CSI Lawyer 9.1

The key changes in the CSI Lawyer version 9.1 are the following:

RENEWED USER INTERFACE

• NOTE! The software user interface has been renewed. The key changes have been described in the “CSI Lawyer 9.1 – Renewed User Interface” document, found in the CSI extranet. You can access the extranet by clicking the icon in CSI Lawyer’s main window. 
• The system’s tree structure and folders have been reorganized. E.g. assignments are now in the Workplace task area, and all customer folders have been centralized to the Customers task area. The task area names appear by hovering the mouse cursor over the icon.
• The customer and assignment windows have been added groups (customer/assignment/invoicing) under which the numerous folders of these windows have been organized.
• Different actions required to manage lists and windows are now visible directly in the ribbon making their use more convenient.
• The number of ready-made views has been reduced and new multi-selection filters added to the views.
• For a better user experience, the system code has been optimized to speed up the system.
• To improve usability of the system there are also:
  • Quick buttons to find or create records quickly
  • Customer and Conflict Search field in the top bar of windows
  • Possibility add records directly in the tree structure by right-clicking the mouse
  • Possibility to hide folder structure when using a small screen with limited space
  • Search action in the parameter windows to make it easier to find the desired parameter
  • Confirmation window preventing unintentional closing of CSI Lawyer
  • Possibility to log into the system with Azure AD ID.

NEW AND CHANGED FUNCTIONALITIES

• All the changes have been described in the “CSI Lawyer 9.1 – Change document”, available in the CSI extranet. The key changes are the following:

General

• Improvements to the Notes tab
• Further restrictions to Assistant access rights
• Possibility for power users to register others as CSI Mobile users

Customer

• Columns indicating a customer’s assignment roles (principal, payer, opponent) in specific customer views
• Possibility to update a company’s e-mail domain (@company.com) to all its contact persons at once
• For users of the Loyalistic marketing tool, possibility to create activities to CSI Lawyer of invalid e-mail addresses

Assignment and pricing

• Color coding of assignment party roles: green coparty, red opponent, grey other party
• Assignment party’s legal insurance information: maximum compensation and insurance amount in separate fields
• Subscription’s Open/All Transactions views displaying as separate groups automatically created subscription fees and transactions manually added to a subscription
• Deactivation of day price functionality, if not in use

Transactions and other registrations

• Possibility to lock a transaction’s unit price
• Possibility to hide transaction prices from an employee role
• Possibility to mark a critical task as completed directly in the critical task calendar
• Possibility to display assignment information of critical tasks synchronized to Outlook
• Activity type selection when adding an activity using CSI Outlook Addin

Invoicing and payment management

• Possibility to define summary invoice as a customer’s primary invoicing method
• Possibility to change the refund amount of an advance payment
• Possibility to send Estonian advance invoices as e-invoices
• Possibility to use e-mail templates for proof invoices also
• Possibility to create a preliminary invoice from expenses only
• Possibility to add transactions and expenses to an open preliminary invoice
• Possibility to prevent removal of transactions from a preliminary invoice
• Possibility to use international RF reference
• Possibility to send a payment demand by e-mail to max 4 recipients
• Adjustment proposals for payments and possibility to adjust a payment based on a proof invoice reference

e-Invoicing / transferring invoice data to bookkeeping / Procountor integration

• Managing e-invoicing and invoice data creation with separate Maventa, Finvoice, TeAppsXml and Peppol AddIns
• Sending invoice data using the Finvoice 3.0, TeAppsXml 3.0 or Peppol BIS 3.0 format matching the EU regulations
• Possibility to send to Maventa the original invoice data in Finvoice 3.0 format
• Possibility to define an e-invoice printing dialogue for Estonian e-invoices
• Possibility to create bookkeeping material in SIE format (Sweden)
• Procountor integration being available as a separate Addin

Reporting

• Sales Journal report displaying the VAT number

Document management

• Possibility to save customer and assignment-related documents to SharePoint