This release includes a major new feature - the Client Portal Alerting service! With this groundbreaking new feature, users can set up proactive alerts around case activity, matter spend, performance to budget, and more!
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Customizable Alerts: Client Portal now allows users to set up tailor-made alerts that align with their unique needs and priorities. Whether it is closely monitoring budgeted spend, accrued work in progress for the month, or significant increases in work being performed, clients have the flexibility to establish alerts that suit their specific objectives.
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Real-time Notifications: Clients will receive timely notifications when their predefined conditions are met or exceeded. Alerts can be triggered on demand or at a scheduled interval. This ensures clients are always aware of any developments in their legal matters, allowing for quick and informed decision-making.
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Enhanced Control: With this new feature, clients have the power to proactively manage their legal portfolios. They can take immediate action when necessary, leading to more efficient and cost-effective legal processes.
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Improved Risk Mitigation: The Alerting feature not only provides clients with greater control but also aids in risk mitigation. By being alerted to critical changes in real time, clients can address potential issues before they escalate, ultimately saving time and resources.