Product update
A clearer view of what comes next.
This release gives firm owners new ways to organize dashboard work, helps clients navigate surveys, and brings signature requests and phase planning closer to the records your team already uses.
Build a dashboard around the work you need to see
- Create, name, and reorder dashboard tabs, with team and user selections to organize tab membership and a switch between My tabs and all firm tabs.
- Build tables from selected phases, choose the actions and matter details to display, and arrange or hide columns to keep the view focused.
- Review action status, linked task progress, and assignees from the table, then open a linked task without leaving the dashboard.
- Use an unassigned-actions table to find eligible work and claim it for yourself directly from the dashboard.
- Narrow dashboard results with search, team filters, and a mass tort program selection, while live updates keep the displayed work current.
Make longer questionnaires easier to complete
- Organize matter and mass tort surveys into titled sections, with optional instructions for each section.
- Move sections and questions into the order that best fits the questionnaire, while keeping related follow-up questions together.
- Clients navigate by section title in the Contact Portal and see completion indicators as they work through the survey.
- Section headings and instructions also appear when reviewing answers and remain attached to copied surveys and submission history.
- Survey invitation delivery has been made more dependable, helping recipients receive the access they need.
Review the plan and start the next step sooner
- The phase project editor presents configured actions, tasks, and teams more clearly, with improved navigation and previews.
- Review automatic task assignments, backup users, claim-type choices, and team members while planning each phase.
- Start a signature request from the right-click menu of supported matter records, including insurance, vehicles, treatment records, and settlement items.
- Document generation and signature variable mapping use the selected record's context more consistently, helping the correct contact, insurance, vehicle, and settlement details carry into the document.
Keep important details easy to recognize
- The matter overview now identifies recorded no-insurance situations for the relevant parties and labels policy types more clearly.
- Open text-message images in an enlarged preview, with zoom controls and scrolling to inspect the details. File uploads also accept 3GP video files.
- Mass tort matters now keep their matter navigation within the mass tort area of the sidebar.
- Permission groups save supported actions such as accept, decline, and cancel more reliably, with clearer feedback when a selection needs attention.
- Vehicle records handle unanswered reimbursement and loss-of-use choices more consistently, and task date selection behaves more reliably in Firefox.
- Firm owner accounts are protected from deletion through user management, and MFA-reset controls are hidden for disabled users.
- Dark-mode avatars display more clearly, surname and numeric filename searches return more relevant matches, and settlement report date filters apply more consistently to payment, issue, and lien totals.