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Otter Release Notes

1.4February 16, 2014
  • Added Matter Types and Matter Type tasks - now add tasks to matter types and on association of a matter type with a matter, the tasks get automatically created.
  • Added Practice Areas for classification of clients
  • Revamped Dashboard user interface
  • Improved CSS and JS handling
  • Bug Fixes


1.3December 07, 2013
  • Added Draft Invoice Generation functionality
  • Added Templating functionality for Invoices
  • Added functionality to track invoices by matter
  • Added functionality for tracking Client Expenses
  • Added functionality to auto generate next invoice from Invoices (View Invoice)
  • Added drag and drop functionality for file uploads
  • Extended Data Import Wizard functionality - add matters to existing clients, added functionality for invoices and contacts
  • Improved session handling
  • Bug Fixes


1.2October 25, 2013
  • Added Track Payments Functionality
  • Added the Export Data Option to store all your Otter data as excel
  • Added the Data Import Wizard
  • Added Invoice Aging Analysis Report
  • Updated Manage Users functionality
  • Improved UI for submission reports
  • Bug Fixes


1.1September 21, 2013
  • New Tasks UI - added audit details
  • Added master data for Wire Transfers
  • Added new report for time spent on non-billable tasks
  • Added multiple files support for Invoices
  • Added multiple files support for Clients (Terms of Engagement)
  • Added functionality for matters which can have overlapping time entries
  • Added functionality to revoke strict time entry rules for users
  • Added module to unlock submitted time entries for a certain attorney by the Firm Administrator
  • Added Export to Word functionality for Clients, Matters, Contacts and Invoices
  • Added secure and encrypted storage for uploaded files
  • Added functionality to view tasks by matters in Calendar view
  • Added functionality to export active tasks to Outlook
  • Fixed a defect on Matter lists showing only one task assigned


1.0July 15, 2013
  • Initial Release