Enhancements

Simplified Soft Cost Form

To make one of your most frequent tasks faster and easier than ever before, we have completely redesigned our Soft Cost Expense feature. This update is part of our ongoing commitment to make your daily operations more efficient. The redesigned expense form now:

• Focuses only on essential fields you actually use

• Eliminates unnecessary scrolling

• Presents a cleaner, more intuitive interface

How does this benefit you?

• Work Faster - Log expenses in fewer clicks with a streamlined workflow designed around how you actually work.

• Reduce Errors - With a clearer layout and simplified options, expense entry is more accurate from the start.

• Enjoy Consistency - Experience the same intuitive design you're already familiar with across other areas of the application.

New Invoice Merge Field

We have added a new merge field, [#OperatingLedger#], to the Invoice Template Library. This merge field includes three columns: Date, Description, and Amount.

The Operating Ledger provides you the ability to see:

• The previous operating retainer balance as of the last invoice date (defaults to 0.00 if no prior invoice exists for the matter).

• All operating retainer transactions that occurred between the last invoice date and the current invoice date.