AdvoLogix® announces new features and improvements to AdvoLogix Matter Management. The new release provides legal teams automated, highly productive capabilities that are easy to adopt, even in the most complex legal environments. The changes are largely driven by the company’s global user base and partner community.
The integration between AdvoLogix and CT Corporation Service of Process (SOP) is now generally available. This integration has been enhanced to include several capabilities for easy management and increased automation of the SOP workflow. The CT SOP Global User Interface offers easy setup, configuration and management. A new mass actions capability enables rapid download and mass matter creation, along with automated matter matching for imported SOPs. These features will help legal departments that receive high volumes of inbound issues save time and eliminate errors due to manual data input and also automate routing to legal teams with the right skill sets to address matters.
AdvoDoc, AdvoLogix’s document creation tool, now enables users to: 1) review data pulled into a newly created document, 2) input any needed corrections, and 3) automatically publish those corrections as updates to the AdvoLogix database. This enhancement helps users save time during the document creation process while maintaining data consistency in the system of record.
AdvoLogix’s Relationship Maps – which provide a powerful visual mapping between matters, sub-matters and participants – have been extended to provide Relationship Map Templates for any object in the AdvoLogix system. This allows users to visualize relationships between custom objects such as claims, medical records, settlements, related parties or any other object of interest.
AdvoLogix’s new Community Access Facility now provides users with greater control over community access to matter data. With a few clicks, users can control access at the Account, Contact and Matter Participant level to data to be viewed, edited or not accessible in client, co-counsel and employee communities. AdvoLogix communities enable easy collaboration and information sharing with all parties involved in a matter.
“This release maintains our leadership position in the legal matter management space. Built on the powerful Salesforce Lighting platform, AdvoLogix Matter Management offers legal professionals a highly secure and extremely robust matter management platform,” says Jonathan Reed, CEO of AdvoLogix. “The improvements we released today came at the request of clients and partners and demonstrate our commitment to their success.”