Recent updates
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Vendor Suite Template
Updated onArticleEnd User Guides Reporting & Analytics End User Guides Documentation
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Winter Release 2023-24
Updated onArticleThe Matter Suite Template, Spend Suite Template and Invoice AI Report have been enhanced based on customer requests and will be released to all ELM customers on March 9th, 2024.
The Beta version of Vendor Suite Template (Tableau) will also be available to all ELM customers on March 9th, 2024. The purpose of this version is to gather feedback and incorporate it in the upcoming releases. We are committed to delivering the production ready version of the Best Practice - Vendor Suite Template in our Fall 24 Release.
Release Notes Reporting and Analytics Release Notes Reporting and Analytics Release Notes
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OnitX Legal Holds Management 3.4 Release Notes
Updated onArticleAs part of the Legal Holds Management 3.4 release, we have introduced some key features to allow more robust Preservation in Place for Microsoft.
Release Notes Legal Hold Release Notes Legal Hold Release Notes
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ELM Release Notes - November 2023
Updated onArticle- Invoice New View Updates
- Custom user settings for viewing invoices
- Loading speed optimization
- Line-item descriptions are selectable
- Submission Date now listed on Invoices
- Line-item descriptions now break to a new line at the end of a word
- Budget field on Invoice New View updated to display new externally collected budgets
- Timekeeper diversity data will no longer be transmitted from BP to ELM if the client has not signed an Instruction Letter; diversity reporting will still be available at the aggregate level
- Ability for the client to adjust a timekeeper’s Effective Date when utilizing the previous functionality to adjust the Proposed Rate
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
- Invoice New View Updates
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ELM Release Notes - February 2024
Updated onArticle- Remember users Line-Item Column widths in Invoice New View
- Removed the Vendor tab on Invoice New View
- Within an invoice, capture enable/disable adjustments in the audit history
- Billing Authorizations default tab updated to ‘Matter Rates’ for Matter Level Timekeeper Rate fee arrangement
Release Notes ELM and BillingPoint Release Notes ELM Release Notes
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Matter Level Timekeepers
Updated onArticleThese instructions only apply to matters with a Matter Level Timekeepers fee arrangement.
End User Guides BillingPoint End User Guides Guides to Using BillingPoint
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BillingPoint Release Notes - February 2024
Updated onArticle- Ability to add an attachment on Client Timekeeper Rate Request
- Bulk upload review page added for the Matter Level Timekeeper fee arrangement
- Added collapsibility of subsections in audit histories
- Closed matters can still be viewed on historical accruals process where accruals were submitted
- Billing Authorizations default tab updated to ‘Matter Rates’ for Matter Level Timekeeper Rate fee arrangement
- When timekeeper rate requests are submitted in bulk, submission is sent in batches on the backend to reduce errors
- System now utilizes the Money Gem for use in currency rounding
- Integration with eBillingHub now uses APIs of the new LEDES workflow
- Tiered Volume Discounts (TVD) 2.0
Release Notes ELM and BillingPoint Release Notes BillingPoint Release Notes
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Migrating an App from the Wizard to Forms Builder
Updated onArticleMigrating from the Wizard to Forms Builder (FB) occurs by migrating each app individually. Bulk migration is not available.
Visual Forms Builder Visual Forms Builder Getting Started
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API Reference
Updated onArticleRest API used in Integrations
Reference Materials App Builder API Documentation API Reference and Examples
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Training Videos
Updated onArticleEnd User Guides BillingPoint End User Guides Guides to Using BillingPoint