Product update
A clearer view. A quicker next step.
This release brings essential matter details together, streamlines the actions your team takes every day, and makes connected work easier to understand and manage.
The details you need, gathered in one view
- A dedicated Incident Details page brings incident information and reports into one workspace.
- The matter overview now includes client contact details, with dates of birth displayed in a clear numeric format.
- A redesigned Insurance & Liability summary makes first-party and third-party policies, limits, and coverage easier to compare.
- Medical provider cards identify providers who accept liens, and health insurance party details are easier to review.
- Matter titles now appear in browser tabs, and the pin indicator is easier to recognize on pinned matters.
Move from update to action with fewer steps
- New activity can appear as an in-app popup as it happens, making important notifications harder to miss.
- Tasks in personal and dashboard views now show the related matter title for quicker context.
- Dedicated actions guide users through referring out, closing, or reopening a matter and confirm the correct status.
- A new Closed Matters report gives authorized users a focused view of completed cases.
- The matter menu can now copy the matter email, direct URL, or a ready-to-share link; global search interactions are smoother too.
Prepare and send with more confidence
- Signature request templates can include signer-specific fields, with an interactive preview before sending.
- Document generation can draw from all firm users, making team-member fields easier to map correctly.
- Signature request setup is more reliable when selecting recipients and destination folders.
- Matter email previews and downloads now work more consistently.
- Settlement demands save more reliably, and note and task-comment times display accurately.
Connect tools without losing context
- The App Library provides a central place to discover and connect supported apps for your firm.
- My Apps makes installed connections easier to review and manage.
- Notes, comments, and activity created by a connected app identify the integration as their source.
- Expanded action permissions help firms control who can create, update, and remove information across key workflows.