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Firm Central Web Release Notes Archive


2017 Web Release Notes

October 3, 2017

  • Calendar enhancements including:
    1. Color on Calendar Events
    2. Improved Agenda view of events with increased date range
    3. Improved calendar navigation using the mini-calendar
  • Credit Card Processor link on the Home Page and Matter Profile page via ClientPay®

September 13, 2017

  • New- Integration with Prospect Manager
  • Enhancement- Calendar attachment improvements
  • Enhancement- Firm Central mobile now offers click-to-call links
  • New- Mini Contact-Card displays in ‘Add a Task Form’
  • Time & Billing Invoice Enhancements

July 22, 2017

  • New- Change client feature
  • Enhancement-Increase size option in Task Widget
  • Time & Billing New Collection Realization Report by User
  • Time & Billing Enhancement-Collection Realization Report by Client and Collection Realization Report by Matter
    • Enhancement to only include invoices that have had payments within specified date range
    • Removed the 365 date range restriction

June 22, 2017

  • Enhancement – Expense Entry Form Displays

May 20, 2017

  • Enhancement – Additional Fields on Matter Imports Report

April 22, 2017

  • New – Inactive User Document Folder for Admin
  • Enhancement – Contact’s Email Address Capabilities
  • Enhancement – Mobile Document Searching Capabilities
  • Time & Billing Fixed – Daily Time Entry Totals Restored
  • Time & Billing Enhancement – Non-Billable Expenses on Invoice
  • Time & Billing Enhancement – Time & Expense Tab Abilities

March 25, 2017

  • Enhancement – Client Contact Importing Workflow

February 25, 2017

  • Time & Billing New – Invoice Void and/or Reversal
  • Time & Billing Enhancement – Option to Download Audit Reports if Sync Fails
  • Time & Billing Enhancement – Trust Account Filtering

January 28, 2017

  • Enhancement – Admin Permissions
  • Enhancement – Client Portal Email Capabilities
  • Enhancement – Client and Matter Fields Display
  • Time & Billing Enhancement – Invoicing Note Capabilities
  • Deadline Assistant Enhancement – Client and Matter Now Included on Calendar Agenda

2016 Web Release Notes

December 10, 2016

  • Enhancement – WL Global Search
  • Time & Billing Enhancement – Expense Preferences

November 12, 2016

  • New – Hard Return Matter Report
  • Enhancement – Login Functionality
  • Enhancement – Microsoft® Outlook® Integration Functionality
  • Enhancement – Deadline Assistant Calculation and Edit Process
  • Time & Billing New – Daily View Time Entry
  • Time & Billing Enhancement – Time Entry Options

October 15, 2016

  • New – Warning Message When Matter Event Spans 5+ Years
  • Enhancement – Matter Access for Admin Display and Options
  • Enhancement – Matters Tab Functionality
  • Enhancement – Individual Matter Profile Pages and Homepage Client Tasks Display

September 17, 2016

  • Fixed – Search Options and Matter Formatting
  • Time & Billing Fixed – Printable Invoice Formatting
  • Time & Billing Enhancement – QuickBooks Online Sync Name Format
  • Time & Billing Enhancement – Matter Profile Time Entry Widget

August 20, 2016

  • New – Calendar Date Range Option
  • Enhancement – Matter Detail Size Selection Persistence Among All Matters
  • Time & Billing Fixed – Display of Time/Expense Entry
  • Time & Billing Enhancement – Client Address Listed in Statements

July 23, 2016

  • Time & Billing New – External Messaging Function
  • Time & Billing Enhancement – LEDES Functions
  • Job Classifications Record Options
  • Unique Firm ID Classification Options
  • Set Matters to Be LEDES Matters
  • Download LEDES File and Save to Time & Billing Downloads Folder
  • Configure ABA Codes to Work Only When Relevant

June 25, 2016

  • New – Custom Forms Compatible with Microsoft Windows® 10 and Microsoft Office® 2016
  • Time & Billing New – Write-Off Report and Sync with QuickBooks

June 11, 2016

  • Enhancement – Upload Size Limit Capabilities
  • Time & Billing New – Bill Preview Ability
  • Time & Billing New – Transaction Reversal and Sync with QuickBooks
  • Time & Billing Enhancement – Time Tracking on Invoices

April 16, 2016

  • New – Designate Inactive Users as Inactive Status
  • Enhancement – Matter Form Display Functionality
  • Time & Billing New – Collection Realization Reports
  • Time & Billing New – Invoice Messaging for Individual Client
  • Time & Billing New – Minimum Trust Balance and Details
  • Time & Billing New – Trust Replenishment Message
  • Time & Billing Enhancement – QuickBooks
  • New Layout
  • Ability to Change Admin
  • Resolution Improvements

March 19, 2016

  • New – Location Information for Matter Events
  • Time & Billing New – Integrations and Reports
  • Timer Widget on Small Form Factor
  • Billing Time to Client Groups
  • Pre-Bill Generation for Matter Financial Summary
  • Billed Time Reports
  • Collection Realization Report by Matter
  • Time & Billing Enhancement – Reporting Options

February 20, 2016

  • New – Firm Central Desktop Version that Integrates with Microsoft Office 2016
  • New – Time & Billing Reports Tab
  • Enhancement – Firm Central Form
  • Enhancement – Help Documentation Update
  • Enhancement – Task Functionality
  • Filters
  • Assign Matter Tasks to Team Members
  • New Accesses, Forms and Lists
  • Task Notifications
  • Enhancement – Conflict Check Search Results
  • Time & Billing Enhancement – Report Functionality
  • Time & Billing Enhancement – Matter Page Widgets
  • Financial Summary
  • Unbilled Widgets
  • Time Entry

January 9, 2016

  • New – Drag-and-Drop Folders into Firm Central
  • Fixed – Time & Billing Timer Function
  • Enhancement – Client and Matter Page Re-Design and Additional Enhancements
  • Drop-Down Controls
  • Indication of “Mandatory” Custom Fields
  • Billing Information Options
  • Additional Optional Information for Contact/Client Form
  • Adjustable Formatting with Widgets
  • Ability to Set Specific Matter Rates
  • Re-Design