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SB Lawyer changes, from the most recent to the oldest. Each version shows the targeted Business Central version.
New features
- Business Central 29 compatibility.
- SB Lawyer Agent (pre-release): an agent in Microsoft 365 Copilot and Teams that enters and posts your time in SB Lawyer, suggests time entries from your emails and calendar, and answers questions about your matters, customers and time. Its sub-agent SB Lawyer Legal Research finds legal information, articles and case law, relying on Légifrance and Judilibre. This pre-release version may change based on customer feedback.
- New mobile time entry: when New Mobile TimeSheet is turned on in Matter Setup, My TimeSheet on a phone shows a calendar. Select a day to see its time entries and add new ones.
- Timesheet calendar: a gauge for each day compares the time entered with the working day (Nb of Hours Worked). It splits billable, non-billable and internal time, and flags overruns.
- Time suggestions: the matter is pre-filled from the subject or the contacts of the suggestion (Suggest Time: Matter Search).
- Time suggestions: the time suggested for emails can be set (reading, writing, attachments). Mail folders can be excluded for the whole firm (Excluded Mail Folders) or by each user (Retrieved Folders).
Improvements
- Time suggestions: emails, Teams chats and Teams calls are retrieved faster.
- Time suggestions: a Teams meeting takes your actual attendance time and no longer appears twice.
- Time suggestions: recent files are the ones you saved during the period, with an estimated time.
- Stopwatch on mobile: a + button makes it easier to create a stopwatch.
- Mobile time entry: the time picker opens on the time already entered.
- Expenses Statement by Resource: cancelled expenses are now included.
- Posted purchase credit memos: the posting description is shown in the list.
- Security of the display components (calendar, stopwatch, editor, emails) reinforced: they no longer load external scripts.
Fixes
- Mobile time entry: 31 minutes were saved as 21 minutes, and the time picker didn’t show on an existing entry.
- Matter journal templates: a change of number series can be applied to the batches that still use the old one.
- Top 10 chart: the Quarter period covers the last three months.
- Prepayments: the “no prepayment invoice” check blocks again.
- Compliance: the contact type (Person or Company) is carried over to the compliance card.
- Matter copy: the comments of an archived matter are copied, and the blocked customer check applies.
- Allowed actions: the action codes offered are those of the matter and those of the line.
- Matter archiving: all attachments are archived, and notes and links follow the matter.
- Conflict check: a pair of roles in conflict in one direction of the matrix is detected in both directions.
- Requests for opening: the billing reference is carried over to the customer reference of the matter.
- Entry templates: an action without a matter applies to a time or expense line without a matter.
- Matter journal: a negative VAT amount is accepted on a negative line.
- Purchases: changing the dimensions of the header no longer forces the matter dimension on lines without a matter.
Improvements
- Profiles reviewed, in particular the Administration menu.
Fixes
- Purchase lines: deleting a line linked to a matter entry works on credit memos.
- Document posting: no more error when Continia is installed.
- Double expense approval: a rejection is correctly taken into account.
- Quality checking: reset of the checking lines.
- Resource expense posting: correct VAT group for manually entered VAT.
- Purchases: payment on hold.
Improvements
- Better performance on entries and matters.
- APIs updated.
New features
- AI features: memo suggestion, text correction and translation.
- Last invoices detail in the pre-invoicing.
- Business Central 28 compatibility.
Fixes
- Stopwatch: stopwatch sheet creation.
- Keywords: insertion in time entry.
- Copy Document.
- Sales invoice statistics: average unit price display.
- Sales reports: prepayments taken into account.
Fixes
- Proforma merge: line discount and amount update.
- Global prepayments: taken into account in reports.
- Rate catalogue: no longer shows inactive resources, only the latest standard rate at the date.
- Line discount: amount calculation.
- Sales statistics: write-off and discount amounts.
- Batch purchase document creation: import, including UTF-8 encoded files.
- Letter editor and memo.
- Vendors overview for payment: report.
New features
- Stopwatch for time entry.
- Business Central’s standard rich text editor offered for the letter editor.
Improvements
- VAT calculation on expense entries reviewed.
- Stronger checks when posting a credit memo.
Fixes
New features
- Adjustable photo quality for expense receipts (camera, mobile).
Improvements
- Better performance on some tables.
Fixes
- Sales invoice statistics: calculation error.
- Purchases: vendor recurring lines.
- Customer references.
New features
- “Exclude from billing campaigns” option on matter templates.
Fixes
- Billing campaign: display after an error.
- Last ten entries: no more error when no entry exists.
- Incoming documents: attachments and comments.
- Mobile time and expense entry.
- Keywords: a character no longer disappears while typing.
- Entry transfer: works with quality checking entries.
- Invoices: the ship-to code is kept after changing the bill-to customer.
- Export to Excel in the online version.
New features
- Business Central 27 compatibility.
New features
- Expense receipt recognition (OCR), including phone bills.
- Keywords and line copy for time entry.
Improvements
- Resource card: update of active matters offered when a partner’s assistant or billing resource changes.
- Permissions reviewed for time suggestions and the Outlook add-in.
Fixes
- Matter copy: matter contacts are copied.
- Sales invoices: ship-to address with the bill-to customer option.
- Billing campaigns: filters.
- Quality checking.
- Billing schedule: generation when no period has to be created.
- Matter WIP review: filter on the expected sales amount.
- Multiple bill-to customers: proforma generation.
- Jurisdictions: second email check and phone number.
New features
- First version of the Outlook add-in for SB Lawyer.
- Keywords for time entry.
- Last ten entries, with copy of an existing line.
- Time and expense entry templates.
- Sharing a time entry with one or more resources.
Improvements
- Contact card: “Create as” and “Link to existing” take the employee status into account.
- SB Lawyer report selection: choice of layout.
- Hours per resource chart adapted to the setup.
- Stronger data security.
- Matter lists sorted by number.
Fixes
- Rate update: shows when the resource group must also be updated.
- Expense Ledger Approval Result: users can cancel their expenses.
- Mileage allowances: no more error when validating the quantity.
- Proforma, invoice and credit memo layouts: grouping by sales topic.
- Posted sales invoice statistics: decimal amounts.
- Subscription billing schedule: reopening a period.
- Rejected expenses: with the matter entry cancellation option.
- Time summary by resource: capacity over a period.
- Purchase lines: partner and manager copied after entering the matter line.
- Sales documents: ship-to address when a ship-to code is entered.
- Expenses and external expenses: Non Billable and Cancel Non Billable actions.
- Expense entry cancellation: VAT amount.
- Allowed actions.
Fixes
- Role Centers: wider partner, manager and resource filters.
Fixes
- Matter activities: filter initialisation.
New features
- Business Central 26 compatibility.
- Option to skip the matter start and end date check when entering time and expenses.
- Separate contract management extension, to detail subscription matters.
Improvements
- Search name on jurisdictions and matter contacts.
- Sales invoice duplicates use the selected layout.
Fixes
- Prepayments in foreign currency: available prepayment check.
- Resources: changing the base unit checks that the new unit is different.
- Matter list: with an active filter, editing the card no longer offers to create a matter.
- Write-up / write-down: non-billable diligences excluded.
- Time entry: action codes filtered by matter category.
- Subscriptions: invoiced and to-invoice periods, including with a gap in the schedule.
- Invoices: “Correct” function.
- Billing schedule: when closing the page.
- Diligence reconciliation.
- Sales lines: matter no. copied on entry.
- Memo and cover letter copy.
- Invoicing display.
New features
- Jurisdictions: list of courts and Jurisdiction business relation.
- Billing instructions on the customer and the matter, shown on proformas.
- Proportional adjustment by resource, by amount or quantity.
- Choice of ship-to customer: sell-to, communication address, bill-to or another customer.
Improvements
- Matter contacts.
- Subscription matters: periods calculated from the next invoice date.
Fixes
- Expenses to approve: filter and approver taken from the resource.
- Proformas: assigned user and partner notification on creation.
- Resource card: standard price updated with the latest all-customers rate.
- Sales invoice statistics: write-off amounts.
- Expense approval: dimensions.
- Matters: unarchiving and matter card attachments.
- Subscriptions: renewal, termination and next invoice date.
- Matter: creating a diligence from the card.
- Jurisdictions: link with the contact.
New features
- Linking time to a fixed-fee invoice, with proportional adjustment of amounts.
Improvements
- Subscription renewal: shows matters not renewed because of an error.
Fixes
- Resource rates: filters reset when opening the page.
- Contact: opening the internal vendor card.
- Reconciliation: reference amount.
- Opening requests: matter budget and main contacts.
- Pre-invoicing and sales reports: payment method.
New features
- List of last invoices in the pre-invoicing.
- Name on work types.
Improvements
- Creating matter contacts from related parties and the matter’s contacts.
Fixes
- Reports: pre-invoicing, links in reports and invoice.
- Purchase accruals: generation.
- Opening requests.
New features
- Offices on the matter.
- Web search on opening requests.
- Email templates in the letter editor for sending invoices.
- Subscription: option to invoice an additional amount.
- Business Central 25 compatibility.
Improvements
- Status change when closing the matter according to matter steps.
- Attachments on customer and matter cards.
- Contact card: matters where the contact is referenced.
- Invoice cancellation.
- Fix suggested when the presentation module and the proforma differ.
Fixes
- Multi-customer invoices: split, amount adjustment, cancellation and correction of issued invoices.
- Sales lines: dimensions.
- Closing a matter: no longer goes back to In Progress when a step sets a status.
- Subscriptions: billing schedule, invoice period and expiry date.
- Write-up / write-down: calculation.
- Document copy: exchange rate.
- Simplified transfer: number series.
New features
- Notification of partners, billing managers and memo writers when a proforma is available.
- Percentage of expenses on fees, on the customer and the matter.
- Opening requests in the Role Center’s matter activities.
- Dimensions on matter line families and on diligences.
Improvements
- Matter line dimensions.
- Matter lookup.
Fixes
- Sales lines: currency conversion of reference and source amounts.
- Subscriptions and recurring amounts: last invoiced period calculation.
- Write-off: the whole selection is processed.
- Sales statistics: calculation.
- Contact and related party search: “@” character.
- Opening requests: the matter family is no longer required.
New features
- Business Central 24 compatibility.
- Diligence card on purchase documents.
Fixes
- Sales header: source amount in foreign currency.
- Posted invoice statistics.
New features
- Blocking threshold for subcontractor invoices.
- Tasks linked to the matter, from the matter card.
- Incoming document on expenses already approved.
- Non-billable product posting group on items.
- Users can reject their own expenses not yet approved.
- Matter Pricelist report.
Improvements
- Compliance: expiry date calculation.
- Diligence description extended to 500 characters.
Fixes
- Write-off: limited to billable diligences.
- Quality checking: pending changes are removed when the diligence changes.
- Dimensions and action codes.
- LEDES.
- User tasks: due date.
- Matter Pricelist: rates and discounts by partner.
- Document selection, presentation module source quantity and top customers report.
New features
- First version of time suggestions (My Suggestions).
- SB Lawyer Connections.
- WIP Review report in the report selection.
Improvements
- Diligence card for time and expense entry.
Fixes
- Sales documents: exchange rate.
- Customer and partner filters.
- Time suggestions: deleting a line.
New features
- SB Lawyer report selection.
- Practice areas and Information tab on the matter card.
- Time forecast reports, by resource and by team.
- Quick entry of the occupancy level.
- Billing range on proformas.
Improvements
- Time or expense entry through a card; creation from the Top 10.
- Charts: choice and period remembered, refreshed when posting.
- Calendar to filter time entry.
- Version 7 (BC 21 and 22, 2022-2023): new time and expense entry, including on mobile; subscriptions; reconciliation; opening requests; allowed actions; double expense approval; billing and reminder contacts; matter families; forecast entry; quality checking; global prepayment; new matter and sales steps.
- Version 6 (BC 16 to 21): move to AL and modular architecture; presentation module, LEDES and first matter steps; partner and manager on entries; new email management.
- Version 5 (BC 14): improved usability, LEDES and compliance.
- Version 4 (Dynamics NAV 2018): duplicates, billable quantity on matter entries.
- Version 3 (Dynamics NAV 2017): write-offs and prepayments reviewed.
- Versions 1 and 2 (Dynamics NAV 2013 and 2015): first SB Lawyer architectures.