EvolveGo UI Enhancements: A New Level of Usability 

Continuing our commitment to improving the usability of EvolveGo, we're excited to unveil a series of user interface (UI) enhancements designed to make information and actions more accessible. These changes will be applied in late February and deliver a more intuitive experience, allowing you to manage matters with greater ease and clarity. 

A Clearer, More Organised Interface 

Clients and Matters now open in full-screen mode, providing a structured and organised workspace. The screen is divided into three distinct sections to ensure important information is readily accessible and transactions can be initiated quickly: 

Details – All key matter information is readily surfaced on the left-hand side, including real-time drillable financial tiles and prominent estimate trackers. 

Actions – On the right-hand side, we've streamlined the menu options to promote quick access to commonly used actions and views. 

Focus – This section emphasises transactional aspects of the matter, displaying time, disbursement, invoice, and ledger details. 

DETAILS 

Rates & Estimates – are now afforded more prominence on the matter so you can instantly see how fee and disbursements are tracking versus estimates.  

Drillable Financial tiles – tiles have been reorganised into three deliberate groupings; Work & Fees, Office and Trust & CMA, allowing you to quickly discern the financial position of the matter. In addition, a number of these tiles are now drillable, taking you straight to the underlying transactional detail. 

Editing Matter Details – now available from the Details section of the matter, saving you from opening additional screens to make changes to the matter. 

Referrals – any referring entities are also displayed in the Details area, promoting visibility without detracting from your current focus. 

ACTIONS 

Create New – instantly accessible options regardless of the Focus context, allowing you to quickly record new time and transactions. 

Notes – record relevant notes to the matter and pin the most important so it's immediately visible to anyone viewing the matter. 

Settings – less commonly used functions are now housed behind the Update and Settings options ensuring the Actions list is kept to core tasks and functions. 

FOCUS 

Collapsible/Expandable Panels – when your full attention is required on the Focus area of the matter screen, the Detail and Action panels can be quickly collapsed and expanded as required. 

These updates mark another step in our journey to making EvolveGo even more user-friendly. Log in today and experience the new features designed to streamline your operations and enhance efficiency! 

Exciting News for EvolveGo Users: Introducing "Archie"—Your New Productivity Partner! 

We are thrilled to announce the upcoming release of "Archie", Smokeball's AI-powered Matter Assistant, into EvolveGo. In February, all EvolveGo users will have access to this powerful tool designed to streamline your workflow and enhance productivity. 

While "Eve" remains your trusted companion for managing the legal accounting aspects of EvolveGo, "Archie" is here to revolutionise how you handle matter management and everyday legal tasks. 

What Can Archie Do for You? 

Master Your Matters:
Archie analyses matter data and documents securely, providing you with quick summaries and intelligent answers to your questions. Effortlessly draft client correspondence, generate matter overviews, and respond to specific queries – all within EvolveGo. 

Review Documents with Ease:
Skip the tedious task of manual document review. Archie can summarise documents, identify conflicting terms, and compare multiple documents for inconsistencies, ensuring your matters are thoroughly examined. 

Effortless Drafting:
Integrated with Microsoft Word and Outlook, Archie helps you draft clear and concise emails, letters, and other correspondence. Whether you need a formal letter or a quick email summary, Archie adapts to your communication needs. 

Create Legal Documents Seamlessly:
Utilise Archie's deep understanding of legal contexts to draft clauses, generate legal documents, and create memos – accelerating your legal drafting process. 

Get Ready for Archie in February!
With the launch just around the corner, February marks a new era of productivity for EvolveGo users. Experience firsthand how Archie can transform your matter management and streamline your daily tasks. 

Stay tuned for more updates and prepare to welcome Archie as a new go-to assistant within EvolveGo! 

Following the success of our February session on What is Value-Based Pricing?, we're excited to continue Shaun Jardine's webinar series with the next instalment: Implementing Value-Based Pricing. This exclusive session will take place on 11th March at 11am and will provide practical strategies for successfully introducing value-based pricing at your firm. 

What's on the Agenda? 

Implementing Value-Based Pricing 

Gain practical advice on introducing value-based pricing at your firm and ensuring team buy-in for a smooth transition. Register here

This session is a must for forward-thinking professionals aiming to enhance client relationships, boost efficiency, and drive profitability. Don't miss this opportunity to gain actionable insights that can make a real difference to your firm. 

We’ll return in March with more exciting updates. In the meantime, if you found this update helpful, why not share it with your colleagues or peers who could benefit from staying updated with PracticeEvolve? Thank you for your continued support and engagement!

The PracticeEvolve Team