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Release Update

Release Notes: December 2024 Update 🎉

Nick avatar
Shared by Nick • November 28, 2024

Overview

This release introduces significant enhancements to your timekeeping workflow, focusing on intelligent assistance, streamlined entry management, flexible timer controls, and efficient multi-day operations.

✨ Enhanced GenAI Narratives

Our AI assistant is now more intelligent and responsive, providing contextual narrative suggestions throughout your workflow.

Key Features

  • Real-time narrative suggestions as you edit entries
  • Automatic updates when changing initiatives or modifying activities
  • Initiative-specific compliance rule integration
  • Full user control over AI suggestions

FAQs

Q: When will GenAI suggest new narratives?

A: Suggestions appear automatically when you:

  • Initially create an entry
  • Edit the narrative (after a brief pause)
  • Update the initiative
  • Remove or add activities
  • You can also manually request suggestions

Q: Will the AI suggestions follow my firm's compliance rules?

A: Yes! The system considers:

  • Your firm's compliance rules
  • Initiative-specific requirements
  • Your past approved entries
  • Current activity context

🎯 Entry Management

A new focused interface streamlines entry creation and editing, putting all essential information at your fingertips.

Key Features

  • New modal design with side-by-side activity visibility
  • Quick activity management
  • Keyboard shortcuts for rapid navigation
  • Centralized entry information

FAQs

Q: How do I access the new entry creation modal?

A: You can create entries through:

  • Selecting activities/work groups and clicking "Create Entry"
  • Using the "+" button on your timesheet
  • Through search results selection

Q: What can I do via the new modal?

A: You can do everything you used to be able to do:

  • Search and select an initiative
  • Edit the duration, but you can now see the raw duration of underlying activities alongside any adjustments you made
  • Create/update the description using all of our description support (GenAI, type-ahead, shortcuts)
  • Add/edit codes
  • Change date of an unreleased, manual entry
  • Duplicate an entry
  • View and remove an activity

⏱️ Timer Hub

A dedicated space for managing your timers with seamless timesheet integration.

Key Features

  • Centralized timer management
  • Flexible timer control with start/stop functionality
  • Customizable views (card and list layouts)
  • Color-coding options
  • Quick timer duplication
  • Timer removal
  • Seamless integration with Timesheet
  • Start/stop a timer from Timesheet and see it reflected in the timer Hub

FAQs

Q: Can I have multiple timers running simultaneously?

A: No, starting a new timer automatically pauses any currently running timer to ensure accurate time tracking.

Q: Can I start a Timer from the Timesheet?

A: Yep, just create an entry and start the timer from the modal - there is a two way sync between the two views to ensure everything talks to each other.

📅 Multi-day Controls

A powerful new way to manage time entries across multiple days with efficient bulk operations.

Key Features

  • Weekly time entry release in one workflow
  • Bulk reassignment between initiatives
  • Quick transition from temporary to permanent initiatives
  • Entry filtering and search capabilities
  • Direct access from release button and initiative menus

FAQs

Q: Does this change how I create time entries?

A: No, you should continue using Timesheet as your primary entry creation tool with all its features for high-quality entries.

Q: Is this available on mobile?

A: No, this feature is currently desktop-only.

Q: Do all validation rules still apply?

A: Yes, all existing release validation rules and quality controls are maintained to ensure entry quality.

Compliance Rule Awareness ⚖️

Compliance Rule Awareness enhances Laurel's compliance offering by providing visibility into billing guidelines during time entry, ensuring timekeepers have the right information at the right time.

⭐ Features

  • Real-time rule visibility during time entry
  • Dynamic rule updates based on client/initiative selection
  • Hierarchical rule application (Customer > Client > Initiative)
  • Comprehensive rule information including: Rule title, Description and Reference links (when available)

🔍 Rule Management

Time Managers can:

  • Set rules at multiple levels
  • Manage rule inheritance
  • Update rule details
  • Set expiration dates
  • Enable/disable rules as needed

💡 Benefits

  • Reduced billing errors
  • Improved compliance awareness
  • Enhanced billing efficiency
  • Better realization rates

📋 Entry Notes

Entry Notes enables timekeepers to provide specific billing instructions directly within time entries, streamlining communication between timekeepers and billing teams.

Features

  • Add billing instructions to individual time entries
  • Communicate special billing requirements (e.g., "bill at half rate")
  • Direct integration with PMS for billing workflow

🔧 Setup

Please contact Laurel to:

  1. Configure Entry Notes for your organization
  2. Establish necessary PMS integration
  3. Enable the feature for appropriate user groups

❓ FAQ

Q: Will this be available immediately for my company?

A: Not quite, please contact your Laurel representative to see if we can set this up for your firm depending on your PMS.