CSI Lawyer 10.1

CSI Lawyer 10.1 comes with new features and improvements. Please see the “CSI Lawyer 10.1 - Change document”, available in the CSI extranet, for a more detailed description of the following features:

Features enhancing usability

• Software optimization for better response times
• Saving to notes attachments larger than 1MB
• Taking the mouse cursor to the search field in lists, and harmonizing the ribbons of different invoice windows

Intake: conflict checks and identification

• Grouping the conflict check’s assignment list by party
• Contact person in the corporate customer’s identification window
• Warning of expiring customer identifications

Customer and assignment

• Adding subsidiaries in the Subsidiaries folder of the parent company
• Deactivating multiple contact persons at once
• Creating a new customer in an assignment request
• Using an assignment as a template
• Re-registering a user to the insider assignment

Transactions, expenses, and work time entries

• Improved timer functionality
• Longer transaction text
• Warning about zero-priced transactions
• Hour price source of a transaction entered by a subcontractor
• Adding expenses from the assignment list
• General expense when the principal has discount
• Possibility to copy work time entries

Preliminary invoice and invoice

• Copying the preliminary invoice Free text field to the invoice
• Saving the invoice specification related printing criteria selected in the preliminary invoice phase
• Possibility to select if advance is used for a preliminary invoice
• Assignment-based invoice printing criteria selections
• Previewing multiple billable assignments at the same time
• The view of ”Negative invoices”
• Notification of the fixed price of assignments
• Alert for invoices which have been due x days
• Layout of the footer in invoice templates
• Removal of the Legal aid invoice template
• Possibility to select e-invoice operator codes from a list
• Previewing possibility of e-invoices
• Product codes for entry types in the Estonian e-invoicing plugin
• Invoice printing dialogue when having the Estonian e-invoicing plugin in use and creating the e-invoicing material of multiple invoices

Other invoice types: advance, proof, summary, and credit invoices

• Default account for advance invoices
• Credited advance invoices in bookkeeping integrations
• Adding entries to a proof invoice from multiple assignments
• Enhanced proof invoice layout
• PDF/A as the default file format for proof invoices
• Printing a summary invoice as email attachment and PDF
• Printing to the summary invoice references of its individual invoices
• Editing the credit invoice date

Reporting and document templates

• ”Previous 12 months” filter in views
• Sending view lists by email
• Editing views directly in the view list (for power users)
• Additional fields in document templates

Integrations

• Enhanced integration to Procountor
• Impact of changes concerning the user rights and the principal on M-Files/SharePoint
• Enhanced integration to TIQ Time

Mailing list

• Using a mailing list as a template

Budgeting

• Extended budgeting options
• Copying a budget from a budget group
• Viewing user budgets

User rights

• Possibility to set a separate power user group with an access to the settings
• Setting user groups which are allowed to have responsibility roles in assignments
• For assistant type users, possibility to move transactions between assignments

Viewing user information