Release 25.09 September – Legalsense

Matters, Clients, and Contacts

Client: When creating a client, selecting a parent client copies the parent’s pricing information to the new client. Changing the parent client for an existing client does not update the pricing information.
Conflict check: The conflict check page is updated to the modern Legalsense look and feel. The toggle 'Show all tags' has been removed, as all tags are now displayed by default.
Billing groups: The Billing group pages under Matters → Billing groups have also been updated to the modern Legalsense look and feel.

Invoice line sorting: When billing multiple matters on a single invoice, lines on the first page are now grouped by matter, and then sorted by description. Previously, lines were sorted only by description. Please note: This behaviour only applies if this specific part of your invoice templates has not been customised.
Billing workflow: Responsible users with limited editing permissions can now edit submatters directly on the "Edit time entries" page. Previously, this was only possible by using the "Change matter/submatter" functionality for these time entries.
Deleting invoice line: A help text is added to the confirmation for deleting an invoice line. It clarifies that the invoice line is moved back to the matter as WIP.

Payment links: Mollie is now available as a payment link provider in the Payment links under the Billing settings.

Reports: Client currency, Matter currency and Invoice currency are now available as filter and/or grouping options in our report builder.
Performance: The submenu under Reporting → Performance is now visible by default. The available options are based on the performance reports the user can access.

Notifications: A new personal performance email notification is now available: Personal performance email of previous ISO week. This email notification sends a user’s personal performance overview for the last ISO week (Monday–Sunday).

Clients and Contacts: The clients and contacts endpoints now support additional filter fields, including filtering clients by a related contact_id (?contact=). Filtering options from APIv1 and APIv2 have been added to APIv3 for consistency.
Client budgets: A new clientbudgets endpoint has been added. It supports full CRUD operations, including filtering by date range, status, kind, client, and matter. Responses return usage information (hours_used, amount_used) along with all budget and clientbudget fields. By default, only the minimal field set is returned, with additional fields available via extra_fields. Access is controlled via existing budget permissions.

For more information about our Legalsense features, please visit our knowledge base.