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Release Updates Q3 2025

Updated over a week ago

July 4, 2025

Round Robin in Automations

We've expanded our round robin capabilities to help you distribute matters more evenly across your team. Previously available only on booking forms, round robin is now available within your automations, allowing you to automatically assign users to leads and matters, ensuring balanced assignment across your firm.

Fixes

  • Automations updating the OneDrive field to "True" were not properly triggering files to sync to OneDrive. This issue has been resolved.

  • Custom transaction reports were not correctly applying filters of "less than or equal to $0.01," resulting in inaccurate report data. This issue has been resolved.

  • Automated invoices sent via SMS were not appearing in the Message Center. This issue has been resolved.

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