LexisNexis CounselLink Release Notes (Law Firm) - Version 23.3.0

Release Date: August 12, 2023

 

We are pleased to announce the CounselLink 23.3.0 release.

The CounselLink - Law Firm application includes updates to Task assignments, invoice rejection notifications on paper processing, and Tax Field ID requirements.

Updates

  • A Calendar option has been added to the Quick Search drop down on the top bar.

     

  • The Law Firm Tax ID field has been added to all pages where tax items are created. The field is required when applying taxes to an invoice or a Law Firm Office profile.

     

  • When assigning an internal task, users can now select if they'd like to assign the task to a Lead Attorney.

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  • Invoices that are rejected by a client through paper processing will now send an email notification to the Accounts Payable contact and the user that submitted the invoice. Previously, email notifications were only sent when a paper processing invoice was rejected by rules.

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  • A number of changes were made to improve diversity settings on profiles and the Diversity Survey:

    • On the Diversity Survey, LGBT has been changed to LGBTQ+, and Middle Eastern or North African has been added as an option in the Race drop down field.

    • Diversity fields are now hidden from the client's view of timekeeper profile within CounselLink. This includes race, gender, LGBTQ+, veteran, and disability status. This information is only accessible from client's reports.

    • When creating a new timekeeper profile, the Practicing Attorney option now defaults to 'Yes.'

CounselLink Resolved Issues

The following issues have been fixed in the CounselLink 23.3.0 release:

  • CL-168942 - LEDES upload was returning an error message due to an invalid stage structure for the matter's Fee Structure. Now, this upload scenario will proceed with a caution message to the user explaining the invoice will default to Stage 1.

Learn More About CounselLink

You can learn more about CounselLink functionality at LexisNexis University (LNU) with our complimentary On Demand training.

Questions? We are here to help!

Contact your Account Manager about your specific setup or unique needs.

Training, customer support, detailed help files, and courses at LexisNexis University will be available the day of launch.

The LexisNexis® Customer Support team is available to answer your questions at any time – phone support is available 24/7 for U.S. customers at 800.600.2282 (option 2) and for international customers at +1.919.378.2713.