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  3. Releases

January 2025 - Release Notes

Workflow

Scheduled Workflow Creation

This feature allows you to automatically start a workflow on a periodic basis at a predefined time.

  • Only supports daily frequency for now.

New populateDB method in JS block

  • The populateDatabase function in JS Block code allows you to query third-party APIs and load the response directly into a Checkbox database.
  • Combined with scheduled assessment creation this allows for regular syncing of data from 3rd party systems into Checkbox databases.
  • Example snippet:
const endpoint = "<https://jsonplaceholder.typicode.com/posts>"; // Dummy data URL for testing
const databaseId = `a99e6653-c60a-4e96-9a8c-c72ff6459775`; // replace with your database id
const uniqueIdentifier = "id"; // optional
const isTestData = true; // optional

api.makeRequest({
  method: 'GET', // Adjusted to match the JSONPlaceholder API requirements
  url: endpoint,
}).then((response) => {
  const result = api.populateDatabase({
    databaseId: databaseId,
    data: response.data,
    uniqueIdentifier: uniqueIdentifier,
    isTestData: isTestData,
  });
}).catch((error) => {
  console.error(error);
});

Bug fixes

  • DocuSign Signature variable error
  • Tweak SCIM request payload parsing to accept boolean values as strings
  • Unable to complete an assessment

AI Assistant

Changes

  • Add chunk headers to better improve retrieval effectiveness
  • PDF upload support for sources has been removed, in order to optimise DOCX parsing and handling for now. This will be introduced in the future.

Bug fixes

  • AI Assistant was not working correctly when embedded in an iframe
  • AI Assistant slack integration connection issues during set up

Matter Management

Features

Cycle and Subcycle Times

Link to knowledge base and screenshots: https://support.checkbox.ai/hc/en-us/articles/42155773420185-Cycle-and-Subcycle-Times

  1. Cycle Times:
  • Tracks the total time it takes to complete a matter (e.g., turnaround/resolution time).
  • Enables filtering and reporting for metrics like average cycle times and matters exceeding time thresholds.
  • Seamlessly handles reopened matters without resetting accumulated times, giving us a competitive edge.
  • Time tracking applies only to open and in-progress matters, providing clarity and focus on active workflows.
  1. Subcycle Times:
  • Tracks how long a matter has been in a particular status, such as “In Progress.”
  • Measures time spent in specific statuses within a matter’s lifecycle, like how long a contract has been in “Drafting.”
  • Supports measuring first response time for improved responsiveness insights.
  • Enables grouping statuses for aggregated insights, such as:
    • Non-legal parties: Time spent sitting with procurement, finance, or sales.
    • Legal teams: Time spent with specific team members like Adam, Bob, or Cindy.
  • Time tracking applies only to open and in-progress matters, allowing precise tracking during active stages.

Limitations

  • No visual charts (e.g., bar, line, pie) for time-based reporting—planned for future updates.
  • Status field must be manually updated. Automatic field updates will be introduced in a future release.

 

Bug Fixes

Resolve the following bugs:

  1. Widget loading state said "No data" during loading state, even though there was data in the process of loading.
  2. Board filters: Issue where badge showing how many filters were being applied was not displaying.
  3. Matter fields: Archived matter fields options displayed in the matter layout config page.