Legal Tech: Release Notes

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Default Non-Billable Time Entries are perfect for flat-fee cases or tracking internal work; this feature gives firms flexibility and transparency while saving time on manual adjustments. You can now easily mark time as non-billable by default in Client Billing & Invoice Settings. These entries are grouped and clearly separated on invoices for better transparency. You can also include non-billable entries in reports for a detailed view of time allocation. (December 2024)

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Timekeeper Summary on Invoices

Timekeeper Summary provides a display of billable hours and billed amounts for each timekeeper on an invoice. For each firm user, clients can see the total billable hours and the corresponding billed amount, grouped for easy review. (November 2024)

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MyCase IQ: Document Summaries AI

Document Summaries save time by generating concise summaries of a document into key points, making it easy to scan and grasp essential information contained within that document. (November 2024)

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Divide Invoices between Multiple Parties with Split Billing …

Listing user’s My Matters subscription in the tree

Easily access all your matter subscriptions in the Tree View in iManage Work Web. Easily show or hide these subscriptions from the tree and rearrange their display order to suit your preferences.

Adding Matter shortcut to a subscribed user’s My Matters

An improved Add to My Matters dialog that displays the subscribed users list with the option to add the matter shortcut to your own My Matters or a subscribed user's My Matters.

Declaring or un-declaring multiple items as records

Now select and declare or un-declare multiple items (documents or emails) as records from the multi-select toolbar or the context menu.

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The option to declare or un-declare items as records is supported in the following views:

• Document folder

• Saved search folder

• Document or Email search results

• Recent Documents

• Recently filed emails

• Emails filed by me

My Documents tab in iManage Work …

Relating multiple documents

In addition to the existing support to relate one document with another, iManage Work now supports relating:

• Multiple documents to one document.

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• One document to multiple documents.

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Updates to the display order of lookup results

There’s now a more intuitive search experience within the lookup fields throughout the iManage Work. More relevant search results are now displayed at the top of the result set.

Results are now ordered based on where your input text is found in the matched result, listing those that start with that input or have it earlier in the string appear first. This way, you can find and apply the right criteria faster.

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Additionally, to enhance ease of use, the first result in the result set is now auto-selected for you.

• Press ENTER to choose the result.

• Use the UP or DOWN arrow keys to browse to another result within the lookup field.

• Press TAB to navigate away from the lookup field without selecting.

Enhanced properties panel

• Show More/Show Less link: Now removed to ensure that all the available properties are always displayed.

• Updated styling: Editable fields are highlighted and an Edit icon appears on focus/hover.

• Boolean fields: New toggle state (Not set)

• Text fields: Selecting outside a text field (or using the Tab key) now saves the changes. The ESC key reverts the changes.

• Date fields: Now enter a date using the keyboard, in addition to selecting a date from the calendar picker.

Enhanced Properties panel.jpg

New security panel

This update introduces a dedicated security panel in iManage Work that helps you perform all security-related actions quickly and also easily see permissions as you scroll through files.

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The security panel can also be launched by selecting the Default security from the Properties panel or Security from the right-click context menu/kebab menu.

NOTE: If you don’t see the Security action in your right-click context menu, reach out to your administrator.

Update folder security and apply changes to its children

As an iManage Work user, you can now update the security details of a folder and also apply the changes to the folder’s children (subfolders, documents, and so on). For a folder, you can:

• Add or remove a user/group

• Edit user/group access level

• Enable/Disable Inherit security from parent

• Edit the default security

After updating the folder security, you can preview the changes and adjust Exceptions and Settings before applying those changes to the folder’s children.

After saving your changes, you can choose how to apply them to the folder children:

• Apply changes only: Preserves different security while appending new users, changing default security, and so on.

• Overwrite security: Aligns all permissions to the parent folder, removing any customized permissions.

After the new security changes are applied, the status of all Apply security to contents actions can be seen in the Notifications panel accessible through the bell icon.

Figure: Updating folder security and applying changes to its children

Updating folder security and applying changes to its children.gif

NOTE:

Updating a folder security and applying the changes to its children isn't supported for:

• Search folder

• iManage Share (Blue) folder …

Enhanced edit security workflow

This release of iManage Work introduces two enhancements to the Edit user/group permissions feature, aimed at reducing the effort required in updating the Access Control Level (ACL) for multiple items. 

1. You can now update the security of a single document or all versions of a single document using the Edit user/group permissions feature from the right-click context menu or toolbar menu.

   Figure: Updating security for a single document

   Updating security for a single document.gif

2. When updating the security of a single or multiple documents in a single action, you can now also update the Default Security from the Edit user/group permissions dialog box. The available options are:

   • Public: All users can view the item and edit the content.

   • View: All users can view the item, but won't be able to edit the content.

   • Private: Only the author can view and edit the content, unless other users are given specific permissions.

Figure: Updating default security from edit user/permissions dialog box

Updating default security from edit user or permissions dialog box.png …

New search experience, now standard in iManage Work

The new search experience is now available to everyone as a standard feature. If you aren’t ready to use it yet, you can use the Coming Soon option to revert to the previous experience.

Ability to update and save the search criteria of a search folder

This release of iManage Work introduces a revised workflow, that allows you to update and save the search criteria of a search folder and re-run the same search again.

Figure: Update and save the search criteria of a search folder

Update and save the search criteria of a search folder.gif

When you are in a search folder, the option to view or edit the search criteria is available in the Properties panel, folder’s toolbar or folder’s context menu. Selecting View/Edit search criteria pre-populates the following selection when the search was first run and saved:

• Search criteria

• Search scope

• Search language

After selecting View/Edit search criteria for a search folder, you can:

• Edit the search criteria and simply select Save Changes.
  OR

• Edit the search criteria, run the search again, and then select Save Changes.

NOTE:

• If the language selection for search is disabled in iManage Control Center, then the language selection defaults to All Languages. …

This update includes the following improvements:

• Back arrow icon: Now use the back arrow back.png icon in iManage Work Web or the back button in your browser to return to search results after opening a result. The back arrow icon now functions the same way as the back button in your browser, taking you one step back whenever applicable.
  NOTE: The up arrow up.png icon has been removed from all views in iManage Work Web.

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• Bookmarking search results: You can now bookmark the search criteria for an advanced search, including any filters applied to the search results, and re-run that same search again.

  NOTE: Old bookmarks will continue to work with this improvement. You're encouraged to update your old bookmarks to the new search URLs.

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Now, copy emails from one location to another in iManage Work. Use the Copy Item option in the context/kebab menu, or drag an email from the center panel to the preferred location in the side navigation panel to copy it.

Select the Open after creating check box in the file integration dialog to open the email after copying to the new folder.

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You can also open the copy of an email when you drag it from the center panel to a folder in the side navigation panel, using the Open the new copy link on the banner that's shown after the new copy is created.

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LawToolBox Integration

LawToolBox is the only rules-based calendaring solution your law firm needs to track all business-critical deadlines automatically. Track and adhere to court deadlines across multiple jurisdictions and statutory and administrative deadlines, and update calendars for all team members in a single click.

LawToolBox integrates into the MyCase calendar and maintains up-to-date statutory deadlines across 50 states to eliminate potential errors and avoid malpractice. Learn more.

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DecisionVault Integration

DecisionVault is an intake portal for estate planning practices to gather client information that can then be synced to MyCase. The result is a better client experience and reduced administrative workload of manually re-entering data in multiple systems.

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Case Status Integration

Case Status is automation for client management via mobile. By automating push notifications (via their mobile app) and text messages, law firms help their clients feel more connected and informed, increasing client satisfaction while automating daily administrative law firm tasks.

Learn more about Case Status here.

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