Product update
Less searching. More forward motion.
This release makes records easier to find, keeps important matter relationships visible, and brings more of the signature-request process into one focused workflow.
Get to the right record faster
- Contact selection windows now include search, making it easier to find the right person while working inside another form.
- Related-matter search now reaches most matter statuses and provides more useful context when making a connection.
- All Matters and My Matters can be filtered by client birthdate and incident date.
- Matter lists now start with 25 results and remember the page size you select.
- Report filters have a clearer All Filters panel, visible active-filter labels, and faster options to remove or clear selections.
- Matter activity can be searched and filtered by person, activity type, and date, with larger histories loading more efficiently.
Keep relationships and record choices clear
- Referred By and Referred To contacts now appear in matter details and can be managed from quick edit.
- When a possible duplicate contact is found, review the matching details and choose an existing contact or continue creating a new one.
- The refreshed contact form is now used consistently when working from Contacts and Insurance.
- Incident reports can be clearly marked as No Report or Not Applicable when those options reflect the case.
- Referred matters can now be closed directly, and refer, close, and reopen actions are available from matter quick edit.
- Firm administrators can reorder matter statuses so lists and status choices follow the firm's preferred workflow.
Preserve the context you meant to share
- Text messages now preserve line breaks, so paragraphs and structured messages remain readable after sending.
- Right-click a matter note to copy its contents or copy the note together with its creator and date information.
- Highlight part of a note before opening the menu to copy only the selected text.
- Note menus continue to keep editing, pinning, publishing, and deletion actions close to the note being reviewed.
Prepare signature requests in one focused flow
- Add signers and assign their signature, initials, date, text, or checkbox fields from the same working view.
- A new Review & Send step brings together the document preview, recipient details, delivery method, and expiration date before sending.
- Clear warnings identify recipients who still need fields, helping prevent incomplete requests.
- Template categories can be suggested automatically from the variables found in a document, including during bulk template uploads.
- Document previews remain steady when optional template defaults are left blank.