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Release Notes - 23.06.0.23

The Client Portal 23.06.0.23 release contains the following enhancements:

  • Complex Reporting. Client Portal now supports rendering complex tables on-demand for either all projects you have access to or selective projects.  8 standard reports will initially be available including:

    • Invoicing Summary: A summary report listing each invoice generated.

    • Aging Detail: A detailed aging report showing balances due at each aging category.

    • Payment Detail: A detailed table showing all payment history.

    • Invoicing Detail: A detailed table, down the SKU/transaction level, for all invoicing.

    • User Last Access: Review Platform: A report detailing critical information about users with access to KLD’s hosted systems, including when they last accessed the system(s).

    • User Last Access – Client Portal: A report detailing critical information about users with access to KLD’s Client Portal, including when they last accessed the system(s).

    • Physical Media Tracker: A detailed report outlining all evidence received for the selected matter(s) and its current disposition.

    • Processing Summary: Details, by processed data set, the progression of data through the processing lifecycle.