Is AppColl planning on supporting foreign law deadlines?

The way billing codes (task, activity, and expense codes) work in AppColl is being upgraded.
It is scheduled to happen on 12/11/2024 if there are no setbacks.
Billing codes will be able to have additional information associated with them and it will be easier to search for and select billing codes within billing items.
This will also allow for additional functionality in the future.

For more info, see here: https://support.appcoll.com/billing/billing-code-upgrade-december-2024

Mobile App

@SadiqA2304 Yes this feature is currently being developed. Should be available in the coming weeks.

I am getting too many tasks when I update my matter from PAIR. Is there a way to stop getting certain tasks that are not useful to me such as "Review USPTO Communication - OA EMAIL Email Notification"?

@MarkW5689 The new form field explorer control should help with most form field questions. It is available on the same pane as the history and discussion tabs.

How do I find out when a contact was created?

I would like to see a prettier, more modern user interface

AppColl recently released the Finances product for Corporate customers to easily track, forecast, and manage legal budgets.
Key features:

• Invoice review: Import pending invoices from law firms to be reviewed and signed off. Custom signature authority flows by country, law firm, or other invoice fields. Automatic flagging of billing items that exceed forecasts, use incorrect billing codes, or are duplicate billing items. Law firm notifications when invoices are reviewed or approved.
• Importing historical spending: Import spreadsheets or LEDES1998 files to populate previously paid invoices.
• Reporting on past spending: Use AppColl's powerful reporting module to categorize spending by invoice, billing item, or matter fields. Group spending by country, billing code, matter type, and many other available fields.
• Forecast future spending: Configure forecast generation based on task or matter dates to predict spending based on relevant matter fields.

What features or improvements would be useful for the Finances product?
A) Ability to sync LEDES files
B) Something that addresses the difficulty of getting law firms on board
C) Being able to import PDF's in addition to LEDES
D) Other: Explain below

@KimG5166 Does the "Same as above" residency checkbox solve your issue for inventors? It should allow you to put in a secondary residency address.

AppColl recently released the Finances product for Corporate customers to easily track, forecast, and manage legal budgets.
Key features:

• Invoice review: Import pending invoices from law firms to be reviewed and signed off. Custom signature authority flows by country, law firm, or other invoice fields. Automatic flagging of billing items that exceed forecasts, use incorrect billing codes, or are duplicate billing items. Law firm notifications when invoices are reviewed or approved.
• Importing historical spending: Import spreadsheets or LEDES1998 files to populate previously paid invoices.
• Reporting on past spending: Use AppColl's powerful reporting module to categorize spending by invoice, billing item, or matter fields. Group spending by country, billing code, matter type, and many other available fields.
• Forecast future spending: Configure forecast generation based on task or matter dates to predict spending based on relevant matter fields.

What features or improvements would be useful for the Finances product?
A) Ability to sync LEDES files
B) Something that addresses the difficulty of getting law firms on board
C) Being able to import PDF's in addition to LEDES
D) Other: Explain below

We are aware of poor performance for some users when adding documents to a task.
This should be improved in the next few days.
We appreciate your patience with this issue and for reporting it to us.

This feature has been added.
It's available in the top right menu that contains the user's initials.
Here is additional info: https://support.appcoll.com/clearing-page-locks

@SadiqA2304 Yes this feature is currently being developed. Should be available in the coming weeks.

The way billing codes (task, activity, and expense codes) work in AppColl is being upgraded.
It is scheduled to happen on 12/11/2024 if there are no setbacks.
Billing codes will be able to have additional information associated with them and it will be easier to search for and select billing codes within billing items.
This will also allow for additional functionality in the future.

For more info, see here: https://support.appcoll.com/billing/billing-code-upgrade-december-2024

@ChristianS9906 We will be adding a way to access the client's intake address if their account is being synced to.
There is not currently a notification for when a bad intake address receives an email.
We will discuss adding this as well.
Account admins do receive a notification if an email is sent to a valid intake address but the sender is not whitelisted.

This has been completed.

We will discuss this and respond soon.
Thanks for the suggestion.

Hi Christian,
We will remove the unnecessary name from the mailto link so that it can be copied more easily.
Thank you for bringing this to our attention.

@KimG5166 Does the "Same as above" residency checkbox solve your issue for inventors? It should allow you to put in a secondary residency address.