Newsletter and Resource Center

June 2022 Newsletter

Welcome Legal Operations Professional!

AdvoLogix has more than fifteen years of experience delivering cloud-based legal solutions for law firms, legal departments and public service organizations. Our resources contain information gleaned from those years in the legal space, along with many more years in technology and other industries.

June 2022 Newsletter

Welcome Legal Operations Professional!

AdvoLogix has more than fifteen years of experience delivering cloud-based legal solutions for law firms, legal departments and public service organizations. Our resources contain information gleaned from those years in the legal space, along with many more years in technology and other industries.

The AdvoLogix Advantage

June 2022

This quarter we announce our inclusion in the Renyen Court Solution Store ecosystem and launch our alpha program with Document Caster, the intelligent invoice manager. We also summarize our success at Cloc Conference and preview our presence at ITLA 2022 in August. This issue wraps up with new features released in April, technical tips from our power users, and customer corner. 

Renyen Court Solution Store

Solution Store

Renyen Court, a leader in the discovery and adoption of new legal technology, now features AdvoLogix in their solutions store. As the legal technology industry navigates from legacy systems to smart technology solutions, AdvoLogix Salesforce-based solutions in matter, spend, and document management position Renyen Court customers to embrace the future of enterprise legal management. Such a move enables Renyen Court customers to run their legal business with all the technological sophistication and business savvy of a Fortune 500 company.

"Reynen Court specializes in the discovery and adoption of new legal technology, and our solution offers matter, spend, and document management solutions, delivered in the Salesforce ecosystem." Dave Schwab, Chief Product Officer, AdvoLogix

CLOC Conference Update

Casting a spell on invoicing anarchy

In May, AdvoLogix attended the Corporate Legal Operations Consortium (CLOC), the world's foremost legal operations event. After having to cancel for 2020 and 2021 due to the pandemic, the event was held at the Bellagio Hotel and Casino in Las Vegas, Nevada. The conference boasted 2,000 attendees, 200 speakers, and 75 educational sessions! AdvoLogix was pleased to showcase our Enterprise Legal Management capabilities at this gathering of Legal Technology influencers and some of the world's largest corporate legal departments. AdvoLogix’s Spend Management solution gained an inordinate amount of notoriety for how it could improve corporate legal processes.

With its invoice automation, artificial intelligence, and error reduction, the Document Caster also cast quite a spell.

Upcoming Events:

We are Silver sponsor at ITLA 2022:  This August, the AdvoLogix team will attend ILTACON 2022 at the Gaylord National in National Harbor, Maryland. Expect more industry-leading legal technology offerings and insightful thought leadership from our AdvoLogix experts.

Document Caster Alpha Program

Invoicing Magic

Invoices are a necessary evil of doing business. They require lots of resources to enter and process them and don’t generate revenue. AdvoLogix is looking to cast a spell on invoices with The Document Caster and turn them from data entry nightmare to an automated dream. Using the latest in visual recognition software, artificial intelligence, and machine-learning, the AdvoLogix R&D team has created a solution that automates invoicing, reduces input errors, and learns over time.

How does your accounts payable team get a hold of this magic? After all such powerful magic should initially be handled with care. For a limited time, AdvoLogix is looking for organizations with high volumes of unstructured invoice data to participate in our Alpha Program. Organizations can get more information and apply for the alpha program in the Newsletter and Resource Center with a full beta release expected later this year.

Click HERE to apply for the alpha program.

New Features

Highlights from our latest release

Budget and Actuals Reporting
AdvoLogix introduced a brand new way to generate your budgets and actuals based reports. Users can build reports from a singular data object to visualize planned budgets against the actuals logged for the matters and firms. For more details follow this article.


Fixes
This quarter we resolved issues with:

  • The Billing Preview lightning tab which became disabled when users attempted to modify the filter criteria to reduce the amount of data in the view.
  • The Activity plans were receiving the maximum view state exceeded error when viewing an activity plan.
  • Loading Focus Matters and interacting with role filters experienced problems.
  • The Matter Calendar was not loading list views filters within the context of a matter record.
  • The Activity Plan Templates did not allow users to remove a task or an event from the list when creating a new activity plan template.
  • The Activity Plan Templates where in (rare situations) a 'view state exceeded' error when viewing or editing an activity plan template.
  • The Billing Preview lightning tab where a currency type formula field value was not displaying proper currency information along with the data value.

You can view a comprehensive list of releases and updates.
To take advantage of the latest features and fixes, makes sure to keep your instance of AdvoLogix up to date. Learn how here.

Tech Tips

Managing your Desktop

With the ever increasing amount of information and applications, information management has become critical. Something as simple and powerful as tab management can save you hours in searching and your sanity over time. Group and arrange tabs in Chrome browser.

Customer Corner

Corporate Customers

In this June’s issue, we spotlight the corporate customer and how important a part of legal management and especially Enterprise Legal Management, connection and communication are.

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