Acumin 2.0+ Key Highlights & Major Functionalities

Acumin 2.0 and later releases are designed to help firms work faster, bill more efficiently, and gain better insight into performance and profitability - without adding complexity to day-to-day operations.

These versions introduce a modernized invoicing engine, significantly improved performance, and more intuitive tools for managing clients, matters, rates, and alternative fee arrangements. Firms upgrading to 2.0+ benefit from less manual intervention during billing, stronger controls and visibility across the firm.

Beyond usability improvements, Acumin 2.0+ also unlocks access to web and mobile extensions, enhanced reporting and business intelligence, and greater configurability - ensuring the system can evolve alongside your firm’s needs.

The highlights below outline the key functional enhancements available in Acumin 2.0 and newer versions. Not all features are enabled by default, and some may require additional configuration or optional subscriptions, but together they represent a substantial step forward from earlier versions of Acumin.

Enhanced Invoicing Options

• Ability to store and manage members’ electronic signature for use within the invoice when needed

• Use of pre-set fee structure and/or paragraph content and/or presentation options at the client or matter level to mitigate the amount of modifications needed during invoice preparation

• Use of the dynamic engine’s invoice presented in PDF bypassing the word-merge step

• Ability to by-pass the posting control when the invoice is directly generated in PDF format.

• Ability to trigger the email to invoice recipient with the attached PDF invoice

• Batch processing of invoice administrative functions. It allows users to apply invoice-relevant action on many regular invoices at once part of the batch created. For example a user can send all invoices by email all at once from within a batch.

• Greater visibility of invoicing next steps across multiple functions with ability to view billing management tool results by role – separating lists of the matters to act on versus those to oversee.

• New Invoice presentation and discount options within the standard invoice engine that can be setup/customized per client and matter. Almost all labels in the invoice can be modified.

• Portfolio invoicing - To create and manage multiple multi-matter groups of invoices for the same client.

• New paragraph substitution options and set fee options which can be setup/customized per client and matter.

• Ability to setup and manage a variety of billing arrangements (AFAs) including: enhanced functionality to manage contingency based billing as well as new fields to organize and store billing rules and agreements for ease of access as part of the invoice process.

Person, Client, and Matter Management

• Contact and employment information management workflow with more prompts for relevant information capture

• Strategic visibility (one page overview) of person information through the Person Quick view

• Better visibility through colors and font for client contact (Blue), matter contact (Black), contact not yet cleared (red) and main defaulted client contact (bold).

• Client-Matter Dashboard: one-stop location for all client-matter information including;

  • Refined best-practice exposure and collections information

  • Customization of information available per user

  • Easy access to contact email functionality

  • Easier access to rate and billing information

  • Access to this focal point from other locations (i.e. timesheet)

Productivity Management

• Advanced split-entry functionality (typical use-case for class action work) with simultaneous expense entry input through the timesheet

• Auto-text replace per timekeeper for assistants to manage lawyers short-hand inputs in a more automated manner

• Non-chargeable and chargeable equivalent time management with the related productivity and profitability measures/reporting

• Real time lawyer view and feasibility analysis of achieving hours worked targets and stretch goals based on current work pace

• Practice Management enhancements to better plan, manage and share docket requirements (to-dos, appointments and case notes) through the task/unassigned list and related reports of each form

• Enhanced reminder functionality for key dates (i.e. trial dates) with reusable frameworks and related outlook synchronization capability

• New criteria added to person and matter search to find people and work product more easily

Rate Management

• Functionality including reusable and non-reusable rate structures within the client, rate arrangement and rates per title management as well as reporting that allows lawyers to meet the demands of alternate fee arrangements profitably.

• Member foreign currency rate.

Performance enhancements

• Notable improvements in: search tool, client-matter dashboard and task list

Environment Setup Options

• Direct access to Rate, User default and other information from the Member properties

• Enhanced Business Process Rules changes and additions allowing for limits and rules that generate automated email content to key decision makers

• Further customization of work spaces through new system settings and user defaults

• Enhancements to allocation functionality to allow for member specific fee credits

• More historical reporting on existing dimensions (i.e. functional department)

• Additional strategic report grouping opportunities through new client-matter and member dimensions (i.e. master practice group)

Reporting

• Enhanced personalized reports and historical reporting options

• Additional reporting dimensions (i.e. Area of Practice Group and Class, Industry Group and Class, etc.)

• Multiple new reports for example: Matter lifecycle analysis, No time/low time report, and Matter Budget-to-Value Worked Comparative

Profitability

• New distributed fee engine functionality that allows licensed organizations to benefit from a more granular and precise productivity timekeeper-based measure resulting from the allotment of fees-billed, fees credited, fees-collected and fees written-off to the specific hour worked.

Business Intelligence

• Building firm-defined content/output through the use of the Acumin Nexus database (subscription based option) combined with external reporting tools

AcuminWeb (Optional Subscription required)

• Streamlined web tool focused on time entry input and access to key member performance and client matter information on the go

• Electronic draft invoice review/mark-up process to allow for an electronic request process that integrates seamlessly with the invoice approval in Acumin; replacing the former paper-based DDI

• Personalized Report access – ability to see selected reports that have been setup for each lawyer in the manner that they prefer to see them grouped and presented

Other Enhancements

• Bank reconciliation (new module and process)

• Billing Management to E-WIP (To-Bill Tab) process enhancement including flexibility in how the Billing management tool presents and updates data, and the ability to provide billing instructions within Acumin instead of in the DDI report

• Improved spell checker tools

• Invoice editing option (new)

• Team role personalized labeling

• New role mass update functionality

• New option to reverse closed month

• New Export to Excel functionality for Client and/or Matter Properties, GL Details and AR Dashboard

• New Deploy/Replace Contacts functionality within the Client/Matter Structure

• Ability to filter by host or by participant for shared invoices

• New TAF Automation option for BC Law Society Compliance (after January 1st, 2026)

Please send a request to support@dexco.com for further details.