Product update
Stronger connections. Clearer progress.
This release introduces a new referral partner network, brings guided matter phases into the case workflow, and makes files, reports, notifications, and everyday actions easier to manage.
Connect with the right partner firms
- Use the new Partner Firms area to review connected firms, incoming requests, and outgoing requests.
- Search the firm directory and narrow results by practice area and service location.
- Send partner requests, accept or decline incoming requests, cancel pending requests, and remove connections when needed.
- Build a referral profile that helps other firms understand your firm's practice areas and service regions.
- Referral details and referred-to information now appear more consistently when searching and reviewing related matters.
See where a matter stands and what comes next
- Matter Phases add a guided progress view to the matter overview, including phase status, action progress, and items that need attention.
- Authorized teams can apply reusable phase projects and manage the actions and information shown within each phase.
- Incident Type and Claim Type provide clearer matter classification across creation, quick edit, lists, searches, and reports.
- A new Role Assignments Report shows assignment totals by user, matter status, and recent time period, with CSV export available.
- Matter status menus are now searchable, disabled users are omitted from assignment lists, and assignee roles are displayed as clear labels.
Keep file work close to the matter
- Move files through a drill-down folder menu without leaving the current view.
- File selection is more intuitive across references, document merges, signature requests, and photo selection, while double-click previews load more reliably.
- Open a matter file's activity history directly from its right-click menu.
- Treatment attachments now use the matter file repository, making it easier to reuse files that are already part of the case.
- Generate a document directly from the right-click menu for supported matter records, with the relevant record applied automatically.
- File uploads now accept the G64X format, and document variables in headers are recognized more reliably.
Small shortcuts that keep work moving
- Press T while viewing a matter to start creating a task.
- Copy demographic details directly from the matter overview when you need to reuse client information.
- Use Shift-click to select a range of notifications, with larger click areas that make individual selections easier too.
- Task multi-select controls are easier to target, and contact selectors show more useful contact and relationship details.
- Empty states are more consistent across the firm, incident report sentiment can be left blank, and dismissing a notification no longer closes an open modal.