Sprint 86 (20/4 - 3/5)
This sprint focused on giving firms more control over billing, matter access, and document branding.
1. Ability to lock a client for credit control reasons, ability to lock a matter for legal reasons RAMSDEN LEGAL
- Summary: Added matter locking so firms can pause work and billing on specific files while still allowing document filing where needed.
- Assignee: Igor
2. RMB Contract - Support letterheads to be applied at Office level - when creating or editing a Matter a user can select a specific letterhead which will be applied to all letter precedents generated on that Matter.
- Summary: Added office-level letterhead selection so documents generated from a matter automatically use the correct branding.
- Assignee: Igor
3. Edit Time Entry within Draft Invoice
- Summary: Added inline editing for time entry descriptions during invoice drafting so billing teams can refine narratives without leaving the invoice workflow.
- Assignee: Rafael
4. New Invoice Status Required (when Approval Flow in place) - Similar to Payment Approval
- Summary: Added invoice approval statuses so teams can clearly track where each invoice sits in the review flow.
- Assignee: Igor
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