Product update
More clarity. Less follow-up.
This release makes important updates easier to find, gives teams more control over assignments and access, and keeps useful matter details close at hand.
See the right update in the right place
- Communication alerts now have their own area, separate from standard notifications, so conversations are easier to spot.
- Notification titles and details are clearer, with performance improvements that keep the inbox responsive.
- Page-level access controls give firms more flexibility over who can view key areas, including Incident Details.
- Invited users can recover their password and continue account setup more reliably.
Keep work moving when responsibilities change
- Sort the Tasks page to bring the work you need to review to the top.
- Update the assigner or assignee for multiple tasks at once, making handoffs and workload changes faster.
- Designate a backup user to help maintain coverage when a team member is unavailable.
- Updated table menus put useful sorting and column actions closer to the information you are reviewing.
Keep more of the story together
- A complete treatment timeline is now available from the matter overview.
- Quick-add improvements make it easier to record medical bills and medical records while updating treatment.
- Passenger details appear earlier in the workflow, with an option to assign the client as a passenger.
- Incident reports can include the report time and file number, along with clear options when no report exists or is not applicable.
- Incident reports and insurance records can be shared across related matters, reducing duplicate entry.
Preview with confidence
- The document template preview now shows generated values and lets you review or adjust mapped information before creating the final document.
- Photos captured in the iPhone HEIC format are accepted and converted for easier viewing and compatibility.
- Signature request emails now send more reliably, helping requests reach recipients as expected.