Release Notes - June 20, 2024

Here are the updates to CounselGO for June 20, 2024. 

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Budgets Tab for Referred Matters

Matters in CounselGO now display a Budgets tab that shows budget proposals that have been approved by your client. This only applies for clients using the Budget Requests/Proposal feature.

Internal Timekeepers for PDF Conversion to Invoice

When converting a PDF to invoice and verifying line items, users can now select from internal timekeepers that were added under the Timekeepers > Law Firm Internal tab. Prior to this change, only timekeepers that were submitted for client approval were appearing in the dropdown.

Verify Line Items for PDF Conversion to Invoice

For clarity, users are now shown a message to review and resubmit their PDF file if no line items are detected when converting a PDF to invoice in CounselGO.