Jarvis - New products of January 2024

Jarvis - New products of January 2024

New functionalities

Budget consumption gauge for files at hourly rate

Did you know the consumption gauge for the files invoiced in the package? The same gauge has been put in place for your records billed over time compared to the amount originally budgeted! In the blink of the budget consumed against the fees entered in the file (i.e.time and services). In addition, a color code on this gauge allows you to instantly visualize if your budget is respected (green), close to being exceeded (orange) or exceeded (red).


For more information about the folder interfaceclick here.

User names when connecting a SharePoint drive

With this update, you can more easily connect your Microsoft 365 Drive to Jarvis and its related users. Now, in the connection window to Drive 365, you can fill directly in theyour users' email addresses as they appear in your Microsoft admin center.


For more information about connecting a Microsoft 365 driveclick here.

Connection between Jarvis and TONI

On the TONI page, you canenable or disable the connection between Jarvis and TONIvia a toggle button. You now have the choiceto allow YOUR to interact or not with Jarvis. For example, if you want YOU to create a new folder or activity for you, make sure the toggle button is enabled.In addition, TONI is now retaining your preferred AI engine, so you will no longer need to select it with each visit.



Reminder:TONI strictly respects the confidentiality and security of your data. Communications are encrypted and are not used to improve AI. Moreover, Jarvis does not retain anything from your exchanges with TONI. For more information, please consult oursecurity policies of TONI.

Improvements

New examples of prompts in YOUR

Jarvis continues to work diligently to make TONI more personalized and intuitive. With this in mind, we have made many improvements to TONI. In particular, we have reorganized and improved TONI interface to provide better user experience, including on mobile devices.In addition, building on our collaboration with distinguished lawyers,we have enriched our library with examples of prompt. You will open a multitude of new applications, covering areas such as document analysis, company law or commercial law. Once your speedy is elected, simply submit it to YOU for a quick and accurate response.
For more information about the interface of the TONI pageclick here.

Corrections

Provision balance of a contact

We have corrected the calculation of the cents on the provision balance displayed on the customer contact form. The amount now reflects the exact balance of available provisions, to the nearest penny, regardless of the transactions made on these provisions.
For more information on the creation and use of provisionsclick here.

Rights on the creation of activities in files

The activity creation feature in a file is now used to users who are involved in that file, or those whose profile authorizes access to all activities in the file or contact.
For more information on creating activitiesclick here.


    • Related Articles

    • Jarvis - New products of May 2023

      New functionalities • TONI, Jarvis' virtual assistant on AI (additional pay module) Based on Open AI APIs (ChatGPT 3.5 turbo and 4.0), TONI will be your new super wizard to meet all your daily requests, whether legal or not. For example, TONI may ...
    • Jarvis - New products from the 2019 new year

      The novelties of the new school year We are pleased to share with you the arrival of new features in Jarvis. Management of activities Transfer of activities: you can now transfer unbilled activities from one folder to another in just a few clicks! ...
    • Jarvis - New products of July 2019

      I'll be back The novelties of the summer New features are available in Jarvis! Discover below the latest developments: 1. 1. Improved currency management We have improved thecurrency managementeverywhere in Jarvis. You can now choose your currency: ...
    • Jarvis - New products of July 2019

      News of July New features are available in Jarvis! Discover below the latest developments: 1. 1. Redesign of the page Provisions The provision creation page has been improved: You can now detail in your invoice:provisions on fees, fees and ...
    • Jarvis - New products in February 2023

      New functionalities • Meanings by bailiff This is a great first in the legal world in France and Europe! You can now start the meaning by document bailiff directly from JarvisDrive and 100% materialized! Thanks to our partner Delivract, your ...