16 articles
The following changes will only apply to our clients who went live on before 01 May 2024. Overview Previously, all data would download during the login process, which could lead to long wait ...
Security The system implements comprehensive security measures to protect sensitive and confidential information. This article outlines our security framework, encryption standards, access contro...
Due to upcoming infrastructure changes and to maintain security, from 9th June 2025, all users logging into the software will need to set up a new login that is separate from the desktop applicati...
Overview You can now sign in to the product using your Microsoft account, making access faster and more secure. This guide explains how to link your Microsoft account, sign in using Microsoft SSO...
TABLE OF CONTENTS Overview Dashboard Widget Draft Tabs Time Entries Draft Tab Matters Draft Tab Directory Draft Tab Overview The Draft feature allows partially created obj...
Overview The Irish Legal Accounts configuration provides a fully localised accounting environment for Irish legal practices. It includes: € Euro base currency Irish VAT codes with VAT 3 align...
Overview To support United States regionalisation, the system now uses US-specific terminology, spelling, and date formats. These changes ensure that the platform aligns with US legal, financial...
Overview Efimis is updating several key terms across the platform to align with industry-standard terminology and improve consistency. These changes will take effect early April 2026 and will app...
Overview Efimis is standardising matter roles across the platform as part of the upcoming terminology updates. These updates will take effect early April 2026. This is a terminology update only....
Overview Efimis provides White-label UI customisation for Smokeball users, allowing control over which UI elements, buttons, reports, and settings are: Visible Hidden Read-only These are vi...
Overview Efimis provides White-label UI customisation for LEAP Enterprise, allowing control over which UI elements, buttons, reports, and settings are: Visible Hidden Read-only These are vi...
Overview We are shortly rolling out an update to Access Control Lists (ACL) to simplify how matter access is managed. With this change, all new matters will default to Open Access, meaning they...
Overview This appendix provides a detailed breakdown of permission exclusions by feature and permission band within the system. It is intended as a reference resource for advanced users, administ...
Overview Scottish Legal Accounts supports Scottish-specific accounting workflows in Efimis, including: Scottish Combined Ledger Surplus calculation and reporting Surplus Dashboard Widget Sc...
Overview Efimis provides a default set of tax codes for all newly provisioned US tenants. Efimis defaults US tenants to 0% tax codes because US firms often do not charge sales tax on legal fees....
Overview Efimis includes six out-of-the-box (stock) invoice templates designed specifically for the US legal market. The templates support both taxable and non-taxable billing, as well as itemiz...