We bring you this year’s latest share of new features in Evolio . Santa Claus was generous to everyone this year (and our programmers are diligent), so even before unwrapping Christmas Day gifts, you can enjoy a share from Evolio.
If you don’t have time to read the whole article, here are the main changes:
- The possibilities of reporting work within lawyer’s tariff
- Work with overview of files is documents
- Automation and more EPR function have greatly expanded again in Evolio
- Insolvency applications now have their own editor
- Evolio Synchronizer is officially released on Mac App Store
Reporting work with the lawyer’s tariff
We have added a number of innovations for the files charged by Decree 177. We must warn you at the outset that it will be released in a few days one small update , which will solve some details and immediately incorporate the first comments of users from live traffic.
Calculation of non-contractual remuneration
In the settings for the file, a section concerning the calculation of the remuneration according to the tariff value has been added.
Record work with all the details
The biggest change comes with job registration. You now have the opportunity to conveniently enter all the information needed for the job report.
Overview of reported work for the lawyer’s tariff
The work reported according to the tariff has its specific data and therefore now has its own table in the overview of reported work. We will gradually improve it.
Working with law files is more efficient
Overview of files
The table listing the cases was becoming less flexible for some users. That’s why it got extra
- New column with labels
- The Last Action column, thanks to which you know what to do happened for the last time without having to open the file
- Table sorting can now be set in the column header
An overview of writings this time innovatively
To the overview electronic files we’ve added a brand new display, technically called Kanban. It is a system of panels / boards that allows a different view of the same data. This depiction made the popular Trello famous.
The lawyer’s files are divided into columns according to your requirements. You are interested in more condition, type of case or its label? No problem Evolio arranges them exactly as you wish.
We are strengthening the Action button
We’ve expanded the list of actions so that you don’t have to look in the file where the function runs.
More intuitive data messages
If the addressee has a file mark assigned to his name, Evolio will add this mark from the file directly to the field for newly created data sheets. . It does not have to be just the courts, but also the police, prisons, etc. In the event that more marks are registered in the file (in the EPR court and other proceedings), the active one is selected preferentially (a yellow dot lights up next to it).
Tuned Documents
Right information system for law firms should be user-friendly. That is why we improve Evolio on the basis of ideas that we collect both during training and technical support. We have improved the work with documents with a few new features aimed at simplifying the user’s life 🙂
Generate where you are looking for it
To create a new document from a pattern, it was always necessary to first go to Activities, create an event and then select the correct document with printing parameters that you want to add. Now all you have to do is use the button in the file overview Action (we have already mentioned it above). Just select an item Create a document and Evolio opens a selection of document templates. Simultaneously with the document, an act of the same name is created. Each document can be created directly from Evolio, which is important for job reporting in a law firm.
Create a PDF and keep the original document
We have received several suggestions from you regarding the preservation of the original file in Word even after its conversion to PDF. That is why we bring you another fulfilled wish: In the document menu, you now have the choice of whether you want to keep the original .docx file or not.
Bulk edits a little different
To maintain the greatest possible simplicity in the use of Evolio, we have decided to adjust the way we work with more documents . You can now click one or more documents at any time and use the function menu in the button Action .
Orange = new document
Now you will definitely know which documents are new. In addition to the small highlights next to the title and in the right corner, the entire document is now highlighted in light orange.
Receivables, EPR and insolvency
You will not miss the overpayment
In the middle panel of the receivable, you can always see the status of payment of the amount due. If there was an overpayment, it was not visible here, the user had to look in the Finance tab. This could be confusing, because in one place you have debt and in another you have extra money. We’ve solved this tricky situation by adding an overpayment alert immediately in the report, so you don’t have to study and add incoming payments unnecessarily.
Productivity with an electronic payment order
We have incorporated features that are sure to please everyone who works with EPR.
- Evolio is able to fill in the claim number in the applicant’s file number
- Automatic status change to “S06 – EPR canceled” if a decision is issued by the court to cancel the EPR
- Local jurisdiction is determined correctly regardless of the capitalization of the address
- Automatic selection of documents in unsupported format to a folder: EPR – addition
It is also part of the changes clearer orientation when creating an order:
Editing an insolvency application
We have also applied the functions you know from the Electronic Payment Order for the Insolvency Application. You can do this after creating a concept further edit as needed . Don’t have time today? Save your draft and continue to where you left off at any time later. Do you just want an XML file? Evolio can also deliver it!
Subsequent handover to the executor
We will remain with receivables management. The last step with the claim may be handing it over to the executor. It also has its specifics that vary from receivable to receivable. We have therefore incorporated it into Settings templates Handing over for recovery and according to them, the executor will be clearly given, the type of transfer or even the costs of legal representation in the execution according to §7 or §14b. We can also arrange for the signing of attached documents with a certificate.
The last change in insolvency at hand
Following the example of InfoSoud, we started to display a speech bubble with the last change in management after hovering the mouse over the Insolvency label. You no longer have to open a new page in your browser, which is annoying even if you have a slower internet and you waste valuable time unnecessarily.
And a few more changes at the end
Edits in the subject panel
The subject panel has undergone several pleasant improvements.
- Evidence of web address
- Address specification (will also be stated in the hybrid mail)
- Display the address on the map
Document templates finally with subfolders without limit
There is now no limit to the number of folder immersions in the Document Templates section. So you can create large pattern trees divided into folders according to your ideas.
Additional mail assignment
Outgoing reports are usually linked to a specific case, giving a clear logic for the effective management of the legal agenda. But what if you want to forward a data message that has not been assigned to a colleague? Evolio had no clue as to how to assign such a message. We have therefore given you the option of manually filing these messages, as you are used to with inbox.
Did you get this far? Take a look at the new Licenses and Billing settings
Being transparent is important for building mutual trust. Of course, a lot of things can be solved by phone or email, but who has the time today? We have prepared in Settings the first version of the system for license management and invoicing of other services that are integrated in Evolio. In one place, you have information about the account parameters that you have available under the license. You see a summary of amounts using hybrid mail or the Central Register of Foreclosures.
Attention! This is a beta version. You can find this setting after viewing the advanced settings, the data may not be accurate yet (eg selected license or amount of data consumed). The system is still being calibrated.
In the next version, you will be able to immediately choose a better type of license, without having to contact our mall, subscribe to credits (money) for the use of connected registers.
So that’s all from us for this year. We hope that Santa Claus pleased you and we enclose it as well full list of gifts (changes) . Enjoy the Christmas holidays, even though they will be in limited mode and see you at Evolio again next year!
