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Rachel Rosenthal

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Latest activity by Rachel Rosenthal
  • Rachel Rosenthal created an article,

    Removing Permission to Override Default Matter Plan from Permission Sets and Profiles

    In firms using original Matter Plans, admins must remove the litify_pm Permission Allow Override Default custom permission for users they do not wish to have the ability to override the default Mat...

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    • 1 follower
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  • Rachel Rosenthal created an article,

    Mass Billing

    Mass Billing Mass Billing eliminates the need to create Pre-Bills Matter by Matter. Billers can use the interface to define criteria for Time Entries and Costs and specify which Matters to create P...

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    • 1 follower
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  • Rachel Rosenthal created an article,

    Billing Rules

    As a team grows, so will the possibility that mistakes occur or users forget standard processes. To reduce time spent correcting records to meet billing guidelines, we introduce Billing Rules. Bill...

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    • 1 follower
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  • Rachel Rosenthal created an article,

    Matter Budgeting

    Matter Budgeting Introducing Matter Budgeting–a reporting tool that tracks a Matter’s billed hours or spend against the budgeted value.  Budgets track billed time and costs. Easy to read progress b...

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    • 1 follower
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    • 0 votes
  • Rachel Rosenthal created an article,

    Time & Billing v5 Release Notes

    Latest Version: 5.8 Release Date: 5/23/2022 Package Links: Please reach out to your CSM or Litify Account Manager   Litify Time & Billing v5 brings more billing usability and tools to support accur...

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    • 1 follower
    • 0 comments
    • 1 vote
  • Rachel Rosenthal created an article,

    Matters and Intakes v27 Release Notes

    Matters + Intakes v27 Release Notes  Version DetailsIntroductionPre-Install StepsEnhancementsBug Fixes Version Details Production Link: https://login.salesforce.com/packaging/installPackage.apexp?p...

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    • 1 follower
    • 0 comments
    • 1 vote
  • Rachel Rosenthal created an article,

    Docrio Associated Files

    Docrio has the ability to associate files to each other. Using Docrio Email or the Docrio API’s 2 files can be associated with each other. Signifying they should be viewed together or considered to...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Rachel Rosenthal created an article,

    Docrio v10 Release Notes

    Latest Version: 10.15 Release Date:  July 7th, 2022 Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007of2Z Sandbox: https://test.salesforce.com/packaging/install...

    • Edited
    • 1 follower
    • 0 comments
    • 6 votes