LexisNexis CounselLink Release Notes (Law Firm) - Version 23.4.0
Release Date: November 11, 2023
We are pleased to announce the CounselLink 23.4.0 release.
The CounselLink - Law Firm application includes updates to tax information on invoices, including the ability to create Tax Groups that contain more than one tax type. The Tasks feature has been expanded to include task creation and assignment on budgets and fee offers, if your client has it enabled.
Updates
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If your client has it enabled, tasks can now be created and assigned on budgets and fee offers. Task completion is not required for fee offers or budgets to be approved. Any task assigned by a client can be found through the Tasks panel on the homepage.
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Financial Management features have been added to the Quick Search Bar. Accruals and Budgets are now available.
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Admins can now create Tax Groups. Tax groups allow your firm group one or more standard tax types at the charge line level.
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Taxes can now be applied on charge lines for flat fees. Previously, taxes had to be entered as expenses on flat fees.
CounselLink Resolved Issues
The following issues have been fixed in the CounselLink 23.4.0 release:
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CL-176219 - Firm reported that amounts entered in Additional Information area of the Law Firm Profile changed after being entered. This issue has been fixed so that amounts appear as entered.
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.
