CSI Lawyer 11.0

CSI Lawyer 11.0 comes with many improvements. Please see the “CSI Lawyer 11.0 - Change document”, available in the CSI extranet, for a more detailed description of the following features:

For power user when updating the new version

• The version update verifies the database integrity > an error log to be sent to CSI
• For improved security, database connection is established with a new connection key

Improvements in software usability   

• Terminology changes: Assignment is now Matter, Assistant user type is a Restricted user, and the terminology of reports has also been harmonized
• A reminder can also be set as repeating
• Error messages are now user-friendlier
• A user is requested to provide a brief problem description when sending an error log to CSI
• The software has been optimized to speed up certain functions

Improvements in the main and sub-matter management

• Sub-matters can be numbered according to the main matter, their transactions priced according to the sub-matter and role prices copied from the main matter
• Sub-matter transactions and expenses are also displayed in the main matter’s information
• Main and sub-matters are invoiced using sub preliminary invoices; there are changes in the editing and approval functions of preliminary invoices, in the payer management and the creation of invoices
• Exceptional VAT handling and a fixed discount shall require special handling in this structure
• Invoice specifications can be printed by main and sub-matters
• The above features have brought some changes also in the tree structure and views

Customer and matter

When making a conflict check the software identifies if there already is a conflict check for the customer

• The order of parties is now more logic when sending a conflict inquiry from a matter request
• A collection ban can also be set for the customer
• Transferring multiple contacts of a corporate customer to another customer has been enabled
• The Delete function in the Subsidiaries folder no longer deletes the customer but only cuts the link
• Information of a customer’s blacklisting is displayed when creating a matter or a matter request
• An invoicing contact for a party can already be added for a matter request
• The software notifies about adding or removal of an insider user
• The order of matter parties in the Matter Details report has been modified
• Restrictions have been added for managing deactivated customers.

Pricing

• When adding a transaction by using the Use as Template button, the transaction is priced according to the current pricing details instead of copying the price information
• Role price lists can be defined in other than bookkeeping currency and they can be attached also to individual matters
• The hour price hierarchy in case no pricing model has been selected has been modified
• Decimals are rounded according to the Away from zero rule
• The price report of customers now also covers their discounts

Entries

• The number of activity types has been reduced to two: critical task and task
• Right to add expenses can be limited by user group
• The VAT of cost-forward expenses can be handled according to the purchase information or the payer’s home country
• For easier calendar entries, a power user can define views which are suitable for it
• Visibility of critical task calendar entries for a restricted user (former assistant type) has been modified

Advance invoice         

• The advance invoice amount can now be entered as net and a customer reference added to the advance invoice
• Advance can be adjusted to an invoice also afterwards

Preliminary invoice and invoice

• The invoice language and currency can be saved for preliminary invoice payers
• Total adjustments require a reason
• The invoicing period can be hidden from the invoice specification
• Currency is now more visibly displayed in standard invoice templates
• The invoice specification page can be printed by day
• Invoices can be saved in the PDF/A-2b format
• Original invoices and payment demands can be saved as a PDF

E-invoicing     

• E-invoicing preview function can be set as mandatory
• Attachments can be sent with e-invoices to Maventa and included in the invoice material
• Summary invoices can be sent as e-invoices

Customer funds          

• Movable property can be defined for a specific matter only
• Existing customer fund transactions can be used as a template for new ones

Reporting       

• Power users can attach reports and views as quick selections for specific user groups
• Possibility to export data to Excel can be restricted by user groups
• There is a new report covering permanent insider group members and a reminder to print out the changes to the insider group

Settings          

• All parameters related to customer identification are now found in the same group
• The software verifies the validity of IBAN and SWIFT/BIC codes of bank accounts
• A user can be added an individual email address for future use
• Hour prices of users have been added to the Enabled Users view
• User details now contain a Notes tab
• Customers can mark their CSI database as a history version

Integrations and plugins

• The Customer Identifications folder of matters now also contains the KYC service buttons
• The DOKS integration enables selecting the identification and signature method
• The Due integration also transfers the matter owner and principle and generates in Due a customer type based on the information transferred from CSI
• The NetDocuments document management system can be integrated to CSI Lawyer
• The document management integrations to M-Files and SharePoint have been converted to plugins
• The SharePoint opened from CSI Lawyer opens in a separate browser window and the site name for the SharePoint integration has been shortened.
• The bookkeeping integration can be scheduled in the Windows service and the transfer cycle of invoices defined in the console service
• The bookkeeping integration transfers the CSI invoice number to Procountor
• Bookkeeping integrations now offer an error log to support problem investigation
• Email can be selected as the notification method for Romeo legal aid claims
• The LEDES plugin has new Activity, Expense, Task ja Timekeeper codes