Matter selection is now optional when creating a new task.
Tasks created without a matter can be linked later via the Edit Task form.
For tasks already linked to a matter, a Switch Matter button is available in the task preview panel.
Users can move a task to another matter using the switch option.
After switching the matter:
- An activity description is created indicating the matter move.
- A corresponding note is displayed below the tasks comments.

Premium Feature Fluent AI – AI-Enabled Document Processing Configuration in Firm Settings (#1699)

Introduced Fluent AI document processing configuration within Firm Settings, allowing firms to control how newly uploaded PDF documents are handled using AI.

This feature enables automated batch scan detection, AI-based case matter linking, and optional document summarization, naming, and tagging. All configurations are applied at the firm-wide level and affect document processing across the system.

Location:

Firm Settings → AI-Enabled Document Processing

General Rules:

Applies only to PDF documents
Applies only to new uploads in Unsorted Documents
Excludes:
- Historical documents
- Email attachments
Configured at the Firm Settings (firm-wide) level
Applies only to documents Unsorted Documents

Configuration Options:

1. Automatically Detect and Process Batch Scans

Toggle: ON / OFF
Default State: ON

Behavior:

Fluent AI scans incoming PDFs for separator sheets.
Automatically splits and processes documents as batch scans.

2. Automatically Link Documents to Case Matters with AI (Premium Add-On)

Toggle: ON / OFF

Behavior:

Fluent AI parses unsorted documents.
Analyzes only the first few pages for faster processing.
Automatically links documents to the most relevant case matter.
Assigns a basic document name based on document contents.

Limitations:

No document summaries are generated.
No activity tags are applied.

3. Summarize, Name, and Tag Documents with AI (Premium Add-On)

Toggle: ON / OFF

Behavior:

Enhances automatic linking by:
- Generating document summaries
- Renaming documents
- Applying relevant activity tags
Fluent AI analyzes the entire document contents.

✨ Enhancements

Document Processing

Document Processing: After disabling the Automatically Linking, Summarizing, Naming, and Tagging the pdf is still getting linked, summarized and renamed. (#1688)
Document Processing: After uploading the case-related pdf, the pdf gets linked to the matter with the updated name, but no tag is automatically added to the pdf. (#1687)

Accessibility & Themes

High contrast Theme: Scroll bar on left section isn’t shown properly when scrolled because of dark bg color and on hover the scroll bar’s inner pointer is visible in gray. (#1386)

🐞 Bug Fixes

Tasks

Task cannot be marked as complete showing error in API requires assignee (#1713)
Task: The Date Due field in the Task editor fluctuates when text is added. (#1708)
Task: When the edit button is clicked, the completion summary editor appears for a second before the task editor shows. (#1707)
Task: On entering lengthy input in the comment and Completion Summary results in 500 error. (#1706)
Task: When a task’s matter is changed, the activity is updated, but no note is created for that activity. (#1712)
Task: When the matter is switched in a task, the previously added notes are removed from the activity description, leaving only the most recent note. (#1711)
Task: If the comments notes are removed from the activity description and a new comment is added, the delete notes begin to appear. (#1697)
Task: If the Activity Description of a comment is changed and another comment is added, the updated description gets deleted. (#1696)
Task: The task edit update notes aren’t displayed under the Activity Description. (#1695)
Activity Details Not Persisting After Task Completion and Reopen – API Returns 404 on Update (#1030)

Messages

Messages: More than 1 line cannot be added to drafts in signature, need to press backspace 3-4 to remove that line. (#1704)
Message Subject text intermittently disappears while typing (#1700)
Message: The images in the fluent message appear broken (including signature images) in Gmail and Outlook inboxes. (#1698)

JET Filings

JET Filings: Unfixable validation errors for the classify as field occur when the document is selected via double-click. (#1705)

APIs

Addresses APIs: Getting the “CSRF token mismatch.” message and put API do not have a request body. (#423)

Release Notes - Version 1.0.44

Release Date: January 09, 2026

✨ New Features

Attach Email to Case: Inline Activity Tags Support (#1673)

Enhanced the existing Attach to Case feature to allow users to assign activity tags while attaching emails to a case matter.

Functionality Overview:

Users can select one or more emails using the checkbox.
Clicking Attach to Case opens the Attach Message to a Case right panel.
A new optional Tags dropdown is displayed in the panel.
The dropdown displays all available activity tags.
Users can select one or more tags as needed.
Clicking Attach links the email to the selected matter.
The selected tags are added to the attached email activity.

Task Activities: Include Comments in Activity Description for Searchability (#1536)

Enhanced task activity tracking by including task comments and completion notes in the activity description to improve searchability.

Functionality Overview:

When a user adds a new comment to a task, the comment is appended to the existing activity description.
Existing activity descriptions are preserved and not replaced.
When a task is completed with a comment, the completion comment is also added to the activity description.
Activity search is enhanced, allowing users to search tasks using the added comments and completion notes.

🚀 Improvements

Document Processing

Uploaded PDF files are no longer removed from Unsorted Documents without being linked to a matter. Improved. (#1685)

🐞 Bug Fixes

Messages

Removing the signature and adding text with new lines no longer causes the draft to be saved with an empty body. Fixed. (#1610)

Premium Copy Service Orders

Notes previously added to a copy service order are now visible when editing the order. Fixed. (#1648)
Text limit validation is now enforced in the Notes field. Fixed. (#1656)
The Carrier Claim Number field now displays an error message when the character limit exceeds 255 characters. Fixed. (#1665)

Documents & Files

Unsorted documents no longer appear attached to matters in preview while also remaining in Unsorted Documents. Fixed. (#1674)
Attaching the same unsorted document to another matter no longer results in a 500 server error. Fixed. (#1674)
DOCX files now download with the correct .docx extension instead of .docm. Fixed. (#1676)
Switching a case matter no longer truncates the Recent PDF preview. Fixed. (#1672)
Clicking Add Activity Description after linking documents to a matter no longer triggers a Ziggy error. Fixed. (#1683)
PDF summaries are now visible in the activity description after linking documents to a matter. Fixed. (#1684)

Copy Service Orders

The Access to Matter Data section now displays complete Full Access information. Fixed. (#1677)
Completed orders no longer return a 404 error when opening invoices in a normal firm. Fixed. (#1680)
In Premium firms, the Create Matter and Open Invoice buttons now display with proper spacing when an order is completed without creating a matter. Fixed. (#1682)

Themes & Accessibility

In Dark Theme, the Uniform Assigned Number dropdown is now clearly visible under Branch Offices, Parties, and JET Filings. Fixed. (#1381)
In High Contrast Theme, the text input area for Uniform Assigned Number fields now displays at an appropriate size across the platform. Fixed. (#1382)

Release Notes - Version 1.0.43

Release Date: December 19, 2025

✨ New Features

Switch Documents Between Case Matters (#1166)

Implemented a new feature allowing users to switch a document to a different case matter.

Functionality Overview:

When a user opens a document’s right panel, a Switch Case Matter button is displayed.
Clicking the button displays a Select New Case Matter dropdown.
Users can select a case matter as needed.
Two buttons are available: Save and Cancel.
On clicking Save, a success message is displayed and the document is moved to the selected case matter.
After switching, the document is no longer displayed in the previous case matter and appears only in the newly selected case matter.

Scheduled Send for Outgoing Emails/Messages (#1628)

Implemented a new feature allowing users to schedule outgoing messages for a future date and time.

Functionality Overview:

In the New Message form, a Send Later button is added at the bottom.
Users must fill in the subject, body, matter, and attachments before scheduling.
Clicking Send Later displays the Send Message At section.
The section contains the following fields:
- Send Date field
- Send Time field
Validation is applied when a past date or time is selected, displaying the error message:
“Scheduled time must be in the future.”
Two buttons are available:
- Scheduled Send
- Cancel
Clicking Cancel returns the user to the message creation form.
Clicking Scheduled Send schedules the message and displays a success message.
In the message preview, a label is displayed (for example: Scheduled to send: 8:30 AM Tomorrow).
All scheduled messages are displayed in the Scheduled view.
When the message is sent at the scheduled date and time, it is removed from Scheduled and displayed in Sent.
A Cancel Scheduled option is available in the message preview; clicking it cancels the scheduled message so it will not be sent.

Premium Firm > Copy Service Orders: New Party Linkers (#1653)

Enhanced Premium Copy Service Orders by adding new party linking functionality for the following fields:

Requesting Attorney
Claims Adjuster
Ordered By

Recent PDFs: Display Activity Tags Inline and Filtering (#1664)

Implemented enhancements to the Recent PDFs module for better visibility and filtering of activity tags.

Enhancements:

Activity tags are displayed inline in the Recent PDFs table.
Users can filter documents using multiple tag selections.
A filter column displays all selected tags.
Only documents matching the selected tags are displayed.
Users can remove selected tag filters directly from the filter column.

🐞 Bug Fixes

Messages & Scheduling

When a message is scheduled and the message panel is closed or the user navigates to another page, the “Want to save first?” pop-up now appears correctly. Fixed. (#1670)
Line feeds between paragraphs are no longer omitted when a drafted message is sent. Fixed. (#1609)
After syncing Gmail and Outlook, fetched email signatures no longer appear empty or disappear after refresh. Fixed. (#1611)

Documents & Files

Fixed a Ziggy error that occurred when opening a Recent PDF. (#1669)
Switching a document’s case matter from the Files section no longer leaves the document displayed in the previous matter’s file list. Fixed. (#1668)
ZIP file previews no longer return a 500 server error. Fixed. (#1667)
Deleted documents no longer appear in Firmwide Activities, Matter Activities, or Matter Files. Fixed. (#1626)
Deleting older Unsorted Documents no longer navigates users away from the current page. Fixed. (#1627)

Messages – Attach to Case

Attaching sent messages to a matter no longer redirects users to the Inbox. Fixed. (#1663)

Premium Copy Service Orders

DaisyBill API token validation now displays the correct error message when fewer than 10 characters are entered. Fixed. (#1657)
Claims Adjuster party data no longer displays “not specified” after linking and updating party details. Fixed. (#1655)

Release Notes - Version 1.0.42

Release Date: December 12, 2025

✨ New Features

Bulk Add Tags – Add Filter to “Add Tags” Panel (#1017)

Implemented a bulk Add Tag feature within Matters.
When selecting one or more activities via checkboxes, a Tag button now appears in the top action bar.

Functionality Overview:

Clicking the Tag button opens the Adjust Tags right panel.
Users can filter tags using a search box.
Tags can be selected via checkboxes.
Save assigns the selected tags to all chosen activities.
Cancel closes the panel without updating tags.

Improved the Office dropdown in Matter Details.
Office options now include:

Office name
Full address

After selection, both the office name and address are displayed as the selected value.

Link Multiple Emails to a Case (#1581)

Enabled the ability to link several emails to a matter at once in Messages.

Functionality Details:

Selecting multiple emails shows the Attach to Case button.
Opening the panel displays the count of selected messages.
Includes a Matter search field for selecting the target matter.
Attach links all selected messages and shows a success confirmation.
Cancel closes the panel.
Added validation:
“No attachable messages selected. Messages already linked to a case will be ignored.”

Premium Copy Service Orders: Invoice for Fulfilled Orders (#1649)

Added invoicing to Premium Copy Service Orders.

Highlights:

In Fulfilled orders (Complete + Certificate of No Records), an Open Invoice button appears.
Clicking the button downloads the order invoice (PDF).
Invoice option is not shown for Open orders.

Premium Firm: Invoice Template Management in Branch Offices (#1650)

Branch Offices now include an Invoice Template section.

Functionality Overview:

If no template exists, displays: No invoice template uploaded.
Upload Invoice Template supports drag & drop or file selection.
After upload, a preview is shown along with:
- Download Current Invoice Template
- History (User, Description, When)
- Upload Replacement Invoice Template

DaisyBill API Integration – Premium Firm Settings (#1651)

Added a DaisyBill API Integration panel in Premium Firm Settings.

Functionality:

Users can configure a DaisyBill API Token for Workers’ Compensation billing integration.
After configuration, the panel shows:
- DaisyBill API Token Configured
- Name
- Created Date
A Delete button allows removal of the token.

Premium Copy Service Orders: Edit Pane for Open Orders (#1652)

Added an Edit option in Open Copy Service Orders after a local matter is created.

Features:

New Edit Copy Service Order form includes:
- Checkboxes: SIBTF, RBA
- UR Denial Date (date picker)
- Date Served (date picker)
- Notes editor
Save updates order details; Cancel closes the form.
Updated details appear in the order preview.

Preferences for Calculating Unreviewed or Stale Matters (#1659)

New preferences allow customization of how Unreviewed Matters are calculated.

Options:

Configurable timeframes: 45, 60, 90, 180 days (previously fixed at 30).
Toggle between Unreviewed or Stale behavior:
- Unreviewed: No review in the selected timeframe.
- Stale: No non-hidden activity by the assigned user in the timeframe.
Added a cog icon in the Dashboard panel for accessing these settings.

Unreviewed Matter:
“Matters listed are assigned to you and have not been reviewed in the past X days…”
Stale Matter:
“Stale matters are those assigned to you where no non-hidden activity was created in the past X days.”

Allow Tags to Trigger Workflows (#1660)

Enhanced automation workflows to trigger when a tag is added to an activity.

Functionality:

When editing tags or descriptions on activities (Tasks, Copy Orders, Documents, JET Files, Messages, Memos), workflow triggers are checked.
To prevent duplicate triggering:
- Workflows only activate if the creation/update is within a short timeframe.
- Existing automation_id prevents re-triggering the same workflow.
After ~5 minutes, updates no longer trigger workflow automation.

JET File: Automatic Memo on Failed Submission (#1559)

When a JET File submission fails, the system now:

Automatically creates a Memo with details of the failure.
Sends a notification to the submitting user including a link to the file.

🐞 Bug Fixes

Unreviewed / Stale Matters

Changing the Time Period (days) updates Stale Matters correctly but previously did not refresh Unreviewed Matters. Fixed. (#1662)

Messages – Attach to Case

Checkbox remained checked after attaching messages to a matter. Fixed. (#1661)
Rejected/Merged statuses in Fulfilled Copy Orders did not show invoice option. Fixed. (#1658)
Selecting/unselecting additional messages after opening the panel did not update the attach count. Fixed. (#1646)
Attach button stayed enabled even when no checkboxes were selected. Fixed. (#1645)

Premium Features

Branch Office > Invoice Template: Missing upload drop zone restored. Fixed. (#1654)
Copy Service Orders: Party details not disappearing after unlink + refresh. Fixed. (#1642)
Standard SDT template not merging party data. Fixed. (#1641)

Activities & Templates

Merged templates could not be deleted from activities. Fixed. (#1643)

Workflows

Editing action from Task → Event triggered role-array validation error. Fixed. (#1617)

Matter Dashboard

Primary branch office labeling & address display corrections. (#1565)

Calendar

Events moved to new matters still displayed in old matter’s activity list. Fixed. (#500)

JET File

Feature Request: When a JET File submission fails, create a memo and notify the submitting user of the error along with a link to the file. Fixed. (#1559)

Word Templates: Letterhead behavior and expectations (#1564)

If there are just whitespaces in the header of the template, the letterhead header (if any) will overwrite those.
If there is some content in the header of the template and the letterhead’s header is empty, the template header should not get erased.
When Letterhead has a header AND template has a header, the template header takes precedence.
If there are just whitespaces in the footer of the template, the letterhead footer (if any) will overwrite those.
If there is some content in the footer of the template and the letterhead’s footer is empty, the template footer should not get erased.
Leave the headers/footers of subsequent pages intact when “different first page” is selected.
Fixed issue where letterhead content shifted to page 2 and appeared in all headers even when “different first page” was enabled.

Release Notes - Version 1.0.41

Release Date: December 01, 2025

✨ New Features

Feature: Automatic Backup of Files to Dropbox (#1371)

Introduced automated one-way backup of Matter Files to Dropbox, preserving the tag/folder structure from Matters → Files.

Functionality Overview:

One-way write (not sync) — deleted files inside FluentCase remain in Dropbox.
Folder/tag structure is mirrored exactly.
New revisions overwrite previous versions.
Duplicate filenames overwrite without validation.
Extra files already in Dropbox are ignored.
Timing is flexible; near-real-time is desired.
Initial version uses a basic async job; optimization will follow.
Trigger behavior (per-matter or per-doc) TBD.

Feature: Automatic Backup of Files to Google Drive (#1629)

Google Drive backup implemented with the same rules and behaviors as Dropbox.

Functionality Details:

New revisions overwrite older copies.
Duplicate filenames overwrite without checks.
Extra/legacy files are ignored.
Same async behavior and timing expectations as Dropbox.

Feature: Copy Service Orders – Additional Enhancements (#1630)

Enhanced Copy Service Orders functionality for premium vendors and open orders with deeper Matter Party integration.

Major Enhancements:

Display opposing_counsel data from denormalized_request in View.jsx.
Allow linking Matter Parties to represented contacts when a vendor_matter_id exists.
New party actions:
- Link to Party
- Open Parties
- Update from Party Data
- Unlink
Contact comments (Contact.comments) now displayed for each represented contact.
Features implemented across:
- Subpoenaed Party
- Employer
- Requesting Attorney
- Applicant
- Opposing Counsel
Successful updates trigger confirmation messages and UI refresh.

🚀 Improvements

Federal Holiday Warnings for Tasks & Events (#1640)

When creating or editing Tasks or Events, the system now displays a warning if the selected date matches any U.S. Federal Holiday.

Holidays Included example(2025):

Date	Holiday
Wednesday, January 1, 2025	New Year’s Day
Monday, January 20, 2025	Martin Luther King Jr. Day
Monday, May 26, 2025	Memorial Day
Thursday, June 19, 2025	Juneteenth National Independence Day
Friday, July 4, 2025	Independence Day
Monday, September 1, 2025	Labor Day
Monday, October 13, 2025	Columbus Day
Tuesday, November 11, 2025	Veterans Day
Thursday, November 27, 2025	Thanksgiving Day
Thursday, December 25, 2025	Christmas Day

Automatically Add Holidays to Firm Calendar (#1181)

A new preference allows firms to automatically populate national holidays on the firm calendar by parsing a public holiday feed (such as Google’s).

Activity Permissions for Staff Users (#1625)

To enhance security and control:

Staff can edit or delete only their own activities.
Allowed only within 72 hours of activity creation.

🐞 Bug Fixes

Workflows

Activity saved with tag + description triggers not creating actions. (#1638)
Editing fallback user to “None” shows invalid ID error. (#1623)
Staff Role errors when Fallback User is None. (#1622)
Saving activity without tag but with description trigger not performing actions. (#1619)
Changing Task → Event causes preview error about assignee role array. (#1617)

Premium Copy Service Orders

After unlinking a party, details still displayed until next update. (#1637)
Linking Applicant shows “Invalid contact type.” twice. (#1636)

Calendar & Events

“From Date” calendar appears behind Calculate Date popup. (#1633)
After creating an event, reopening Calculate Date shows “e.getTime is not a function.” (#1634)
Disable drag-and-drop interactions on mobile devices. (#822)

Backup Modules

Navigating to “Backup Files to Google Drive” changes left-panel modules incorrectly. (#1632)

Tasks

Editing due date via Calculate Date does not enable Save until new date selected. (#1635)

File Archive

Error popup overlaps close icon; icon repositioned. (#1621)

Activities

Deleting a document does not close right-side preview or refresh list. (#1620)

Contact Merge

1 phone + 1 fax number shows as Phone 1 and Fax 2 incorrectly. (#1563)

Release Notes - Version 1.0.40

Release Date: November 21, 2025

✨ New Features

Feature: Automation Workflows – Feature Requests (#1608)

Implemented enhancements in Automation Workflows for task and event actions, focusing on improved assignee selection.

Improvements include:

Assignee Type Options:
1. Staff Role (with fallback user)
2. Select User

Select User:
- User can select any active firm user from the dropdown.
- Create Task: Only one assignee can be selected.
- Create Event: Multiple assignees can be selected.
- In the action preview, only the selected assignee(s) are displayed.
- Validation: Task/Event actions must specify a user assignee when Assignee Type is “Select User”.
Staff Role (with fallback user):
- Staff Role dropdown: Choose a staff role (e.g., Attorney Responsible, Attorney Handling, etc.).
- Fallback User dropdown: Mandatory selection of one active firm user.
- Behavior:
  - If the matter has the assigned staff for the selected role, that staff member is set as the assignee.
  - If no staff is assigned in the matter, the selected fallback user is used.
- In the action preview:
  - Shows the assignee role (e.g., Assignee: Attorney Responsible).
  - Displays an informational message:
    If no Attorney Responsible is set, the fallback user will be assigned.
- Validation: Task actions assigned by role must include both a staff role and a fallback user to assign if no staff has that role.

🐞 Bug Fixes

Workflows: Tasks and Events were being created without selecting staff role or fallback assignees, without showing any error. (#1618)
Workflows: Task action preview does not display staff role user and fallback user. (#1616)
Workflows: Action (Create Task) with Staff Role assignee type does not work on the first try. (#1615)
UI: Some opened modules had no indication in top view or inside a matter. (#1085)

Release Notes - Version 1.0.39

Release Date: November 17, 2025

✨ New Features

Feature: Automation for Auto-Creation of Tasks and Events Based on Activity Triggers (#1607)

Implemented an Automations feature that allows firms to define rules which automatically create tasks or events when specific types of activities are created.

This feature enables workflow automation — for example:

“When an activity with tag Court Filing is created, automatically create a follow-up task to call the client.”

The goal is to reduce manual effort and ensure consistent follow-up actions on key activity types.

Functionality Overview:

Automations Management (CRUD)

Users can create, edit, view, and delete automation rules.
Automations can be activated or deactivated.
- When deactivated, the automation flow is not triggered even if matching activity is created.
Deleted automations are soft-deleted from the database.
- Once deleted, triggers and actions no longer run.
Automations belong to a specific firm (firm-scoped).

Triggers

Each automation can have one or more triggers:

Tag trigger: Fires when an activity includes specific tags.
Description trigger: Fires when an activity’s description matches a pattern (substring or regex).
All triggers must match (AND logic) for the automation to run.

Actions

Supported action types:

Create Task
Create Event

Actions execute sequentially based on execution_order.

Configurable fields include:

Title
Description
Date offsets
Priorities
Assignees

Additional behavior:

Created tasks/events inherit the same matter as the triggering activity.
When due_offset_days = 0, the task’s due date = activity date (same-day due date).

Recursion Prevention

Activities created by an automation are marked with created_by_automation_id.
Automations skip execution if triggered by activities they created themselves (prevents infinite loops).
Other automations can still trigger from those activities.

Permissions

Only firm users can manage automations for their firm.
Automation execution happens within firm context and user permissions.

UI

Automations List Page

Table includes: name, status, trigger count, action count.
Filters: search by automation name.

Automations Create/Edit Page

Form to configure name, triggers, and actions.
Save button validates required fields.

🐞 Bug Fixes

Automations > Actions: Task priority field not showing in preview; Event action shows incorrect Event Type field. (#1606)
Automations > Actions: Priority resets to Normal after saving even when set to High/Low. (#1605)
Automations: “Due Offset (days)” and “Start Offset (days)” accept negative values. (#1604)
Automations: Active column filter not functional. (#1603)
Automations: Selected automation remains highlighted after closing preview or switching pages. (#1602)
Word Templates: 500 errors on prepare-template and merge-template APIs. (#1601)
Automation: Automation activity created for regular tasks that do not match triggers. (#1600)
Automation: Required field error messages display field names in code format. (#1599)
Automation > Actions: Event Type “Start Time” dropdown misaligned; time unselects on blank-area click. (#1598)
Automation: Due date shown twice in automation activity description. (#1597)
Automations/Workflows: No error when saving automation without triggers/actions. (#1596)
Automations: Activate & Deactivate buttons visually differentiated. (#1595)
Automations/Workflows: Deleting an automation navigates to “Automation Not Available”. (#1594)
Premium Copy Service Orders: Updating status after uploading files triggers two 500 errors. (#1591)
Premium Copy Service Orders: PDF/DOCX uploads throw error after matter creation. (#1590)
Gemini > Copy Service Order: Completed order’s history status is editable. (#1588)
Copy Service Order – Premium Firm Refinements. (#1535)
Letterhead Merge: Do not merge header/footer if empty or whitespace only. (#1532)
Copy Service Order: Recipient dropdown in “Delivery of Additional Copies” gets stuck while scrolling. (#642)
Parties: Initials in party list do not update after name change until hard refresh. (#169)

Release Notes - Version 1.0.38

Release Date: November 04, 2025

✨ New Features

Introduced a new “Related Cases” feature within the Matter Dashboard that allows users to link related matters, share activities across them, and manage relationships seamlessly.

Functionality Overview:

Related Matters Section
- Added a new “Related Matters” grid section displaying all currently linked matters.
Add Related Matter
- Added an Add button to include related matters.
- Upon click:
  - A dropdown labeled “Select Related Matter” appears.
  - Displays staff initials below the field after selection.
  - On hover, a tooltip shows the staff member’s full name.
  - Clicking Save adds the related matter instantly and displays:
    ✅ “Related matter added”
Remove Related Matter
- Each related matter includes a “Remove from group” button.
- On click:
  - Shows a confirmation alert.
  - Upon confirmation, removes the matter from the group and grid.
Activity Sharing Across Related Matters
- Added a new toggle in the Activity (New/Edit) modal:
  - “Share this activity with related cases”
  - When ON, the activity appears in all linked matters’ activity lists.
- Shared activities display a link icon in the preview.
  - Tooltip on hover: “Shared with related matters.”
- When a matter is removed, shared activities related to it are automatically removed.

📝 Note: Linking one matter to another creates a bi-directional, cumulative relationship across all linked matters.

Example: If Case 1 links to Case 2, and Case 2 links to Case 3 →
All three cases (1, 2, 3) display as related.
When one is unlinked, it becomes isolated while the remaining stay connected.

Feature: Message Compose – Upload Attachments from Local Filesystem (#1558)

Enhanced the message composition experience by allowing users to upload local attachments directly from their system.

Functionality Details:

Added the ability to upload local files in the Message creation form.
Drafts:
- Draft emails with local attachments (without a matter) retain attachments correctly after saving.
Email Sent (Without Matter):
- Emails sent without a selected matter now correctly include local attachments.
- Attachments do not appear under Unsorted Documents.
Email Sent (With Matter):
- Attachments appear correctly under Matter Files and in Activities.
Draft Clearance:
- When sending a draft with attachments, the draft is cleared, and the sent email appears properly in the Sent folder.

🚀 Improvements

Refinements made for Premium Copy Service Orders.

During Order Creation, added fields for:
- Defense Attorney UAN
- Employer Address
- Applicant Address
When a normal FluentCase firm submits an order containing this data:
- The data is now captured correctly in the Premium Copy Service Matter.
When the Premium Copy Service creates a case:
- The order is automatically marked as Acknowledged.
Firm Settings:
- Copy service order preferences are now hidden for both normal and premium copy services.
- A new preference allows customers to select merge templates directly from Order Details.
Word Template Support:
- Added support for merge tags using:
```
COPYSERVICEORDER:id
```

🐞 Bug Fixes

Premium Copy Service Orders
- Fixed error where previewing attached documents displayed “Copy Service Order Not Available.” (#1583)
- Fixed issue where users were unable to upload files other than PDF and DOCX, receiving the error “Upload failed. It is unclear why.” (#1587)
- Fixed issue where users were unable to attach documents in Copy Service Orders — after attaching and saving, the files did not appear in the preview or inside the order form. (#1570)
File Upload
- Fixed improper error message when uploading invalid or unacceptable file types in Copy Service Orders and General (Left Panel) Upload. (#1584)
Messages
- Fixed improper error message when uploading invalid file types via local file upload. (#1575)
- Fixed issue where removed attachments reappeared after page refresh. (#1572)
- Prevented duplicate document uploads in message attachments. (#1573)
- Fixed issue where uploaded local files were retained even after removal, requiring the user to delete them again. (#1586)
- Fixed issue where, if a linked account and another account received mail and replied to it, the second included account was not added to the “To” list. (#1113)
Related Matters
- Fixed tooltip truncation for staff member names on hover. (#1582)
Activities
- Fixed issue where documents attached to hidden activities appeared in File Manager or “Attach Document from Matter” widget. (#1585)
- Fixed issue where “New Activity” form opened incorrectly from Recent Activity after creating an activity. (#1569)
Server Error
- Resolved error when creating a matter from Premium Copy Order Service Firm. (#1574)
Email Accounts
- Fixed extra paragraph spacing in signature rich text fields. (#1576)
Calendar Categories
- Prevented duplication of event categories during creation. (#1561)
Copy Service Order
- When merging a form (Word Template) using COPYSERVICEORDER:id, the document is now saved back to the corresponding copy service order in addition to the normal save behavior. (#1571)

Release Notes - Version 1.0.37

Release Date: October 27, 2025

✨ New Features

Feature: Combine Images Along with PDFs (#1484)

Implemented enhancement in the Combine PDF feature.

Users can now combine PDFs and images into a single PDF file.
Workflow:
- Select multiple PDFs and images.
- Click the Combine Multiples PDF button.
- Enter a name for the combined file.
The output is always in .pdf format, regardless of whether combining PDFs only or PDFs with images.

Feature: Messages/Memos – Sort Read and Unread Messages (#1405)

Added filtering for Read and Unread messages in the Inbox.

Filters added in the Inbox column: All, Read, Unread.
- All: Displays all messages (read and unread). Default selection.
- Read: Displays only read/opened items with counts.
- Unread: Displays only unread items with counts.
Filter works in combination with search functionality.
This filter is only available in the Inbox.

Feature: Admin Tool for Billing Codes (#1161)

Added a new module for managing billing codes in Firm Settings.

Billing-Codes module displays a table with columns:
- Task Code, Activity Code, Type, Description, Quick Code, Priority.
Admin can create new billing codes using the Plus button:
- Form fields: Shortcut (required), Type (Time/Expenses dropdown), Task Code, Activity Code, Display Order, Description (required).
- Validation: Shortcut and Description are mandatory.
- Save and Cancel buttons available.
Admin can edit existing codes:
- All fields pre-filled.
- Save or Cancel changes.
Admin can delete existing codes:
- Delete button appears in the preview.
- Confirmation alert shown before deletion.
Created and updated billing codes appear in the table with search and filter capabilities for Task Code, Activity Code, Type, Description, and Quick Code.

Feature: Add Scrolling to Display First Error (#1476)

Enhanced form validation experience.

In the Injury Form, when clicking the Save button:
- The page automatically scrolls to the first validation error field.
This improves user experience by highlighting where input corrections are needed immediately.

Feature: Event Type Preference (#1474)

Implemented customizable default event category preference.

In the Create/Edit Event form:
- Users can select an event category and click the blue link “Use {categoryName} as default event category” to set it as default.
- When creating new events, the selected default category auto-populates.
- Users can change or clear the preference:
  - After setting, the link text changes to “Clear {categoryName} as default event category”.
  - Clicking this clears the saved default preference.

Feature: Merge Duplicate Contacts in Rolodex (#1345)

Implemented a powerful contact merge feature to remove duplicates in the Rolodex.

Users can now merge two contacts or companies directly from the Party Preview Panel.
A new green “Merge Contact” button appears below the Online Presence section.
Clicking the button opens the Merge Contact Form Panel with a confirmation warning:
Warning:
This action will merge another contact into the selected contact. The merged contact will be deleted. This action cannot be undone.
Form Layout:
- Source Contact (Keeping): Displays name and address.
- Select Contact to Merge (Will Be Deleted): Includes a search bar to find the contact to merge.
After selecting the contact, a Field Comparison Table appears showing:
- Columns: Field, Contact 1 (Keeping) ✓, Contact 2 (Deleting) ✗.
- Empty fields in the source contact are automatically filled with data from the selected contact.
- Fully identical duplicate data is skipped to avoid redundancy.
A Child Records Table lists related records:
- Columns: Record Type, Source Contact, Selected Contact (Will Be Moved).
- Types include Addresses, Phones, Emails, Matters (as a Party).
- Duplicate child records (identical fields) are automatically removed.
- The table displays counts of records that will be moved.
Linked Matters:
- If the source contact and selected contact are linked as parties of matters,
  after the merge, the source contact will now appear as the party in those matters
  previously linked to the deleted contact.
Buttons:
- Merge Contact and Cancel.
- Clicking Cancel closes the panel without changes.
- Clicking Merge Contact performs the merge, deletes the merged contact, and shows a success confirmation message.
- After merging, the user is redirected to the source contact’s preview panel, where all merged data appears instantly.
Supports merging:
- Contact → Contact
- Contact → Company
- Company → Company
When merging companies:
- The button label changes to Merge Company.
- After selection, a similar comparison table is displayed.
- Buttons update to Merge Companies and Cancel.
- Upon confirmation, companies are merged, duplicates removed, and merged data displayed immediately.

🚀 Improvements

Add Federal District Courts for Civil Case Type (#1105)
Enhancement implemented: Federal District Courts have been added for Civil case types.
JET Filings – Make “Classify As” Required (#1530)
Implemented enhancement to make the “Classify As” field mandatory.
- Prevents Send to DWC from submitting when the field is empty.
- Displays a visual cue to the user to complete the field before submission.
JET Filings – Signature Section Validation (#1544)
Improved validation in Send to DWC process:
- The Signature Section and City fields must be filled before submission.
- When left empty, validation messages appear and the form is not sent.
Parties – People Type Filtering (#1552)
Implemented filtering to allow People Type search results in the Parties module.
- Users can now search and filter parties by person type, improving lookup efficiency.

🐞 Bug Fixes

Calendar Categories
- Fixed issue where editing only the color of a label did not activate the Save button. (#1554)
Company Type Contact Merge
- Fixed issue where, after merging company-type parties, some contact detail fields were missing in the merge table and not merged. (#1556)
Contact Merge
- Fixed issue where, after merging contacts, People Type / Company Type fields were not retained. (#1555)
- Fixed duplication issue where merging two contacts linked to the same matter caused the merged contact to appear twice. (#1553)
Matter Defaults
- Fixed issue where changing the default Case Type from Workers’ Compensation to another type did not apply correctly. Matters continued to be created as Workers’ Compensation. (#1446)
Admin > Billing Codes
- Fixed issue where updates to billing codes were not reflected in the table until page refresh. (#1539)
- Added missing Expense Code column to the billing codes table. (#1550)
- Page header now correctly shows “Billing Codes.” (#1524)
- Confirmation alert now appears before deleting a billing code. (#1523)
- Fixed issue where Expense Code was being set to “None” after saving. (#1549)
Copy Service Firm
- On saving history notes, after unchecking “Share with ordering firm,” the history table incorrectly showed the note as shared. Fixed. (#1543)
- In the Add Notes section, users were unable to recheck the “Share with ordering firm” checkbox after unchecking it. Fixed. (#1542)
- On saving history notes, no success message appeared. Fixed. (#1540)
- When logging a history entry, added a show/hide toggle to control whether the entry is shared with the ordering firm. (#1533)
Parties/Rolodex
- Unable to create new parties due to “Cannot read properties of undefined (reading ‘comments’)” error. Fixed. (#1538)
- In the Company section, selecting the “Uniform Assigned Number” did not autofill the EAMS Reference Number. Fixed. (#1531)
- In the contact party card, attached company phone and email details are now properly aligned. (#1519)
- The company-type party’s edit form now honors the ESC key to cancel edits. (#1443)
Case Details
- Courts list now updates correctly when changing Case Type. (#1537)
Letterhead Merge
- If a header or footer exists but is empty or contains only whitespace, it will no longer be merged. (#1532)
Messages
- Add activity details button now works properly. (#1527)
- Switch Matter: Fixed issue where message appeared in both the original and new case after switching. (#1526)
- Fixed tooltip truncation for staff names when switching message to a different case. (#1525)
- Added ability to switch thread to a different case matter. (#1117)
Files
- Fixed issue where editing/renaming an attached document linked to a case showed the title twice and kept the Add Activity button active. (#1517)
UAN Autocompleter
- Refactored to use Kendo Dropdown Combo Box instead of React-Select. (#1520)
Tasks, Memos, and Messages Shortcut
- Fixed issue where unread item count behaved like a button. (#1358)
Templates
- Added support for letterhead in document header and different header on first page. (#1098)
Special Handling Window
- Fixed issue where the window did not blur with the rest of the app when inactive. (#1483)
WCAB Form
- Only the form with ID 184041 is shown under “Pre-trial conference statements.” Other forms are hidden. (#953)
Copy Service Orders
- Fixed fluctuation issue when selecting “Party to Subpoena.” (#783)
- Premium Firm Refinements applied. (#1535)
Office Branch
- Fixed issue where description and default court/venue values were not updating in real-time. (#431)

Release Notes - Version 1.0.36

Release Date: October 13, 2025

✨ New Features

Feature: Display SSN in Party Index (Dog Tags) (#1512)

Implemented enhancement in the Parties listing index to display SSN (Social Security Number) if available.

If a party has an SSN entered, it now appears in the party card details within the listing.
If the SSN is not set, it remains hidden for that party.
When the SSN is updated from the Contact or Party section, the value is automatically reflected in the party listing.

Feature: Indicator for Associated Injuries in Parties Index (#1162)

Added visual indicators in the Parties index to represent linked injuries.

The party listing now displays a filled circle indicator when a party is associated with one or more injuries.
Hovering over the indicator shows a tooltip displaying:
- Injury date
- EAMS No
- Description
- Checked body parts associated with that injury.
If a party is linked with multiple injuries, the indicator count increases accordingly.
This provides a quick visual reference for injury associations directly from the Parties index.

🐞 Bug Fixes

Unsorted Documents
- Fixed issue where the HIPAA checkbox defaulted to checked/true when linking to a case matter. (#1513)
Files
- Fixed issue where, after checking the HIPAA checkbox while renaming or attaching files, the checkbox appeared unchecked/false upon reopening. (#1516)
Parties
- Fixed issue where, upon creating a new contact, the Social Security Number preview displayed the text nbsp;. (#1515)
- Fixed formatting issues with email addresses displayed under party cards. (#1349)
Contact
- License and Issuer fields are now properly exposed and displayed under Contact Type: Parties. (#1514)
Premium Firm > Clients
- Fixed issue where the EAMS Reference Number did not update when the UAN was changed. (#1463)

Release Notes - Version 1.0.35

Release Date: October 9, 2025

✨ New Features

Feature: Custom Email Labels (#1478)

Added custom label field for email addresses in Rolodex (Contact/Company)

Users can now assign custom labels to email addresses while saving.
Label appears in the right panel after saving.
Labels are editable, allowing users to modify them anytime.

Feature: Notify Staff When Attaching Unsorted Documents (#1486)

Implemented staff notification options when attaching documents to a matter

Added checkboxes for each staff member assigned to the case.
Option to toggle staff visibility via “Show Staff” link for space optimization.
Introduced “Notify Staff about this document (via Internal Memo)” toggle:
- If Yes: Default checked Notify All sends memos to all staff members.
- If Notify All is unchecked: List of staff appears allowing user to select specific staffs.
Once a matter is selected, initials of all assigned staff appear for clarity.

Feature: Print Envelope from Address Blocks (#1503)

Implemented Print Envelope functionality across multiple modules

Added Print Envelope link wherever an address block appears, including:
- Rolodex Contact/Company
- Parties View
- User Profile View
- Branch Offices
Clicking the link downloads a .docx envelope file directly to the system.

Feature: Envelope Template Upload, Preview, and Management (#1510)

Added Envelope Template management in Branch Office Module

Users can now upload, preview, download, view history, and replace envelope templates efficiently.

Feature Details:

Initial View
- Upload button displayed in the Envelope Template section.
- Clicking Upload opens file uploader with:
  - Drag-and-drop support.
  - Cancel button to close uploader.
  - History button to view previous uploads.
Upload & File Restrictions
- Only Microsoft Word (.docx) files allowed.
- System validates file type and rejects others.
After Upload
- Preview of the uploaded template shown in the Envelope Template section.
- Three action buttons displayed:
  - Download: Downloads the current template.
  - History: Shows table of previous uploads.
  - Replace: Upload a new template, replacing the existing one.
History Table
- Displays:
  - User: Who uploaded/replaced template.
  - Description: Notes like “Template uploaded” or “Template replaced.”
  - When: Timestamp of the action.

🚀 Improvements

Improvement: Copy Service Orders – Location Selector Enhancement (#1485)

Enhanced Location selector for normal users

Users can now toggle between:
- The existing “Parties on the case” selector, and
- A full Rolodex autocompleter.
When a Rolodex contact is chosen via autocompleter, that party is automatically added to the case.

Improvement: Branch Offices > Envelope Template (#1511)

Fixed issue with the downloaded template not fetching the correct company name and address.

🐞 Bug Fixes

My Account
- Fixed 500 error when selecting Print Envelope under user address. (#1505)
- Fixed 500 error when adding a new address or phone number. (#1504)
- User: If another fax number is added after the first one, the primary tag for the first fax number is automatically updated to the newly added number, and the tag continues to switch to additional fax numbers. (#1509)
- User: The first added address isn’t getting saved as primary by default and on adding or deleting another address, the primary tag isn’t assigned to any address. (#1508)
Unsorted Documents
- Fixed missing space between Notify All label and its checkbox. (#1499)
- Resolved “Cannot read properties of undefined (reading ‘all’)” error when enabling Notify Staff about this document. (#1493)
- Fixed issue where changing Notify All value for a new document still applied the previous setting. (#1500)
Memos
- Fixed Ziggy error occurring when opening mail sent after linking an unsorted document in the Sent mailbox. (#1501)
Party – Email Addresses
- Added missing space between edit and delete icons in the email address card. (#1496)
Copy Service Orders
- Parties now link correctly to the matter upon saving/submitting the order. (#1492)
- Fixed issue where deleted Party to Subpoena still appeared in preview/edit forms. (#1491)
- In Light Theme, Party to Subpoena address now visible when highlighted. (#1490)
Matters > Staff
- Fixed issue where the Hearing Representative dropdown was overlapped by the Save button, making the last option inaccessible. (#1498)
Premium Firm > Clients
- Removed increment/decrement buttons from EAMS Reference Number field. (#1488)
- Fixed sorting and searching for contacts with blank First/Last Names. (#1487)
- Fixed incorrect header showing “Rolodex” after refresh. (#1461)
- Fixed issue where newly added client disappeared after editing or refresh. (#1460)
- Added missing header while adding new clients. (#1458)
- Fixed issue where the UAN list in the dropdown was getting truncated. (#1457)
Premium Firm – General
- Fixed sorting issue in contacts list under Rolodex search. (#1459)
- Date of Injury field now correctly validates against Applicant’s Date of Birth. (#1464)
- Orders with updated statuses (e.g., Completed) now correctly appear under Fulfilled Orders. (#1363)
Google Drive Integration
- Fixed issue where the document import page was not scrollable, causing list truncation. (#1242)

Release Notes - Version 1.0.34

Release Date: September 19, 2025

✨ New Features

Feature: Merge Matters (#1296)

New capability to merge duplicate cases

Users can now merge matters to remove redundant data.
In the Matters table, a green Merge button appears on hover.
Clicking opens the Merge Matters right panel showing:
- Combine Cases Into: Matter Name, Matter File No, Case Type
- Dropdown: Search matter by name or file no to select for merge
After selection, panel displays:
- “The following matter will be merged and deleted.”
- List of selected matters
Warnings shown before merge:
- This action cannot be undone. Please ensure you have selected the correct matter to merge.
- All data merges into the primary matter; selected matters are deleted.
- If merging different case types → Specific data related to this case type will be unavailable after merging.
Limits:
- Up to 10 matters can be merged at once.
- When limit reached, dropdown disappears and message shown:
  “You can only merge up to 10 matters at a time. (You may perform another merge operation on additional matters later.)”
On saving, selected matters merge into one and redundant matters are deleted.

Feature: Limit Matters List in Contact Details View (#1440)

Contact details view now displays up to 10 matters by default.
If more than 10, a “Show All” link appears.
Clicking expands the list to show all items.
Link toggles to “Show Less” to collapse back to 10 items.

Feature: Backup Documents to Dropbox

Module: My Account → Backup Files to Dropbox

Implemented Dropbox integration for automatic document backups in FluentCase.

Highlights:

New Navigation Tab: Access Backup Files to Dropbox under My Account.
One-Click Setup: Connect Dropbox via Link Dropbox Account.
Secure Authentication: Redirect to Dropbox for login and permissions.
Automatic Syncing: All matter documents sync once connected.
Organized Folders: Creates FluentCase Backup folder in Dropbox with per-matter subfolders.
Recent Interactions Log: Displays action, description, and timestamp of backup activity.
Account Status:
- Shows connected Dropbox account (e.g., Connected as: manish@fluentcase.com)
- Disconnect button allows stopping sync anytime

🚀 Improvements

Matter Dashboard – Activities Panel (#1441)
Added scroll shadow for better usability when scrolled.
Premium > Word Templates (#1300)
Module now highlights when opened.
Messages (#1228)
Refreshing page while in Messages module no longer hides the left panel for several seconds.
Gmail/Outlook Message Printing (#1214)
Printing now includes all threads in a conversation, not just the first one.

🐞 Bug Fixes

Premium > Copy Service Orders
- Data Shared view showed Ordering Firm, Claim Adjuster, and Provider Address twice. (#1471)
- Requesting Attorney email shown instead of name in Raw Incoming Data and preview; no party created. (#1470)
- Carrier Claim Numbers not saving in case. (#1469)
- Employer info showing null in Raw Incoming Data and preview; no employer party created. (#1468)
- Merus Order ID added an extra zero at the start. (#1467)
- Applicant DOB & SSN not saved in contact after submitting order. (#1466)
- New order creation showed blank entry with error “The requested Copy Service Order could not be found…”. (#1362)
- Matter name not appearing in orders table until page refresh. (#1303)
- Vendors column empty in orders table though preview showed vendor. (#1299)
- 500 error on lengthy input validation. (#1287)
- Applicant DOB and Date of Injury allowed future dates without validation. (#1279)
- Mandatory field error messages persisted after correction. (#1277)
- No spacing between Provider Location Name and Applicant Name. (#1275)
Matter Merge
- Dropdown matter appeared twice if re-selected after search. (#1456)
- Merging PI into WC did not merge incident details. (#1451)
- Error on settlements module after merging WC with PI: Cannot read properties of undefined (reading ‘find’). (#1450)
- Dropdown showed No Data Found when opened. (#1448)
- Merging two PI matters did not merge incident/accident details. (#1447)
- Extra characters under matter name if saved without comments. (#1444)
Parties
- Extra blank space in Matters section, even if linked to one matter. (#1454)
Messages & Email
- Gmail subject line showed double hyphens when case numbers missing. (#1452)
- Outlook – user-to-user emails lacked case file link, causing duplicate activities. (#1472)
- Outlook – sent mail to Gmail users not linked correctly; duplicate attachments created. (#1216)
Personal Injury
- Submit footer had extra padding. (#1439)
- Form field names mismatched between Preview and Edit. (#1437)
- Incident/Accident Details forms missing proper header in edit and preview. (#1436)
Contacts
- Contact not appearing in Rolodex when attached to new company. (#449)
- No error notification when deleting a company linked to party/matter. (#1291)
Premium Clients
- Unable to create new clients. (#1280)

🎨 UI & Theme Fixes

Premium – Dark & High Contrast Mode (#1356)
Dashboard Orders YTD and Open Orders sections not visible on hover.

Release Notes - Version 1.0.33

Release Date: September 12, 2025

✨ New Features

Feature: Personal Injury – Product Liability (#1419)

New Case Type: Product Liability

Users can now create Personal Injury – Product Liability matters.
A dedicated Product Liability Details module replaces the Injuries module, and clicking the module navigates to the Product Liability Details page.
This module allows users to add, update, and save information such as:
- Case Numbers: Case Number, Alternate Case Number
- Overview: Date of Accident, Location, Description, Type of Defect, Liability Type, Ambulance Required (Yes/No), Hospital
- Product Details: Product Name, Model, Serial Number, Manufacturer Name, Sold By, Operated By, Modified (Yes/No), Modified After Incident (Yes/No), Usage Details, Similar Product Issues (Yes/No → Notes field when checked)
- Externalities: Weather Conditions, Lighting Conditions, Other Circumstances
- Miscellaneous / Notes
Checkbox-driven fields work dynamically (e.g., showing notes only when enabled), and all information is saved once entered.

Feature: Personal Injury – Premise Liability (Slip and Fall) (#1418)

New Case Type: Premise Liability (Slip and Fall)

Users can now create Personal Injury – Premise Liability (Slip and Fall) matters.
A dedicated Premise Liability Details module replaces the Injuries module, and clicking the module navigates to the Incident Details page.
This module includes editable fields such as:
- Case Numbers: Case Number, Alternate Case Number
- Incident Details: Date of Incident, Location, Description, Ambulance Required (Yes/No), Hospital, Similar Incidents (Yes/No → Notes field when checked)
- Externalities: Weather Conditions, Lighting Conditions, Other Circumstances
- Police Report: Report #, Citation #, Citation Details
- Miscellaneous / Notes
The form supports checkbox-driven fields and ensures that all entered data is stored for future access.

Feature: Personal Injury – Motor Vehicle Accident (#1417)

New Case Type: Motor Vehicle Accident

Users can now create Personal Injury – Motor Vehicle Accident matters.
A dedicated Motor Vehicle Accident Details module replaces the Injuries module, and clicking the module navigates to the Motor Vehicle Accident Details page.
Users can capture and save information such as:
- Case Numbers: Case Number, Alternate Case Number
- Accident Details: Date of Accident, Location, Description, Road Conditions, Traffic Conditions, Nature of Trip, Ambulance Required (Yes/No), Hospital
- Police Report: Report #, Citation #, Citation Details
- Miscellaneous / Notes
All details can be added, updated, and persist correctly after saving.

Feature: Personal Injury – General (#1407)

New Case Type: General

Users can now create Personal Injury – General matters.
A dedicated Incident Details module replaces the Injuries module, and clicking the module navigates to the Incident Details page.
This module provides fields to record:
- Case Numbers: Case Number, Alternate Case Number
- Incident Details: Date of Incident, Location, Description, Ambulance Required (Yes/No), Hospital, Similar Incidents (Yes/No)
- Police Report: Report #, Citation #, Citation Details
- Miscellaneous / Notes
All information is editable, easy to maintain, and saved securely.

Feature: Personal Injury – Medical Malpractice (#1406)

New Case Type: Medical Malpractice

Users can now create Personal Injury – Medical Malpractice matters.
A dedicated Malpractice Details module replaces the Injuries module, and clicking the module navigates to the Malpractice Details page.
Users can enter and manage information including:
- Case Numbers: Case Number, Alternate Case Number
- Incident Details: Date of Incident, Location of Malpractice, Description, Ambulance Required (Yes/No), Hospital, Similar Incidents (Yes/No → Notes field when checked)
- Police Report: Report #, Citation #, Citation Details
- Miscellaneous / Notes
Checkbox fields work dynamically, and all entered data is stored for later use.

🚀 Improvements

More Message Subject Line Options (#1348)

Users now have additional options to customize how subject lines are automatically filled when composing new messages.

New options added under Personal Settings → Automatically include matter information in subject line on new messages:
- Case Name + Court Case Number
- Case Name + Carrier Claim Number
- Case Name + Court Case Number + Carrier Claim Number
When enabled, these preferences automatically apply when a matter is selected, so the subject line is filled based on your chosen format.

🐞 Bug Fixes

Personal Injury – Medical Malpractice (#1431)
Missing Similar Incidents checkbox in the form, even though it appeared in preview.
Word Templates (#1427)
Placeholder «MULTIPARTY:[CC]name_and_company» repeated party names incorrectly.
Parties – Date of Birth (#1426)
DOB displayed one day earlier than actual after merging templates.
Personal Injury – Product Liability (#1424)
Similar Product Issue Notes label not displayed with notes in Incident Details preview.
Matter Details (#1420)
Matter type, status, and venue/court not showing when creating a matter without parties.
Personal Injury – Cases (#1416)
If the Date of Incident is not specified, the form did not display Not Specified.
Personal Injury – Product Liability (#1415, #1414)
- Similar Product Issue Notes still displayed in preview when checkbox was unchecked.
- Location, Description, Type of Defect, and Liability Type were not saving correctly.
Personal Injury – Premise Liability (#1413, #1412)
- Externalities were not saving in Incident Details.
- Similar Incidents Notes could be added, but the field label was not displayed in preview.
Personal Injury – Motor Vehicle Accident (#1411)
Location of Accident and Incident Conditions not saving in Vehicle Accident Details.
Personal Injury – General (#1410)
Location of Accident and Incident Description not saving in Incident Details.
Personal Injury – Cases (#1409)
Externalities fields not included in the Incident Details edit form.
Personal Injury – Medical Malpractice (#1408)
Date of Incident field allowed future dates.
Tags (#1403)
Disabled save button under Edit Tags was still functional.
Tasks (#1402)
When creating a task without attaching a matter, the form stayed open and the task didn’t appear under Recent Activity (though it was visible in Tasks).
Premium Firm – Cases (#1282)
Archiving a matter produced conflicting success and error messages; the matter was not archived.
Parties – Primary Field Behavior (#1227)
- Adding a first address did not auto-set it as primary.
- When one address or phone was deleted, others were not correctly marked as primary.
Gmail – Colleagues Dropdown (#1428)
After selecting a colleague, the selected item did not change color until another was chosen or the dropdown was closed and reopened.
Premium Copy Service Orders (#1277, #1275)
- Error messages on mandatory fields did not disappear after correction.
- Missing spacing between Provider Location Name and Applicant Name in the order table.

🎨 UI & Theme Fixes

Dark Theme – Date Fields in Jet Files (#1425)
Date widget not visible in any date fields.
Light Theme – Party Type Visibility (#1423)
Party type became invisible when selected while merging a Word document.
Dark Theme – Party List & Rolodex (#1422)
Added parties were invisible in the list (text matched background); only visible on hover.
Dark Theme – Word Template Merge (#1432)
Party type text not visible after selection; text color matched background.
High Contrast Theme – UI Issues (#1307)
Certain buttons were inaccessible, and links and icons were not fully visible.

Release Notes - Version 1.0.32

Release Date: September 5, 2025

✨ New Features

Feature Request: Memos – Send and Delete in Replies #1391

Memos – Send and Delete Behavior

The Send and Delete option now works in replies similar to messages.
Sending a fresh memo does not show the option.
When replying to a memo:
- Send and Delete is visible.
- Clicking it deletes the original memo from the inbox while keeping the reply visible in Sent Items.
Works similarly with Reply All.
Forwarding a memo is treated as a fresh message; Send and Delete is not available.

🔧 Enhancements

Staff Activities – Active Users Only (#1397)
- Dashboard’s Staff Activities graph now displays data only for active users. Inactive or disabled users are excluded.
Recent PDFs – Document Date Timezone Fix (#1395)
- Corrected discrepancies between created date and PDF date caused by timezone differences.

🐞 Bug Fixes

Messages – Gmail Signature Image Broken (#1400)
- Signature images now display correctly in the thread history after replying in Fluent Messages.
Activities – Removing All Tags Throws Error (#1399)
- Fixed “Cannot read properties of undefined” error when deleting all tags, including default tags.
Matters – Matter List Settings Link Not Responsive (#1398)
- Blue link now works when clicked from dashboard and other modules.
Memos – Reply Thread Not Visible (#1396)
- Fixed issue where reply thread did not appear for memos not linked to a matter.
Default Tags – Incorrect “Clear Tag as Default” Display (#1388)
- Editing one tag no longer incorrectly shows “Clear tag as default tag” for other default tags.
Activities – “Always Add Tag” Link Misplacement (#1387)
- The link now appears only under tags that are not default for other automatic activities.
Special Handling – Persistent Banner Issue (#1378, #1383)
- Banner remains visible only within the matter.
- Closing the banner prevents it from reappearing in Forms, Word Templates, Copy Service Orders, Injuries, Tasks, Calendar modules.
Light Theme – Dropdown Header Display (#1335)
- Settlement Types and shortcut headers now display correctly after selection.
Matter Unarchive – Red Error Notice (#2323)
- Fixed error when restoring matter status manually.
Messages – Thread Content Hidden
- Message threads now display correctly instead of appearing hidden.

Release Notes - Version 1.0.31

Release Date: September 2, 2025

✨ New Features

Feature Request: Memos – Add “Send and Delete” Option #1270

Memos – Send and Delete

Added a new “Send and Delete” option when creating, replying to, or forwarding a memo.
Accessible via the dropdown arrow next to the Send button.
When selected, the memo is sent to the assignee(s) but does not appear in the sender’s Sent folder.
This option streamlines workflows for users who prefer not to retain a copy of the memo after sending.

Feature Request: Create a User Preference to Apply a “Default” Tag for Activities #1295

Activities – Default Tags

Users can now set a default activity tag for all manually created activities.
When selecting a tag in the Tags field, a new blue link “Always add tag” appears.
- Clicking this link saves the selected tag as the default.
- Future manually created activities will automatically include this default tag.
A corresponding “Clear [tagname]” link allows users to remove the default tag preference.
Once cleared, future activities will not auto-populate a tag, requiring manual selection.

Feature Request: Notify Users When Tasks Are Assigned #951

Tasks – Assigned Users Notifications

Implemented notifications for assigned users when tasks are created or updated.
Any user can create or update a task, but notifications are shown only to the assigned user(s).
Notifications are triggered when:
- A new task is created and assigned.
- An existing task’s assignee is updated.
- A completed task is reopened and reassigned.
Notification colors:
- Blue – Current or future-dated tasks.
- Red – Past-dated tasks.
A new Assigned Tasks icon is available at the top-right corner, showing:
- Total assigned task count.
- A snooze toggle to enable/disable task notifications.
Task count updates dynamically when tasks are assigned, reassigned, or completed.

Matters – Special Handling Instructions

A new Special Handling section is now available under Edit Matter → Comments & Special Handling.
Users can enter special handling instructions in a rich-text editor box.
When saved, a Special Handling popup banner appears at the bottom-right of the screen whenever the user navigates to the matter.
The popup will not display if no instructions are saved.

Feature: Global Message Notifications

Messages – Global Unread Indicator

Added a global new message notification feature, similar to memos.
A Gmail/Outlook icon now appears at the top navigation bar showing:
- Unread message count (updates dynamically).
- Snooze toggle to pause/resume notifications.
When a new email arrives:
- Users receive a popup notification via Fluent Messages.
- The unread message count increases.
Additional features:
- Clicking the icon opens the inbox.
- Popup includes minimize, maximize, and close controls.
- Popup can be repositioned anywhere on the screen.
Snooze toggle behavior:
- ON – Notifications display for all new messages.
- OFF – No notifications, but the unread count continues to update.

🔧 Enhancements

Default Activity Tags – Removal (#1379)
Users can now remove default activity tags if no longer needed.
Special Handling – Long Text Overflow (#1354)
Long instructions in banners now include a “Read more” link instead of overflowing.
Rich Text Fields – Tooltips (#1353)
Text color options now display tooltips when hovered.
Rich Text Fields – Additional Colors (#1342)
Expanded text color palette, including more bright options.
Tasks – Default to Self-Assignment (#1341)
New tasks now default to self-assignment, preventing blank Assignee fields.
Labels & Tags – Sorting After Rename (#503)
Contact/Party labels, activity tags, and sharing labels now reorder correctly after renaming.

🐞 Bug Fixes

Word Templates – Preview Issues: Fixed error when opening templates in Matter and corrected preview loading. (#1376)
Messages – Blank Right Panel: Deleting messages no longer causes the panel to go blank. (#1374)
Special Handling:
- Removed instructions no longer display an empty banner. (#1373)
- Banner from previous matter no longer persists after switching matters. (#1372)
Default Tags:
- Default tag preview and activity list inconsistencies resolved. (#1370, #1369, #1368)
Memos:
- “Sending memo” screen no longer hangs indefinitely. (#1366)
- Content no longer disappears when selecting Matter/CC/BCC after typing. (#1380)
- Memo read/unread status now updates correctly after refresh. (#1322)
Premium Copy Service Orders:
- Fixed 500 errors on creation and invalid phone numbers. (#1361, #1276)
- Order preview now displays all fields (Location, Bill To, Employer, etc.). (#1305)
- Resolved issues with Open Order Count, Raw Incoming Data, and Merus Order ID formatting. (#1290, #1284, #1278)
- Fixed missing confirmation/reset after order creation. (#1274)
Tasks:
- Task count updates immediately after reassignment. (#1351)
- Error messages now display if no assignee is selected. (#1350)
- Prevented creation of tasks with past due dates via Edit Task. (#17)
Rich Text Fields – Colors: Selecting a new text color no longer resets formatting. (#1352)
Contacts/Parties – Labels: Corrected ordering issues after renaming People Type labels. (#1346)
File Archive – Duplicate Filenames: Archiving files with identical names now retains all versions. (#1328)
Memos – Document Linked Creation: Changing Matter after creating from a document no longer causes errors or infinite loading. (#1315)
Forms & Templates – File Names: Renaming merge documents no longer results in duplicate names without extensions. (#1375)

🎨 UI & Theme Fixes

High Contrast Theme – UI Fixes (#1319)

Tasks: Hovering over filters caused filter background color to blend with section background, reducing visibility. Fixed.
Parties: Party card content now displays correctly when hovered.
JET Filing: Preview form link is now visible.
Unsorted Docs & Recent PDFs: List item truncation resolved.

Dark Theme – UI Fixes (#1308)

Dropdowns: Uniform Assigned Number dropdown text now displays with proper contrast in Branch Offices, Parties, and JET Filings.
Memos: Inbox and Sent memo body sections no longer overlap with attached document borders.
Dashboard: Selection highlight for Recent Matters and Unreviewed Matters no longer hides text.

Release Notes - Version 1.0.30

Release Date: August 22, 2025

✨ New Features

Feature Request: Zip-archive documents by tag (folder) or selection #1304

File Manager – Document Archiving

Zip-archive documents by Tag (Folder) or selection.
Introduced a new File Archive option in the File Manager header.
Clicking the File Archive button provides two options:
- Select Files – Enables file selection mode:
  - Checkboxes appear next to documents so users can manually select files.
  - Two new action buttons are displayed in the header:
    - Generate Archive – Creates a ZIP file of the selected documents.
    - Cancel – Exits file selection mode without generating an archive.
- All Documents – Archives all documents in the matter (by Tag/Folder) into a single ZIP file.
By default, the generated archive name is set to the Matter Name, but users can rename it in the save dialog.
File size handling:
- If the archive size is ≤ 25 MB, the native system save dialog (Windows/Mac) is displayed immediately.
- If the archive size is > 25 MB, a notification is shown: “Archive processing. You will receive a memo when it is ready.” The completed archive is delivered via the Memos section once processing finishes.
Duplicate filename handling in archives:
- When multiple documents with the same filename are included in the archive, each file is retained without overwriting.
- Files are automatically renamed in sequence inside the ZIP (e.g., doc.docx, doc (2).docx, doc (3).docx).

Feature Request: When downloading files, keep the capitalization intact. #1302

File Manager – File Download Capitalization

Preserve capitalization in downloaded files.
Enhanced file download functionality to ensure capitalization is preserved across all file types.
Previously, only .docx files retained capitalization in their names, while others defaulted to lowercase.
With this update:
- Capitalization in file names (e.g., CaseSummary, ImportantNotes) is maintained when downloading.
- Underscores in file names continue to be supported.
This change aligns file naming consistency with customer expectations and ensures clarity where capitalization is used for emphasis.

Feature Request: Disable the Matter List’s Archive/Delete options on mobile devices. #1283

Matter List – Mobile Device Usability

Archive/Delete options disabled on mobile devices.
Adjusted the Matter List behavior on mobile and touch-enabled devices.
The Archive and Delete options are now disabled when accessed from smaller screen widths or mobile devices.

Feature Request: Introduce Theme in High Contrast mode and Dark mode #1205

Look & Feel – Theme Options

Introduced Dark Mode and High Contrast Mode.
Added two new themes, Dark and High Contrast, to the My Settings → Look and Feel → Theme selection dropdown.
Now, three themes are available: Lite (default for all new or first-time login users), Dark, and High Contrast.
Dark Mode:
- Provides a modern, low-light theme that reduces eye strain, especially in dim environments.
- Offers an alternative aesthetic with darker backgrounds and lighter text, improving readability for users who prefer reduced screen glare.
High Contrast Mode:
- Designed for accessibility, this theme applies sharp contrasts between text, icons, and backgrounds.
- Ensures users with visual impairments or sensitivity can navigate the application more comfortably.
- Improves visibility of UI components, highlights, and action buttons, reducing the likelihood of missed information.
When switching themes:
- Users are prompted: “Updating your theme will require a page reload.”
- After reload, the entire FluentCase web app interface reflects the selected theme.
The selected theme is saved as the user’s preference. On the next login, the previously chosen theme will automatically be applied.

File Manager & JET Files – Document Search and Filter

Added search/filter functionality to document lists.
Introduced a new “Filter by Document Name” search bar in both File Manager and JET Files → Matter Documents section.
Key functionalities include:
- Real-time filtering – Matching documents and folders are displayed as the user types.
- Case-insensitive search – Works with both uppercase and lowercase input.
- File extension filtering – Users can search by file type (e.g., .pdf, .docx) to narrow down results.
- Folder-aware search – When searching for a folder name, the folder appears expanded with all its contained documents visible.
- Clear filter options – Users can remove search terms by:
  - Deleting characters with Backspace, or
  - Using Ctrl + A → Delete/Backspace keyboard shortcuts.
- Dynamic counts – After a search, the header updates to show the filtered folder and file counts.
This feature improves document discoverability and navigation, allowing users to quickly locate relevant files in large document sets.

Copy Service Order: Text entry field for adding history entry/message in the history table #959

Copy Service Order – Vendor Messaging in History

Added text entry field for history notes.
A new “Add Note” feature has been implemented in the History section of Open Orders for Copy Service Orders.
Functionality details:
- When a vendor is viewing an open order, an Add Note button is displayed in the History section.
- On clicking Add Note, an input field appears with Save and Cancel options.
- Vendors can type a note and click Save to log the entry into the History table.
- Clicking Cancel closes the input field without saving.
- The feature is restricted to vendors only and is not available to end users.
- For Fulfilled Orders, the History table remains read-only, and the Add Note button is not shown.
This enhancement improves communication and transparency by allowing vendors to directly document relevant updates in the order’s history while maintaining a clear separation between open and fulfilled orders.

Message Compose: Provide some “auto-fill” options for common Matter-specific data points to include in the message body, e.g., Caption/Name, ADJ #, DOI, Carrier Claim Number #898

Message Compose – Auto-fill Subject Line with Matter Information

Added subject line auto-fill options for new messages.
Implemented the ability to automatically include Matter-specific details in the subject line when composing a new message.
A new dropdown preference is available under My Settings → Composing Messages, with the following options:
- Set subject line to Matter Name
- Set subject line to Carrier Claim Number(s)
- Set subject line to Court Case Number(s)
- Do not set subject line
Functionality details:
- When a user selects a preference (e.g., Set subject line to Matter Name) and then composes a new message, selecting a Matter will automatically populate the subject line with the chosen Matter detail.
- Works consistently for all three auto-fill options.
- If the user preference is set to “Do not set subject line”, the subject remains blank when composing a new message, and the user must enter it manually.
This feature provides greater efficiency and consistency when drafting messages, reducing manual entry and ensuring key Matter data is included in communications.

Feature request: Make clicking phone numbers and emails intentional and consistent. #1309

Parties & Matter Dashboard – Phone Numbers and Emails

Consistent and intentional interaction with phone numbers and emails.
Improved the behavior of phone numbers and email addresses across the application to ensure consistency and clarity.
Enhancements include:
- Added visual indicators to phone numbers and emails in both the Matter Dashboard and Parties Module, making it clear that they are clickable links.
- Clicking on a phone number now consistently routes to the external phone application (where supported).
- Clicking on an email address opens a new draft message page.
- The interaction behavior is now uniform across all modules (Parties list and Matter Dashboard), preventing confusion.
These changes make interactions more intentional and help users understand the action triggered when clicking on phone numbers or emails.

🔧 Enhancements

Activities – Allow Back-dating of a Manually Entered Activity (#1338)
Previously, activities could only be backdated up to one week. Users can now backdate activities up to three years, providing greater flexibility for historical record-keeping.

Inbox – Extended Message History (#1297)

Inbox list now displays messages up to 9 months (previously limited to 3 months).
Provides greater visibility and access to older communications without requiring additional searches or manual lookups.
Ensures a more comprehensive historical view directly within the inbox.

Calendar – Display of Case File Numbers (#1294)

Case file numbers are now visible in all calendar views: Day, Week, Agenda, Month, and List.
Provides better context and quick reference when scheduling or reviewing events.
Reduces the need to cross-check matters for identification.

Word Templates – Company Address Handling (#1269)

Updated merge functionality so that all available company addresses (including email addresses) are now included when prompting and generating documents.
Previously, only the primary address was pulled into templates.
Ensures flexibility and accuracy in document generation, especially for multi-party address blocks.

Calendar – Full Day vs. Business Hours View (#1164)

Calendar now remembers the last chosen view preference (Full Day vs. Business Hours) per user.
Default start time is now 7:30 AM.
The Business Hours toggler has been removed to simplify navigation.
When navigating to the current day, the scroll view automatically centers on the current time.

File Upload – Drag and Drop Enhancement (#761)

Users can now drag and drop files anywhere on the screen, not just in the upload box.
Files dropped anywhere are uploaded seamlessly.
Provides a more intuitive and user-friendly file upload experience.

🐞 Bug Fixes

Rolodex – Contact Links: Fixed issue where links to email and phone in contact view were not clickable. (#1340)
Light Theme – Filters: Text in filters under Forms and Word Templates was not clearly visible on hover; now fixed. (#1336)
JET Files – Matter Documents: Files were hidden at the bottom of the screen and inaccessible, even after scrolling or adjusting resolution. This has been corrected. (#1334)
File Archive – Tag Handling: If a file had multiple tags but only one tag contained the file, the file failed to archive without an error or success message. Now resolved. (#1333)
File Search – Item Counts: The item count for searched files now displays the correct total. (#1332)
Files – Icons Missing: CSV, ZIP, and MP4 files now display the correct icons. (#1331)
JET Filings – Filters on Search: Date and name filters now apply correctly to searched results. (#1330, #1323)
File Archive – Preview Open: Clicking Generate Archive after previewing files sometimes caused an error (“Archive creation failed”). Fixed. (#1329)
JET Files – Search Results: Selected files after a search no longer remain incorrectly visible in the results until reset. (#1326)
File Archive – All Documents Selection: Choosing All Documents after a search now archives only the searched results, not all files. (#1325)
File Archive – Select Files Below Option: Fixed error “Cannot read properties of undefined (reading ‘items’)” when this option was used after searching. (#1324)
Word Templates – Save As Extension: Templates saved via Save As now correctly include the .docx extension and display the Word icon in JET Files. (#1314)
Unsorted Documents – Linked Docs: Linked documents no longer reappear after refresh (cache issue fixed). (#1306)
Premium – Personal Preferences: Restored missing modules under Personal Preferences including Your Settings, Email Accounts, and Calendar Feed. (#1301)
JET Filings – UI Alignment: Restored spacing between JET Filing name and its “+” icon. (#1286)
Preflight Environment – Inaccessible Items: Fixed table list item accessibility issues across multiple modules: Gmail/Outlook messages, Memos, Calendar List view, Recent PDFs, Unsorted Documents, Rolodex, Word Templates, and Copy Service Orders. (#1285)
Copy Service Orders – Right Panel: Right panel now opens correctly when clicking orders in the Copy Service Order table. (#1273)
Order Creation – Error 422: Fixed issue preventing order creation for Normal Firm type. (#1272)
Rolodex – Fax Number Display: Fax numbers now display below phone numbers in the phone column. (#1271)
Matter – Dates: The Date Reopened field can now be cleared independently. (#1268)
Messages – External Image URLs: Fixed issue where images broke when pasting HTML with external image URLs in New Message Form. (#1265)
Recent Matters – UI Truncation: Fixed truncation issue where the beginning of the list was cut off when resizing the browser window. (#1121)
File Search – Backspace Handling: Results now update correctly when backspacing in the search bar. (#1337)
File Archive – Duplicate Names: Archiving files with identical names now retains all files in the ZIP archive. (#1328)

🎨 UI & Theme Fixes

High Contrast Theme – UI Fixes (#1307)
Resolved major visibility issues across multiple modules:

Icons & Buttons: Info icons, edit links, filter icons, and action buttons are now visible.
Text & Labels: Improved contrast for dropdowns, task filters, and dashboard labels.
Hover-Only Issues: Elements now remain visible without requiring hover (e.g., matters, calendar events, profile options).
Modules Affected: Dashboard, Matters, Tasks, Activities, Calendar, JET Filings, Copy Service Orders, Forms/Templates, My Profile, Google Drive Import.

Dark Theme – UI Fixes (#1308)
Fixed major visibility issues in Dark Mode where icons, links, file names, and panels were not clear.

Text & File Visibility: File extensions visible during rename, message subjects display fully, action bar/hover states styled properly.
Panels & Grids: Improved visibility in JET Filings, Matter Dashboard, Landing Page grids.
Dropdowns & Menus: My Profile dropdown and Google Drive import options styled correctly.
Colors & Contrast: Pink highlights display text properly, Firm Name and version details themed correctly, table headers/action bars consistent across modules (Recent PDFs, Memos, Messages).

Release Notes - Version 1.0.29

Release Date: August 8, 2025

✨ New Features

User Details – Login History Table (#1255)
Added a Login History table under the User Details view for users.

Functionality:

The table is collapsed by default in the “Our Profile” preview.
Clicking “Show” reveals a list limited to the 100 most recent entries.
Columns include:
- Actions – Indicates login or logout activity.
- Where – Displays location, browser, and system OS details (e.g., browser version, name).
- When – Shows timestamp (date and time) for login/logout.

🔧 Enhancements

Notification UI – Broken Success/Warning Icons Fixed (#1261)
Updated the notification system to fix broken icons in success and warning messages.

Only the visuals were updated; functionality and behavior remain unchanged.

🐞 Bug Fixes

Messages – Outlook Signature Images: Fixed issue where older Outlook emails displayed “[image: photo]” and “[image: tpx]” instead of signature images. (#1238)
Token Fallback Form: Now enforces cleansing and validation of email addresses to prevent malicious data entry. (#1253)
Login History – Calendar Feed Visibility: Calendar sync entries were appearing in the login history; now restricted to actual login/logout activity only. (#1256)
Login History – Browser Accuracy: Fixed issue where Chrome, Edge, and Brave all showed identical browser info (“Chrome/138.0.0.0 Safari/537.36”). Now accurately reflects the correct browser name and version. (#1257)
User History – Salary Entry: Editing a new user’s details for the first time was incorrectly adding salary information to history; this has been resolved. (#1258)
Login URL – Validation: Cleaned and validated destination URLs on login to prevent injection or invalid paths. (#1260)

Release Notes - Version 1.0.28

Release Date: August 1, 2025

🐞 Bug Fixes

Messages & Memos – Drafts Created for Read-Only Users: Resolved issue where read-only users were incorrectly able to create drafts even though composing was restricted. (#1187)
JET Filings – Incorrect Law Firm Name in Prefill: Fixed issue where the “Law Firm or Representative” field showed a mix of attorney names instead of prioritizing the applicant attorney. (#1208)
Word Templates – Image Display Error: Addressed issue where inserted images disappeared and showed “This picture can’t be displayed” after editing and saving templates. (#1211)
Tasks – 500 Error When Saving Images: Resolved intermittent server error when pasting and saving images in task descriptions. (#1225)
Word Templates – Preview Missing After Macro Edits: Fixed issue where preview failed to load after editing templates using the Fluentcase macro editor. (#1244)
Settlement – Incorrect Profit Display in Preview Banners: Corrected display issue where Projected and Actual Profit banners incorrectly showed $0.00 when any amount field was zero. (#1245)
Settlement – Invalid Integer Error When Clearing Fields: Fixed validation error that occurred when clearing amount fields using keyboard shortcuts. Error no longer appears when calculated fields include decimals. (#1246)
Settlement – Referral Fee Type Not Persisting: Resolved issue where switching between “Specific Amount” and “Percentage of Settlement Amount” in referral fee settings caused incorrect calculations and persistence issues. (#1247)
Files – MP3 Playback Blocked by CSP: Fixed a Content Security Policy issue preventing MP3 files from being previewed in the Files tab. (#1248)
Tasks – Assignee Error on Save: Fixed bug that incorrectly triggered a “An assignee is required” error, even when an assignee was selected. (#1251)
Power Users – Inconsistent Deletion Access: Adjusted permissions so power users can no longer delete items in restricted areas such as Branch Offices, Word Templates, Matter Status Labels, and other administrative entities. (#1202)

Release Notes - Version 1.0.27

Release Date: July 28, 2025

🔧 Improvements

TimeEntry – Footer Totals for Hours and Amount (#1237)
On the Time Entry page, the footer now displays the total calculated Hours and Amount.

Totals are filter-aware and update dynamically when time entries are added, modified, or deleted.

System-wide – Autofocus on First Filter Input (#1236)
Wherever search filters are present in any module, the first visible input filter now receives autofocus automatically after table data loads.

Enhances user experience by reducing manual clicks.

🐞 Bug Fixes

Files – Navigation Error: Fixed issue where navigating to the “Files” tab in a specific matter caused an error. (#1239)
PDF Preview: Resolved issue where PDF previews were not scrollable. (#1235)
TimeEntry – Cache Issue: Fixed bug where TimeEntry index didn’t update unless the cache was cleared. (#1234)
Copy Service Order – Delivery Options: Resolved missing “Additional Delivery Options” in the submitted order details view. (#1233)

Release Notes - Version 1.0.26

Release Date: July 25, 2025

✨ New Features

Rolodex Table – Display Address for Contacts and Companies (#1204)
Added functionality to display addresses in the Rolodex table (not in search results).

Functionality:

Primary address is now displayed in the table for both Contacts and Companies.
If a contact has only one address, it is automatically considered the primary address.
If multiple addresses exist, only the designated primary address is shown.
Note: This feature affects only the table view; search behavior remains unchanged.

🔧 Improvements

Messages – Add Date Filters to Inbox, Sent, and Drafts (#1200)
Implemented date filters in the Messages module across Inbox, Sent, and Drafts folders for better message management.

Court Filings – Prevent Browser Save Prompt for Contact Info (#1101)
Suppressed the browser prompt (e.g., Chrome asking to save addresses) when navigating or saving court filing forms containing name and address fields.

Avoids saving party data that isn’t relevant to the user filling out the form.

Messages – Limit Inbox View to 90 Days (#1201)
Inbox list now shows only messages from the last 90 days to improve performance and usability.

Activities – Restrict Memo and Message Deletion for Staff Users (#1231)
Deletion of memos and messages is now restricted to admins only.

Normal staff users can no longer delete messages or memos linked to a matter.

🐞 Bug Fixes

JSON Data Imports: Fixed crash when selecting data type due to JS evaluation error. (#1226)
JET Files: Resolved issue where cursor jumps to end of text when editing mid-text. (#1224)
Idle Timeout: Removed persistent “Please reload to update” message after idle time. (#1223)
Messages (Gmail/Outlook): Changed Inbox date column header from “Sent” to “Received”. (#1206)
File Archive: Read-only users are no longer able to archive files. (#1197)
Message & Memo: Read-only users are now restricted from deleting messages or memos. (#1188)
Activities – Hide/Unhide Permissions: Tied Hide/Unhide ability to Delete permissions. Normal users can no longer toggle visibility. (#1230)
Preview Scrollbars: Removed dual scrollbars when previewing .txt, .csv, and .xml files in Gmail, Memos, and Copy Service Order. (#883)
Memos: Fixed issue where deleting a memo from Recent Activities by User 2 also removed it from User 1’s account. (#1213)
Messages – Date Filter Bug: Selecting only start or end date incorrectly truncated date filters. (#1210)
Fees – Validation Fix: Now correctly prevents selecting a Payment Cycle Start Date after the End Date for Attorney Fee - Indefinite. (#1174)
Firm Logo: Fixed issue where firm logo images were blocked from loading. (#1219)
Matters – Text Message Capable Checkbox: Now displays error if enabled without entering a valid phone number. (#878)
User Roles – UI Restrictions: Restricted buttons are now correctly greyed out based on user role permissions. (#1198)

Release Notes - Version 1.0.25

Release Date: July 17, 2025

✨ New Features

Document Preview – Attach to Message and Memo (#1163)
A new feature has been implemented in the document preview panel (right side) to allow users to attach documents directly to either a Message (Mail) or a Memo.

Functionality:

Two new buttons have been added:
- Attach to Message
- Attach to Memo
Clicking either button opens the respective creation form with the currently previewed document automatically attached.
Available in the following modules:
- Matter > Files
- Activities
- Recent PDFs
In the Unsorted Documents module:
- The buttons are shown in a disabled state.
- On click, an alert message is displayed: “Please attach to a matter first.”
Supports all matter-related file types: PDFs, images, Word documents, etc.

Matter Creation – Add Email Field and “Matter Has Parties” Toggle (#1103)
Enhanced the Matter creation form with additional flexibility for adding party details and email addresses.

Functionality:

New Email Address fields added under Applicant and Employer party sections.
Introduced “Matter Has Parties” toggle:
- No:
  - A new Display Name input appears.
  - Matter is created without parties, and the entered display name is used as the matter name.
  - Parties can be added manually later.
- Yes:
  - Displays full party forms for Applicant and Employer, allowing users to add names and email addresses.
  - On creation, both parties are saved and associated with the new matter.

Email Signatures in Gmail Integration (#1185)
Implemented a comprehensive Email Signature feature within the Email Accounts module.

Functionality:

Once a Gmail account is connected:
- A “Fetch Gmail Signature” option appears to import the user’s default Gmail signature.
- Users may manually create or edit signatures.
Added auto-signature functionality:
- “Automatically add email signature” checkbox enables signature insertion in emails.
  - When enabled, an option “Include signature in replies” is shown.
  - If selected, another option “Use different signature when replying” is displayed with a secondary editor for replies-only signature.
Signature changes require clicking Save to apply.

New “Settlement” Module Under Matter > Fees (#1186)
A dedicated Settlements module has been added under the Fees section for managing financial settlements within matters.

Functionality:

Settlement tab now visible under Fees in a matter.
Users can:
- Click ”+” button to open the “Create Settlement” form.
- Fill in: Settlement Type, Description, and sections for Projected, Actual, and Referral Details.
- View auto-calculated Projected Profit and Actual Profit at the bottom.
Available actions:
- Save – Saves the settlement entry.
- Cancel – Returns to Settlements page.
Created entries are listed with edit/delete options:
- Edit – Opens form to update existing details.
- Delete – Prompts confirmation before removing the entry.
If no settlements exist:
- Projected Revenue section shows ”+ New Settlement” (creates one blank entry).
- Projected Expenses section shows “Add 2 Settlements” (creates two blank entries).
When entries exist, the two buttons above are hidden.

🔧 Improvements

Email Signatures:
- Downscaled signature images to 2x target width.
- Enhanced HTML sanitization (less invasive than HTMLPurify).
- Gmail accounts now support custom email signatures.
- Gmail default signature fetched only if no existing signature is present.
- Manual refetch option added.
Court Filings: (#1100)
- Firm-wide filings list now limited to 6 months of data to improve performance.
- In-matter filings remain unrestricted.

🐞 Bug Fixes

Matter:
- Fixed issue where the “Want to save first?” popup appeared when editing email addresses during matter creation. (#1173)
- Resolved bug where an email without a domain could be saved despite showing an error. (#1168)
- Corrected 500 error when the display name was removed during matter creation. (#516)
- Fixed bug where a matter was created without a name if the Employer checkbox was unchecked. (#455)
- Fixed performance issue where saving matters with invalid email addresses multiple times caused slow creation (4.5 to 8 seconds). (#1192)
- Fixed bug where switching the “Matter Has Parties – Yes” toggle still saved the matter with the display name instead of the parties’ names. (#1184)
Branch Office:
- Character limit error message (255 characters) now appears correctly for all field types, not just numeric entries. (#1179)
- Fixed missing error message when long values are entered in fields like website, street, city, etc. (#459)
Calendar Events:
- Added pointer cursor for “Show End Date” and “Show Duration Options” links for improved UX. (#1156)
Rolodex/Parties:
- Fixed issue where the comment field appeared empty after updating a party post-save. (#1155)
- Alphabetical sorting applied to Party Type, People Type, and Company Type dropdowns to match filter behavior. (#164)
- Sanitized search inputs to prevent server errors from slashes or URIs. (#137)
Message Drafts:
- Vendor accounts are no longer included in the Colleagues menu. (#1099)
Activities:
- Extended tag filter menus in Activities are now highlighted to prevent accidental hiding. (#482)
User Profile (My Account):
- Fixed issue where password could not be set or updated via the edit button. (#397)
- Added proper error handling when a user is saved without a password. (#396)
JET Filings > Matter Documents:
- Resolved issue where “Proof of Service” fields remained visible after removing related files. (#315)
Fees > Settlement:
- Fixed issue where the saved details of the settlement form were not shown under the created settlement’s card preview. (#1171)
- Prevented creation of settlements without selecting a settlement type. (#1178)
- Fixed issue where the “Payment Cycle Start Date” field incorrectly displayed for non-applicable settlement types. (#1177)
- Resolved API error when editing certain settlement types due to hidden “Payment Cycle” field. (#1170)
- Fixed issue where the “Referral Fee Percentage” field did not update when the amount values were changed. (#1172)
- Fixed issue where settlements created using “+ New Settlement” did not appear until page refresh with disabled cache. Also applied to deletion. (#1169)
Fees > Time Entries:
- Fixed bug where Read-Only users were able to delete time entries created by All Access users. (#1189)
Fees:
- Fixed issue where the associated injury dropdown was blank even when injury records were present in the matter. (#1175)
Unsorted Documents:
- Fixed issue where preview was not viewable and unscrollable when renaming or attaching documents from Unsorted. (#1190)

-All Access Role User -All Access users are incorrectly restricted from performing multi-delete actions (#1196)

-Read Only Role User -File Archive: The read only user is able to archive the file under a matter. (#1197)

Release Notes - Version 1.0.24

Release Date: June 30, 2025

✨ New Features

We have introduced a new Dictation (Speech Recognition) feature across all Rich Text Editor fields in the application to enhance accessibility and ease of content entry.

Functionality :

A microphone button is now available in all Rich Text Editors.
Users can click the mic icon to activate speech recognition.
Upon clicking, the browser will prompt for microphone permission, which the user must allow manually.
Once activated:
- The microphone icon turns orange.
- As the user speaks, their voice is transcribed into text in real-time within the editor.
Users can freely edit the text (add, delete, or modify) during or after dictation.
To stop dictation, the user must click the active microphone button again. This deactivates speech recognition, and no further voice input will be captured.
When clicking on cancel or closing the editor, dictation will be turned off automatically.

Feature: Calendar – Add “Duration” Widget in Event Create/Edit

A new “Duration” widget has been introduced in the Event Create/Edit form to simplify event scheduling and offer more flexibility when setting event timings.

Functionality :

The form now includes both “Duration” and “End Date/Time” options.
By default, the Duration is set to 1 hour. Users can select from predefined options:
- 30 minutes
- 1 hour
- 2 hours
- 4 hours
- 8 hours
Below the Duration field, a “Show End Date” clickable label is displayed.
- Clicking it replaces the Duration field with the End Date/Time input.
- The End Date/Time is auto-calculated based on the selected duration, but users can also edit it manually.
If the “All Day Event” checkbox is selected:
- The Duration/End Date field is hidden, as it is not applicable.
- When the checkbox is unchecked, the field reappears with the default 1-hour duration preselected.

🔧 Improvements

Dictation Widget (#1153):
Added tooltip support for the dictation widget similar to other text editor widgets.
Parties (#126):
Fixed issue where selecting many options in the “Filter by People Type” dropdown caused the search results to be hidden at the bottom of the page.
Events (#1147):
Prevented changing the matter associated with an event during edit to avoid related activity inconsistencies.
When an event is saved with a matter, the matter is no longer removed upon editing.

🐞 Bug Fixes

Files (#1142):
Fixed broken preview issue when renaming files with extensions jpg, png, txt, xml, zip, mp3, and csv.
Parties/Rolodex (#128):
Resolved issue where after clearing the search input, results disappear but the message “No results found” persists until page refresh.
Parties (#125):
Fixed bug where clicking the “Clear search” icon did not clear the search results properly.
Calendar (#1157):
Corrected behavior where toggling the “All Day Event” checkbox reset the End Time to a one-hour interval but left the duration unchanged (“n hours n minutes”).
Dictation (#1159):
The error message regarding unavailability of the dictation tool has been updated to:
“Microphone not available for speech capture. Please verify that it is enabled and accessible in your browser settings.”
Dictation Widget (#1152):
Fixed issue where the dictation widget remained enabled even after the text editor was closed, causing it to appear active in all other text editors.

Release Notes - Version 1.0.23

Release Date: June 20, 2025

✨ New Features:

Word Templates: Revert to Previous Versions (#1122):
- Users can now revert a template/document to a previous version from the history table using the Revert button.
Calendar: Add All Assignees in Events (#1104):
- Added a Select All feature to the Assignee field in event creation.
- On clicking Select All, all active firm users are selected.
- A Deselect All option also appears, allowing users to clear the selections.
Recent Matters: Interaction-Based Tracking (#1035):
- Matters that are interacted with (e.g., used in messages or events) will now automatically appear in the Recent Matters list.
Firmwide Search Functionality for Matters and Documents (#114):
- Introduced a global Search Bar with down arrow options for:
  - Search Matter (default)
  - Search Document Contents (Firmwide)
- Users can search by name or File Number and navigate directly to matters.
- In Document Search, exact filename matches are listed on top, followed by content-matched files.
- Users can jump directly to a document’s activity and perform actions like rename, review, delete, or forward.
- Firmwide Search also supports quick navigation — typing options like Rolodex shows “Jump to Rolodex” link, etc.
- Typing special characters like ? lists all navigable options.

🔧 Improvements:

Messages (#1119):
- Replying to a message and adding a matter now immediately links all thread items.
- Resolved mismatch where inbox item didn’t show the linked matter until a subsequent sync.
Outlook Integration (#1108):
- Improved activity handling when syncing and replying to emails from multiple Outlook accounts across the same firm.
Firmwide Search (#1133):
- Resolved UI freezing and incorrect module name retention when navigating between different firmwide search modules.
Superadmin: Firm Expiry Handling (#1137):
- The firm expiration date can now be set to a past date (e.g., yesterday), which is now accepted and valid.

🐞 Bug Fixes:

Fluent Global Search (#1141):
- Fixed an error caused by typing ? in the search input due to invalid RegExp.
Firmwide Search (#1139, #1132, #1146):
- Dropdown sometimes showed empty space — fixed.
- “Jump to Recent PDFs” was navigating incorrectly — now fixed.
- Deleted files were returning results and crashing activity view — corrected.
Events (#1136):
- Removed a blank, non-functional input field from the event creation page.
Recent PDFs (#1131):
- Fixed 500 error occurring during PDF rename.
Upload Document (#1129):
- Files uploaded to a matter were incorrectly shown under Unsorted Documents.
- Attaching from unsorted to a matter caused a 500 error — fixed. Files now properly reflect post-refresh.
Search Document Content (Firmwide) (#1128):
- Resolved crash on clicking “Jump to Copy Service Orders” from dropdown.
Revert Word Docs / Templates (#1123, #1124, #1126):
- Read-only users could revert versions — now restricted.
- Continuous reverting caused preview issues — resolved.
- Timestamps now match correctly with the history log.
Import from EAMS (#1125):
- Error messages for incorrect party selection persisted after cancel — fixed.
Fee Descriptions (#1118):
- Line feeds in descriptions are now handled correctly.
Form Autofill Fix (#1114):
- Fixed autofill issue in Form-23 (UEF50.pdf).
System Invoices (#725, #650):
- Deleted ledger items are now removed instantly from UI.
- Fixed 400 error on item deletion post “Mark Delivered” status.
Forms & Word Templates (#182, #180):
- “Type” column sort logic improved to avoid confusion.
- Dropdown menu now clearly indicates the selected option.
Parties → Company (#165):
- Now correctly shows error when “Date Closed” is same or earlier than “Date Founded”.

Release Notes - Version 1.0.22

Release Date: June 11, 2025

✨ New Features:

Feature Request: Add Staff Filter to Recent PDFs Linked to Matters (#1102):
- Implemented a staff filter in the Recent PDFs table.
- Users can filter results by selecting one or multiple staff members.
- The filter includes two buttons:
  - Filter: Displays data based on selected staff.
  - Clear: Resets the filter and shows all available data.
Feature Request: Preference for Default Data Access on New Copy Service Orders (#1110):
- When creating a new Copy Service Order, default data access is now automatically granted.

🔧 Improvements:

Message Drafts:
- (#109) Vendor accounts are now excluded from the Colleagues Menu.
Court Filings:
- (#1100) The Firmwide list is now limited to show records only from the past six months to improve performance.
Copy Service Orders:
- (#783) Fixed an issue where the Party to Subpoena field fluctuated upon party selection.

🐞 Bug Fixes:

Calendar:
- (#1032) Fixed an issue where the event info box appeared at the top-left corner when clicking the Edit button.
Memos Notification:
- (#1037) Resolved a layout issue where the JET submission failure icon misaligned unread memo counts and the snooze icon.
Copy Service Orders:
- (#1111) Fixed a broken image issue for vendor type “ARS, LLC” where the vendor logo did not appear correctly.
Parties:
- (#140) An error is now correctly shown when the “Date of Death” is the same as or earlier than the “Date of Birth”.
Court / JET Filings:
- (#1082) Attachment previews are now available for both submitted and non-submitted forms.
Forms:
- Fixed a 500 error that occurred when a branch office was not selected or had been deleted from the matter before clicking the Create button.
Messages:
- Outlook (#1107): Sending an email to two Outlook addresses linked to separate user accounts creates two threads in Fluent. Attaching the email to a matter from User 1’s account creates two activities and links the same matter to the email in User 2’s account.
- Outlook (#1087): After moving or deleting the Outlook mail, users encounter errors while replying to those emails in Fluent. After moving the emails back to the inbox, they appear as two threads with the same body in Fluent.

Release Notes - Version 1.0.21

Release Date: May 30, 2025

✨ New Features:

Feature Request: Add Ability to Combine Multiple PDFs into a Single Document (#1089):
- Implemented PDF merging functionality within Matter > Activities.
- Users can now select multiple PDF file activities using checkboxes and click the “Combine PDF” button (appears in green).
- Validation logic:
  - If only one file is selected, an error message is displayed:
    “Please select at least two activities to combine.”
- Upon selecting two or more PDFs and clicking Combine PDF, a “Combine Documents” right panel opens:
  - Users can rename the new combined PDF.
  - Users can reorder files using Up/Down arrows.
- Actions:
  - Cancel closes the panel without saving changes.
  - Save shows a success message:
    “Documents are being combined. The new combined document will be available shortly. It will be saved to Activities and sent to you via Memo.”
- The newly combined PDF:
  - Appears instantly in Activities.
  - Is also available in the Files section (with view, download, rename, delete options).
  - Is listed in the Recent PDFs module.
- Users also receive a Memo Message with the new combined PDF file.
- ⚠️ Only PDF-type files are supported. Non-PDF files or other activity types will not be included in the combined PDF.

🔧 Improvements:

FluentCase: Allow Replies to Deleted or Moved Messages — Needs Validation Before POST /reply (#1086):
- Improved logic for replying to emails with missing or moved original messages.
- If the original message isn’t found using the cached Outlook identifier:
  - A secondary lookup using the 'message-id' header is performed.
  - If found, reply proceeds using this reference.
  - If still not found, the system sends the reply as a new message, retaining the quoted content.

🐞 Bug Fixes:

Combine Multiple PDFs:
- (#1094) Combining many large files (e.g., 26) failed silently. Added limits on file size/count with proper feedback.
- (#1093) Reordering PDFs and switching tabs caused order to reset. Now order is preserved.
- (#1092) Combined PDFs did not appear in Activities until a refresh. Now they show up instantly.
- (#1090) “Combine PDF” icon incorrectly appeared for non-PDFs. Empty error field shown below filename is fixed.
Our People:
- (#1088) Previously used email addresses were auto-filled as non-editable values in the username field. Fixed.
UI & Usability:
- (#1085) Some opened modules lacked visible indicators both in the top view and inside a matter.
- (#212) Word Templates > Activities: Tooltips persisted after switching tabs. Now tooltips hide appropriately.
- (#1096) The Hide button now behaves consistently across modules, not just within Activities.

Release Notes - Version 1.0.20

Release Date: May 23, 2025

✨ New Features:

Feature Request: Warn Users When Sending Large Email Attachments (Gmail & Outlook Limits) (#1072):
- A user-facing warning is now displayed when attempting to send email attachments that may exceed limits for Gmail or Outlook.
- Maximum total size per email: 25 MB.
- A warning appears when total attachments reach 75% of the limit.
- Sending is prevented when the total size exceeds 25 MB, with the message:
  “Attachments are too large. Please remove some attachments and try again.”
- This applies to both Send and Send & Archive actions.
Feature Request: Allow Extended Time Frame for Event Agenda View (#1009):
- Implemented a new Events List View UI.
- Users can search events using:
  - Type
  - Event Description
  - Matter Name
- Added filtering options in the Events List table:
  - Staff filter
  - Date Range filter
- The view now supports an extended timeframe beyond 14 days, with a simplified printable list of upcoming events available.
Feature Request: Add “Link to Matter” Option in Reply/Reply All Compose Form When Email is Not Linked to Matter (#1067):
- Users can now link a Matter directly from the Reply or Reply All compose form.
- Documents can be attached from the selected Matter within the same workflow.
- Enhances efficiency and reduces navigation overhead.
Feature Request: Add “Date Settled” as a Matter List Column Option (#1071):
- Added Date Settled as a filterable column in the Matter List view.
- Users can now filter Matters based on settlement date.
Feature Request: Organize Colleague List Alphabetically in Compose Email (#1073):
- In the Colleague Selection popup (under email compose):
  - Added sorting options: Display Name, Last Name, and Email.
  - List updates dynamically based on selected sort type.
Email: Forwarding Signature Placement (#1078):
- When forwarding an email, the user’s signature now appears before the forwarded message content.
Email: Hide Forward/Reply Message Content by Default (#1079):
- Original message content in replies/forwards is now hidden by default.
- A toggle button is provided to show/hide original content.
- When shown, the message thread appears below the signature, and includes full thread history for multiple replies.

🔧 Improvements:

Magic Link: Extend Token Reuse Window to 3 Minutes (#1081):
- Users can re-click a magic link and log in within a 3-minute window.
- Re-clicks do not reset the timer.
- After expiration, the link fails gracefully.
- Rapid re-clicking does not prolong access.
Magic Link Behavior Across Sessions (#799):
- Opening a magic link in a new session logs out the current user.
- Automatically switches to the user/firm associated with the token.
- Other tabs display a temporary alert indicating a new session has started and prompt a refresh.
CopyServiceOrder View Enhancements (#784):
- Previews are now supported for both Attachments and Matter Documents when viewing submitted orders.

🐞 Bug Fixes:

Template Merge:
- Injury merge fields were missing in the generated .docm file. (#1076)
Recent PDFs:
- Date range filter overlapped with the delete documents tab when some PDFs were selected. (#1064)
Word Templates:
- «INJURY:amended_application» tag was not pulling status if selected in the injury section. (#1041)
Activities/Tasks:
- Date filter field was shrinking when preview pane was opened and remained unresponsive to resizing. (#866)
Calendar:
- Switching between Business Hours and Full Day view left blank space at the bottom of the page. (#806)
Memos:
- Attachments from the first opened matter appeared in memos for all subsequent matters. (#715)
Fluent for Gmail:
- Logging in with a magic link caused a 500 error. (#509)
Injuries > Linked Parties:
- Party checkbox was getting unchecked after selection. (#372)
Injuries > Other Deadlines:
- Displaying an error for the “Other Statute of Limitations” field displaced the “Follow Up” field. (#329)
Magic Link Expiration Behavior:
- Opening an expired magic link after login caused the logged-in session to be terminated, affecting multiple user accounts. (#1084)

Release Notes - Version 1.0.19

Release Date: May 16, 2025

✨ New Features:

Feature Request: Recent Firm-wide PDFs (#871):
- When any PDF document is uploaded and attached to a matter, it will appear both inside the matter file and in the Recent PDF Documents section.
- Previously existing documents in the matter file (before this feature was added) will not appear in the Recent Documents section.
- Newly uploaded PDF files in a matter will be visible in the Recent Documents section.
- When a new activity status is updated or added in the File & Recent section, both the Files and Recent Activity sections will reflect the update.
- When a PDF document is deleted from either the Files or Recent Documents section, it will be removed from both locations.
Tasks: Date Range Filter Shortcuts – “Overdue”, “This Week”, and “Upcoming”:
- These shortcut filters are available in the Tasks section under All, Assigned to Me, Delegated, and Completed tabs.
- Below each shortcut filter, the actual task count is displayed.
- Clicking any of these filters will automatically apply a corresponding date range filter:
  - Overdue: Filters tasks with a start date before today.
  - This Week: Filters tasks with a start date within the current week (7 days).
  - Upcoming: Filters tasks with a start date from today onwards (including future dates).
- Users can:
  - Apply filters using these shortcuts.
  - Manually adjust the date range using the date picker after applying a shortcut.
  - Reset the applied filter by clicking the “X” button on the blue chip displayed under the Due Date column.

🔧 Improvements:

Tasks: Create Date Range Filter Capability (#1049):
- The date filter functionality in the Tasks module has been enhanced:
  - Users can now filter tasks by selecting a custom start and end date.
  - The enhancement provides more flexibility to view tasks for any defined time period, beyond the preset shortcuts.
  - Available in all task views: All, Assigned to Me, Delegated, and Completed.
UI Update – Rename Header (#1066):
- The Recent Documents section header has been renamed to Recent PDFs for clarity.

🐞 Bug Fixes:

Recent PDFs:
- The Date column was incorrectly labeled as “date due”. (#1065)
- After uploading a PDF under a matter, the file didn’t appear in Recent PDFs until the page was refreshed. (#1062)
- Deleting a PDF from Recent PDFs redirected the user to Recent Activity instead of remaining on the same section. (#1061)
Unsorted Documents:
- The header displayed as unsorted and lacked an icon. (#1060)
Recently Opened Matters:
- The dropdown was overlapping with the table’s header. (#1059)
Tasks:
- Tasks created and closed on the same day weren’t showing under filters with the same start and end date. (#1058)
- Shifting the date range after applying a filter reverted to the originally selected dates. (#1057)
- After clearing both date fields and selecting a new date, the clear button failed to erase the selection. (#1055)
- The clear button for Start and End dates worked inconsistently. (#1054)
- Allowed selection of a later start and earlier end date in the Date Due filter. (#1053)
- The clear button failed to remove date filters if one-click filters (Overdue, This Week, Upcoming) were selected. (#1052)
- Clicking the clear button in the date range filter unintentionally applied a date filter. (#1051)
- Selecting Date Due after other filters (Created By, Assignee) removed the earlier filters. (#1050)
- The date filter isn’t filtering the pdfs according to selected dates. #1068

Release Notes - Version 1.0.18

Release Date: May 9, 2025

✨ New Features:

Matters - Status Date Automation (#920):
- Automatically sets date attributes based on status changes in a Matter.
- When a new Matter is created with a status like intake, open, or closed, the corresponding date fields are dynamically set and shown in the Matter Summary and Dates sections.
- When a Matter is closed and date_closed is not set, it will now be automatically assigned to today’s date.
- Reopening a Matter (from closed to another status) sets the Reopened date to today if date_open is not today or if Reopened is empty.
Word Templates - Injury Merge Fields (#921):
- Added new merge fields for injuries to improve the formatting and richness of output in Word templates.
- These include summary fields, extended body part attributes, and claim status for enhanced documentation in both internal and client-facing forms.

🛠️ Enhancements:

Parties - Show All Phone Numbers (#1007):
- Now displays all logged phone numbers for the applicant in the Parties section of the Matter Dashboard, not just the primary number.
- Navigate to Matters > Matter Dashboard > Parties to view the update.

🐞 Bug Fixes:

Word Templates - Cumulative Injury (#1046):
- Fixed an issue where the “injury_merge_fields.docx” was displaying Injury End Date incorrectly as the Injury Start Date.
Injuries - Checkbox UI (#1045):
- Resolved issue where the select/expand icon appeared incorrectly before and after checkbox selection.
Word Templates - Age at Injury (#1044):
- Fixed an issue where the field «INJURY:age» was not fetching the age even when DOB and DOI were present.
Word Templates - Status Field (#1043):
- The «INJURY:status» field now properly returns the label instead of a code.
Word Templates - Address Merging (#1038):
- Corrected the behavior of the template “Envelopes - Multiparty with return address (generic).docx” to use the primary physical address.
Activities Grid Scroll (#1036):
- Fixed broken scrolling in the Activities grid on the Matter Dashboard when a matter includes large content entries.
Matter - Auto Date Setting:
- Fixed duplicate date issues:
  - Automatically sets date_closed when status changes to Closed. (#956)
  - Automatically sets date_opened when status changes to Open. (#955)
Word Templates - Body Parts Merge Fields (#679):
- Enhanced merge logic to support left/right and accepted/denied flags for body parts in injury templates.

Release Notes - Version 1.0.17

Release Date: May 2, 2025

✨ New Features:

Add Explicit Support for “Add Fluent as an App” on iOS devices (#997):
- Adding FluentCase as an App on your Mobile Device or Tablet:
  - This guide explains how to add the FluentCase web application (https://app.fluentcase.com) to your home screen on various mobile devices.
  - Adding FluentCase as a home screen icon allows for quicker access and a more app-like experience.
  - Documentation Link
Calendar: User should be able to filter events by event type, event name if linked to any (#949):
- In the Fluent calendar, a new feature has been implemented:
  - Users can select multiple assignees.
  - A user can be set as a default assignee; when selected, all events in the calendar are displayed based on this default.
  - Users can also filter events using multiple event types.
  - In the bottom-right, an indicator turns red to show that a filter is active.
  - Added a close button when user click on filter popup should be closed without resetting applied fileters.
Calendar: Feature request – Show at least one All Day item by default and indicate “more” if multiple (#1010):
- All Day events are now visible again but appear minimized by default in the calendar.
- An “Expand” button is available on Day and Week views to reveal all All Day events.
- In Agenda View, all events—including All Day events—are displayed without limitation.
- Month View continues to apply a dynamic per-day event limit, showing a “more” link if additional events exist.
- New All Day Event Behavior:
  - When creating an All Day event, only the Start Date input is shown (no time selection).
  - Once a date is selected and the event is saved, it is automatically treated as a full-day event.
Email Account Prefs: Allow Outlook accounts to customize signatures, include signatures when replying, customize a secondary signature for replies (#999):
- Dynamic Signature Options:
  - A checkbox labeled “Automatically add email signature” now controls signature functionality.
  - When enabled:
    - A secondary option “Include signature in replies” appears.
    - If selected, a third option “Use different signature when replying” becomes visible, along with a “Replies Only” signature editor.
- Unified Signature Use:
  - Users can create and apply a single custom signature across all email types (New, Forwarded, and Reply).
- Separate Signatures for Replies:
  - Users can define different signatures for new/forwarded messages and replies.
  - Each signature is automatically inserted into the correct message type.
- Signature Editing:
  - Updates to either signature type (general or reply-only) are immediately reflected in email composition.
- Checkbox Behavior for Reply Signature:
  - If “Use different signature when replying” is unchecked, the reply signature section is hidden.
  - If re-enabled before saving, previously entered reply content is retained and restored.
- Signature Persistence Across Sessions:
  - Both general and reply-specific signatures persist after logout or network reconnection.
  - Users returning to the same inbox will find their saved signatures intact.
- Warning on Disabling Reply Signature:
  - When a user has created a separate reply signature and unchecks “Use different signature when replying”, a warning message appears:
    - “Disabling this feature will delete the previously saved reply signature.”
  - A confirmation alert is shown upon saving.
- Warning on Disabling Signature Feature Entirely:
  - When “Automatically add email signature” is unchecked:
    - A similar warning and confirmation alert appear, indicating that all saved signatures will be removed.
Calendar: Feature request – Show at least one All Day item by default and indicate “more” if multiple (#1010):
- All Day events are now visible again but appear minimized by default.
- An “Expand” button is present on Day and Week views to show all-day event details.
- This does not apply to Agenda View, where all events are shown by default.
- Month View continues to apply dynamic per-day item limits based on available screen space.

🔧 Improvements:

My Account > Edit User > Set Password – Password Visibility Toggle (#66):
- The Set Password and Confirm Password fields now include a password view icon to allow toggling visibility.
My Account > Edit User > Social Profiles – Validation for Facebook and LinkedIn URLs (#57):
- If a user enters an invalid or non-existing Facebook/LinkedIn profile URL:
  - An appropriate error message is now displayed.

🐞 Bug Fixes:

Outlook & Gmail:
- On composing/replying/forwarding a message, the caret location changes to the end of the signature. Even when you remove the signature, the caret is displayed with additional spaces. (#1014)
- On refreshing draft messages, an error appears: “Cannot read properties of null (reading ‘view’)”. (#1013)
Outlook:
- On failed send, the draft content is not saved. (#1012)
- The signature is displaying multiple times when a mail fails to send. (#1003)
Gmail:
- While replying and forwarding an email, the signature isn’t getting added. (#870)
Calendar:
- The event type filter gets reset if the calendar view is changed. (#1025)
- Selecting an assignee after choosing an event type resets the event type filter. (#1024)
- The Set default assignee filter still appears even after deselecting the user. (#1022)
- User could previously only select 6 assignees at once; selecting more unselected the previous ones. Fixed. (#1019)
- Double-clicking a date in Month or Agenda view does not select the correct date in the Create Event pane. (#1004)
- Selecting an event type with a long name caused tag overflow in event cards and previews. (#684)
- Event Creation Fails with “One Hour” Duration When Selecting Future Dates – API Returns 422. (#1033)
Tags:
- Activity tag order is now consistent with Firm Settings. (#1016)
Memos:
- The body field becomes empty and attachments are removed when replying, forwarding, or saving as draft. (#1015)
- Memos inside a matter weren’t showing the delete icon unless reply/reply all/forward was clicked. (#794)
Messages & Memos:
- Typing quickly in the body field occasionally resets the caret to the beginning. (#998)
Matter Filters:
- After applying another user’s permanent staff filter and disabling that user, the filter remained visible and couldn’t be unset. (#971)
- Reset option was not available for Filter By Staff in the matter list. (#732)
Touch Devices (Phones and Tablets):
- Tables with multi-select checkboxes were not scrollable. (#996)
Email Accounts:
- Deprecated the Label Sync Options. (#1000)
- Linking a Gmail Account during fluentcase was getting blocked. (#490)
JET Filings:
- For some JET Files, if required matter documents were added and removed, the JET Files submitted without required documents. (#643)
Injuries – Vocational Rehabilitation:
- Did the employee return to work? field data doesn’t vanish if checkboxes are re-selected after unchecking and saving. (#368, #364)
- The “Total Amount of PD Supplement” field’s details were not displayed in injury preview after saving. (#357)
- The “Number of Weeks of VRM” and “VRMA” fields accepted invalid values including negatives or non-numeric text. (#356, #355)
Injuries – Temporary & Permanent Disability:
- Data did not vanish when re-checking Temporary Disability or Permanent Disability after unchecking and saving. (#347)
- Indemnity was Paid checkbox was not getting unchecked after saving. (#345)
- Percentage of Disability field showed incorrect “Server error” message for long input. (#344)
- Percentage of Disability field accepted values greater than 100. (#343)
- Temporary Disability details were not displayed in injury preview after selecting Indemnity was Paid. (#339)
Our People:
- Alphabet characters were accepted in the phone number field. (#664)
Events – Assignee(s):
- Selecting multiple assignees caused the field and dropdown to overflow off the screen. (#10)

Release Notes - Version 1.0.14

Release Date: March 28, 2025

✨ New Features:

Outlook Integration:
- Users can now connect their Outlook accounts directly through the Email Accounts page within the app.
- Once connected, the Outlook (Message) section will appear on the main screen, allowing users to send emails, create drafts, and receive emails in their inbox.
- Full Outlook account control within the app: Users can manage their Outlook inbox, compose new messages, and reply, reply all, or forward emails.
- Sent and received emails are displayed in Matter > Outlook, including attachments and message activity history.
- Users can preview attachments and take actions such as replying, forwarding, or downloading attachments from received emails.
Unsorted Documents:
- Added the ability to delete multiple unsorted documents at once, improving file management efficiency.
Memos:
- Introduced the ability to delete multiple memos at once, streamlining the process of managing notes and communications.
Messages:
- Users can now delete multiple messages in one action, helping to manage inboxes more efficiently.

🔧 Improvements:

Calendar Event Popups: Fixed an issue where event popups were closing unexpectedly when multiple tabs were open.
Event Form Display: Resolved an issue where editing or saving the event form caused the form card to be displaced and overlapped on the left screen.
Matters List: Added “date_closed” as an optional column to improve the flexibility and clarity of matter data views.

🐞 Bug Fixes:

File Manager: Fixed an issue where scrolling was not working properly on the Matter File Manager page.
Email Replies in Outlook: Resolved an issue where replies to emails in Outlook were missing attached matters, resulting in a new thread being created without attachments.
Calendar Navigation: Fixed an issue where double-clicking a day, week, or month cell inside a matter’s calendar to open the event form would unexpectedly navigate the user to the calendar module outside the matter.
Tag Updates in Message Preview: Fixed a caching issue where tag updates in the message preview were not reflected in real-time.
Outlook Email Activity Table: Corrected the issue where there was insufficient spacing below the Outlook email activity table, causing UI display issues and cropped content.
Outlook Reply with Attachment: Fixed an issue where replying to an email with an attached matter caused the reply to appear as a separate thread in the inbox.
Outlook Sync: Addressed a sync issue where sent mails were not displayed in the app until the page was refreshed.

Release Notes - Version 1.0.45

Release Date: January 16, 2026

✨ New Features

Feature Request: Allow non-linked tasks to be assigned to the matter after creation (#1709)

Functionality Overview:

Premium Feature Fluent AI – AI-Enabled Document Processing Configuration in Firm Settings (#1699)

Location:

General Rules:

Configuration Options:

1. Automatically Detect and Process Batch Scans

2. Automatically Link Documents to Case Matters with AI (Premium Add-On)

3. Summarize, Name, and Tag Documents with AI (Premium Add-On)

✨ Enhancements

Document Processing

Accessibility & Themes

🐞 Bug Fixes

Tasks

Messages

JET Filings

APIs

Release Notes - Version 1.0.44

Release Date: January 09, 2026

✨ New Features

Attach Email to Case: Inline Activity Tags Support (#1673)

Functionality Overview:

Task Activities: Include Comments in Activity Description for Searchability (#1536)

Functionality Overview:

🚀 Improvements

Document Processing

🐞 Bug Fixes

Messages

Premium Copy Service Orders

Documents & Files

Copy Service Orders

Themes & Accessibility

Release Notes - Version 1.0.43

Release Date: December 19, 2025

✨ New Features

Switch Documents Between Case Matters (#1166)

Functionality Overview:

Scheduled Send for Outgoing Emails/Messages (#1628)

Functionality Overview:

Premium Firm > Copy Service Orders: New Party Linkers (#1653)

Recent PDFs: Display Activity Tags Inline and Filtering (#1664)

Enhancements:

🐞 Bug Fixes

Messages & Scheduling

Documents & Files

Messages – Attach to Case

Premium Copy Service Orders

Release Notes - Version 1.0.42

Release Date: December 12, 2025

✨ New Features

Bulk Add Tags – Add Filter to “Add Tags” Panel (#1017)

Functionality Overview:

Matter Dashboard > Summary and Dates: Office Dropdown Enhancements (#1565)

Link Multiple Emails to a Case (#1581)

Functionality Details:

Premium Copy Service Orders: Invoice for Fulfilled Orders (#1649)

Highlights:

Premium Firm: Invoice Template Management in Branch Offices (#1650)

Functionality Overview:

DaisyBill API Integration – Premium Firm Settings (#1651)

Functionality:

Premium Copy Service Orders: Edit Pane for Open Orders (#1652)

Features:

Preferences for Calculating Unreviewed or Stale Matters (#1659)

Options:

Tooltip Behaviors:

Allow Tags to Trigger Workflows (#1660)

Functionality:

JET File: Automatic Memo on Failed Submission (#1559)

🐞 Bug Fixes

Unreviewed / Stale Matters

Messages – Attach to Case

Premium Features

Activities & Templates

Workflows

Matter Dashboard

Calendar