections; Notes for individual charges are loaded in on demand
Backend updates
8.1.2022
*NEW* QA Report Category
‘Next Step Tracking’ – view matters and the next step
‘Upcoming Event Tracking – view matters and the next scheduled event
‘Interaction Tracking’ – view matters and the most recent client interaction
Optimized Billing Charges query – increased speed by 400%
Added option to manually mark an invoice as ‘closed’ and note reason
Updates and Optimizations to LollyPayments
6.21.2022
*NEW* LollyPayments – Native Payment Plan Tracking and Processing
Process one time payments to Trust or Operating
Create payment plans to Trust or towards bills
Notifications (email and sms) to clients
*NEW* Web Speech – Speech to text for notes; English, Spanish and French supported
Added language support for:
Russian
Chinese (simplified)
Farsi
Hindi
Arabic
Added [Interaction Report]
Improvements to Sharepoint integration (cache link)
Updates to report export function
Updates reporting: query time entries by multiple users at a time
UI Updates
4.26.2022
Added the following questionnaires to Client Bridge:
I-129F Petitioner
I-129F Beneficiary (Fiance)
O-1A Petitioner
O-1B Petitioner
I-140 Petitioner
User Management – Increased user count to 750 for query
Updates to Microsoft Outlook event sync method
Updates to user profile UI
Updates to new account wizard UI
Fixed issue affecting excel export of tasks without user assignment
Added print friendly option for consultation notes
BETA – web speech voice dictation for notes
4.4.2022
Added option for Admin to manage username of staff
Updates to familiar relationship linking and syncing; refresh button option added to resync parental data
Update to Sharepoint link structure and inner folder detection
Added additional biometric fields to Contact Profile
Updates to account management tools
Fixes to Invoice Generation Method
Deprecated ‘Move Funds to Filing Fee Account’ method in favor of more ubiquitous ‘Move Funds’ method.
2.28.2022
Added option to edit any existing SMS message templates under Settings
Added field under User Profile to specify new email to be used for form submission responses (defaults to user email)
Updated form sync logic to exclude “N/A” values entered into a form
Added handling for situations in LawPay where payment processing fails due to “insufficient funds”
Updated Client Bridge activation process to automatically auto-populate [username] and [email] for client
Added direct URL link to questionnaire into SMS notification to client (when SMS is enabled)
Updated the ‘copy’ button on phone number to also include the country code
Added “Akateko” to list of preferred languages for a contact
Updated the “new matter” email notification to also include the full title of the matter in addition to the Name/ID
Updated Microsoft Sharepoint integration to include additional meta data details on file size for file upload and quota tracking
1.26.2022
Added O-1 Questionnaire and UI updates
Added account preference to require a [matter] be specified when adding funds to a trust account
Added performance optimization tracking (backend logging)
Enabled “mention” feature for notes within a Task Detail
LayPay integration updates; change payment method path, (backend in preparation for ACH)
Updates to Contact Mailer report output
ETO integration updates
UI Updates
Backend query optimizations
12.14.2021
Added search filters to Payment Plan section for LawPay transactions specifically
Added additional user permissions under Security Groups to govern LawPay functionality
Added convenient single click ‘process payment via LawPay’ for consultations
Added wider support for multiple trust accounts; refund process looks to target trust account used
Added additional views for managing and tracking LawPay “payment plans” vs “transaction history”
Added option to search for ‘unassigned’ tasks and bulk update
Updates to ETO integration
Added tool to merge contact records
Added user preference for default ‘practice area’ view for Contact Profile data
Updated system to set event start time to round to nearest 15 min mark like other 3rd party calendars
UI Updates
11.24.2021
Added report to search and view case receipts (USCIS)
Added option to send a Reminder to multiple people
Added option to send direct link URL to client to view and upload checklist of documents (Client Bridge)
Updated questionnaires that are sent to client via a direct link URL to prompt user to ‘Submit to Attorney’ when saved (Client Bridge)
Updated Contact Note card to display html notes in same way as it is viewed when in rich text editor
Updated UI view for Invoice Preview
Added field for tracking an ‘Internal Client ID’
Added LawPay actions to areas in software outside of Billing section for user convenience
Added option to use SMS template when configuring notification for an event
Added check on email for new user invite/sign up
Added option under Library-Case Types to hide case types that are not subscribed
Fixed issue where direct payments made on an invoice did not automatically update the cached balances figures on case
Backend updates
11.8.2021
Add dynamic cloud storage viewer to Contact Documents area; move between related folders from same view
Updates to IRC Contact Profile Assessment
UI updates
Updates to ETO integration; G-28 appended to all application submissions
Added field ‘payment mode’ to direct payments on invoices
LawPay updates; issue refund; catch card process declined on LawPay side
11.1.2021
Added option to send Client Bridge Questionnaire/Intake as a direct link to complete online without signing in to the portal
Updates to LawPay integration; refactor to add payment processing onto bills
Fixed issue where first SMS received appears twice on screen
ETO sync updates
Added “bundling” feature for creating application submissions and syncing with ETO
10.18.2021
Removed html markup from notes that are exported via TimeSheet report
Changed Invoice ‘Date’ column field to print the ‘schedule date’ of the entry instead of the created timestamp of the entry
Fixed issue where last line of invoice ‘Outstanding Amount’ was not calculating on invoices with partial payments applied
Added handling for subscription notifications on failed credit cards
Updates to LawPay integration; deleting manual and automatic payment plans; search and filter by client;
Added option to hide ‘Done’ tasks
Fixed issue where direct payments were not appearing on Account Statement details
Added ‘Case Balance Comparison’ report’; show Contract Amount vs Trust Balance vs Outstanding Balance for all open matters
Added functionality to automatically include receipt numbers into matter search index; receipt numbers can be used for matter search
Added option to insert hyperlinks into rich text edit areas
Added option to sort ‘Upcoming Events’ under Matter Overview
10.5.2021
Added report for “Funds Transfer Requests”
Added handling in ReForm for triggering embedded scripts on keystroke
Set order of Mail Log to show most recent entries at top
Set Google Calendar sync to get list of attendees from Google Calendar first, then update (keeps changes to attendees list made outside of Lolly)
Added Bulk Export option for Consultations
Updates to Lawpay Integration; SMS notifications, local time zone used for scheduling
9.16.2021
Updated Box integration to include option to refresh or change the OAuth token for an account
Updated ReForm sync to Lolly to also trigger sync to ETO (if applicable)
UI Updates
9.14.2021
Added deeper integration with calendar sync (Google and Outlook); Send calendar invites via Lolly; Set event color (Google only)
Added feature to generate and print Account Statements in bulk; selection by client or case; Multilanguage support
Updates to LawPay integration; UI updates and Instructions
9.7.2021
Added LayPay integration (beta); manage subscription plans, generate bills, sync payments, send notifications (email/sms), reporting
Added feature to generate Account Statements in bulk; Server side function generates files, zips and downloads
Added feature to set ReForm addendum subject;
ETO integration updates: added sync for Consultations, added required fields, fixes to reports
Added option to customize ‘Referred By’ list
8.18.2021
Added “Conflict Check” feature; indicate the existence of a conflict in a Contact relationship, the type and description. Added a “Conflict Check” report for searching by person’s name.
Added ‘Credits Transactions’ report to provide historical data on credits issued during the bill/invoice process.
Added option to apply to a credit to an existing invoice with functionality designed for closing out a case and reconciling remaining balance outstanding.
Changed API to set the ‘datetime last edit’ on files to use ‘datetime last modified’ from 3rd party cloud storage
Changed ‘Accounts Receivable’ and ‘AR Aging’ report to exclude invoices in ‘Draft’ status
Set certain fields in Activity Entry to ‘required’ if marked as an ‘Application Submission’ and ETO integration enabled
Added ‘Firm Operating Account’ as display option in [Transaction] tab
Increased Google Drive fetch limit to 300 on sync
Added message to [Documents] tab when maximum file count (300) reached on display
UI Updates
7.26.2021
New Journal UI; streamlined view and standardized controls. Added HTML rendering for print jobs
Changed handling of Case Type workflow: tasks with a ‘days from start’ of 0 will not be given a due date automatically and instead remain blank until user sets date manually
Optimizations in ReForm: screen size detection, rendering inputs, positioning, and font adjustments
Added ‘Scroll To Top’ widget when viewing long pages of content
Added a ‘quick edit’ option to Matter Team Member Assignments area
Added option to edit activity [Title] after the entry has been billed
Updated system logic when closing a matter to check outstanding invoices in addition to case balances
Added a visual indicator to Expected Cash Flow Report next to individuals who are behind on monthly payment
Added ‘Created By’ field to Transaction Detail Report
Enabled bulk export option for Upcoming Events Report
Added UTC standardization for task time due date; Added [Time] field to task due date area with default to noon UTC.
Fixed issue that caused duration field to auto calculate in excess of a day when editing the start time of an activity
Replaced date picker in Task Widget with standard widget
Added logging to task due date changes
UI Updates
6.29.2021
Fixed bug when changing due date in task table on matter
Fixed bug calculating Time & Expense badges
Increased upper limit of tasks shown in matter Task Board view to 400
Added visual indicators of repayment status on monthly payment plans
Updated task query to resolve noise pertaining to time zone for task due dates
Added option to view invoice details when running Invoice History report
Updated Billing Charges view to exclude calendar events set in the future
UI updates to ReForm: collapsible side menu, standardized font to match PDF, adding ‘combing’ input field type
Various report improvements: Added additional column sort options,
Optimizations to Client Bridge page loads
6.21.2021
Added ETO integration
Added reports – Invoice Aging (30-60-90), Invoice History
Update report filters to include ‘Office’
Added advanced billing controls to Contact-Transactions and Matter-Billing views
UI updates to Settings->Integrations view
Fix to ‘select all’ checkbox in Schedule->Tasks
6.15.2021
Added badges to show total [Debit] and [Credit] to case ledger reports
Updates to reporting; order by ‘paymentDate’ rather than ‘createdDate’
Backend optimizations
6.14.2021
Backend optimizations
Changes to session handling
6.9.2021
Updated core libraries and dependencies
Added sort ordering to search results for Matters and Reminders; added handling for matter search tag capitalization/lower case
Added type-to-search for matter in matter views
Added ‘User Caseload Assessment’ report to measure and compare assignments by team member
6.3.2021
Added ‘Expense Category’ custom lists and tagging feature, report filter
Added support for international phone numbers (new UI widget)
Added filter by office to Invoices section
Added automatic check for addendum in ReForm on sync
Added report ‘Parties Involved’ to list details of Contacts on matters
Increased vertical space for rich text area of Time Entries and other activity records
5.28.2021
Added administrative function for visa bulletin tracking
Fixed toggle button to switch task view between Table and Task Board
Fixed Triggered Tasks report to filter by ‘date triggered’ rather than ‘date due’
5.27.2021
Added new preference option to user profile to set default view for tasks (i.e. taskboard or table)
Updates to reports: additional fields, additional column sorting, bulk export to excel service, query optimizations
Added ‘preferred language’ option to Client Bridge settings so that internationalization can be more automated for the client
Fixed issue where Client Bridge users were reflected in User counts under User Management
Added link to Dashboard to jump to Tasks view when clicking on Task chart titles
Fixed issue where final item in breadcrumb menu was not showing on screen
Updated look and layout of Journal Printout
Added ‘Memberships’ and ‘Employment History’ datasets to ReForm addendum feature
Added field to edit task due date directly in the task table (for matter workflow)
Fixed issue where Time Tracking report total only calculated time entries on a Matter (now shows all time entries)
Added contact ‘DOB’ field to asset tracking label
5.17.2021
System will now automatically mark contact as ‘Is Client’ when person is marked as the primary applicant when opening a new matter
Added ‘Education History’ as selectable data set for Form Addendum copy/paste feature
ETO Integration
Changed ‘due date’ field in tasks table from label to date selector input box for faster updates
Adjustments to Asset Label print output
Adjusted Activity Entry form to show non-editable fields as disabled; added note for timer entries in edit mode
Added handling for when cancelling a change to task due date – revert value on screen to previous value without refreshing
Adjusted UI layout for 1024 monitors and smaller screens
UI Updates
5.7.2021
Updated Contact Snapshot to display all phone numbers and their type
Updated address lookup (google map) to auto populate postal code
5.6.2021
Added ‘reset password’ option under User Management
Added additional details to output of print journal
Added ‘billed date’ to excel export of Time & Expense table
UI updates
5.4.2021
Added Form Addendum Features (beta)
Fix to Asset Requests query and table pager
Update to User query and User Management UI; added user count by status
Added Server Side Exporter (beta) with limit of 10,000 records. Implemented in Time Sheet report
Added filter by office for mail log
Show asset location in asset list table
4.28.2021
Upgraded server pool
Added ‘Request Asset’ button to matter record for those with permission to create requests
Fixed filter by office for asset requests view
Backend query and index optimizations on db
Updates to importer tools
4.20.2021
Added new field to track delivery status of an outgoing package (mail log)
Added option to adjust trust balances and filing fee balances directly without creating additional transactional logs (advanced controls)
Updates to Naturalization Report
Updated links for Required Documents (Client Bridge) to open in 3rd party storage rather than download (e.g. MS Onedrive, Sharepoint, Box, etc)
Added calculated field for ‘Amount Remaining on Contract’ which is contact amount less sum of payments (into trust).
Added masking for SSN fields
Added client interaction type of ‘video conference’ for tagging activities
Added visual indicator for tasks marked as ‘milestones’ when viewed in Taskboard mode
Enabled the setting of secondary status on a matter without having to also set the matter to ‘pending’
UI updates
4.15.2021
Added option to adjust invoice outstanding balance directly on the invoice record (Advanced Billing Controls)
Added option to adjust date of transaction directly on the transaction; intended for adjusting records migrated from another system (Advanced Billing Controls)
Added visual indicator to tasks marked as ‘is milestone’ when in taskboard mode
Updated links on files uploaded to a Required Document item (from client) to open in cloud storage rather than download to local machine
Updated Schedule->Tasks link to matter to open in new tab rather than change current view; leaves task view open
Added filter by tasks status in Triggered Task report
Fixed issue where changing # record rows in table pager did not persist in cache if user navigated away from view and came back to time & expense table
UI Updates
4.6.2021
Added ‘Timeline’ view under Schedule section; Allows for easier comparison of open availability among several staff members for appointment booking purposes
Added functionality under ‘Family Group’ to copy sets of data from one contact to another (ex. Spouse’s Address History).
Updates to H1B questionnaires and mappings
Backend updates related to API and custom database integrations
Added [payment method] field to Transaction Details report and excel
Added redirect links to all notifications referencing CB Questionnaire submissions (quick inspection of questionnaire responses)
UI updates
3.29.2021
Added [datetext] field to replace [date] field. Allows for entry of date using datepicker for a ‘MM/DD/YYYY’ format OR entry of any text value (ex. “unknown”)
Replaced all existing [date] fields to [datetext] in both Lolly and ReForm
Conversion of all UTC dates to datetext ‘MM/DD/YYYY’ values
Updated indexing to detect values of ‘MM/DD/YYYY’ format and handle as date value rather than text
Removed check on date format of text values in ReForm so that all datetext values are synced back to Lolly
Added ‘All Day’ event option; enabled sync with Outlook Calendar and Google Calendar
3.25.2021
Add ‘Relationship’ linking to Contacts; allow for basic familiar relationship to be linked to a new or existing contact record. Copy data from one contact to another (ex. link spouse to existing contact, have spouse information copy into Contact.currentSpouse fields)
Added option to copy a family member and their data into the household member list
Backend update to index multi-point attributes of a Contact (i.e. allow for search on multiple factors such as [country of birth], [gender], [age], [is LPR], [marital status], etc)
Updated report Contact Mailer to use multi-point search indexes
Added option to track [funding source] at both Contact and Matter level. Added customizable list of funding sources.
Increased the character limit of entry area from 150 to 500 for both direct SMS text messages and custom template messages; system will split message in accordance with telecom limits on characters.
Fixes to H1B – beneficiary questionnaire
Added backend report generation service
3.18.2021
Fix to MS Outlook event sync when [Description] is empty
Set default calendar notification to ‘popup’
Updates to Invoice/Bill template
Added fields to Contact Mailer Data report [country of birth, alien number, date of last entry, etc]
3.17.2021
Updated UI and system messages
Added ‘created by’ info to bottom of payment entry modal
Added automatic function to remove preceding/trailing spaces from contact names when creating folders in 3rd party web storage
3.16.2021
Updates to Contact Profile – new fields added
Added default notification to calendar events when syncing to Outlook or Google Calendar
Fixed issue in Questionnaires affecting date format upon refresh
Allow note to be edited if ‘Amount’ is 0 (i.e. no billing) and is allowed
Added option to copy current employer to employment history
Updates to asset tracker multi-scan mode; take ownership of asset requests from queue view
Added tools for technical support
UI Updates
3.15.2021
Fixed issue preventing DocAuto feature from uploading file to Dropbox
Added email notification to clients upon submission of questionnaire (email receipt)
Added fields {DOB, Alien Number, Last Entry Date} to Contact Mailer Report
Added ‘submitted date’ entry field to Matter Documents area for each form
3.9.2021
Fixed bug affecting redirect on some notification types (i.e. mentions)
Set exclusion on [datetext] fields when using of “print N/A” option in ReForm
3.8.2021
Maintenance on DropBox integration
Added report for forms tracking
Added sort ordering for Activity Types dropdowns
Backend updates for index and search on Matter Subjects
Updates to H1B-employee questionnaire
Updates to Asset Tracker – simplified request option on Matter, added multi-scan mode
3.3.2021
Fixed issue affecting the display of non-matter related events on calendar
Added view/report to review and inspect historical notifications by user and date range
Added backend handling for all-day events and syncing
Backend changes to push-notifications handling
Fixes to webcam/scanner plugin for better stability and performance on iOS devices
3.2.2021
Set custom activity types list to order alphabetically
Added ‘delete’ option to reminders showing in Contact-Snapshot
Changed notification center to display additional information such as notification type
Added in-app view to query and review past notifications
Add questionnaires for [H1B – Employee] and [H1B – Employer]
Set calendar default view to ‘Week’ rather than ‘Month’
Optimization of calendar when retrieving list of events from database
Fixed Contact Note to display rich text formatting
Added option to give description for clients when defining list of required documents
UI Updates
2.25.2021
Fixed issue affecting users switching sessions across machines while session is expired and entering redirect loop
2.22.2021
Added customizable matter disposition list to Account Configuration;
Added bulk update tool for asset tracker
2.19.2021
Added password autogenerate when inviting client to Client Bridge portal
Added option to ‘notify team members on matter’ when logging mail regarding a case
Updated certain reports that display Matter records to open selected matter in new tab rather than update main view
backend updates to expand Contact search indexes
UI updates
2.18.2021
Asset Tracker and Mail Tracker released; create QR tracking labels for physical files and other important assets; track check in/out of assets; track incoming/outgoing mail and tracking numbers
Updated calendar sync setup to present list of existing (Outlook/Google) calendars as dropdown list for user to select’ replaces calendar ID copy/paste method
Changes to Issue Refund process
2.16.2021
Added support for Google Team Drive
Added support for Dropbox
Added view under Contact to display all [Time & Expense] entries related to that person
Added enterprise multi-site reporting capabilities and related permissions
Backend API update to retrieve ‘primary contact’ listed on Matter for purposes of automated SMS text messaging
Added check on document type when uploading template files to Document Automation
Backend updates and UI/UX changes for Asset Tracker release
2.9.2021
Updated sort/order of transactions records
Backend updates to system email sender
Added support for Microsoft Sharepoint integration (document storage)
Added ability to customize payment mode types
Added search index for ‘office’ and applied to multiple report filters
Added author/datetime stamp to bottom of note entries when in edit view
Added means to track submission date of a form in ReForm
Added date and time fields to note entry for user to backdate occurrence (ex. phone call in the past)
Added logic to skip completed tasks when bulk select and shifting due dates
Added account preference to automatically generate bill when opening a new flat fee matter
Increased the number of record row options in Schedule->Time Sheet
Added ‘date from/to’ for contact current address
Updates to NIV Questionnaire
Added ‘Case Roster’ report to Starter plan
Fixed issue affecting retrieval of template files in Box integration
Fix to image thumbnails for client bridge backgrounds
Fixed issue in DocAuto affecting ‘eventdate’ and ‘eventdatetime’ placeholders
Fixed issue affecting display of custom backgrounds and elements on Client Bridge
Fixed issue where google address lookup would set ‘province’ value; if US, ‘province’ will be empty
UI Updates
1.27.2021
Added ‘datetext’ field to ReForm; allow text in date field for specific instances
Fixed issue in DACA questionnaire – everRemvalProceeding field
Added ‘super user’ to Enterprise plan with multi-account management tools
Added ‘export to excel’ option to Schedule->Tasks view
Updates to ReForm administrative tools
1.25.2021
Added option ‘Add Note’ to top level menu
Added option to trigger SMS text upon completion of a task; select SMS template from library
Fixed issue where copying an event also copied ‘createdDateTime’
Added ‘authored’ information to activity records (i.e. time entries, events, etc); view ‘createdby’ and ‘createdDateTime’ in edit view
1.4.2021
SERVER UPGRADE – double memory, increase capacity; Service maintenance.
Backend changes
12.24.2020
Added additional customization options for Client Bridge branding
Added filter by [bank account] to Transaction Details Report
UI updates
12.19.2020
Enhancements to Box integration feature
UI Updates
12.17.2020
Added additional email notification to client bridge registration to inform client of login information
Fix to document automation pulling word templates from OneDrive
Fix to Pending Cases report to display receipt notices
Added option in Transaction Detail report to filter by Bank Account
Added options to Account Settings to manage branding of Client Bridge
Fix for user submissions to the ‘required documents list’ that contain comma or are larger than 255 characters
12.11.2020
Updates to reports
Updates to journal pagination and record overflow
12.7.2020
Added Lolly Message SMS text messaging feature; send and receive SMS text communications from within Lolly to numbers in US/Canada; dashboard for SMS messages
11.13.2020
Updates to questionnaire text and translations
Fixed issue preventing users from using ‘mention’ feature from timer widget
Added ‘jump to contact’ button and ‘jump to matter’ button links to Activity Entry form
Update journal author footnote to display user profile image rather than initials
Added ability to modify event [duration] value separately from [start time] and [end time]
Added check when entering a new contact to find possible duplicates based on ‘first name’ and ‘last name’. User presented with confirmation prompt to help prevent duplication of contact record
Updates to report ‘export to excel’ formats
Minor UI updates
11.11.2020
Changed behavior of Gmail Add-on to not require search on contact before search on matter. Now, user can search either Contact OR Matter.
Fixed bug where user could not select a matter with an apostrophe (‘) in the name/id when using the email add-on
Added feature to delete and unravel an invoice
Added feature for account to brand the Client Bridge with their firm logo, name and other information
Added feature to check for duplicate contact (by first and last name) and prompt user to confirm
Added report ‘Contact Records’ to give user ability to search for contact details based on date range created
Added search option for ‘user assigned’. This compliments the search option for ‘created by user’.
11.3.2020
Added permission to regulate file/folder delete from within Lolly
Fix to email notification link for ‘mention’
Add option to upload files when entering a note
Added field for editing ‘Matter Open Date’
Updated fine logging for ReForm sync data
11.2.2020
Add option to upload files when entering a note
Updates to questionnaires
10.25.2020
Added questionnaires:
‘Naturalization (N-400)’
‘Employment AOS – Principal Applicant’
Added French language support
10.14.2020
Changed payment receipt to display the “mode” of payment
Updated time entry search to use ‘scheduled datetime’ rather than ‘created datetime’. Added search for ‘user assigned’
Backend optimizations
10.10.2020
Added email notification to clients on assignment of new questionnaire in Client Bridge
Added re-entry permit list tracking in Contact Profile
Added new Questionnaire: Memberships and Affiliations
Updated system logic to automatically set first Party Involved on matter as ‘primary’
Changes to ‘Funds Added’ report
Added [Status] dropdown to form to support staging/tracking of form status in firm internal processes
Added new assessment alerts: Passport Expired, Passport Expiry, ‘Prior Violation/Refusal on entry’, ‘Travel Plans Outside of US”
Added option to download Account Statement as Word document (in addition to PDF option)
Updated menu breadcrumb when working in Questionnaire
Fix error when moving funds between client trusts
9.28.2020
Added ‘mention’ feature to note areas. Use @ to callout other team members within the note. System will send user a notification.
Added several new questionnaires (English/Spanish) to Client Bridge library
Added option to print ‘Account Statement’ to Word format
Added feedback on number of values synced into a form
Added option to ‘duplicate’ certain records such as expenses
Added option to note areas to insert images and other formatting options
Added option to select source (trust) account when applying payment to an invoice. No longer locked to ‘Main Trust’ account.
Added to Client Bridge homepage a notice for Required Files needed from client
Updates to Transaction Detail Report (additional fields and export formatting)
Fixed issue affecting the application of funds to certain invoice records
Fixed issue affecting the option to delete a contact and matter record
Changes to backend for logging, payment processing, and billing
Updated ReForm code base to Angular 9
General UI updates
9.21.2020
Added feature to link matters
Added feature to duplicate records (i.e. duplicate expense, time, etc)
Added feature to push form updates to all account case types
Fixed issue preventing delete of a receipt notice record
General UI updates
9.12.2020
Added Document Automation wizard to Contact->Documents and Matter->Documents areas; Enabled direct save to 3rd party storage
Added I-485 questionnaire
Added Cashflow (Monthly Payment) Report
Added ‘Detention History’ section to Contact Profile
Added permission to ‘Approve Invoice’
Added additional logging to Matter changes
Fix to breadcrumb link not being clickable
Removed ‘Search For Contact’ fields from client facing questionnaire
Fix to ‘Attorney’ label in Team Member list of a matter
Fix to display Google Doc files and hyperlink
Change to bulk invoice processing – system will skip matters where funds are $0
General UI updates
9.1.2020
Added Matter Account Statement printout; removed ‘credits’ from appearing under payment history
Fix issue where certain Contact records were not updating in search index
Added new questionnaires: I-130 Petitioner, I-130 Beneficiary
Set default form access for client bridge to ‘Fill Access’
Added feature option to make matter selection required for a time entry
Added Groove Support Widget
Changes to Time Sheet Report export; changes to Transaction Details Report export; changes to Accounts Receivable Report
General UI updates
8.25.2020
Added additional logic for more ‘Assessment Alerts’
Added feature to define lists of required documents for clients
Added I-130 Petitioner questionnaire
Update to BAA terms
Upgraded to Angular 9.1
General UI updates
8.19.2020
Added feature for Account Specific Forms to be created in ReForm
Added ‘note’ to Time & Expense table export to excel
Changed ‘Date’ in Time & Expense table to show date scheduled instead of date created
Fixed issue where name of organization not displaying in search dropdown
Fixed issue where admin could not updated a user’s profile image on their behalf
Added additional logging on Client Bridge
General UI updates
8.17.2020
i18n – Internationalization / multi-lingual support – SPANISH – added to Client Bridge and all questionnaires
added feature to define default list of documents needed for a process; can be applied to client bridge list of documents needed from client
change ‘datetime’ field under Time & Expense to show ‘scheduled datetime’ and put ‘created datetime’ in tooltip
changed ‘type’ column in Transactions to show payment method rather than payment type
added user profile image to Manage Users area
set default filter on contact’s matters list to ‘Open’ instead of ‘All’
fixed issue where incremental time (ex. 90min) was not showing on Week/Day view of calendar
8.13.2020
Fix issue where trigger charge not copied into a new matter from case type
Fix issue where search tags for case type were case sensitive
Remove email notification for invoice creation
Added safeguard to prevent user from changing name of subject on form and sync edited name back to contact profile
Updates to enable Outlook Add-on Integration
Add feature to create lists of required documents for client bridge
Changes to Transaction Detail report
Added Cash Flow report
Added option to filter matters on Contact Snapshot
Added additional logging for transactions
Added script to wrap text in journal notes
Added switch element to UI
Improved handling of attachments for email add-ons
Added tooltip to Timer entries in widget to list Clients and/or Matters the timer is regarding
8.11.2020
Added feature for custom pdf/forms per account
Added feature to “upgrade” a form to a new edition and copy over data from old form to new form
Added option to delete a matter; include system check to prevent accidental delete of matter with existing data and related records
8.3.2020
Fix to certain checkboxes not printing value to pdf on export
7.28.2020
Updated status label for partially paid invoices; removed watermark on partially paid invoices
Set Schedule->Time Tracking to filter records by current user on initial load
Set max width of viewport in Billing Charges view to remove horizontal scroll
Added controls to toggle view options on Events and Reminders card on Matter Overview
7.25.2020
added multi-select filter by task status
added convenient ‘set parameters – show past due’ for Task search under Schedule->Tasks
UIUX changes to Document Automation view (i.e. help wizard)
added ability to bulk update tasks’ due dates forward a number of days defined by user
added ability for user to set billable rate to $0 during setup
Introduced enhanced pdf print handling for XFA pdf types
added dynamic font size in ReForm that steps with zoom level of form
change to ReForm sync to Lolly – avoid sync for null/empty values
General UI updates – instructions, journal
7.21.2020
changed format/display of emails that are shown in Journal view
changes to Journal entry layout
added ability in Contact Journal to specify the specific matter the note is regarding, if applicable
changed user registration flow to require email authentication
added author profile image/name to journal note footer
7.16.2020
fixed issue preventing delete of a Contact record when the record previously had attached data
fixed issue at login caused by inactive user with same email as active user in an account
7.15.2020
added feature and related functionality for Account Specific Forms **custom forms in ReForm**
added ‘Paid’ watermark to paid invoices
fix issue affecting pdf generation and download of certain invoices
fix issue where same user receiving notification when Matter Assignees changed
added ‘preferred language’ to display on Contact Snapshot
fix permission affecting access to Invoice/Receivables report
adjustments to filter/query of Invoice/Receivables report
removed permission regulating access to ‘read’ other team members calendar events – teams can view each others calendars without restrictions
general UI updates
7.14.2020
change to implementation of new user sign up – email verification
added report ‘Accounts Receivable’
fix to show Organization/Company name in recent search history
added task status with tooltip to Contact Snapshot view
added ‘refresh and clear’ button to notification widget
fix to Document Automation form -> matter field changed from search to dropdown field
added button to Document Automation wizard to ‘clear’ values from form
fix to issue to remove deleted time entries from the Timer Widget
fixed email/phone to save to Contact profile when new Contact is added via Matter Entry form
added status icon to Upcoming Reminders list on Matter Overview page; added sort by date
changed alerts from ‘dismissable’ to auto-hide
hide ‘suspended’ users from User Management list by default
updated report Activity Note to show {duration} and {full timestamp}
improvements to data migration toolset
other improvements
7.10.2020
updates to report queries; order ascending (ex. Task.{dueDate})
updates to Time Sheet report
added [search by user assigned] option for reports
added user icon with initials, color schemes to Recent Matters and Matter Overview pages
added status icon for Reminders in Contact Snapshot and Matter Overview pages
updated formatting of journal notes
added [Bulk Reassign] feature to reassign Matters and Tasks between users
improved search query for Tasks to use local time zones when filtering by dates
7.8.2020
added bulk approval and invoice generation feature for charges
added [Task Widget] to manage tasks on daily basis from header
added redirect action when clicking on ‘Questionnaire submitted’ notification
added additional fine logging
updates to Invoicing; layout
added ‘add task’ shortcut button in Contact Snapshot
added ‘regarding’ field to the Reminders card on dashboard
7.6.2020
added search/filter to billing charges page
fix to annual subscription billing
UI updates and general improvements
7.3.2020
Dark mode theme updates
fix to UI for responsive screen sizes
fix to remove ‘ ’ text from note fields in reports
General UI updates and improvements
6.30.2020
fixes to Company/Organization handling vis a vis Contact type of Person;
Added option to apply discount in invoice
API updates
General UI updates and improvements
6.25.2020
ReForm updates; re-sync contact data option
General UI updates and improvements
6.23.2020
reorder report list
sort upcoming events on matter over view
fix to user permission – activity edit check
fix to calendar view navigation
fix to payment receipt print job
refresh journal view on note save
increased table pagination limit and export
system log management rules
ReForm – fix phone number format in split fields
ReForm – added radiogroup handling
ReForm – permission check on forms
general UI updates
6.16.2020
sort upcoming events on matter over view
increased duration for session token
add handling for special characters (ex. &) in ReForm inputs
modification to invoice templates
added team members to display to Recent Matters list
added handling to adjust font size on zoom in/out in ReForm
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