Last week I promised I’d write every Friday, so here I am. This one is shorter than the first, but there’s a lot in it for the people who keep a firm running: the practice manager, the finance desk, the admin who sets everything up.
It covers 19 to 23 October. Most of it started as a message from a firm telling us what got in their way.
What’s new in ModulawAI, every Friday.
Send a form to anyone
If you try one thing this week, try this. A form shared with “Anyone with the link” now has a real page anyone can open and fill in, no ModulawAI account needed. Use it for client intake, a conflict check questionnaire, event registration, a feedback survey. The page leads with your firm’s logo and colours, so the person filling it in sees your firm.
The answers come back to you. Choose who the responses go to when you share the form, and they get told each time one comes in. The Responses tab on the Forms page lists every response you’re allowed to read, with who sent it, which form and when. Open one and file it to a matter, and its PDF lands in the matter’s documents.
To get the link out, click Email it and type up to 50 addresses with a short note. Each person gets an email in your firm’s name. On a phone, Share hands the link to WhatsApp or whatever else you use. When the answers are in, download them as a CSV, one row per response, or save that file straight to your documents.
Inside the firm, a form can now be started from My Tasks, so a leave request or an expense claim is one tap away for everyone.
“Help me understand this agreement, from my client’s side”
A lawyer told us that’s what they needed from a long facility agreement, and none of our tools did quite that. So the Word add-in has a new command. Type /brief acting for the borrower (or whoever your client is) and you get a briefing on the key terms. For each one: the clause in the document’s own words, what it says, what it means, whether it leans for or against your client, and two to four things to ask for in negotiation, each with a fallback. Click a quote and Word jumps to the clause. It ends with an overall position.
/review got better too. Whatever you type after it, “acting for the lender” or “focus on the indemnities”, now goes to the reviewer. If you had a paragraph selected, it tells you it only reviewed that paragraph and offers to review the whole document. And it reads far longer documents than before, past 2,500 pages.
One fix I’m glad to see gone. If a clause appeared more than once, Apply fix used to refuse and Jump to clause always went to the first copy. Both now pick the copy the issue is about, or the one you’ve selected.
Bill in your client’s currency
Until this week you could bill in seven currencies. Now it’s any currency in the world. A firm in South Africa can bill in rand, a firm in Kenya in shillings, and a Japanese client sees yen with no decimals, the way yen should look. Pick it from the currency list on a time entry, an invoice or your firm settings; type the code and it jumps there. South Africa, Kenya and Ghana are now in the country list too.
Who signs, who pays, who gets a number
This was a big week for finance teams, mostly because one firm sat down with us and walked through how their requisitions actually move.
Under Settings, Approval policy, there’s a new Requisition workflow card. You can have a review officer: the person raising a requisition picks a colleague who signs first, before the usual approval chain. You can name exactly who disburses (a person, a role, a department) with a backup for when it’s their own requisition. And you can switch off the Received By step if your advances end when the money goes out. Leave the card alone and nothing changes.
Vendors are now an approved list. Anyone can propose a supplier, but only approved vendors can be put on a bill, a purchase order or a requisition. Admins approve or reject (with a reason), and changing an approved vendor’s bank details sends it back for approval. The import picks up what each vendor supplies and where they are, and the register now pages, searches and filters, so a list of 300 suppliers is easy to work with. Every change is recorded.
Numbering caught up with how firms really file. Documents raised without a matter can carry their own code (ADMIN, FINANCE, whatever you use), and a requisition with no matter lets you pick which code it goes under. If you’re moving to ModulawAI halfway through a year, an admin can set a matter’s next invoice, PO, requisition or expense number from the matter form, so you carry on at 029 instead of starting again at 001. The numbering settings page also shows your saved formats properly now; before, it could show the defaults.
Removing someone keeps their history
When someone leaves the firm, removing them now archives them. Their name stays on the matters, time, documents and approvals they touched, their seat is freed, and they can’t get back in. If you removed the wrong person, or they come back, restore them from Archived.
Admins can also clear out process runs in bulk. If you trialled processes and have test timesheets and appraisals sitting in people’s My Tasks, tick them and cancel or delete them in one go.
Your notes, from the meeting you scheduled
When you recorded a meeting you’d scheduled in ModulawAI (a case meeting or a booking), the recording was filed but the notes never came. That’s fixed. Those recordings are now transcribed with no length limit, the notes land on the meeting and the matter, and everyone on the meeting gets them. If notes can’t be made, because the call was too short or nobody spoke, you get told why and where the recording is, rather than waiting on something that won’t arrive. We went back and processed the recordings that got stuck.
Guests see the file properly
People outside the firm you share a file with now open it in the same viewer your team uses. Spreadsheets, decks, emails, video and audio with the transcript, all of it. Before, some of those just said “not found”. If you gave them Comment access, they can comment on a cell, a slide, part of a page or a moment in a recording, and you see it in the same thread.
Your attachments go with the email
If you sent an email from the Inbox early this week and the attachments didn’t arrive, I’m sorry. The email went out without them and nobody was told. They go with the email now, and if a file can’t be attached for any reason, the email isn’t sent and you’re told which file was the problem.
The small stuff
- The Clerk’s matter brief reads like a note from a clerk now: dates in your time zone and plain words, no system codes.
- The Clerk now notices every document added to a matter, however it arrived: uploaded, filed from email, imported, sent by the client through the portal or saved from Word.
- On long tasks in chat, the assistant keeps working notes for that conversation, so a big piece of work holds together across several turns.
- On the renewal page, the partner code box looked like a required step. It’s now one line that says it’s optional, and it never changes your price.
- After editing a matter, “Opened by” no longer turns into “Unknown”.
- Line breaks in notification emails show up as line breaks.
- Form names stay readable on a tablet.
That’s the week. Everything here is live at app.modulaw.ai.
If something here is close to what you need but not quite, tell me. Reply to the newsletter or message us from inside the app. Half of this week’s list came from messages like that. See you next Friday.
Abiola
Founder, ModulawAI
