October 31, 2025
Bug Fixes
The Billing page under Settings was stuck in a loading state and would not fully load. This issue has been resolved.
When sending a text directly from the Matter page, the message input box retained the previous message instead of clearing automatically. Users had to manually delete the text before composing a new message. This issue has been resolved.
Expired e-signature documents could still be opened by matters and users. Attempting to sign these expired documents caused the “Submit” button to load indefinitely without completing the process. This issue has been resolved.
October 24, 2025
CC Anyone on Appointment Confirmations & Reminders
A CC field is now available for appointment confirmations and reminders. You can choose any relationship in the account—such as a family member, spouse, or co-client—and they’ll be copied on the outgoing messages.
Improved Folder Visibility When Filtering Emails
When filters are applied on the Emails page, folders will now display a count of how many emails within them match the selected filters. This update makes it easier to see at a glance where your filtered emails are located across folders.
Bug Fixes
Searching for a matter by name (e.g., when using “Load Form For Matter” or adding as a relationship) sometimes failed to return results, even though the matter existed. This issue has been resolved.
When adding or withdrawing funds from a trust account, the transaction date displayed one day earlier than the date entered. This issue has been resolved.
Contact-related columns (e.g., first name, full name) in custom transaction reports were not displaying data and appeared blank. This issue has been resolved.
Attachments were not being delivered when using the Quick Send Email option. Emails sent successfully, but attachments were missing from the recipient’s message. This issue has been resolved.
October 17, 2025
Send Quick Emails from the Contact Page
A quick send email can now be sent directly from a contact’s detail page. A "Send Email" button has been added to the top of the contact view, shown in the screenshot below. Clicking it will allow the user to compose the email from scratch and send it directly to the contacts email.
Improved Folder Visibility When Filtering Automations
When filters are applied on the Automations page, folders will now display a count of how many automations within them match the selected filters. This update makes it easier to see at a glance where your filtered automations are located across folders.
Bug Fixes
When using a custom date range to filter by a matter custom field with a date value, the report was including matters that fell outside the specified range. This issue has been resolved.
Invoices with payment plans were remaining in "Sent" status after the first partial installment was paid. The status now correctly updates to "Partially Paid" once any payment is applied. This issue has been resolved.
October 10, 2025
Color Code Appointments/Events
Firms can now color-code appointment and event types on the calendar. To set this up, go to the Appointments/Events settings page and choose a color for each appointment or event type. The selected colors will be reflected on the calendar for easier visual organization.
Bug Fixes
In appointment-based automations, using the "Send email from appointment host" option was incorrectly displaying the host as a deleted user and defaulting to the firm email. This issue has been resolved.
When sending an SMS message from a matter, the "Send" button appeared disabled, even though the message would still send when clicked. Additionally, the message field did not clear after sending. This issue has been resolved.