We’ve added a new Discounts & Write-Offs feature to Matter Accounting, making it easier to track financial adjustments and maintain accurate settlement balances.

Firms can now record discounts, write-downs, write-offs, and credit memos for amounts they do not expect to collect.

What’s New

Manage Discounts & Write-Offs

A new Discounts & Write-Offs section is available under Matter > Accounting.

Users can:

Add discounts, write-offs, write-downs, and other financial adjustments to a matter.
Enter an adjustment amount, date, type, and description.
Link adjustments to a settlement.
View, edit, and delete existing adjustments.
Move adjustments between settlements when needed.

Automatic Settlement Balance Updates

Discounts and write-offs linked to a settlement are now automatically reflected in its financial calculations.

A new Discounts & Write-Offs row appears on the Settlement card.
Adjustment amounts are displayed in parentheses, such as ($100.00).
Eligible adjustments reduce the amount owed to the firm.
Settlement totals update automatically when adjustments are added, modified, deleted, or reassigned.

Quick Access from Settlements

A new Add Discount / Write-Off link is available directly on the Settlement card, allowing users to record adjustments without navigating away from their settlement workflow.

Improved Merus Accounting Imports

Discounts and write-downs imported from Merus are now correctly categorized as financial adjustments instead of time entries.

These imported adjustments are associated with the applicable settlement, helping maintain accurate accounting records and settlement balances.

Eve Legal Integration – Matter, Notes & Document Synchronization (#2933)

We’ve introduced a new Eve Legal Integration, allowing firms to connect FluentCase with Eve Legal and automatically synchronize matter information, activity notes, and documents.

What’s New

Connect to Eve Legal

Firms can now connect their Eve Legal account directly from FluentCase using an API token.

Configure the integration through Firm Settings > Eve Integration.
Connect and manage the Eve Legal connection using an API token.
Select which matters should be synchronized with Eve Legal.
Configure synchronization preferences based on matter status and assigned staff.

Automatic Matter Synchronization

FluentCase can now automatically send selected matters and their associated information to Eve Legal.

Synchronize matter details, activity notes, and documents.
Automatically synchronize new and updated information every 15 minutes.
Keep previously synchronized information updated without manually uploading documents.
Control which matters are included in synchronization.

Document and Activity Note Synchronization

Documents associated with selected matters are automatically sent to Eve Legal.
Activity notes are synchronized with their corresponding matters.
New and updated documents are included in subsequent synchronization cycles.

Current Limitations

Disabling Synchronization: Removing a matter from synchronization stops future updates but does not delete information already sent to Eve Legal.
Synchronization Timing: Synchronization runs every 15 minutes. Initial synchronization may take additional time depending on the number of documents and activity notes.
Matter Selection: Multiple individual matters cannot currently be selected simultaneously using Shift-click or similar selection methods.

This integration provides a convenient way to share matter information and documents between FluentCase and Eve Legal while reducing manual data entry and document uploads.

🚀 Enhancements

Matter Links – Staff Initials & Improved Drag-and-Drop Handling (#3026)

We’ve improved Matter Links to make assigned staff easier to identify while keeping the interface clean and preventing accidental document uploads.

What’s New

Staff Initials on Matter Links

Matter Links now display the matter file number along with assigned staff initials by default.

Staff initials are visible alongside file numbers in matter lists, task lists, and event lists.
Staff initials are hidden in the Dashboard Calendar widget and Documents > Recent section to maintain a cleaner layout.

Improved Drag-and-Drop Handling

We’ve also improved document upload handling to prevent accidental uploads.

The user profile avatar in the upper-right corner can no longer be dragged into the application.
This prevents profile images from being accidentally added to Unsorted Documents.
Dragging and dropping files from your computer continues to work as expected.

Tasks – Improved Priority Icon Alignment (#3013)

We’ve improved the alignment of task priority icons across task lists and dashboard widgets for a cleaner and more consistent appearance.

What’s Improved

Consistent Priority Icon Placement

Task priority icons now appear beside the first line of the task description, regardless of whether the description contains plain text or rich-text formatting.

Priority icons for High, Normal, and Low tasks are consistently aligned with the beginning of the description.
Rich-text descriptions, including formatted text, multiple paragraphs, and bullet lists, display correctly without affecting icon alignment.
Completed tasks continue to display their green checkmark beside the description.

Improved Display Across Task Views

The updated alignment applies to:

Matter Activities – Task activities display priority icons beside their descriptions.
Matter Dashboard – To Dos – Priority icons remain aligned for incomplete and completed tasks.
Matter Dashboard – Recent Activities – Task descriptions and icons display consistently.
Main Dashboard – To Dos – Priority icons align correctly while preserving paragraph spacing in rich-text descriptions.

These improvements provide a more consistent task viewing experience across different screen sizes and application themes.

Activities – Improved Display of Long Activity Descriptions (#3012)

We’ve improved how long activity descriptions are displayed in the Activities list to maintain a clean, consistent layout.

What’s Improved

Consistent Activity Row Heights

Activity rows now maintain a consistent height, regardless of how much text they contain.

Long descriptions, including task comment histories, rich-text content, and detailed notes, are automatically clipped to fit within the activity row.
Extra text no longer causes rows to expand or disrupt the table layout.
Short activity descriptions continue to display as before.

Improved Scrolling and Activity Viewing

The Activities list maintains smooth and consistent scrolling, even when activities contain large amounts of text.
Users can click an activity to open and view its complete description without losing any content.
The improved layout applies to both Matter Activities and Firmwide Activities, including different appearance sizes.

These improvements make it easier to browse and manage activities while keeping the Activities list organized and readable.

Word Templates – Improved Signature Display in Merged Documents (#3011)

We’ve improved how electronic signatures are inserted into Word documents generated from templates, ensuring signatures display correctly and remain fully visible.

What’s Improved

Correct Signature Display

Signature images now appear correctly in generated Word documents, including templates with specific line-spacing settings.

Signatures are no longer clipped or partially hidden by restrictive paragraph spacing.
Signature images remain properly positioned in line with text, preserving the intended document layout.
Signature proportions are maintained, with automatic sizing to fit within the supported dimensions.

Improved Word Document Compatibility

Fixed a document formatting issue that could cause Microsoft Word to display an unreadable content or repair warning.
Improved support for different types of signature merge fields in Word templates.
Documents containing multiple signature fields now maintain proper image placement and formatting.

These improvements help ensure that generated Word documents display signatures reliably without requiring users to manually adjust their templates.

Reports – Language and Interpreter Information Added to Contact Reports (#3009)

We’ve enhanced the Matter Mailing List and Contact Exports reports to include additional contact information, making it easier to identify language preferences and interpreter requirements.

What’s New

New Contact Information Columns

Two new columns are now available in both reports:

Language – Displays the contact’s preferred language, when provided.
Interpreter Required – Indicates whether the contact requires an interpreter, displaying Yes or No based on their contact information.

Fields that have not been specified remain blank.

Updated Report Previews and Excel Exports

The new columns are available in the on-screen previews for Reports > Matter Mailing List and Reports > Contact Exports.
Both fields are included when downloading reports in Excel format.
The additional information is also available in reports generated through memo commands.

These improvements make it easier for firms to access important communication preferences directly from their reports while preserving existing report filters and functionality.

Settlements – Improved Financial Calculations and Merus Import Accuracy (#3034)

We’ve enhanced the Settlement card to provide clearer financial breakdowns, more accurate balance calculations, and improved handling of imported settlement records from Merus.

What’s Improved

Accurate Settlement Financial Calculations

Settlement cards now provide a more detailed breakdown of amounts earned, received, and still owed to the firm.

Firm Revenue – Displays the total firm fees and other income after deducting discounts and write-offs.
Total Due (Including Expenses) – Shows Firm Revenue plus applicable expenses.
Payments Received – Displays the total payments collected toward the settlement.
Balance Due to Firm – Shows the remaining amount owed after deducting payments received.

Outstanding balances are highlighted in red, while fully settled balances appear in green. If payments exceed the total amount due, the card displays an Overpaid amount.

Improved Payment Expectations

For fee-only settlements, anticipated additional payments now account for outstanding expenses and applicable discounts or write-offs.

The anticipated payment amount accurately reflects the remaining balance owed.
Once the balance is fully paid, the card displays No additional payments expected.

Clearer Settlement Card Layout

We’ve reorganized the Settlement card to make financial information easier to review.

Fees, other income, discounts, Firm Revenue, expenses, and Total Due are grouped together.
Payments Received and Balance Due are displayed separately for easier comparison.
The layout automatically adjusts to single-column and two-column views.
Additional cost and referral fee details appear when applicable.

Improved Merus Settlement Imports

We’ve also improved how settlement information is imported from Merus.

Additional payment types are now correctly associated with their settlements.
Settlement fee amounts are populated from applicable Settlement Reached invoices.
Time entries copied into settlements are clearly identified with a descriptive prefix to help users recognize duplicate accounting entries.

These improvements apply to fee-only, amortized, and indefinite settlements, helping firms track revenue, payments, and outstanding balances more accurately.

Calendar – Improved Matter Link Visibility in Events (#3027)

We’ve improved the visibility of Matter Links within calendar events to ensure file numbers and staff initials remain easy to read across different event category colors.

What’s Improved

Better Text Contrast in Calendar Events

Matter Links now automatically adjust their text colors based on the background color of the event.

File numbers and assigned staff initials appear in lighter shades on dark backgrounds and darker shades on light backgrounds.
Improved readability in event hover-over previews and calendar event labels.
Better visibility across Day, Week, and Month calendar views.

Consistent Appearance Across Themes

The improved text contrast works across Light, Dark, and High-Contrast themes, providing a clearer and more consistent calendar experience regardless of the selected event category color.

🐞 Bug Fixes

Copy Service Orders: Vendor notes are now properly sanitized when saved (#3025)
Memos: Deleting a related Matter Activity no longer removes the memo’s matter association (#2828)
Matter Mailing List: The downloaded Excel report now uses the correct Interpreter Required column label (#3016)
Calendar: Corrected disappearing or misplaced highlights across calendar views (#3018)
Calendar > Agenda: Selecting an event now correctly highlights its date without retaining an unrelated previously selected date (#3017)
JET Filings > Paper: Removed the ineffective date picker from the Paper filing finalization page (#3030)
Matter: Improved the Special Handling Instructions editor layout to eliminate unnecessary blank space (#3031)
Matter: Date selection now retains the selected date instead of unexpectedly choosing an earlier date (#251)
Matter Dashboard: Arranging or resetting dashboard grids no longer causes the page to load twice (#225)
Matter: Special Handling Instructions and settlement notes are now sanitized when saved (#3024)
Contacts: Comments are now sanitized when saved (#3022)
Memos: Memo content is now sanitized when saved (#3021)
User Settings: Special accommodations are now sanitized when saved (#3023)
Tasks: Rich-text formatting in task descriptions now displays correctly in the Activities list (#3015)
Data Grids: The No Items Available area now follows the selected appearance theme instead of displaying an unexpected white background (#3019)
Activities: Filtering by an activity tag now includes activities that have multiple assigned tags (#3020)
JET Filings: Navigating away while editing now displays the Want to save first? confirmation prompt (#303)
Calendar: Corrected missing or disappearing selection highlights in Agenda and Month views when creating events (#3007)
Activities & Branch Offices: Document search highlights now display correctly at the default 78% magnification (#308)
JET Filings: The Hide cover sheet fields button no longer overlaps the case number fields (#187)
Memos: Renamed matter filenames now update in the draft list without requiring a page refresh (#2739)
Matter: The file upload section now maintains its layout when files are uploaded (#207)
Billing: Addressed verification coverage for per-firm Fluent AI pricing, medical index opt-in billing, and the not_applicable billing cycle (#3014)

Release Notes - Version 1.0.81

Release Date: October 01, 2026

✨ New Features

Matter Documents – Unlink Documents from a Matter (#1365)

We’ve added the ability to unlink documents from a matter, making it easier to correct documents that were accidentally associated with the wrong matter.

What’s New

A new Unlink Matter option is available within the existing Switch Matter section for linked documents.

When a document is unlinked, it is removed from its current matter and automatically returned to Unsorted Documents, where it can be reviewed and associated with the correct matter.

Unlink and Reorganize Documents

This enhancement allows users to correct document associations without needing to delete or re-upload the document.

Users can:

Unlink a document from its current matter.
Find the unlinked document in Unsorted Documents.
Reassign the document to the appropriate matter.
Unlink documents that have already been analyzed by Fluent AI/OCR.

Document History

When a document is unlinked, the action is recorded in the document’s History, providing a record that the document was removed from its previous matter.

Email and Memo Attachments

Documents originating as email or memo attachments can also be unlinked. Unlinking the document does not remove or disrupt its original email or memo activity, ensuring the associated communication remains intact.

Benefits

This enhancement provides a safer and more flexible way to correct incorrectly linked documents while preserving the document, its history, and related activities.

🚀 Enhancements

Recent Matters – Improved Performance Across Browser Tabs (#2999)

We’ve improved the performance of the Recent Matters feature by reducing unnecessary background requests and sharing recent matter information across open FluentCase tabs.

What’s Improved

The Recent Matters list is now reused across browser tabs instead of being repeatedly reloaded whenever users switch between tabs or return to the Dashboard.

This means routine actions such as switching between FluentCase tabs, returning to the Dashboard, or working in unrelated areas of FluentCase no longer cause unnecessary Recent Matters refreshes.

Updates When They Matter

Recent Matters will automatically refresh when an action actually affects a user’s recent matter activity, such as:

Opening a matter
Attaching or moving a message to a matter
Associating a draft with a matter
Changing a task’s matter
Saving a memo draft associated with a matter

When Recent Matters changes in one FluentCase tab, other open tabs will pick up the updated information when users return to them.

Reduced Background Activity

Unrelated actions, such as updating a contact or making changes that do not affect Recent Matters, no longer trigger unnecessary refreshes of the Recent Matters list.

This reduces background server requests while keeping the list current when relevant matter activity occurs.

Rich Text Editors – Improved Gmail Paste Formatting (#2998)

We’ve improved how content copied from the Gmail web interface is handled when pasted into FluentCase rich text fields.

What’s Improved

When copying email content directly from Gmail, Gmail may include hidden interface elements and formatting along with the visible message. This could previously result in large blank spaces, oversized content, unnecessary Gmail interface elements, or improperly loaded images after the content was saved in FluentCase.

FluentCase now automatically cleans up this extra Gmail-specific formatting while preserving the actual email content.

Cleaner Pasted Content

Gmail content pasted into FluentCase now:

Removes unnecessary Gmail interface formatting and hidden layout elements.
Prevents large blank spaces caused by Gmail’s page layout.
Adjusts overly wide content to better fit within the available content area.
Preserves the visible message text and relevant images.
Handles Gmail interface images and icons without relying on external Gmail resources.
Removes unnecessary background formatting that could cause display or browser security errors.

Supported Areas

The improved paste handling applies when Gmail content is pasted into:

Activity Notes
Task Descriptions
Task Comments
Memos

Existing Content

Previously saved Gmail content is not automatically modified. The improved cleanup is applied when content is newly pasted or when an existing record is edited and saved again.

We’ve strengthened login security by improving how FluentCase handles destinations provided during sign-in.

What’s Improved

FluentCase now performs stricter validation before redirecting users after signing in. Invalid, external, malformed, or potentially unsafe destinations are rejected, keeping users within trusted FluentCase locations.

Valid FluentCase destinations continue to work normally. For example, users following a legitimate link to a Matter or Calendar page can sign in and continue to their intended destination.

This protection applies across both password and Magic Link sign-in workflows, including login sessions completed from another browser tab.

We’ve added additional server-side security checks to ensure users are only redirected to trusted destinations after successfully signing in.

What’s Improved

Redirect destinations are now validated throughout the authentication process, including:

Standard password sign-in
Magic Link requests
Magic Link sign-in

If a requested destination is not considered safe, FluentCase ignores it and directs the user to the normal FluentCase landing page instead.

Legitimate links to FluentCase pages continue to work as expected.

We’ve strengthened the FluentCase login page by improving how redirect information contained in login links is processed and displayed.

What’s Improved

Special characters and malformed destination values can no longer be interpreted as executable or unintended page content.

FluentCase now safely handles this information while continuing to support legitimate destination links, such as links that take users directly to a specific Matter after signing in.

Both password and Magic Link sign-in workflows continue to support valid FluentCase destinations.

Grid Search – Accent-Insensitive Filtering (#2977)

We’ve improved search and filtering throughout FluentCase to make it easier to find names and other text containing accented characters.

What’s Improved

Text searches are now diacritic-insensitive, meaning users do not need to type accents exactly as they appear in the stored information.

For example:

Searching for: perez
Can find: Pérez, John

Likewise, searching with the accented spelling will continue to return the expected results.

Works Across Text Filters

The improvement applies to standard text filtering throughout FluentCase, including:

Contains
Does Not Contain
Equals
Not Equals
Starts With
Ends With
Quick Search

Existing advanced search behavior and phone-number searching remain supported.

Messages – Improved Duplicate Activity Prevention (#2975)

We’ve improved message processing to prevent duplicate Activities from being created when the same incoming email is received through multiple connected mailboxes.

What’s Improved

In situations where the same inbound email reaches multiple recipients within the same firm at nearly the same time, FluentCase now provides stronger protection against creating duplicate Activities for the same message.

The same protection also extends to document attachments associated with those messages.

When a previously linked message is removed from a matter and later linked again, FluentCase can reuse the appropriate existing Activity instead of unnecessarily creating another duplicate record.

Security – Magic Link Request Protection (#2973)

We’ve strengthened Magic Link security by adding safeguards against excessive sign-in link requests.

What’s Improved

FluentCase now limits repeated Magic Link requests made for the same email address or from the same source within a short period.

If too many requests are made, users receive a clear message indicating that a sign-in link was recently sent and advising them to check their inbox or wait before requesting another.

This protection applies to both the standard FluentCase login page and Magic Link requests made from session re-authentication prompts.

Security – Session Re-Authentication Protection (#2972)

We’ve added additional protection to password re-authentication when a FluentCase session needs to be restored.

What’s Improved

Repeated unsuccessful password attempts in the session re-authentication window are now temporarily limited.

When too many unsuccessful attempts occur, FluentCase displays the remaining wait time instead of continuing to accept repeated password attempts.

Users can also choose to receive an Email Magic Login Link, providing another way to restore access without waiting for the password cooldown to expire.

We’ve strengthened FluentCase password authentication with additional protection against repeated unsuccessful login attempts.

What’s Improved

Repeated incorrect password attempts now trigger a temporary cooldown before additional password attempts can be made.

FluentCase displays a clear message explaining when another password attempt can be made.

Users who have forgotten their password or do not want to wait can use the Magic Link sign-in option to securely access their account.

Successful authentication clears the applicable failed-attempt state.

Application Reliability – Automatic Retry for Temporary Connection Errors (#2989)

We’ve improved FluentCase reliability when loading information during temporary network interruptions or request limits.

What’s Improved

When a data-loading request encounters a temporary connection problem or request-rate limit, FluentCase can now automatically retry the request before displaying an error.

Retries are limited and use a short delay to avoid creating unnecessary additional requests.

Actions that modify information, such as saving or updating records, are not automatically retried, helping prevent accidental duplicate actions.

Document History – Download Activity Tracking (#2983)

We’ve fixed Document History tracking when documents are configured to open in a new browser tab.

What’s Fixed

When the Documents preference is set to “Attempt to open in a new browser tab,” downloading a document now correctly creates a corresponding entry in the document’s History.

Previously, the document could successfully open and be downloaded, but the download action was not always recorded.

Court Filings – Smarter Employer Insurance Fields (#1546)

We’ve enhanced the Application for Adjudication of Claim to dynamically adjust insurance-related fields based on the selected Employer Information.

What’s New

The Insurance Carrier and Claims Administrator sections now respond automatically to the employer’s insurance status.

Employer Information Insurance Carrier Claims Administrator ———————- ——————- ———————- Nothing Selected Shown Shown Insured Shown Shown Self Insured Hidden Shown and required Legally Uninsured Hidden Hidden Uninsured Hidden Hidden

When Self Insured is selected, the Claims Administrator remains available and its Name is required, while the Insurance Carrier section is hidden.

When Legally Uninsured or Uninsured is selected, both sections are hidden because they are not applicable.

Prevents Inapplicable Information

If information was entered into a section that later becomes hidden because of the Employer Information selection, that information is not included in the saved filing, generated PDF, or JET filing data.

Switching back to an option where the section applies restores the appropriate available matter information rather than retaining values entered while changing selections.

Improved Filing Accuracy

These conditional fields better align the form with filing requirements and reduce the possibility of submitting insurance or claims administrator information when it does not apply.

🐞 Bug Fixes

JET Filings: Submitting a court filing no longer returns a 500 API error (#3006)
Unsorted Documents > Unlink from Matter: Unlinking a file immediately after attaching it from the Unsorted Document preview no longer displays an “Activity Not Available” error until refresh (#3005)
Events > List View: Grid refreshes no longer clear the Date Range Picker’s end date; the related grid refresh behavior has also been corrected (#3004)
Improved handling of legitimate traffic to help prevent unnecessary 429 Too Many Requests responses (#2993)
Connection Handling: FluentCase no longer incorrectly displays “Connection Lost” while the connection is still available (#2992)
429 / Network: Preload caches now use a dedicated retry policy, avoid aborting on slow connections, and prevent fallback request stampedes (#2990)
429 Messaging: Users now receive friendly, de-duplicated messaging instead of raw 429: /api/... errors, and rate-limit responses no longer incorrectly display “Connection Lost” (#2988)
429 / Network: Global error side effects now run once per logical request rather than once for every retry attempt (#2987)
429 Too Many Requests: Rate-limit errors are now handled more gracefully (#2984)
Matter Search > Filters: Is equal to now returns matching results for entered matter and contact names (#2982)
Firm Settings > Word Templates: Reverting a Document Created history entry no longer loads a broken version of the template (#2974)
Account > Calendar Categories: White category labels now include a contrasting outline so their color remains visible in the Event Category list (#2855)
Pre-Trial Conference Statement (184041): Added required autofill and Party Slug support for the specified Injury fields (#1480)
Event > Activities: Deleted events no longer remain in Activities and open an unexpected-error page (#478)
Activities: Renaming activities no longer triggers “Document Not Available” or subsequent reload errors (#470)
Activities: Staff initials in the Activities table now include a helpful title/hover (#469)
Unsorted Documents: After attaching a file to a matter, the stale preview no longer remains visible and editable after the file disappears from the Unsorted Documents list (#311)
My Account > Branch Offices: Search navigation buttons now navigate correctly to matching results (#310)
My Account > Branch Offices: The panning cursor now functions correctly (#309)
Word Templates > Activities: Search navigation no longer jumps to the top of the page when the file preview is zoomed in or out (#246)
Word Templates > Activities: Search highlighting now remains visible when the file preview is zoomed in or out (#244)

Release Notes - Version 1.0.80

Release Date: September 24, 2026

✨ New Features

Email Composer – Font Family Selection (#2838)

We’ve enhanced the Email Composer with a new Font Family selector, giving users greater control over the appearance and consistency of email content.

What’s New

A Font Family dropdown is now available directly in the rich text editor toolbar when composing messages.

Users can choose from commonly used email fonts, including Arial, Calibri, Georgia, Tahoma, Times New Roman, Trebuchet MS, Verdana, and Courier New.

Easier Formatting of Pasted Content

Text copied from documents, websites, or other external sources may contain different font styles. Previously, there was no convenient way to standardize those fonts directly within the email composer.

Users can now select the desired text—or select all email content using Ctrl+A / Cmd+A—and choose a font from the toolbar to apply consistent formatting before sending.

Reliable Email Formatting

Selected font families are preserved in the email content, helping messages maintain their intended appearance when sent to recipients.

This enhancement makes it easier to create cleaner, more consistent, and professionally formatted emails without needing to use an external text editor to remove or standardize formatting first.

Court Filings – Correct Body Part Autofill (#2969)

We’ve fixed an issue with Court Filing autofill where Body Part fields could display internal numeric IDs instead of the corresponding body part names.

What’s Fixed

When automatically pre-filling court filing forms using injury information from a matter, Body Part fields now display the correct human-readable labels.

For example:

Instead of 8, the form displays 141 Jaw
Instead of 4, the form displays 121 Ear
Instead of 24, the form displays 319 Arm

Improved Multi-Injury Support

This fix also improves autofill for matters containing multiple injuries.

When multiple injuries are selected for a court filing, body part information is now resolved from the correct injury for each position on the form. This ensures that each Body Part field displays the appropriate label for its corresponding injury.

Changing the order of selected injuries will also correctly update which injury information is used for each position.

Existing Filing Workflows Remain Unchanged

Court filings containing body part information imported through EAMS continue to work as before.

This update ensures that court filing forms created using matter injury data contain clear, accurate body part descriptions instead of internal system IDs, reducing the need for manual corrections before filing.

Email Composer – User-Level Default Font Preference (#2968)

Users can now set a personal default font for the Email Composer, making it easier to maintain consistent formatting across newly composed messages.

What’s New

A new Default Font setting is available under:

Settings → Email Accounts → Composing Messages

Users can select their preferred font from the available options, including Arial, Calibri, Courier New, Georgia, Tahoma, Times New Roman, Trebuchet MS, and Verdana.

If no font preference has been selected, Arial is used by default.

Automatic Font Selection

The selected preference is automatically reflected in the Email Composer when creating a new message.

For example, if Georgia is selected as the user’s Default Font, the composer will show Georgia as the active font and new content will use that font without requiring it to be selected manually each time.

Existing Formatting Is Preserved

Changing the Default Font does not overwrite existing formatting in saved drafts, replies, or previously composed content. Existing font selections remain intact, while the user’s preference is used as the default for new, unformatted message content.

Message Compose – Silent Send Option (#2966)

We’ve added a new Silent Send preference for users who prefer to send emails without routine sending and success notifications.

What’s New

A new preference is available under:

Settings → Email Accounts → Composing Messages

Users can enable:

“Hide the ‘Sending…’ and ‘Message Sent’ notifications (only show an error if sending fails)”

By default, this option is disabled, so the existing email sending experience remains unchanged.

Silent Sending

When this preference is enabled, sending an email becomes a more streamlined experience:

The “Sending message…“ notification is no longer displayed.
The “Message sent.” success notification is no longer displayed.
Messages are sent immediately without waiting for an Undo Send period.
The Undo Sending duration setting is automatically disabled while Silent Send is enabled.

This behavior applies to both Send and Send & Archive.

Errors Are Always Shown

Silent Send only hides notifications for successful email sends. Important error notifications are never suppressed.

If a message fails to send due to an email account, connection, or other sending error, the existing error notification will still appear with the available recovery options, such as Open in Drafts and Dismiss.

Flexible User Preference

Users who prefer the existing notification experience can leave Silent Send disabled and continue to receive the Sending notification, available Undo option, and Message Sent confirmation.

The preference can be enabled or disabled at any time.

Message Compose – Customizable Send Undo Duration (#2965)

We’ve enhanced the Email Composer by allowing users to choose how long they have to undo a message after clicking Send.

What’s New

A new preference is available under:

Settings → Email Accounts → Composing Messages

The “Allow Me to Undo Sending a Message for” setting provides the following options:

5 seconds – Default
10 seconds
20 seconds
30 seconds
Never

This preference is saved individually for each user.

Customizable Undo Window

When an undo duration is selected, clicking Send displays the “Sending message…“ notification with an Undo button for the selected amount of time.

During this window, users can click Undo to cancel the send and return to the composer with their message content preserved.

Once the selected time expires, the message is sent automatically.

Send Immediately

Users who do not need an Undo window can select Never.

With Never selected:

The Undo button is not displayed.
The message begins sending immediately.
There is no additional delay before the send process starts.

Works with Silent Send

The Undo duration works together with the Hide Sending/Message Sent Notifications preference.

When sending notifications are hidden, the Undo duration setting is disabled because messages are sent immediately without displaying the Sending notification or Undo button.

Consistent Across Sending Workflows

The selected Undo duration applies consistently when using both Send and Send & Archive, including messages sent from drafts and newly composed replies.

Fluent AI – Notification Timing Preference (#2963)

We’ve added a new Notification Timing preference to Fluent AI, giving firms greater control over when AI document notifications are sent.

What’s New

A new Notification Timing setting is available under:

Firm Settings → Fluent AI → AI Document Notifications

Firms can choose between two notification options:

Immediately – Notifications are sent as soon as Fluent AI processes and links the document.
When a human confirms by removing the “AI” tag – Notifications are delayed until a user reviews the document and removes the AI tag.

Immediately remains the default behavior.

Human-Confirmed Notifications

For firms that prefer to review AI-processed documents before notifying others, the new delayed option provides an additional confirmation step.

When “When a human confirms by removing the ‘AI’ tag” is selected:

Fluent AI processes and links the document as usual.
The document receives the applicable tags, including the AI tag.
No configured memo or email notification is sent yet.
A user reviews the document and removes the AI tag.
The configured notifications are then sent based on the document’s applicable tags.

This allows firms to use removal of the AI tag as confirmation that the document has been reviewed.

Works with the Apply AI Tag Setting

The delayed notification option requires Apply AI Tag to automatically linked documents to be enabled in Document Naming Preferences.

If AI tagging is disabled, the delayed option is unavailable because there would be no AI tag for a user to remove. In this situation, notifications continue to be sent immediately.

Duplicate Notification Protection

Notifications are sent only once per processed document. Removing the AI tag again later will not cause the same notification to be sent a second time.

Document History also records whether the notification was sent immediately by Fluent AI or after a user confirmed the document by removing the AI tag.

🚀 Enhancements

Message Compose – Decouple Quoted Thread History from Body (#2967)

Improved the Message Composer so quoted thread history is handled separately from the editable message body.

What’s Improved

Sending replies in long email conversations no longer causes the multi-second UI freeze associated with processing large quoted histories inside the editable body.
The user’s newly entered message content remains responsive while composing and sending.
Required quoted thread history remains available for the outgoing reply without unnecessarily increasing the editable draft body.
Long conversations can be replied to more efficiently without changing the expected reply workflow.

PDF IndexedDB Cache Recovery and Manual Reproduction Support (#2953)

Improved PDF cache handling for stuck or blocked IndexedDB states and documented a repeatable manual procedure for validating cache recovery.

What’s Improved

PDF loading is better protected from IndexedDB cache operations that could otherwise remain stuck and prevent the viewer from progressing.
Cache clearing now properly completes the IndexedDB deletion process before continuing.
After caches are cleared, reopening a PDF can fetch the document again and rebuild the cache correctly.
A repeatable manual reproduction procedure is available for validating the previously stuck cache states without requiring a corrupted browser profile.

Calendar Monthly Events – Display AM/PM Indicators (#2731)

Improved expanded event cards in the Calendar Month view so event times are easier to understand.

Expanded monthly event cards now display event times with the appropriate AM/PM meridiem indicators.

🐞 Bug Fixes

Email Composer > Font: Corrected font-selection and retention issues involving Enter, Backspace, editor focus, and reopening saved drafts (#2964)
WordMerge: Letterhead headers and footers are no longer inverted when a letterhead assigns header1 to the first page (#2962)
Email Composer > Font: Reopened drafts now correctly reflect the applied font in the Font Name field (#2961)
Email Composer > Fonts: Selecting a font no longer removes the cursor from the message body or requires users to click back into the editor (#2960)
Email Composer > Fonts: Pressing Backspace at the beginning of a line no longer unexpectedly removes the selected font formatting (#2959)
Email Composer > Font: Selected fonts are now retained when pressing Enter and continuing on a new line (#2958)
Outlook: Inline images referenced through cid: are now handled as inline content instead of standalone attachments when Microsoft Graph reports isInline:false (#2957)
Gmail: Externally hosted signature images using mail-sig URLs are no longer duplicated as standalone attachments (#2956)
Branch Offices: ZIP values no longer reset incorrectly, and City/State autofill now works correctly during branch office creation (#2955)
Message Composer: Contacts created with an inline email address now appear correctly in the recipient autocompleter (#2954)
JET Filings: Attachments are no longer silently dropped when Author is blank, preventing the related Level 2 rejection (#2952)
Form 1001 / QME 31.7: Filled PDFs now display consistent vertical text alignment (#2951)
Fluent AI Tag Rules > Document Family: Configured tags are now assigned to analyzed files when the document matches the applicable Document Family rule (#2950)
Message Threads: Older quoted content now continues to render correctly as email reply threads become longer (#2929)
PDF Viewer on Safari: PDF text selection and in-page search now work correctly on Safari for macOS and iOS browsers (#2751)
Activity Editor: Pasting copied FluentCase page content no longer injects application shell HTML that can break the activity layout (#2620)
Network errors are now handled more gracefully across affected FluentCase pages instead of leaving users with broken or unclear application states (#2135)
Document History: Download-revision links are now displayed only when the history entry represents a different document version (#2059)
Contact Merge: Linked Copy Service Order parties now consolidate correctly instead of remaining separate due to cached data (#2029)
Special Handling: A minimized banner now retains its minimized state while navigating between matter modules, including Forms & Word Templates, Copy Service Orders, Injuries, Tasks, and Calendar (#1384)
History: When editing and reverting the Words templates, Branch office templates, and encrypted PDF, the preview of the documents loads in broken format. Requires a refresh to load properly. #2083

Release Notes - Version 1.0.79

Release Date: September 18, 2026

✨ New Features

Fluent AI – LLM-Permitted Tags for AI Document Types (#2947)

We’ve expanded Fluent AI Document Types with a new option that provides more control over which tags AI can suggest based on a document’s classified type.

Administrators can now configure LLM-Permitted Tags for individual AI Document Types. These tags are not automatically added when a document is classified. Instead, they define which additional tags Fluent AI is allowed to apply when the AI determines that a tag is relevant to a specific document.

What’s New

A new LLM-Permitted Tags (optional) field is available under Settings → Fluent AI → AI Document Types → Add/Edit.

Applied Tags are added automatically whenever a document is classified as that document type.
LLM-Permitted Tags are only added when Fluent AI independently determines that the tag is appropriate for the specific document.
Administrators can select multiple permitted tags, update or remove them, clear all permitted tags, or leave the field empty.
Only tags belonging to the current firm are available for selection.

This gives firms more precise control over AI-assisted document tagging while preventing optional AI-suggested tags from being applied indiscriminately.

Fluent AI – LLM Confirmation Prompts for AI Tag Rules (#2946)

We’ve enhanced Fluent AI Tag Rules with optional LLM confirmation prompts, providing more precise control over when matched tags are actually applied to documents.

What’s New

A new LLM Confirmation Prompt (optional) field is available under Settings → Fluent AI → AI Tag Rules → Add/Edit and is supported across Condition Builder, Advanced, and Document Family rule types.

With no confirmation prompt, tags continue to be applied automatically when a rule matches.
When a prompt is configured, Fluent AI verifies the prompt against the document before applying the tag.
If the criteria are confirmed, the tag is applied; otherwise, it is not applied.

Per-Tag Prompt Overrides

Rules that apply multiple tags can also use Per-Tag Prompt Overrides. Each selected tag can have its own confirmation prompt, and a tag-specific prompt takes precedence over the main rule-level prompt.

Prompts can be added, updated, or removed at any time. Cloned rules retain their rule-level confirmation prompt and configured per-tag overrides.

This combines rule-based matching with an additional AI verification step to help reduce false-positive tagging.

Fluent AI – Document Family Mode for AI Tag Rules (#2945)

We’ve expanded Fluent AI Tag Rules with a new Document Family rule mode, making it easier to create tagging rules for common document categories without manually defining conditions or patterns.

What’s New

AI Tag Rules now support three rule modes:

Condition Builder – Create rules using configurable conditions.
Advanced (single pattern / regex) – Define a custom pattern for matching documents.
Document Family – Select a pre-configured document family and use its built-in detection logic.

When Document Family is selected, administrators can search a catalog of more than 60 supported legal document families, including QME Report, AME Report, AME/QME Correspondence, QME Panel, Subpoena, Hearing Notice, Bill Objection, and Deposition Transcript.

Document Family rules continue to support Rule Scope, Tags to Apply, Document Type assignment, and Stop processing further rules. Matching is automatically case-insensitive, and Document Family rules can also be cloned.

This provides more consistent document identification while reducing the need to create and maintain custom matching logic.

Copy Service Orders – Vendor-Specific Order Visibility During Impersonation (#2937)

We’ve improved Copy Service Orders visibility when copy-service vendors access a client firm through vendor impersonation.

What’s Changed

When a Copy Service or Premium Copy Service vendor uses Login As to access a client firm, the Copy Service Orders list now displays only orders assigned to that vendor.

Vendors no longer see orders assigned to other vendors working with the same client firm.
Filtering is applied automatically and does not require an additional selection.
Direct client-firm access remains unchanged; client users continue to see all Copy Service Orders belonging to their firm.
Vendor-level access also remains unchanged.
Vendor-specific visibility is maintained across different Copy Service Order statuses.

This provides clearer order separation and a more focused vendor workflow when multiple vendors work with the same client firm.

🚀 Enhancements

Improved how social links entered into a party’s Website field are displayed. Social links no longer produce an erroneous image format in the display image.

Duplicate Label and Category Validation (#129)

Added appropriate warning/error handling when creating duplicate entries in Contact/Party Labels, Matter Status Labels – Case Statuses, and Calendar Categories, helping prevent unintended duplicate labels and categories.

🐞 Bug Fixes

Dashboard > Staff Activities: The Staff Activities tooltip now displays correctly instead of being hidden under the grid (#2948)
Applied the Queued Snail Mail inline loading-screen experience to DefaultIndex data grid pages (#2944)
JET Filings: PDF preview no longer returns the error “Cannot read properties of undefined (reading ‘is_secure’)” (#2943)
Dashboard > Gemini Firm: The default layout no longer displays the welcome banner grid at an inappropriate full-screen size (#2942)
Dashboard > Unreviewed / Stale Matters: The tooltip now displays correctly instead of being hidden under the grid (#2941)
Dashboard > Agenda: Newly created events now appear without requiring a page refresh (#2939)
Dashboard > Agenda: Recurring events now display correctly in the Agenda grid (#2938)
Removed the outdated Minutes of Hearing forms (#2932)
Calendar: Week, Day, and Month views no longer print with unwanted black background areas when using Dark mode (#2930)
Print Message: Long matter names no longer cause message content to overflow into other messages in print preview (#2926)
Tasks: Removed filters no longer leave filter dates under Due Date fields or reappear after sorting (#2673)
Memos: Improved handling of deleted documents that were previously attached to a memo (#1624)
Rolodex Company Preview: Company logos now use the correct URL and no longer appear broken (#443)
Rolodex Branch Offices: Phone and fax numbers now update correctly (#441)
Matter Status Labels: The correct validation message now appears when deleting a status attached to one or more matters (#430)
Added confirmation prompts before deleting Branch Offices, Matter Status Labels, Activity Tags, and Contact/Party Labels (#429)
Email Accounts: The Details column sort icon is now aligned correctly (#414)
Recent Activity: File names and file-type images no longer appear truncated (#304)
My Account > Branch Offices: Phone and fax fields now validate unsupported non-numeric input (#301)
My Account > Branch Offices: Fields now display appropriate validation when text limits are exceeded (#300)
Events: Edit and Close icons in the event preview popup now include tooltips (#297)
Injury: Users are now navigated to the newly created injury after saving (#296)
Word Templates > Activities: Document tags now use a consistent presentation across uploaded files (#266)
Matter: Date fields now correctly prevent unsupported future dates (#241)
Matter: The Filter header no longer incorrectly behaves like a clickable link on hover (#233)
Activities: File names remain visible when multiple tags are assigned (#209)
JET Filings: Form Type remains visible when editing files with lengthy descriptions (#186)
Parties > Company: Company forms now display all applicable fields even when empty (#172)
Parties > Company: Empty Uniform Assigned Number fields no longer show an unnecessary cross icon (#163)
Parties: Empty Salutation, Suffix, and Uniform Assigned Number fields no longer show unnecessary cross icons (#131)
Account > Activity Tags & Sharing / Contact/Party Labels: Dragged cards no longer become stuck on screen (#107)

Release Notes - Version 1.0.78

Release Date: September 11, 2026

✨ New Features

Personalize FluentCase with New Appearance Settings

We’ve significantly expanded Personal Preferences → Appearance, giving users more control over how FluentCase looks and feels while they work.

Instead of choosing from a small set of predefined themes, you can now customize several aspects of the interface independently. Choose your preferred Color Palette, Size, Font, Content Emphasis, and Navigation Panel Colors to create an experience that fits your visual preferences and working style.

A new live Preview is also available on the Appearance page, allowing you to see how your selections will look before saving them.

Color Palette

FluentCase now includes 12 color palettes, ranging from familiar interface styles to a collection of Pantone-inspired themes.

Available palettes include:

Light — The default clean, bright FluentCase appearance.
Dark — A low-glare dark theme designed for comfortable viewing in reduced-light environments.
High Contrast — A maximum-contrast black-and-white theme designed to improve visual distinction and accessibility.
Turquoise — A cool blue-green accent with clean, vibrant contrast.
Honeysuckle — A vibrant pink-red accent over a light interface.
Tangerine Tango — A bold orange-red accent.
Emerald — A rich green accent.
Marsala — A warm wine-red accent.
Serenity — A soft periwinkle-blue theme.
Ultra Violet — A deep violet accent.
Classic Blue — A dependable navy-blue accent.
Very Peri — A playful blue-violet accent.

Your selected palette is applied throughout FluentCase, including buttons, links, navigation elements, badges, alerts, active states, and other interface elements.

Size

The new Size preference lets you control the overall scale of the FluentCase interface.

Three options are available:

Small — A compact layout that displays more information on screen at once.
Medium — The default balanced sizing for everyday use.
Large — Increased sizing and spacing for easier reading.

Changing the size adjusts more than just the text. Spacing, controls, tables, grid rows, forms, and other interface elements scale proportionally to provide a consistent experience throughout the application.

Font

You can now customize FluentCase’s typography with 8 professionally paired heading and body font combinations:

Classic — Merriweather headings with a traditional sans-serif body.
Literary — Zen Kaku Gothic New headings with Lora body text.
Modern — Inter throughout the interface for a clean, geometric appearance.
Humanist — Source Serif Pro headings paired with Source Sans Pro.
Elegant — EB Garamond headings paired with Ysabeau.
Friendly — Poppins headings paired with Nunito Sans.
Technical — Roboto Slab headings paired with IBM Plex Sans.
Newsroom — Libre Baskerville headings paired with PT Sans.

Font preferences apply throughout the application, including headings, body content, dashboard information, forms, activities, and other interface text.

Content Emphasis

The new Content Emphasis setting controls how prominently important content titles appear within information-dense areas of FluentCase.

Two options are available:

Bold — The default option, giving document and activity titles stronger visual emphasis.
Muted — Reduces the emphasis of titles and labels so surrounding information and metadata can be scanned more evenly.

This preference is particularly useful in areas such as Documents, Matter Activities, Memos, Messages, and other grids or feeds where many records are displayed together.

Pantone color palettes now provide an additional Navigation Panel Color preference.

Choose between:

Light — Uses a softer, light navigation treatment.
Dark — Uses a deeper, palette-inspired treatment for the left navigation panel and top navigation bar.

Navigation Panel Color is available with the Pantone-inspired palettes. Light, Dark, and High Contrast palettes use their own predefined navigation treatments.

Live Appearance Preview

The redesigned Appearance page includes a live Preview panel so you can experiment with your preferences before applying them.

As you change options, the preview demonstrates how common FluentCase elements will appear, including matter information, buttons, status indicators, tags, badges, activities, tables, grid content, and navigation elements.

Faster, More Efficient Email Threads (#2919, #2920)

We’ve improved how email threads are loaded and stored in FluentCase, making long conversations significantly faster and more efficient.

What’s Improved

Faster thread loading: When opening an email conversation, FluentCase now loads the selected message first and retrieves older message content only when you expand it. This significantly reduces initial loading time for long threads.
Reduced data usage: Large email threads no longer require downloading the full content of every message at once.
More efficient inline images: Images that are repeatedly included in quoted email replies are no longer stored multiple times unnecessarily, reducing the size of long email conversations.
Seamless replies and forwarding: Reply, Reply All, and Forward continue to include the required message history, even when older messages have not yet been opened.
Printing remains complete: Both browser printing and FluentCase’s dedicated Print view continue to include the full content of the email thread.

These improvements are especially noticeable for long email conversations containing many replies or embedded images, resulting in faster loading and a smoother Messages experience.

New Injury Summary Panel for Matter Dashboard

We’ve added a new optional Injury Summary panel to the Matter Dashboard, giving users quicker access to important injury information for Workers’ Compensation matters.

What’s Included

The Injury Summary panel can be enabled from Dashboard Edit Mode and positioned or resized to fit your preferred dashboard layout.
View key injury information directly from the Matter Dashboard, including injury type and date, description, status, affected body parts, claim status, court-assigned case numbers, and carrier claim numbers.
Matters with multiple injuries display each injury within the same panel.
Authorized users can quickly edit an existing injury or add an injury when none has been recorded.
The new panel is optional and does not automatically change existing or default dashboard layouts.
The Injury Summary is limited to applicable Workers’ Compensation matters.

Case-Specific Summary Panels on the Matter Dashboard

We’ve expanded the Matter Dashboard’s optional summary panel to support additional matter types. The panel now automatically adapts its title and content based on the type of case, giving users quick access to the most relevant case information directly from the dashboard.

Supported Matter Types

The Summary Panel now provides tailored information for:

Vehicle Accident matters — accident details, case numbers, location, road and traffic conditions, medical information, police reports, citations, and involved vehicles.
Premise Liability matters — incident details, location, medical information, similar incidents, weather and lighting conditions, police reports, and citations.
Product Liability matters — product and manufacturer information, defect and liability details, accident information, medical details, similar product issues, and related circumstances.
Employment matters — employment status, hire and separation details, wage information, wage claims, complaint information, and proposed remedies.
General Incident matters — incident date and location, case numbers, medical information, similar incidents, police reports, citations, and notes.
Malpractice matters — incident and case details, hospital information, similar incidents, police reports, citations, and related notes.

Additional Improvements

Quick Edit Access: Authorized users can edit the corresponding case details directly from the panel.
Relevant Statutes: Associated statutes are displayed where applicable.
Clean Empty States: Matters with incomplete information clearly indicate when details have not yet been entered and provide quick access to add or update them.
Persistent Dashboard Layout: Once enabled and positioned, the panel retains its placement when users return to the Matter Dashboard.
Mobile Friendly: Summary panels adapt cleanly to smaller screen sizes.

These enhancements make the Matter Dashboard more useful across different case types by surfacing important matter-specific information without requiring users to navigate through multiple sections.

Faster Contact Creation with Inline Contact Details (#2879)

We’ve streamlined the New Contact workflow to make creating contacts faster and easier.

Users can now enter a contact’s key information — including address, phone number, and email — directly on the initial creation form, without saving the contact first and adding each detail separately.

What’s Included

Single-Page Contact Creation: Create an Individual or Company and enter its primary contact information from one form.
Inline Address Entry: Add the primary street address, ZIP code, city, and state during contact creation.
ZIP Code Lookup: Entering a valid ZIP code can automatically populate the corresponding city and state.
Inline Phone Entry: Add a primary phone number, select its type, and indicate whether the number is SMS capable.
Inline Email Entry: Add the contact’s primary email address at the same time.
Individual & Company Support: Switch between creating a person or company, with the form adapting to the appropriate name fields.
One Save Action: Contact details, address, phone, and email are saved together.
Optional Details: Address, phone, and email can still be left blank when only basic contact information is needed.

After saving, users are taken directly to the new contact’s detail page with the provided information already available.

Add Email Senders to the Rolodex Directly from Messages (#2880)

We’ve made it easier to manage contacts while working with email by adding a new Add to Rolodex option directly within the Message view.

What’s Included

If an email sender is not already a contact, an Add to Rolodex option appears alongside the sender information.
Clicking Add to Rolodex creates a contact using the sender’s available name and email information.
If the sender’s email already belongs to a contact, In Rolodex is displayed instead.
Click In Rolodex to open the sender’s existing contact profile directly.
Each message in an email thread checks its own sender, making it easier to manage different participants.
The sender’s Rolodex status updates after the contact is added.

New Include Staff Filter for Matter Mailing List (#1918)

We’ve added a new Include Staff filter to the Matter Mailing List report, giving users more control over which matters appear in report results.

What’s Included

Select one or more staff members to include only matters where those users are assigned.
A matter is included when the selected staff member is assigned in any applicable staff role.
The new filter can be combined with the existing Exclude Staff option.
The same staff member cannot be selected in both Include Staff and Exclude Staff at the same time.
Staff inclusion filtering is applied consistently when previewing or exporting the Matter Mailing List.

Employment Summary Panel Wage Claims Display (#2921)

We’ve corrected an issue in the Employment Summary panel where certain Wage Claims information was not displaying even when the data had been entered on the matter.

What’s Fixed

The Wage Claims section now correctly displays all supported wage claim types:

Regular Wages
Overtime Wages
Meal Period Wages
Rest Period Wages
Split Shift Premium

Previously, some wage claim values could appear blank or not be shown at all due to a data mapping issue.

Wage claim information displayed on the Matter Dashboard will now accurately reflect the values recorded in the matter’s Employment details.

🚀 Enhancements

Matter Dashboard — Premise Liability Summary: Add/Edit Blank Details (#2909)

Enhanced the Premise Liability Summary panel so users can quickly add information when Premise Liability data has not yet been entered.

What’s Included

When Premise Liability details are blank, the summary grid displays an Add/Edit action.
Authorized users can use the action to enter the missing Premise Liability information directly from the Matter Dashboard.
Existing Premise Liability information continues to display in the summary panel when available.

Matter Dashboard — Vehicle Accident Summary: Add Blank Accident/Vehicle Details (#2901)

Enhanced the Vehicle Accident Summary panel so users can add accident and vehicle information when no data has yet been entered.

What’s Included

When accident information is blank, the Vehicle Accident grid displays an Add action.
Authorized users can quickly add the applicable accident and vehicle details from the Matter Dashboard.
Existing accident and vehicle information continues to display in the summary panel when available.

Hide Automatically Added Party from Copy Service Order Updates (#2871)

Improved Copy Service Order updates so a party automatically added as part of the order workflow can remain hidden instead of unnecessarily appearing as a regular matter party.

This keeps the Parties view cleaner and avoids exposing system-added party information when it is not intended to be shown.

Improved Email Subject and Matter Field Visibility (#2432)

Improved the visibility of the Subject and Matter fields when working with email.

The field borders are now darker and easier to distinguish, making these important message fields more visible.

🐞 Bug Fixes

Email thread content now loads correctly for messages belonging to another synced Sent folder within the same firm, preventing Message Content is Blank errors (#2927)
Matter Dashboard Injury Summary now removes correctly from the edit layout when deselected and no longer remains available for non-Workers’ Compensation matters (#2924)
Printing grids no longer truncates output or incorrectly preserves interface colors that reduce print readability (#2923)
Dark theme printing now uses readable body text instead of near-white text on a white printed page (#2922)
Employment Summary panel now includes its missing edit action (#2917)
Employment Summary panel now displays the supported fields for Employment Status, Wage Information, Wage Claims, and Retaliation/Discrimination Complaint (#2916)
Malpractice Summary panel now displays Citation Details (#2915)
Malpractice Summary panel now includes its missing edit action (#2914)
General Incident Summary panel now displays Citation Details (#2913)
General Incident Summary panel now includes its missing edit action (#2912)
Product Liability Summary panel now includes its missing edit action (#2911)
Product Liability Summary panel now displays Operated By, Modified, Modified After Incident, Usage Details, Similar Product Issues, Similar Product Issues Notes, and Externalities (#2910)
Premise Liability Summary panel now displays Other Circumstances and Citation Details (#2908)
Premise Liability Summary panel now includes the edit action for Premise Liability Details Case Information (#2907)
Long email threads with accumulated inline images now load more efficiently instead of generating extremely large thread payloads and extended loading times (#2906)
Inline images imported from Gmail are now handled correctly as inline message content instead of appearing as regular attachments (#2905)
Matter file numbers and selected injuries are now clearly visible when using red color palettes with Dark Navigation Panel Colors (#2904)
Selected navigation module text remains visible when hovering while using Dark Navigation Panel Colors (#2903)
Vehicle Accident Summary panel vehicle edit and delete actions no longer overlap the grid outline (#2902)
Vehicle Accident Summary panel now displays Nature of Trip and Citation Details (#2900)
Vehicle Accident Summary panel now includes the edit action for Motor Vehicle Accident Details (#2899)
Font options in Appearance now display using their respective font styles, making it easier to preview each option before selection (#2898)
Dark Color Palette selection no longer hides descriptions for the other available themes (#2897)
High Contrast Color Palette now displays its selection highlight correctly (#2896)
Pressing the Space or Enter key while entering information in the Add to Rolodex dialog no longer unexpectedly closes the popup (#2895)
Injury Summary is no longer displayed as an available dashboard widget for non-Workers’ Compensation matters (#2894)
Personal injury dashboard widgets are no longer displayed for Workers’ Compensation matters where they are not applicable (#2893)
Hidden party card content in the Parties module now remains within the card boundary (#2892)
Matter Dashboard modules that are not applicable to the current matter type no longer lead to a Ziggy Error page (#2891)
Selecting all available Matter Dashboard widgets no longer causes the Layout option to disappear (#2890)
New Matter creation no longer displays an invalid email-address error when an email field is filled and then cleared before saving (#2889)
Clearing a party phone number before saving a new matter no longer creates an empty phone card on the contact (#2888)
Improved firm-wide Activity loading to prevent excessive database usage when retrieving large activity datasets (#2868)
Fluent AI Tag Rules edit form now exposes the rule Scope field correctly (#2839)
The Interpreter Required checkbox in Parties is now properly aligned with the Specialty field (#144)
Message threads: deduplicated inline images appear in the Attachments section #2928

Release Notes - Version 1.0.77

Release Date: September 04, 2026

✨ New Features

Reports: Matters with Staff Assignments and Referral Sources (#2859)

Added a new Matters with Staff Assignments and Referral Sources report to provide a comprehensive view of matter details, assigned staff, and referral sources in one place.

Report Details

The report includes:

Matter file number and name
Case status
Date opened and date created
Responsible Attorney
Handling Attorney
Handling Paralegal
Handling Secretary
Senior Associate
Hearing Representative
Other Attorney
Other Staff
Matter Referral Source
Referring Parties
Settlement Referral Sources

Referral Sources

The report combines referral information captured throughout the matter lifecycle, including referral sources recorded on the matter, referring parties, and settlements.

When multiple referring parties or settlement referral sources are associated with a matter, they are combined into a single list.

Excel Export

The report can be previewed and exported to Excel for further analysis.
Matter names in the exported report are linked directly to their corresponding matters.

Unlink Document from Matter (#2858)

Added a new Unlink from Matter action to the Document view, making it easier to remove a document from a matter without deleting the document itself.

What’s Included

Added an Unlink from Matter option to the Switch Case Matter panel for documents linked to a matter.
Unlinking a document removes it from the current matter and moves it back to Unsorted Documents.
The document itself is preserved and is not deleted.
A confirmation message is displayed before unlinking to warn that the linked activity will be permanently removed and the action cannot be undone.
The action follows the same permissions as Delete Activity and is available only to users who are allowed to delete the associated activity.
Existing Switch Case Matter functionality continues to work as before.

Filter Recent Documents by Tags (#2857)

Added the ability to filter Recent Documents by tags, making it easier to quickly find specific documents in the Recent PDFs view.

What’s Included

Added a new tag filter that allows users to filter documents by one or more tags.
Selected tags appear as filter pills above the document list and can be removed individually.
When Fluent AI is enabled, a dedicated linked-by-Fluent AI option is available to quickly show documents linked by Fluent AI.
Document tags displayed in each row are now sorted alphabetically for easier scanning.
Search and tag filters automatically adjust their layout based on the number of selected tags and available screen space.

This update is currently available in Recent PDFs. Other document views, including Unsorted Documents, are not affected.

Forward and Delete Memos (#2848)

Added Send & Delete support when forwarding memos from the Inbox, making it easier to forward a memo and remove the original in one step.

What’s Included

When forwarding a received memo from the Inbox, both Send and Send & Delete options are available.
Send & Delete forwards the memo to the selected recipient(s) and removes the original memo from the Inbox.
A confirmation tooltip explains that Send & Delete will delete the original memo after forwarding.
When forwarding memos from Sent or Activities, only the Send option is available, so the original memo remains unchanged.
Existing Reply and Reply All functionality continues to support Send & Delete from the Inbox.
When creating a new memo, only the Send option is available.
Drafts show Send & Delete only when the original memo is still available in the user’s Inbox.

Hide Duplicate Contacts in Template Merge (#2745)

Improved the Template Merge experience by automatically hiding duplicate contact address entries in the Multiple Parties section when the contact and their attached company have matching address information.

What’s Included

Duplicate individual contact addresses are automatically hidden when they match the address information of the contact’s attached company.
The Multiple Parties section shows how many redundant contact entries have been hidden.
A Show hidden duplicate contact address(es) link allows users to view hidden entries when needed.
Contacts with multiple addresses are handled appropriately when one of their addresses matches the attached company’s address.
When an individual contact and their related company are added as separate parties to a matter, their information remains available when it should not be treated as a duplicate.

Benefits

Keeps the Template Merge interface cleaner.
Reduces unnecessary duplicate entries.
Makes relevant contact and company information easier to identify.

Re-arrange Multiple Parties in Template Merge (#2615)

Improved the Template Merge layout by moving the Multiple Parties selection section to a more convenient location.

What’s Included

The Multiple Parties selection section is now displayed directly above the Document Name section.
Provides a more streamlined Template Merge experience.
Makes the document setup sections easier to navigate.

🚀 Enhancements

Matter Dashboard Layout Presets (#2852)

Enhanced Matter Dashboard Layout Presets to provide more consistent placement and sizing of key dashboard sections.

What’s Included

Activities is prioritized in the largest available panel.
Related Matters is placed in the smallest available panel.
Staff is placed in the next-smallest available panel.
Placement rules remain consistent when widgets are reordered or enabled/disabled.
The layout shown while editing a preset now matches the saved Matter Dashboard layout.
The selected preset remains correctly highlighted after applying it.

Matter Dashboard Default Layout (#2851)

Improved the default Matter Dashboard layout for new users to provide a more balanced and consistent dashboard experience.

What’s Included

New users now see a balanced dashboard layout with all applicable widgets properly arranged.
Applicant Details is included in the default layout when applicable.
The dashboard no longer displays unnecessary blank areas on desktop.
The default layout remains consistent when navigating between matters or refreshing the page.
Existing users with a saved custom Matter Dashboard layout are not affected.

Batch Scan Documents and AI Processing (#2849)

Improved document processing for Batch Scan documents to prevent AI-based actions from being applied to the batch scan itself.

What’s Included

Batch Scan documents continue to receive normal OCR processing, including text extraction and document metadata.
AI-based actions are now suppressed for the batch scan document, including:
- Automatic matter linking
- AI summaries
- Document classification
- AI-generated tags
- Automatic document renaming
Prevents a multi-document batch scan from being incorrectly processed as a single document.
After a batch scan is split into individual documents, the resulting documents continue through the normal AI processing workflow.

Prevent Duplicate Memos from Fluent AI Notifications (#2845)

Improved Fluent AI Document Notifications to prevent users from receiving duplicate memos when multiple notification rules result in the same recipient.

What’s Included

Multiple matching AI notification rules for the same recipient now result in one memo instead of duplicate memos.
Recipients are automatically consolidated when selected by multiple matching rules.
Each unique recipient receives the notification only once.

🐞 Bug Fixes

Document preview panel now displays an appropriate size when renaming, attaching, or switching the matter for a document (#2870)
Matter Staff & Referrals Excel export now displays Senior Associate Handling after Attorney Handling, and the status column is consistently named Case Status in both the preview and downloaded report (#2867)
Added the missing icon for the Matter Staff & Referrals report module (#2865)
Unsorted Documents Batch Scan filter and text search now work correctly when the filter is toggled or combined with a search (#2864)
Recent PDF tag filter is now highlighted correctly when tags are selected instead of being highlighted only when text is entered in the search field (#2863)
Unlinking a document from a matter now immediately removes the document from the matter’s Files module without requiring a cache refresh (#2861)
Improved browser stability when opening or cancelling previews of very large PDFs with approximately 6,000 pages (#2860)
JET Filing body-part dropdowns no longer display a body part that has already been selected in a previous dropdown (#2854)
Alphabetize state under Account > Activity Tags & Sharing now remains highlighted until tags are reordered, after which the highlight is removed (#2853)
Tag descriptions entered during creation are now saved correctly under Account > Activity Tags & Sharing (#2847)
Matter Dashboard Layout on mobile devices now keeps the menu open when entering Layout mode and removes Layout Presets on narrow screens (#2846)
Automations > Create Event Staff Roles search now returns appropriate results and handles invalid input correctly (#2843)
Fluent AI Tag Rules now retain selected Document Types and Tags when multiple values are selected (#2841)
Disabled AI Document Types are no longer displayed in the AI Rule Document Types dropdown (#2840)
Fluent AI Document Types now correctly distinguish between Dr Name and Name of Deponent when analyzing PDFs (#2700)
Import Spreadsheet and Add Document Type buttons are now disabled while a Document Type import is in progress (#2695)
Recent Activities now maintains a valid list without blank rows when scrolling and applying or removing multiple filters (#2672)
Message Reply action buttons no longer temporarily appear oversized before the draft is auto-saved (#2584)
Bulk document deletion now enforces per-document authorization checks (#2310)
Copy Service Order Fee Paid At validation now correctly handles dates entered without Fee Due and displays the appropriate fees-paid tag (#1702)
Calendar Categories color-picker switch no longer behaves like a Save button or unexpectedly saves the category (#118)
Calendar Categories preview now remains visible when the color slider is moved to white (#117)
Calendar Categories color comparison fields now reset correctly when using the eyedropper reset option (#116)
Calendar Categories color-picker fields now provide clearer guidance about their purpose (#115)
Calendar Categories now display a validation message when the Name/Label field is empty (#114)
Calendar Categories now display appropriate validation when excessive text is entered in the Name/Label field (#113)
Activity Tags & Sharing now displays the correct validation message for an empty Name/Label field without incorrectly applying it to the Description field (#112)
Activity Tags & Sharing now displays text-limit validation on the appropriate field when lengthy input is entered (#110)
The Alphabetize link under Activity Tags & Sharing is now positioned in the upper-right area of the list as a filter control (#108)
Dragged cards under Activity Tags & Sharing and Contact/Party Labels no longer become stuck on the screen (#107)
Account lists now maintain their scroll position when opening View Details instead of returning to the top (#101)
Case Statuses drag-and-drop now displays only the selected card during the drag operation (#98)
Injury selection in the left panel now correctly reflects the injury being edited (#94)
Injury body-part dropdowns no longer display a body part that has already been selected (#92)
New Address fields under Parties (Contact & Company) now display appropriate validation messages for lengthy input (#77)
New Phone digit fields now validate input correctly and no longer accept alphabets, alphanumeric values, or unsupported special characters (#74)

Release Notes - Version 1.0.76

Release Date: August 27, 2026

✨ New Features

Configurable Matter File Number Format (#2820)

Firm administrators can now choose how automatically generated matter file numbers are formatted from Firm Settings > Matter Defaults.

File Number Format Options

Sequential: 0001, 0002, 0003
Sequential with the Year first: 2026-0001, 2026-0002, 2026-0003

The existing Year-first format remains the default for firms that have not changed this setting.

Benefits

Choose the file number format that best fits your firm’s workflow.
Automatically generated file numbers follow the selected format.
The file number preview when creating a matter matches the number ultimately saved.

Important Notes

Changing the format affects only newly generated file numbers. Existing matter file numbers are not changed or reformatted.
Custom/manual file numbers continue to work as before.
File number sequencing remains firm-scoped and collision-safe, including archived matters and concurrent matter creation.
The selected preference is saved at the firm level and persists after refreshing the settings page.

Carrier Claim-Number Formatting Hints in Injury Edit (#2819)

Inline, non-blocking format guidance has been added to the Carrier Claim Number and Alternate Claim Number fields in Injury Edit.

What’s New

Recognized claim-number formats are automatically checked as users enter a value.
If the format is unusual, a yellow inline hint appears below the field with the expected format.
The fields remain fully editable, and unusual claim numbers can still be saved.
The guidance is available for both Carrier Claim Number and Alternate Claim Number.
Punctuation and spaces are ignored when checking the format, so a valid claim number is not flagged simply because punctuation differs from the listed example.
For carriers with multiple historical formats, the guidance may prioritize formats associated with the injury’s date.

Format Source

The guidance uses the injury’s linked carrier or claims administrator (TPA), or the matter’s sole applicable carrier/TPA when no party is linked to the injury.

Deduplicate Recipients Across Matching AI Notification Email Rules (#2844)

AI notification emails have been improved to prevent the same recipient from receiving duplicate document emails when multiple email notification rules match the same document.

What’s New

Recipients from all matching email rules are combined into a single recipient list.
Duplicate recipients are automatically removed based on their normalized email address.
Each unique recipient receives only one document email, even when multiple matching rules include the same email address.
Independent memo notifications continue to work as expected.
Intentional email-plus-memo delivery is preserved.

Benefits

Reduces duplicate notification emails.
Ensures all intended recipients continue to receive their document notifications.
Improves the overall efficiency of AI notification processing.

🚀 Enhancements

Added a Batch Scans quick-filter badge to the Unsorted Documents list (#2836)
Added deterministic diagnostic instrumentation for the first-character cursor race in Messages Reply (#2826)
Firm and User Settings menus can now be dismissed by clicking outside the menu (#2825)
Calendar Staff and Event Type filter menus can now be dismissed by clicking outside the menu (#2824)
Calendar Staff filter users are now sorted alphabetically by display name (#2823)
Word Merge now resolves merge fields embedded in firm letterhead documents (#2822)
Replaced the outdated QME Form 31.7 (Additional QME Panel Request) with the 2024-updated version in WCAB QME preset templates (#2817)
Added a search field to Pinned Tags for finding staff when adding Tag Filters (#2779)
Added per-user IP allowlist management with Edit/View controls and login, session, and magic-link enforcement (#2724)
Made the Street field mandatory when creating a new address under My Account / Parties (Contact & Company) (#79)
Added a search icon or Search placeholder to the My Account search field (#47)

🐞 Bug Fixes

Fixed an issue where the Uploaded Date Range filter in the Unsorted Table cleared the selected Start and End dates (#2837)
Fixed an issue where duplicate documents were created when a batch scan was manually re-triggered while the first run was still processing (#2835)
Fixed an issue where the Pinned Tags staff search field did not return results or validation errors when special characters were entered (#2833)
Fixed keyboard navigation in the Pinned Tags search results so tags can be navigated using the Up and Down arrow keys (#2832)
Fixed an issue where the same IPv4/IPv6 address could be saved in multiple rows for the same user in the IP allowlist (#2831)
Fixed an issue where removing IP allowlist rows did not enable the Save button (#2830)
Fixed an issue where applying an IP allowlist restriction to a logged-in user logged them out with a popup that did not provide a close or login option (#2829)
Fixed an issue where Matter Dashboard widgets could not be dragged, dropped, or resized in mobile view and appeared too small in landscape mode (#2827)
Added a case-type-aware Applicant Details panel to the Matter Dashboard (#2821)
Completed the Word Merge letterhead × template header/footer QA verification matrix for Version 1.0.76 (27/27 scenarios) (#2818)
Fixed a Word Merge header/footer relationship-ID collision regression (#2816)
Fixed the Word Merge regression involving Firm 256 letterhead and blank Form 287287 (#2815)
Fixed an issue where image-only letterhead headers were incorrectly treated as empty (#2814)
Fixed an issue where even-page headers from letterheads were not rendered when the evenAndOddHeaders flag was enabled (#2813)
Fixed an issue where template page setup was not preserved during letterhead merging, including Legal vs. Letter page sizes (#2812)
Fixed Word Merge handling when the letterhead contains a footer only and the template contains a header only (#2811)
Fixed Word Merge handling when the letterhead contains a footer only and the template has no header or footer (#2810)
Fixed Word Merge handling of whitespace-only headers on both the letterhead and template (#2809)
Fixed Word Merge handling when the template has a whitespace-only header and the letterhead has a real header (#2808)
Fixed Word Merge handling when the letterhead has a whitespace-only header and the template has no header or footer (#2807)
Fixed Word Merge handling when the letterhead has a whitespace-only header and the template has a real header (#2806)
Fixed Word Merge header/footer precedence when both letterhead and template contain default, first-page, and even-page headers/footers (#2805)
Fixed Word Merge header/footer precedence when the letterhead contains default, first-page, and even-page headers/footers and the template contains default and first-page headers/footers (#2804)
Fixed Word Merge header/footer handling when the letterhead contains default, first-page, and even-page headers/footers and the template contains only default headers/footers (#2803)
Fixed Word Merge handling when the letterhead contains default, first-page, and even-page headers/footers and the template has no headers or footers (#2802)
Fixed Word Merge header/footer precedence when the letterhead contains default and first-page headers/footers and the template contains default, first-page, and even-page headers/footers (#2801)
Fixed Word Merge header/footer precedence when both letterhead and template contain default and first-page headers/footers (#2800)
Fixed Word Merge handling when the letterhead contains default and first-page headers/footers and the template contains only default headers/footers (#2799)
Fixed Word Merge handling when the letterhead contains default and first-page headers/footers and the template has no headers or footers (#2798)
Fixed Word Merge header/footer precedence when the letterhead contains default headers/footers and the template contains default, first-page, and even-page headers/footers (#2797)
Fixed Word Merge header/footer precedence when the letterhead contains default headers/footers and the template contains default and first-page headers/footers (#2796)
Fixed Word Merge header/footer precedence when both letterhead and template contain default headers/footers (#2795)
Fixed Word Merge handling when the letterhead contains default headers/footers and the template has no headers or footers (#2794)
Fixed Word Merge handling when the letterhead has no headers or footers and the template contains default, first-page, and even-page headers/footers (#2793)
Fixed Word Merge handling when the letterhead has no headers or footers and the template contains default and first-page headers/footers (#2792)
Fixed Word Merge handling when the letterhead has no headers or footers and the template contains default headers/footers (#2791)
Fixed Word Merge handling when neither the letterhead nor template contains headers or footers (#2790)
Fixed OCR auto-linking for documents where the Date of Injury is one day off, allowing fuzzy matching to Suarez / Disneyland (#2787)
Fixed OCR auto-linking for documents containing Date of Loss and claim ERG9511 to link to Timourian / Eisai Inc (#2786)
Fixed Pinned Tags keyboard navigation so the Up and Down arrow keys navigate results without immediately selecting tags (#2785)
Fixed an issue where Pinned Tags search results and filters reset after navigating through search results with the Up/Down arrow keys (#2784)
Fixed the shared FormFields ComboBox filterable search so it correctly filters results in Expenses, Time Entries, and Vehicle Edit (#2783)
Read-only users now see the Matter Dashboard Edit Layout button disabled (#2782)
Fixed an issue where Shift + Down selected Pinned Tags even when the dropdown was closed (#2774)
Replaced confirmDelete in utils.js with the in-app confirmation flow so deletion works correctly in Chrome for iOS (#2769)
Fixed an issue where a hard refresh was required for a newly activated user to appear in the Pinned Tags user list for the first time (#2767)
Fixed several Edit/View pages that could crash, hang, or silently fail when accessed with a non-existent record ID (#2764)
Fixed the Social Security Number field visibility issue in My Account > Edit User for admin users (#69)
Fixed an issue where Special Accommodations entered in My Account > Edit User were not saved or displayed correctly (#59)
Fixed an issue where the Active status and Display Name did not update in the user list immediately after editing until the page was refreshed (#54)
Fixed incorrect responses for the Is equal to, Is not equal to, and Ends with filters under My Account > Filters (#49)
Fixed an issue where the Estimated Hour value in Tasks changed while scrolling the screen (#44)
Fixed multiple recurrence issues when creating or editing Calendar events (#7)
Automations editor: Create Event “Staff Roles” multi-select won’t select anything #2842

Release Notes - Version 1.0.75

Release Date: August 21, 2026

✨ New Features

Matter Dashboard — Edit Layout (#2763)

Users can now customize their Matter Dashboard layout using the new Edit Layout option.

What’s New

Open a matter and select Edit Layout to customize the dashboard.
Show or hide widgets using the checkboxes in Edit Layout mode.
Drag and resize widgets to arrange them according to your preference.
Use Layout Presets to quickly apply common dashboard arrangements.
Use Save Layout to keep your preferred dashboard layout.
Use Cancel to discard any changes and return to the previous layout.
At least two widgets must remain active at all times.
Customized widget visibility and arrangement are saved as personal Matter Dashboard preferences.

Hide All-Day Event Timestamp (#2757)

All-day events no longer display the underlying default time in the Events List view.

What’s New

When an event is marked as All Day, the time portion is hidden from the Start column.
The event continues to display its date along with an All Day label.
This applies to both the screen view and print view.
The underlying start and end timestamps are still retained for the event, but the time is hidden when the All Day flag is enabled.

Benefits

Provides a clearer and more meaningful display for all-day events.
Prevents irrelevant timestamps from being displayed.

Pinned Tags Admin (Firm Settings) (#2755)

Firm admins can now manage Pinned Tags directly from Firm Settings. Pinned Tags are the filter badges displayed at the top of the Activities list, making frequently used activity filters easier to access.

What’s New

Added Settings > Firm Settings > Pinned Tags for managing pinned tags.
Firm admins can configure a firm-wide default set of pinned tags.
Admins can manage pinned tags for individual staff members.
Use Use Default Tags to explicitly apply the firm’s default tags to a staff member.
Pinned tags can be reordered and removed when editing.
The default configuration is a template and does not automatically change individual users’ pinned tags.
Deleted or unavailable tags are automatically excluded from pinned tag lists.
Pinned tag order is preserved when displayed in the Activities list.
Pinned tags can be used as single or multi-select filters in Activities, with the existing filter behavior preserved.

Admin Access

The Pinned Tags settings page is available to authorized Firm Settings administrators, including General Manager, All-Access, and Superadmin roles.

This gives firms more control over commonly used Activity filters while ensuring individual users’ pinned tags are only changed when explicitly updated or when Use Default Tags is selected.

🚀 Enhancements

Tags: Hide the current tag from the merge dropdown to prevent merge-with-self errors (#2748)

🐞 Bug Fixes

Read-only users now see the Edit Layout button disabled on the Matter Dashboard (#2782)
Fixed an issue where the cursor appeared as a pointer over saved pinned tags in the preview even though they were not clickable (#2781)
Fixed an issue where renamed pinned tags were not updated under Firmwide Activities until the page was refreshed (#2780)
Fixed an issue where the Pinned Tags dropdown search displayed incorrect matching results and did not show an error for invalid input (#2778)
Fixed an issue where users could not remove all pinned tags because at least one tag was incorrectly required (#2777)
Fixed a 400 error that appeared when saving Matter Dashboard layout preferences (#2776)
Fixed an issue where rearranged Matter Dashboard widgets did not retain their positions after saving (#2773)
Fixed an issue where navigating away from a Form/Word Template not available error and returning displayed an unexpected form_type_id error (#2772)
Fixed an issue where the Matter Dashboard Edit Layout selection did not remain highlighted (#2771)
Fixed an issue where a deleted pinned tag remained visible in the preview and main page even after refreshing (#2770)
Fixed an issue where a page refresh was required for edited pinned tags to appear in Activities (#2766)
Fixed an issue where rearranging selected Pinned Tags on iOS caused an undefined is not an object error (#2765)
Fixed an issue where WordMerge stripped or corrupted digitally signed VBA project signatures (#2762)
Fixed Word Templates grid issues related to row height, vertical alignment, and date column links (#2761)
Fixed an issue where Word Template PDF previews displayed stale content after a macro save due to IndexedDB caching (#2760)
Fixed Gmail octet-stream CID inline images being imported as attachments (#2759)
Fixed an issue where opening a non-existing form or template directly by URL displayed an unexpected error instead of the proper unavailable message (#2756)
Added form geometry autofill support for WCAB Form 5 (forms 114996 and 174629) (#2754)
Fixed an issue preventing Word Templates imported from Merus from opening for editing in the Template Editor due to conflicting ribbon customization relationships (#2753)
Fixed an issue where merging a Word Template could produce Unreadable Content Found in Word due to self-closing w:fldSimple elements in letterhead (#2752)
Fixed PDF preview issues on Safari for macOS and iOS after the range-loading update (#2750, #2749)
Fixed an issue where the current tag could be selected from the merge dropdown, allowing users to attempt to merge a tag with itself (#2748)

Release Notes - Version 1.0.74

Release Date: August 17, 2026

🚀 Enhancements

Enforce Unique File Numbers (#2736)

Firms can now choose to enforce unique file numbers across matters.

What’s Changed

Added a preference to enforce unique file numbers across matters within a firm.
When enabled, duplicate file numbers are not allowed when creating or editing a matter.
If a file number is already in use by another matter, the matter cannot be saved until a unique file number is entered.
When the preference is disabled, duplicate file numbers remain allowed as before.

Auto-generation

Leave the File Number field blank to automatically generate a file number.
Blank file numbers are always allowed, regardless of the unique file number preference.

Benefits

Prevents duplicate file numbers when firms require unique matter identification.
Provides greater control over matter file numbering.
Maintains the existing behavior for firms that allow duplicate file numbers.

🐞 Bug Fixes

Fixed an issue where creating a new recurring Calendar event could select an incorrect end date, requiring the same date to be selected twice before the correct date was saved (#2738)
Fixed an issue where the Record Location Document Type in Fluent AI did not retrieve the location/address after analyzing a PDF (#2699)
Fixed an issue where VenueChoiceWhyText displayed the wrong option due to an off-by-one array lookup (#2740)
Fixed a Matter creation 422 error caused by nextFileNumber() using string/length sorting instead of numeric sorting, which could cause collisions with mixed-padding legacy file numbers (#2743)
Fixed an issue where file number collision 422 errors were not surfaced to the user in all Matter creation scenarios (#2744)
Improved PDF cold-open performance for large, freshly uploaded documents to reduce sub-second loading delays (#2746)
Fixed Memo creation issues involving empty attachments and Copy Service Order vendor display (#2747)

Release Notes - Version 1.0.73

Release Date: August 14, 2026

✨ New Features

Add “Wire” as a Payment Type (#2734)

A new Wire payment type has been added to the Create Payment interface.

What’s Changed

Added Wire to the Payment Type dropdown.
Users can now select Wire alongside existing payment types such as Check, Cash, Credit Card, ACH, and Zelle.
The new payment type is available directly during payment creation.

Benefits

Provides an additional payment method for users.
Improves flexibility when recording payments.

Add Local File Upload Option to Memos (#2713)

A local file upload option has been added to Memos, allowing users to attach files directly from their computer when creating or editing a memo.

What’s Changed

Added a local file upload option to Memos.
Users can upload files directly from their local system, similar to the existing functionality in Messages.
Files that are not already stored in the case’s Files section can now be attached directly to a memo.
Uploaded files are included with the memo for easy access and reference.

Benefits

Makes it easier to attach documents while composing Memos.
Reduces the need to upload files separately before attaching them.
Provides a more consistent attachment workflow between Messages and Memos.

Add “Last Used Date” to Word Templates (#2697)

A Last Used Date has been added to Word Template listings, allowing firms to identify when each template was most recently used.

What’s Changed

Added a Last Used date to Word Templates under Firm Settings → Word Templates.
Added Last Used as a sortable date column on larger screens.
On smaller screens, Last Updated and Last Used dates are displayed together beneath the template name.
Both Last Updated and Last Used columns support date-based sorting and filtering.
Templates that have never been used display Never Used.
The same Last Used information is available in the Forms & Templates matter list when viewing Word Templates.
The Type column is hidden for Word Templates since all entries are the same type.
Existing display behavior for other form types remains unchanged.

Last Used Date Behavior

The Last Used date is updated when a Word Template is successfully merged.
Viewing or editing a template does not update the Last Used date.
Templates that have never been successfully merged remain marked as Never Used.
Updating the Last Used date does not change the template’s Last Updated timestamp.

Benefits

Helps firms identify frequently used and unused templates.
Makes template management and review easier.
Provides better visibility into template usage.

Restrict Vendor Order Status Updates Based on Document Visibility (#1678)

Vendor companies are now prevented from marking an order as Merged, Canceled, or Rejected while documents associated with the order are still visible.

What’s Changed

Vendors can no longer mark an order as Merged, Canceled, or Rejected if visible documents remain associated with the order.
Vendors must delete or mark all applicable documents as hidden before changing the order status.
The restriction applies to orders created by normal firms with attached documents.
Orders without documents can still be updated when there are no visible attachments associated with the order.

Benefits

Prevents vendors from changing order status while associated documents remain accessible.
Ensures document visibility is handled before an order is finalized or canceled.
Provides better control over vendor order workflows.

Initials/User Filter Inputs: Pressing Enter Should Confirm Selection (#2605)

Keyboard selection has been improved across staff, user, and filter inputs.

What’s Changed

Arrow Down moves the highlight to the next matching result.
Arrow Up moves the highlight to the previous matching result.
Pressing Enter selects and confirms the highlighted option.
Improved keyboard-based selection across staff, user, tag, and other filter fields.
Mouse-based selection continues to work as before.

Benefits

Makes filtering faster and easier for keyboard users.
Reduces the need to switch between keyboard and mouse.
Provides a more consistent selection experience across the application.

🚀 Enhancements

Improved MatterAutocompleter keyboard selection and navigation, allowing users to use Arrow Up/Down to navigate results and Enter to select a Matter (#2723)
Updated Memo Compose field ordering to match the Message Compose workflow with Matter-related fields after recipients (#2723)
Added an opt-in rename control for attachments in draft Messages (#2720)
Added an Export to Excel button to the Users grid header (#2719)
SnailMail Add File dropdown now hides or disables non-PDF and unsupported non-PDF version files (#2712)
Improved PDF Preview Fit to Width zoom by measuring actual per-page geometry instead of assuming Letter-size pages (#2708)
Added incremental search with highlighting to the PDF.js viewer (#2707)
Added IndexedDB byte-range caching to reduce repeated S3 data fetching across document reloads (#2706)
Replaced the KendoReact PDF viewer with PDF.js for progressive loading of large documents (#2705)
Added Send & Archive when forwarding Messages (#2704)
Added auto-add-assignee buttons inside Matter Events (#2692)
Added compound AND/OR/NOT conditions, aliases, Document Type assignment, and stop-processing priority to AI Rules v2 (#2685)
Fluent OCR can now classify, name, and tag documents using the firm’s configured taxonomy (#2683)
Added the taxonomy schema, worker API, and GBV seed for AI Document Types (#2682)

🐞 Bug Fixes

Fixed an issue where attaching a Matter file and then uploading a local file in a Memo removed the Matter file from the attachments (#2737)
Enforced sequential, collision-proof matters.file_number generation (#2735)
Added a filename-changed indicator in attachment panels when a document has been renamed after delivery (#2733)
Removed extra non-functional scrollbars from the SnailMail document preview (#2732)
Fixed recurring events appearing on the wrong day or going missing in the adjacent-events conflict widget (#2730)
Fixed recurring events appearing on the wrong day or going missing in Calendar List view (#2729)
Fixed missing events and blank spaces in Calendar Month view (#2727)
Fixed recurring events not appearing as the next occurrence in the EventNotification widget (#2726)
Fixed Events appearing out of chronological order in Calendar Month view (#2725)
Fixed an issue where Memo content was cleared after uploading local files (#2722)
Fixed an issue where local files uploaded to Memos could not be removed after upload (#2721)
Restored staff-initials buttons for Events when the Matter is archived (#2718)
Fixed an issue where correcting an invalid Event start time left the End Time field permanently blank (#2717)
Preserved the Normal style font size when merging Word Templates instead of overriding it with a hardcoded 12pt value (#2715)
Fixed renamed text files retaining the old filename when downloaded (#2714)
Restored the SnailMail document preview when the Cover Page Needed option is selected (#2711)
Fixed PDF previews not loading for SnailMail Requests in SnailMail Activities and queued emails (#2710)
Added Event history entries for Events that are not linked to a Matter (#2709)
Fixed renamed PDF documents displaying the incorrect browser tab title before OCR processing was complete (#2703)
Updated DOCX-to-PDF merge behavior to use the user-entered document name in the browser tab title (#2702)
Fixed Attach and Archive archiving the entire Message thread instead of only the selected Messages (#2701)
Prevented duplicate Filename Convention entries under AI Document Types (#2698)
Fixed HTML markup being displayed incorrectly in related Event and Task descriptions (#2693)
Improved Event history descriptions, assignee tracking, and handling of no-op saves (#2691)
Reconciled copy_service_order_documents schema drift involving oauth_app_id so tests reflect the production schema (#2634)
Fixed the Copy Service Order dropdown appearing empty when merging Word Templates containing Copy Service Order fields (#1821)
Fixed the Save button not activating when only the Event repeat setting or after-occurrences field was changed (#969)
Increased the Rolodex company list size to display more companies when scrolling while linking a company to a contact (#957)
Updated the Upcoming Agenda Day and Week views to display All Day with the correct capitalization (#13)

Release Notes - Version 1.0.72

Release Date: August 05, 2026

✨ New Features

Updated Date of Injury Autofill for Panel QME Request Form (#2541)

The Date of Injury field on the Request for QME Panel Under Labor Code §4062.2 – Represented (Paper) form has been updated for Cumulative Trauma (CT) injury claims.

What’s Changed

For CT injury claims with both a start date and an end date, the Date of Injury field now displays the complete injury date range (for example, 01/01/2022 - 12/31/2022).
Previously, only the CT injury start date was populated on the form.

Benefits

Ensures the Date of Injury is displayed correctly for cumulative trauma claims.
Aligns the generated form with court form requirements.
Reduces manual corrections before filing.

Improved Injury Selection When Creating Settlements (#2541)

The injury selection experience has been improved when creating settlements for matters containing multiple injuries.

What’s Changed

The injury selection list now clearly indicates which injuries already have an associated settlement.
Makes it easier to identify injuries that do not yet have settlements.
Improves visibility when working with matters containing multiple injury dates.

Benefits

Reduces confusion when creating settlements for multi-injury matters.
Helps prevent duplicate settlements for the same injury.
Improves efficiency by making the correct injury easier to identify.

🐞 Bug Fixes

Fixed an issue where the Injury dropdown displayed a “0” before the None option in Settlements (#2694)
Fixed an issue where AI-analyzed files uploaded to a Message without an attached Matter incorrectly displayed an Open in Activities link that navigated to a previously analyzed Matter (#2690)
Fixed a cursor positioning issue where the first character entered through dictation or typing appeared at the end of the document instead of the cursor location (#2688)
Fixed an issue where local file attachments sent in Messages did not create a corresponding document Activity (#2687)
Improved responsive tag count display based on available width in the Tag List (#2686)
Added support for Document Types CRUD operations and XLSX import in Fluent AI Preferences (#2684)
Added support for a static filename prefix (for example, XSD) in AI Document Naming (#2681)
Staff and user filter menus are now sorted alphabetically by display name across all grid views (#2676)
Fixed the Print options in Message Detail View so This message only and Full thread no longer incorrectly include the first line of the message history (#2675)
Fixed an issue where cloned Copy Service Orders required a page refresh before appearing in Matter Activities (#2674)
Fixed an issue where local files uploaded and sent through Messages did not provide the Switch Matter option (#2664)
Fixed an issue where files opened from a Message Activity retained the previous Matter context after switching Matters (#2663)
Fixed an issue where uploading the same file to another Matter did not create a new document Activity (#2656)
Fixed a brief Draft display that appeared for one or two seconds after scheduling a Message before disappearing (#2611)
Fixed keyboard navigation in the UAN Code autocompleter so selected items remain visible without requiring manual scrolling (#2512)
Read-only users now correctly see Archive and Archive All buttons disabled instead of receiving privilege errors after clicking them (#2342)

Release Notes - Version 1.0.71

Release Date: July 31, 2026

✨ New Features

Document Preview – Zoom Preference Enhancement (#2638)

You can now set and retain your preferred zoom level directly within the Document Preview screen, improving readability and consistency across documents.

What’s New

Your selected zoom level is automatically saved and applied to future document previews until changed.
Added a new Fit to Width (Reset Saved Zoom) option to quickly resize documents to the available viewing area.
Selecting Fit to Width resets any previously saved zoom preference.

Where to Find It

Available in the Document Preview toolbar.

Benefits

Provides a consistent viewing experience across documents.
Reduces the need to repeatedly adjust zoom settings.
Makes document review faster and more comfortable.

Activity Edit – Keep Document Visible (#2637)

The Activity Edit experience has been improved by keeping the document preview visible while editing activity details.

What’s New

The document remains visible alongside the activity edit panel.
Users can scroll and navigate through the document while editing.
Eliminates the need to repeatedly close and reopen the editor to reference document content.

Benefits

Reduces context switching.
Improves accuracy when editing activity details.

Messaging – Firm-wide Distribution Addresses (#2517)

Firm-wide distribution email addresses can now be configured and used when composing messages, making it easier to send emails to groups of staff.

What’s New

Added support for firm-wide distribution addresses (for example, All Office).
Distribution addresses appear in the To, Cc, and Bcc autocomplete lists.
Sending to a distribution address automatically delivers the message to all members of that group.
Distribution addresses can be managed from Firm Settings → Distribution Addresses.
Distribution addresses are visually distinguished in autocomplete results for easy identification.

Benefits

Quickly send emails to an entire office or department.
Eliminate the need to manually add multiple recipients.
Improve communication efficiency and consistency.

🚀 Enhancements

Firmwide Activities: Deleting Court Filing activities now automatically switches to the JET Filings view (#2643)
Email Compose: Autocomplete now matches staff initials in addition to Rolodex matches (#2527)
Messages Detail View: Added a toggle to switch between Thread View and Single Message View (#2429)
Activities: The activity index now preserves scroll position and active filters after updates (#2427)

🐞 Bug Fixes

Hid the Task settings (cog) icon on the Tasks Index page to avoid confusion with task list filters (#2670)
Fixed the Task filter badge so it remains highlighted when navigating from the navigation bar task indicator (#2669)
Fixed JET Filing matter links in the global JET Filings list so they navigate to the Matter Dashboard instead of Matter JET Filings (#2668)
Fixed Recent PDF documents where the Matter link could become hidden when multiple tags were applied (#2667)
Removed unintended navigation from the Matter name in JET Filings and aligned behavior with other modules (#2666)
Updated firm-wide Matter links to use a dedicated navigation button, reducing accidental navigation (#2662)
Fixed Task list scrolling issues that caused blank rows and incorrect scroll positions after applying filters (#2660)
Fixed missing Completed date filter indicator in the Tasks table (#2659)
Fixed Task list truncation that hid the last items in the list (#2658)
Fixed Month View flickering when hovering over Calendar event cards (#2657)
Fixed applied Completed date range filters not appearing on the Due Date column (#2655)
Fixed Priority filter tooltip displaying [object Object] instead of the selected filter name (#2653)
Fixed filter synchronization when removing Task filters from different locations (#2652)
Fixed an error page when applying the High Priority Task filter (#2651)
Fixed an issue preventing Task date range filters from being removed correctly (#2650)
Refined Task summary filters and improved responsive layout behavior (#2649)
Fixed printed emails displaying timestamps in UTC instead of the user’s local timezone (#2648)
Task links now remember the previously selected Task view (#2647)
Calendar event cards now expand on hover in Month, Week, and Day views (#2642)
Scheduled Messages: Restored Message Thread History in scheduled reply previews (#2610)
Enlarged the Scheduled Message preview for improved readability (#2609)
Fixed Scheduled Message preview remaining visible after cancellation (#2608)
Fixed Reply/Reply All draft cancellation opening the Inbox preview inside the draft editor (#2607)
Recent Activities now correctly reset scroll position after filters are removed following activity edits (#2557)
Removed the permanent decrypt option for read-only users viewing encrypted PDFs (#1990)
Prevented vendor firm users from cloning Copy Service Orders they do not have permission to submit (#1987)
Restored the Clone icon tooltip for Copy Service Orders (#1982)

Release Notes - Version 1.0.70

Release Date: July 27, 2026

✨ New Features

Memo Compose: Consistent Compose Layout #2602

The Memo Compose screen has been updated to match the layout of the Message Compose experience, providing a more consistent and intuitive workflow.

What’s Changed

Reordered the Memo Compose fields to align with the standard Message Compose layout.
The new field order is:
1. From
2. Matter
3. Tags
4. To / Cc / Bcc
5. Urgent
6. Subject
7. Message Body

Async Message Sending with 5-Second Undo #2597

Message sending has been enhanced with an asynchronous workflow that provides a 5-second Undo window before a message is sent. This allows users to quickly cancel an accidental send while keeping the compose experience responsive.

What’s New

Send and Send & Archive now initiate a 5-second countdown instead of sending immediately.
A “Sending message…” notification appears with an Undo option during the countdown.
Selecting Undo within 5 seconds cancels the send and returns you to the compose screen without transmitting the message.
If no action is taken, the message is sent automatically after the countdown.
While the message is being transmitted, the notification updates to show sending progress.

Improved Error Handling

If sending fails:

A persistent notification is displayed instead of disappearing automatically.
Users can:
- Open in Drafts to reopen the draft and continue editing.
- Dismiss the notification.

Hide JET Filing for Non-Workers’ Compensation Matters #2510

The JET Filing feature is now displayed only for Workers’ Compensation matters, ensuring it is available only where applicable.

What’s Changed

JET Filing is visible when the matter type is Workers’ Compensation.
For all other matter types, the JET Filing feature is automatically hidden.

Outlook Threading Fallback Preference #2617

A new email account setting has been added for Microsoft Outlook users, allowing greater control over how email conversations are grouped.

What’s New

Added a new “Disable Outlook-based threading fallback” option in the Outlook email account settings.
This setting is available only for Microsoft Outlook accounts and is not shown for Gmail accounts.

How It Works

Default (Off): Outlook’s conversation grouping is used as a fallback to thread messages when standard email threading headers are unavailable.
Enabled: Disables the Outlook conversation-based fallback, relying only on standard email headers for message threading.

🚀 Enhancements

Power Users can now enter Amount values in Expenses and Time Entries when they already have create permission (#2593)
Message Inbox: Maintain scroll position when a message is archived or deleted #2430

🐞 Bug Fixes

JET Form 999: Classify As menu now shows all options and the unused Document Type dropdown has been removed (#2639)
Messages: Disabled Send and Send & Archive while file uploads are in progress (#2636)
Messages: Fixed an issue where uploaded local files could not be removed during message composition (#2635)
Copy Service Orders: Fixed errors that occurred when cloning orders containing attachments (#2632)
Fees > Time Entries: Restored visibility of the Billable Amount after creating or editing a time entry (#2631)
Calendar: Day and Week views now reliably scroll to the current time when loading or switching views (#2630)
Calendar List View: Fixed blank No Items Available state after clearing a filtered date range (#2629)
Calendar List View: Added proper validation for date ranges exceeding three years (#2628)
Files: Fixed preview loading for newly uploaded DOCX files and merged Word Templates (#2627)
Calendar: Opening an event from List View now preserves the current scroll position (#2626)
Attachments: Download PDF Version now respects the Open in new browser tab preference when accessed from Messages and Memos (#2625)
Added 304 Not Modified support for CaseTypes and other snake_case routes to improve caching (#2624)
Prevented unnecessary OCR updates from generating excessive synchronization deltas (#2621)
Fixed document index cache so renamed documents and deleted unsorted documents update immediately without refresh (#2619)
Form 41351: EAMS Case Number now uses the selected injury instead of always using the first injury (#2618)
Outlook Sync: Added fallback to conversationId threading when In-Reply-To or References lookup fails (#2616)
Outlook Import: HTML court notices with text/xml MIME type are now imported and rendered correctly (#2614)
Calendar List View: Date range indicator now reflects the active date filter (#2613)
Calendar List View: Fixed incomplete results when filtering across multiple months (#2612)
Compose Message: Send & Archive now appears correctly when reopening reply drafts (#2606)
Attachments: Supported file types now open in a new browser tab instead of being forced to download (#2604)
Memo Compose: Reordered fields so To/Cc/Bcc appears before Subject, matching standard email conventions (#2603)
Compose Message: Scheduled messages no longer remain incorrectly displayed as drafts (#2600)
Compose Message: Added validation when attempting to send without a recipient (#2599)
Contact View: Matter rows now support Shift-click and Right-click to open in a new tab (#2598)
Improved message printing for conversations containing large numbers of threads (#2596)
Copy Service Orders: Delivery of Additional Copies and Attachments are now retained correctly when cloning orders (#1983)
Fees > Damages: Prevented Amount Paid and Lien Amount from exceeding the actual damage amount (#1868)
Vehicle Accident: Changing the vehicle Make now correctly resets the Model field (#1854)
Premium Snail Mail: Prevented queued and sent documents from being incorrectly reattached as additional documents (#1847)
Premium/Super Admin: Fixed queued document preview when cover pages are enabled for documents larger than 20 pages (#1846)
Premium/Super Admin Queued Snail Mail: Fixed truncated tooltip in the Pages column (#1842)
Premium Queued Snail Mail: Cover page changes now correctly update page counts and PDF previews (#1837)
Super Admin/Premium Queued and Sent Snail Mail: Fixed PDF preview failures for documents containing more than 20 pages (#1813)
Super Admin Queued Snail Mail: Printed time now updates without requiring a hard refresh (#1801)
Premium Snail Mail: Improved spacing consistency for ordering firm documents (#1797)
Premium Copy Service Orders: Fixed Create Matter errors after uploading files to submitted orders (#1592)
Message: In the “Reply/Reply All” compose panel, on pressing enter, the cursor gets stuck at the current position. #2633
Message: When composing a message, the cursor is not moving to the first line in the body, even after moving the cursor by clicking or using the up key from the keyboard. #2641

Release Notes - Version 1.0.69

Release Date: July 14, 2026

✨ New Features

New Report: Case Matter Assignments #2556

Overview

A new Case Matter Assignments report has been added to provide visibility into matter assignments across staff members and staff roles. The report displays the number of matters assigned to each staff member, grouped by Staff Role and Case Matter Status, making it easier to review workload distribution and role assignments.

What’s New

Added the Case Matter Assignments report under the Reports menu.
Filter results by one or more Case Matter Statuses using the same selection interface as the Tasks Per Case Matter report.
Filter by one or more Staff Roles using checkboxes for all available matter staff roles.
Added an Active Staff Only option (enabled by default) to exclude assignments for inactive staff members.
View results directly on screen or export them to Excel.
Report supports asynchronous generation for larger datasets, consistent with other system reports.
Excel exports include a summary of the selected report filters, including:
- Case Matter Statuses
- Staff Roles
- Active Staff Only setting

Report Output

The report displays the following information:

User Name
Role
Matter Status
Count

Role-Based Counting

When a user is assigned to multiple selected staff roles on the same matter, the matter is counted once for each selected role. Each role appears as a separate row in the report, ensuring accurate role-specific assignment counts.

Add Handling Attorney and Case Manager Initials to Tasks #2516

Overview

Task lists now display the Handling Attorney and Case Manager initials alongside the referenced case information, making it easier to identify who is responsible for a matter without opening the case.

This enhancement was suggested during the Glauber Berenson Go Live to improve visibility and streamline task management.

What’s New

Added Handling Attorney initials to task list entries.
Added Case Manager initials to task list entries.
Initials are displayed next to the associated case information and case number for quick reference.
Information is available directly from the task list, reducing the need to open the matter to identify assigned staff.

Memos & Messages: Apply Activity Tags While Composing #2569

Overview

Users can now apply Activity Tags while composing or editing Memos and Messages, eliminating the need to add tags after the activity has been created. The tag selection is available only after a matter has been selected, ensuring tags are applied only to activities associated with a matter.

What’s New

Added an Activity Tags field to:
- Messages compose screen
- Memos edit/compose screen
The Tag field is displayed only after a matter has been selected or is already associated with the draft.
Users can optionally select one or more activity tags before sending or saving.
Selected tags are automatically applied when the activity is created.
Existing system-generated tags (such as Memo, Email - Sent, and Email - Received) continue to be applied automatically and are preserved alongside any user-selected tags.
Tag selections are saved with drafts, ensuring they are retained during auto-save and when reopening drafts.

Behavior

The Activity Tags field remains hidden until a matter is selected.
Tag selection is optional.
User-selected tags are combined with the required system-generated tags rather than replacing them.
Tags are available consistently for:
- New messages
- Replies
- Forwarded messages
- Memo drafts
- Matter-specific compose workflows

Matter: Drafts for Messages and Memos #1710

Overview

A new Drafts section has been added within each matter, allowing users to quickly view and access all Message and Memo drafts associated with that matter without leaving the matter workspace.

What’s New

Added a Drafts item to the matter navigation.
Displays all Message Drafts and Memo Drafts created for the selected matter.
Drafts are organized by type, making it easy to distinguish between message and memo drafts.
Users can open and continue editing existing drafts directly from the matter.
Drafts remain linked to their associated matter for quick access.

Benefits

Access all matter-related drafts from a single location.
Reduce time spent searching for unfinished Messages and Memos.
Improve productivity by allowing users to resume work directly from the matter.
Provide a more streamlined workflow when managing ongoing case communications.

Recent PDF Documents: Added “Created By” Column #1394

Overview

The Recent PDF Documents table has been enhanced with a new Created By column, providing additional visibility into who created the activity associated with each PDF document.

What’s New

Added a Created By column to the Recent PDF Documents table.
The Created By value displays the user who created the associated activity, rather than the user who uploaded the PDF.
Existing Staff and Uploaded columns remain available, allowing users to distinguish between the activity creator and the document uploader.

Updated Table Columns

Staff
Created By
Uploaded

🚀 Enhancements

Events List view: ‘Today and after’ default filter never triggers (cold-entry detection is broken) (#2573)
Attachment import: recover extension via magic-byte sniffing for extensionless/generic-MIME attachments (Gmail/Outlook) (#2572)
Rich text editors: inline image resize handles (#2571)
Report: Case Matter Assignments: Add Include List of Matters feature (preview + Excel multi-sheet) (#2568)
Report: Case Matter Assignments: Improved distinction between active and disabled users when Active Staff Only is disabled (#2563)
Report: Case Matter Assignments: Corrected staff role mapping for Secretary Handling, Senior Associate, and Hearing Rep. filters (#2562)
Files: Added the ability to bulk apply tags to multiple selected files (#2327)

🐞 Bug Fixes

Recent Activities: Attached unsorted documents and memos sent outside a matter now appear immediately without requiring a page refresh (#2594)
Memos: Selected tags are retained when recipients are added after clicking Send (#2581)
Memos/Messages: Fixed an issue where activity tags were not saved with drafts (#2580)
Report: Case Matter Assignments: Excel exports now open on the Summary sheet by default (#2579)
Staff assignments now display correctly after selecting a matter in Messages, Memos, Tasks, Events, Activities, Unsorted Documents, and Attach/Switch Matter dialogs (#2578)
Fixed a 500 error that occurred during message draft auto-save and prevented messages from being sent (#2577)
Fixed IMR/SIBTF flag filters in the Copy Service Orders index (#2567)
Matter Activities: Editing Events, Copy Service Orders, JET Filings, Memos, and Messages now preserves the activity preview (#2565)
Outlook/Gmail: Matter-linked messages now display correctly within the Matter Messages module (#2564)
Report: Case Matter Assignments: Improved layout by reducing the width of the Count column (#2561)
Recent PDF: Editing a PDF activity now correctly loads the PDF preview (#2560)
Verified near-real-time Gmail mail delivery using parallel sync and Pub/Sub push (#2559)
Verified near-real-time Outlook mail delivery using parallel sync and Graph webhooks (#2558)
Fixed an error page that appeared after clearing search and applying filters in Premium Copy Service Orders (#2555)
Matter Drafts: Message and Memo drafts now display correctly in the Drafts section (#2554)
Improved Recent PDF performance using an O(1) matter lookup (#2553)
Improved Firmwide Activities performance with incremental sync and per-user preload cache (#2552)
Improved Tasks performance with incremental synchronization (#2551)
Improved Memo Inbox/Sent performance by resolving preload race conditions and optimizing sync merging (#2550)
Improved Message Inbox/Sent performance by resolving preload race conditions and optimizing sync merging (#2549)
Improved Documents (Unsorted & Recent) performance by resolving preload race conditions and optimizing sync merging (#2548)
Improved Matters list performance by resolving preload race conditions and optimizing sync merging (#2547)
Fixed stale activity data after editing caused by ETag precision issues (#2546)
Fixed character limit restrictions in Other Stipulations and Other Issues fields on the PreTrial Conference Statement (#2544)
Memo compose: Staff initials in the Matter header now correctly populate recipients in the To field (#2540)
Message compose: Added staff initials to the MatterLink header (#2539)
Increased the size of Email Signature editing fields to better accommodate larger signatures (#2538)
Fixed a 500 error caused by HTML/Base64 embedded images in Fluent email signatures and corrected Gmail signature import (#2537)
Outlook Sync: Inline signature images are no longer saved as separate document attachments (#2532)
Tasks index: Assignee column now sorts by staff initials, and filter pills are sorted correctly (#2531)
Memo: Matter link with staff initials now remains visible even for lengthy memo content and attachments (#2529)
Events list: Corrected inconsistent application of the default Date >= Today filter (#2283)
FluentCase Billing: Prevented saving blank email addresses in Billing Recipients (#2011)
Employment: Statutes and employment details now appear correctly under the Employment module (#1896)
Employment Details: Hire dates can no longer be set in the future (#1895)
Premium/Super Admin Queued Snail Mail: Make First now updates the selected document and preview correctly (#1845)
Super User Queued Snail Mail: Cover page changes now appear immediately without requiring a hard refresh (#1839)
Super Admin/Premium Queued and Sent Snail Mail: Restored accessibility of the page filter input field (#1804)
Premium Firm Snail Mail: Documents attached from the ordering firm are now correctly disabled for Snail Mail selection (#1796)
Premium Firm Snail Mail: Sending Snail Mail now records history entries correctly (#1794)
Premium Firm Copy Service Orders: History now records meaningful updates for Party Notices, Fee Due, and Fee Paid changes (#1703)
Copy Service Orders: DOCX files converted using Use PDF are now displayed correctly as PDFs for Premium firms (#1693)
Matter Dashboard: Fixed inconsistent scrolling behavior in the Agenda panel (#1442)

Release Notes - Version 1.0.68

Release Date: July 09, 2026

🚀 Enhancements

Events List: add Location column #2518

The Events list has been enhanced to provide better visibility and filtering by event location.

What’s New

Added a Location column to the Events table.
Added a Location filter, allowing users to quickly search and filter events by location.

Benefits

Makes it easier to locate events based on their location.
Improves event management and navigation with more powerful filtering options.

🐞 Bug Fixes

Messages & Memos

Kept the Matter autocompleter editable throughout the draft lifetime and fixed subject auto-fill across matter switches and page refreshes (#2526)
Fixed an issue where the Matter autocompleter disappeared after auto-save and the subject was not updated when switching matters (#2525)
Added staff initials to the Matter Link header in Memo Compose (#2536)

Matters, Tasks & Events

Staff initials are now displayed on matter links in the Tasks, Memos, and Messages index screens (#2524)
Selecting a matter now quickly assigns the appropriate staff member as the task assignee (#2523)
Selecting a matter now quickly adds the appropriate staff member as an event attendee (#2522)
Staff initials are now displayed on the Matter Merge screen (#2521)

Events & Printing

Improved landscape print layout using panel width optimizations and CSS width adjustments (#2520)
Improved Events list printing with better printing flags, day-of-week display, and automatic Start column sizing (#2519)

Calendar

Fixed spacing in the validation message for an empty End Time field by adding the required space after the full stop (#2533)
Prevented the creation of zero-duration events (#2530)
Fixed an issue where switching from End Time to Duration with an empty End Time prevented saving but did not display the validation message under the Duration field (#2535)
Fixed an issue where the End Time field continued to display the default one-hour duration after being updated, while the Duration field showed the correct selected time (#2534)

Import

Updated the Merus import command to support comma-delimited case_status_id values and improved queued matter progress tracking (#2528)

Release Notes - Version 1.0.67

Release Date: July 01, 2026

✨ New Features

Enhanced Notification Banners for Tasks, Emails, and Memos #2464

Notification banners have been enhanced to make it easier to identify and access new items directly from notifications.

What’s New

Notification banners now display an icon to clearly identify the type of notification:
- Email icon for messages and emails
- Task icon for tasks
- Memo icon for memos
Notification banners are now clickable, allowing users to quickly navigate to the relevant area of the application:
- Email notifications open the Inbox
- Memo notifications open the Memo Inbox
- Task notifications open the Tasks section

Improvements

Improved visibility of the email icon in notification banners across Light, Dark, and High Contrast themes.
Messages opened from a notification are now immediately marked as Read, and unread counts update instantly.
Self-sent memos opened from a notification are now correctly marked as Read.

Additional Information

Clicking a notification opens the corresponding inbox or task area rather than navigating directly to a specific matter or record.
This behavior provides a consistent workflow for reviewing and managing incoming items.

Multiple Attachment Selection in Email Attachments #2380

The Email Attachments interface has been enhanced to allow users to select and add multiple attachments to an email draft in a single action.

What’s New

Users can now search for documents using keywords.
Multiple documents can be selected simultaneously and added to an email draft without repeating the search and selection process for each file.

Benefits

Reduces the time required to prepare emails containing multiple supporting documents.
Simplifies the process of sending reports, authorization letters, medical records, imaging files, and other attachments together.
Improves efficiency when communicating with doctors, QMEs, and other recipients who require several documents in a single email.

🚀 Enhancements

Email Attachments

Attachment selections are now applied immediately without requiring users to click Done (#2496)
Renamed the Done button to Close to better reflect its behavior (#2496)
Added support for selecting multiple attachments in the Email Attachments interface (#2380)

Snail Mail

Documents now display the associated Snail Mail ID along with the queued request status for easier tracking (#2503)

Fluent AI

Exposed the Tag Condition filter in the Notification Rule editor (#2492)
Rule cards now display all selected tags instead of hiding additional selections (#2485)

🐞 Bug Fixes

Fluent AI

UAN Code autocompleter now displays already-used UANs as disabled instead of hiding them (#2511)
Added the missing Brief Description component to Document Naming Preferences (#2509)
Rule cards now correctly display all selected tags in Deterministic Tag Rules (#2485)
Fixed claim number extraction incorrectly using the matter file number during PDF analysis (#1849)

Snail Mail

Snail mail activity content now displays correctly after editing (#2507)
Validation message is now shown when deleting printed or mailed snail mail activities using bulk delete (#2506)
Restored missing activity options such as Tags, Notes, and Edit for snail mail activities (#2504)
Queued request status now updates correctly after documents are printed or mailed (#2502)
Matter changes now cascade to all attached snail mail records (#2495)
Prevented document or activity deletion whenever a snail mail request is attached (#2494)
USPS mail activities are now properly recorded (#2493)
Address validation messages now display correctly above the snail mail dialog (#2487)
Corrected misleading addressee reset message when editing queued snail mail cover pages (#2478)
Fixed errors when deleting printed documents as Super Admin (#1807)
Restored Matter and Created By information for Super Admin queued snail mail requests (#1800)

Messages & Activities

Local attachments now save correctly in messages (#2501)
Activity details are now properly cleared when removed during editing (#2500)
Fixed duplicate success notifications when sending messages during auto-save (#2484)
Allow clearing activity content while editing (#2490, #2489)

Performance & UI

Reduced message synchronization database contention with improved mailbox state tracking (#2505)
Restored left navigation highlighting for Task, JET Filings, and Copy Service Orders (#2498)
Fixed tooltip truncation in split-screen user role views (#2488)
Optimized DefaultIndex filtering to avoid unnecessary data processing (#1777)
Reduced flickering when switching Calendar filters and views (#1289)

Forms & Templates

Updated template edit permission checks to use form_type_id == 2 (#2491)

USPS

Fixed error page when opening the Sent USPS module (#2499)

Fees & Settlements

Settlement records now retain unique descriptions instead of using identical injury names (#1957)

Release Notes - Version 1.0.66

Release Date: June 26, 2026

✨ New Features

Request Cancellation for Submitted Copy Service Orders (#906)

Users can now request the cancellation of a submitted Copy Service Order directly from the order details page. If an order was submitted by mistake or is no longer needed, a cancellation request can be submitted without contacting support.

What’s New

Added a Request Cancellation action for submitted Copy Service Orders.
Users can request cancellation after an order has been submitted.
Prevents accidental orders from continuing through the fulfillment process.
Makes it easier to manage Copy Service Orders without additional support intervention.

Benefits

Provides greater flexibility and control over submitted Copy Service Orders.
Allows users to quickly request cancellation of orders placed in error.
Improves the overall order management experience.

Searchable EAMS Contacts Directory (#1165)

Fluent now includes a searchable EAMS Contacts directory, providing quick access to EAMS contact information without requiring users to navigate to an external URL.

What’s New

Added an in-app EAMS Contacts directory.
Search EAMS contact records by UAN code, firm name, or address.
View EAMS data in a searchable, easy-to-navigate table.
Eliminates the need to access EAMS contact information through an external website.

Benefits

Makes EAMS contact information easier to access.
Helps users quickly find contact details without leaving Fluent.
Reduces manual lookups and improves efficiency.

Task Status Displayed in Activity Logs (#2409)

Task activities now display the current task status directly in the activity name, making it easy to identify whether a task is open, completed, or in another state without opening the activity details.

What’s New

Added task status to task activity titles in Recent Activities and Case Activities.
Users can view a task’s current status at a glance.
Improves visibility of task progress directly from activity logs.
Displays status in the activity name instead of introducing a separate Task Completed tag.

Benefits

Makes activity logs more informative.
Reduces extra clicks when reviewing task progress.
Keeps activity filters uncluttered while improving visibility.

Improved Email Compose Workflow (#2431)

The email compose experience has been updated to better match the workflow of popular email platforms. New emails and forwarded messages now place the cursor in the To field, while the compose layout has been reordered to improve subject generation.

What’s New

New emails and forwarded messages automatically focus the To field.
Reply and Reply All continue to focus the message body.
Reordered compose fields so Matter appears before Subject.
Improved subject auto-fill when changing matters or clearing the subject field.
Fixed cases where subject auto-fill could fail when a matter had no associated injuries.

Benefits

Makes email composition faster and more intuitive.
Aligns the workflow with familiar email applications.
Improves consistency of automatically generated subject lines.

🚀 Enhancements

Task Activity

Updated the task activity info tooltip to display “Who edited this Task/Activity” instead of “Who created the activity” (#2473)

Settlements

Record Payment now automatically fills the remaining payment amount (#2102)
Payment description is automatically populated with the settlement description for better traceability (#2101)

API Documentation

PUT and POST request bodies now display using consistent formatting and indentation (#2020)

Reports

Added Select All and Clear options to the Exclude Matters Assigned to Staff filter in the Matter Mailing List report (#1958)

Unsorted Documents

User-initiated reprocessing actions are now recorded in document history (#1876)

Copy Service Orders

Added Re-order option for rejected orders with support for remarks/comments (#785)

Messages

Added support for attaching files directly from your desktop when composing emails in FluentCase (#768)

🐞 Bug Fixes

Fluent AI

Support Foundation AI separator sheets (#2483)
Support multiple tags from one rule (#2482)
Handle in-flight documents gracefully when the target matter is deleted during processing (#2474)

Activities & Tasks

ConfirmDeletion delete button spins forever when all checkboxes are unchecked (#2481)
Scanning Clerk delete button disabled for own messages in Activity context (#2480)
Task activity user_id should reflect last actor, not task creator (#2472)

Settlements

“Record Payment Of” link not updating remaining settlement payment (#2477)

Memos

Memo save fails when body contains multi-byte characters near the snippet limit (#2475)
Preview of attached files not displayed in Memo Inbox and Sent tables (#1502)
URLs sent via Memo open inside the memo preview (#736)
Memo recipients’ status not updating to Read after opening (#713)

Copy Service Orders

Premium Copy Service firms should default is_shared to false (#2471)
Multiple orders created when submitting multiple record types (#2005)

Billing

Billing Recipients Save button not enabled after removing an existing email address (#2469)
Premium Fulfilled Orders “Mark as Invoice” button state and invoice date refresh issues (#1927)

UI

Billing Codes Priority column hidden below 1200px resolution (#2279)
Super Admin requires hard refresh to load newly added users (#1925)
Printing column widths not sized correctly for large tables (#910)

Gmail / Outlook

Message Thread History label not rendered when opening messages via direct URL while replying or forwarding (#2240)
Thread consistency not maintained when replying to linked conversations (#2239)
Reply signature not fetched while replying to a message (#1932)
Ctrl+A removes recipient email from the To field (#863)
Sync Now button not stopping and Disconnect button showing errors for expired Gmail connections (#860)
Delete all message count displayed incorrectly (#925)

API Documentation

Preflight API documentation issues (#2021)
Left navigation APIs not highlighted while scrolling (#2018)
Mobile portrait layout issue in API documentation (#2017)

PI / Employment

Vendor Firm users incorrectly shown enabled delete button for statutes (#1941)
Read Only users incorrectly shown enabled delete button for statutes (#1940)
General Staff users unable to delete their own statutes (#1939)
Incorrect privilege error shown when deleting statutes not owned by General Staff (#1938)

Unsorted Documents

General Staff users can access Force AI Reprocessing and Process Batch Scan for other users’ documents (#1879)

Snail Mail

Return Address and Addressee not displayed after adding a cover page to queued mail (#1843)

Messages

Attachments continue to display after removal from draft emails (#533)
Email recipient not updated after changing the primary email address (#636)

Firm Settings

Default assigned Case Type / Matter Type not displayed in matters (#518)

Parties

Phone numbers without a custom label display Untitled instead of an appropriate label (#637)
Court lookup imports injuries instead of expected case information (#494)

Forms & Word Templates

Editing the CACI - Judicial Council PDF returns a 404 error (#389)

Injuries

Disability Evaluation Unit dropdown is empty (#337)

Release Notes - Version 1.0.65

Release Date: June 19, 2026

✨ New Features

Fluent AI: Refined Rules & Notification Engine (#2433)

Fluent AI has been enhanced with new controls that give firms greater visibility, consistency, and flexibility when documents are processed and linked automatically. These improvements allow firms to control which tags AI can apply, create rule-based tagging logic, and notify the appropriate staff members when documents are linked.

Requirement 1 – AI Tag Allowlist

Control Which Tags Fluent AI Can Suggest

Fluent AI now gives firms greater control over AI-generated tag suggestions by allowing administrators to define exactly which tags are eligible for AI use.

What’s New

Added a dedicated AI Tag Allowlist section in Fluent AI Preferences.
Administrators can choose which firm tags Fluent AI is allowed to suggest when processing documents.
Quickly enable or disable tags using a checklist with convenient selection controls.
AI suggestions are automatically restricted to approved tags.
Changes to AI tag preferences are reflected quickly across the AI processing pipeline.
If no allowlist is configured, Fluent AI continues to behave as before and may suggest any firm tag.

Improved Enforcement

Restricted tags are excluded before AI scoring and document analysis occur.
Excluded tags are not presented to the AI model as candidate suggestions.
Additional validation prevents disallowed tags from being attached to documents.
AI processing gracefully falls back to standard behavior if preference data is temporarily unavailable.

Benefits

Prevents AI from suggesting administrative or internal-use tags.
Keeps AI recommendations focused on approved business workflows.
Provides more predictable document classification.
Reduces manual cleanup of unwanted tag suggestions.

Requirement 2 – Deterministic Tag Rules

Automatically Apply Tags Based on Firm-Defined Keywords

Fluent AI now supports Deterministic Tag Rules, allowing firms to automatically apply specific tags whenever defined keywords, phrases, or patterns are found within a document.

Unlike AI-generated suggestions, these rules provide predictable and consistent tagging based on criteria defined by your firm.

What’s New

Added a new Deterministic Tag Rules section within Fluent AI Preferences.
Create custom rules that automatically apply tags when specific content is detected.
Support for multiple matching methods:
- Contains
- Exact Match
- Regular Expression (Regex)
Rules can be enabled, disabled, edited, deleted, and reordered at any time.
Changes take effect automatically during document processing.

Built-In Workers’ Compensation Rules

Fluent AI includes preconfigured Workers’ Compensation tagging rules covering common document types and terminology, including:

QME and AME reports
Utilization Review (UR)
Depositions
Subpoenas
Notices of Representation
Declarations of Readiness
WCAB-related documents
Permanent and Temporary Disability
IMR documents
Medical-Legal records
Rush documents

These default rules can be customized, disabled, or supplemented with additional firm-specific rules.

Improved Document Classification

When a document matches one or more configured rules:

Matching tags are automatically applied during processing.
Rule-based tags are combined with AI-generated tag suggestions.
Duplicate tags are automatically prevented.
Important tags can be assigned even when AI confidence levels are low.

Benefits

Improves consistency across document tagging.
Reduces reliance on AI confidence scores for known document types.
Saves time by automatically identifying frequently used document categories.
Allows firms to customize tagging behavior around their own terminology and workflows.
Ensures important document types are consistently identified when matching content is present.

Requirement 3 – Notification Preferences

Stay Informed When Fluent AI Links Documents

Fluent AI can now automatically notify the appropriate people when a document is linked to a matter, helping teams stay informed without requiring manual follow-up.

What’s New

Added a new Notification Preferences section within Fluent AI Preferences.
Create notification rules that determine when notifications should be sent after Fluent AI links a document.
Notifications can be delivered as:
- Memos within FluentCase
- Email notifications
Configure notifications for specific users and/or case staff roles, including:
- Lead Attorney
- Secondary Attorney
- Paralegal
- Matter Manager
- Primary Contact

Flexible Notification Rules

Notify recipients for every AI-linked document.
Trigger notifications only when specific tags are applied.
Configure rules that match:
- Any selected tag
- All selected tags
Create multiple notification rules for different document categories and recipient groups.

Enhanced Email Notifications

Email notifications can include:

Matter information
Document details
Applied tags
AI-generated document summary (when available)
A preview image of the first page of the document
A direct link to the related Activity within FluentCase

If a document preview cannot be generated, the notification is still delivered successfully.

FluentCase Memo Notifications

Memo notifications are delivered directly to recipients’ FluentCase inboxes.
Linked documents are included for quick review and follow-up.

Benefits

Automatically keeps attorneys, paralegals, and case managers informed.
Reduces the need for manual notification workflows.
Helps teams respond more quickly to newly received documents.
Ensures important document types can trigger targeted notifications.
Improves visibility into AI-driven document processing activities.

Copy Service Orders: Request Cancellation After Submission (#906)

Users can now request cancellation of a submitted Copy Service Order directly from the order details page.

What’s New

Added a Request Cancellation action for submitted Copy Service Orders.
Users can initiate a cancellation request when an order has been submitted in error.
Once a cancellation request is submitted, the order status is updated to Cancellation Requested.
The cancellation request status is displayed directly within the order details.

Benefits

Provides a quick way to correct mistakenly submitted orders.
Reduces the need to contact support or vendors manually.
Improves visibility into cancellation requests and their status.
Helps users manage Copy Service Orders more efficiently.

🚀 Enhancements

Fluent AI: Search Allowed Tags (#2448)

Added a search bar to the Allowed Tags selection panel for faster tag lookup and selection.

Fluent AI: Display Selected Allowed Tags (#2447)

The Allowed Tags panel now displays selected tag names directly in addition to the total selected count.

🐞 Bug Fixes

Outlook Sync

SYNC_IN_PROGRESS lock not released on exception; reconnect does not clear 24h auth-failure penalty (#2465)

Fluent AI

Exact Match rules not automatically assigning matching tags (#2463)
Deleted document persists as ghost in unsorted docs list when OCR worker AI-links it after deletion (#2462)
When saving or editing AI Document Notifications and Allowed Tags, the page scrolls to the top rather than remaining in the panel (#2455)
Notification emails synced into Fluent Inbox are not attached to matters (#2454)
AI tag not displayed with other tags in notification emails and memos (#2453)
Email notification content displayed incorrectly in Fluent Inbox (#2452)
Broken document preview and incorrect Activity link in AI notification emails (#2451)
Allowed Tags selection does not update correctly after Select All (#2450)
Regex validation error when creating or editing Deterministic Tag Rules (#2449)
Allowed Tags reset to Select All after saving with Deselect All selected (#2446)
Tags dropdown displays [object Object] in Deterministic Tag Rules (#2445)

JET Filings

Creating an Activity and Copy Service Order results in a 500 error (#2460)
Creating a JET File results in a 500 error (#2459)
Proof of Service requirement on Unstructured Form 999 incorrectly enforced (#2457)

Matters

Creating a Matter or editing Matter Status returns a 500 error while still saving changes (#2458)

Snail Mail

2-Up checkbox not fully wired through Print & Mail workflow (#2325)
General Staff users cannot delete their own requested Snail Mail items (#2109)
2-Sided and 2-Up options not reflected in queued mail previews (#2106)

Activities & Messages

Bulk delete skips confirmation page (#2214)
Message inbox and preview require refresh after activity deletion (#2213)
Delete button behavior inconsistent in Matter Activities (#1364)
Draft deletion causes incorrect subject to appear on remaining drafts (#575)
Last draft sometimes remains after deleting all drafts (#574)
Attachments continue to display after removal from draft email (#533)

Time Entries

Rate field behavior inconsistent when switching between Flat Fee and Log Hours modes (#2099)

Tasks & Filters

Operator selection not highlighted in date filters for Tasks and Recent Activities (#859)

File Manager

Dragging indicator appears far from cursor in split-screen mode (#514)

Court Filings

Lowercase and punctuation formatting not applied in non-JET forms (#2138)

Release Notes - Version 1.0.64

Release Date: June 12, 2026

✨ New Features

Activity Documents: Created Date Now Visible (#2368)

The Activity view now displays the document’s Created Date directly alongside document-related activities.

What Changed

Added the document’s Created Date to the Activity interface.
Users can quickly see when a document was created or uploaded without opening the document.
Makes it easier to identify the correct document when reviewing activity history.

Benefits

Faster document identification.
Improved visibility of document timelines.
Reduced time spent opening multiple documents while searching for a specific file.

Combined Documents: Document Date Display and Sorting (#2357)

The Combine Documents dialog has been enhanced to make organizing documents easier before generating a combined file.

What Changed

Added the Document Date to each document listed in the Combine Documents interface.
Added a Date sorting option alongside the existing Name sorting option.
Users can now sort documents by Document Date directly within the combine workflow.
Document dates are displayed in the document details line, allowing users to quickly identify and arrange documents without referencing the Activities list.

Benefits

Faster document organization before combining files.
Reduced need to switch between the Activities list and the Combine Documents dialog.
Improved accuracy when arranging documents chronologically for combined documents and generated tables of contents.
Streamlined workflow by keeping all relevant document information visible within the document arranger.

JET Filings: Expanded Document Classification Options (#1593)

The JET Filing document classification process has been enhanced to provide access to a broader range of document categories and titles.

What Changed

The Classify As dropdown now includes all valid EAMS document titles available for the selected DWC unit (ADJ or DEU).
Additional document categories are available across all JET Filing forms.
Previously hard-to-classify documents can now be assigned a more appropriate document title directly within the filing workflow.
Optional document categories are available for selection without being treated as required filing documents.

Benefits

Greater flexibility when classifying documents for JET filings.
Improved support for miscellaneous or uncommon document types.
Easier selection of the most accurate EAMS document title for each attachment.
Reduced need to use workaround classifications when a suitable category was not previously available.

This enhancement helps ensure that documents submitted through JET Filings can be categorized more accurately while remaining compliant with available EAMS document classifications.

Memos: Enhanced Inbox Filtering Options (#2420)

The Memos inbox now provides more flexible filtering options to help users quickly find and organize messages.

What Changed

Added Linked and Not Linked filter toggles to the memo inbox.
Users can now filter memos based on whether they are linked to a matter.
Read and Unread filters have been converted to independent toggle buttons.
Clicking an active filter now turns it off, allowing users to easily clear individual filters without resetting the entire filter set.
Added a visual separator between Read/Unread and Linked/Not Linked filters for improved clarity.

Benefits

Quickly identify memos that have not yet been linked to a matter.
Easily review only linked or unlinked memos.
Create more targeted views by combining multiple filters.
Improve inbox management and reduce the time spent locating specific memos.

Example Use Cases

Unread + Not Linked: View unread memos that still need to be attached to a matter.
Read + Linked: Review memos that have already been linked to a matter.
Not Linked: Identify memos that may require further processing or organization.

Messages: Enhanced Inbox Filtering Options (#2419)

The Messages inbox now includes additional filtering capabilities to help users quickly locate and organize messages.

What Changed

Added Linked and Not Linked filter toggles to the message inbox.
Users can now filter messages based on whether they are linked to a matter.
Read and Unread filters have been updated to function as independent toggle buttons.
Clicking an active filter now removes that filter, making it easier to refine or clear search criteria.
Added a visual separator between Read/Unread and Linked/Not Linked filters for improved usability.

Benefits

Quickly identify messages that have not yet been linked to a matter.
Easily review only linked or unlinked messages.
Combine filters to create more targeted message views.
Improve inbox organization and reduce time spent searching for specific messages.

Example Use Cases

Unread + Not Linked: View unread messages that still need to be linked to a matter.
Read + Linked: Review messages that have already been associated with a matter.
Not Linked: Find messages that may require additional processing or categorization.

🚀 Enhancements

Firm Invoice Payment: When making a credit payment through the ledger, the Amount field should be pre-filled with the total due amount for ease of payment. (#2417)

The Amount field is now automatically pre-filled with the total outstanding balance when recording a credit payment through the ledger.

Update QME Replacement Panel Request Form 31.5 - Update Requestor Section fields with attorney firm address fields (#2406)

Updated the Requestor section to use attorney firm address information on QME Replacement Panel Request Form 31.5.

Files: Add ability to select all the folder files together (#2332)

Added support for selecting all files within folders at once, simplifying bulk file operations.

🐞 Bug Fixes

JET Filings

Removed folder checkboxes and delete button from the document section of JET Filings (#2426)
Fixed DOR Unstructured configuration to require a Proof of Service attachment prior to submission (#1560)

Injuries

Fixed injury sorting to correctly respect cumulative injury end dates and specific injury dates, including Word Template consistency (#2423)

Billing & Payments

Fixed firm expiry extension behavior for manual invoice payments (#2415)
Pre-selected Credit payment type when using Record Offline Payment (#2414)

Court Filings

Fixed visible_if behavior for Specific/Cumulative injury date fields in JET forms (#2413)

Tasks

Fixed task list scrolling to the top after saving a completion comment (#2408)

Files & Documents

Fixed duplicate file display when two tags with the same name are applied (#2387)
Fixed deleted files remaining visible in Matter Files and causing 404 errors after deletion (#1671)
Added automatic conversion of .eml documents to PDF for Dropbox backup (#2326)

Snail Mail

Fixed issue allowing files requested for Snail Mail to be deleted through bulk delete actions (#2338)

Copy Service

Fixed delayed refresh of party information after correcting invalid contact details (#2314)

Email

Improved invoice email delivery to reduce Outlook junk mail classification (#2012)

Release Notes - Version 1.0.63

Release Date: June 5, 2026

🚀 Enhancements

Conflict & Adjacent Schedule Indicator for Events and Tasks (#2400)

A new Conflict & Adjacent Schedule widget has been added to Event and Task forms, providing real-time visibility into related activities and potential scheduling conflicts before records are saved.

What Changed

When creating or editing an Event or Task, the system now automatically displays other scheduled activities for the selected assignee(s) on the same day.

The widget appears as soon as a date and at least one assignee are selected, helping users make informed scheduling decisions without leaving the form.

Schedule Overview

The widget organizes related activities into the following sections:

Assignee Events
Assignee Tasks
Matter Events
Matter Tasks

Matter-specific sections are automatically displayed when a matter is selected on the form.

Conflict Detection

Events that overlap with the selected event’s date and time are clearly marked with a Conflict badge, making scheduling conflicts easy to identify before saving.

Matter Context

Activities associated with the currently selected matter are identified as This Case for quick recognition.

When related activities belong to another matter, users can navigate directly to that matter from the widget.

Benefits

Prevent scheduling conflicts before they occur
Quickly identify activities related to the current case
Reduce time spent switching between calendars, tasks, and matters
Improve scheduling accuracy and overall team coordination

Calendar categories: The merge button can be disabled for categories with no linked events. (#2355)

The Calendar Categories merge behavior has been improved to prevent users from attempting to merge categories that are not linked to any events.

What Changed

Previously, the Merge button could appear enabled for calendar categories that had no linked events. Clicking the button would result in an error because there were no related events available to merge.

Now, the Merge button is automatically disabled when a calendar category has no linked events.

Consistent Behavior

This behavior now matches the existing merge handling used for Party Labels, where the merge option is disabled when there are no linked records.

Calendar categories: The “In use” text may be displayed as a link that leads to a list of linked events. (#2354)

The In Use indicator in Calendar Categories has been enhanced to provide direct access to events associated with a category.

What Changed

Previously, users could see how many events were using a calendar category, but there was no quick way to view those events.

Now, the In Use count is displayed as a clickable link.

Selecting the In Use link opens the Events list and automatically filters the results to display events associated with the selected calendar category.

This provides a faster way to review category usage and identify related events without performing a manual search.

Party Labels: Improved Label Usage Display (#2351)

The Party Label usage view has been enhanced to provide a clearer summary of how labels are being used across matters.

What Changed

Previously, when multiple parties within the same matter shared a Party Label, the matter appeared multiple times in the label’s In Use list. This could make the list appear cluttered and difficult to understand.

Now, each matter is displayed only once in the usage list, with a count shown in brackets indicating how many parties within that matter are using the label.

Example

Instead of displaying:

Matter A
Matter A
Matter A

The list now displays:

Matter A (3)

🐞 Bug Fixes

Documents & Word Files

Fixed issue where edited Word documents with more than 10 pages required a hard refresh before preview updates appeared (#2410)
Fixed stale PDF preview content after Word save-back operations (#2407)
Made document information presentation consistent across Detail View, Matter Files, JET File selection, and Activities (#2405)
Fixed newly uploaded files not appearing in Files until a hard refresh (#2330)
Word save-back: auto-refresh preview after macroUpload without requiring manual page reload #2411

JET Filings

Fixed missing link-select pointer when selecting documents in Document View (#2404)
Hid checkboxes and Archive options when selecting files (#2403)
Prevented unsupported file types from being added to JET filings; only PDF-compatible files are now allowed (#2082)
Fixed High Contrast visibility issues in “Fill party using data” field (#2394)

Events & Tasks

Fixed indicator widget requiring refresh or matter selection before displaying newly added events/tasks (#2402)
Fixed recurring calendar events not appearing in the conflict widget (#2401)
Fixed truncated “Switch Matter” tooltip in Tasks (#2382)
Fixed event highlight persistence issue in Calendar Agenda view (#2386)

Contacts & Search

Fixed contact search so street, city, and ZIP code fields are included in searches (#2399)

Outlook / Messages

Fixed missing To/Cc/Bcc recipients on imported Outlook Sent Items messages (#2398)
Verified Outlook archive workflow correctly archives messages instead of moving them to Deleted Items (#2391)
Fixed forwarded email signature placement so signatures appear before forwarded content (#2390)
Fixed attachments disappearing when linking a matter while forwarding a message (#2389)

UI / High Contrast

Fixed Word Templates module highlight state (#2397)
Fixed visibility issues for applied table filters in High Contrast mode (#2396)
Fixed dropdown first-item visibility issue in High Contrast mode (#2395)
Fixed user initials filter behavior in user dropdowns (#2392)
Fixed role visibility issues in My Account > Roles (#2322)
Fixed staff initials visibility after selection (#2321)
Fixed shortcut visibility issues in Time Entries and Expenses (#2320)
Fixed copy email and phone icons visibility in Parties (#2319)
Fixed selected matter file number visibility in Attach to Matter and Matter Switch dialogs (#2318)

Matters / Case Status

Fixed deleted matters temporarily reappearing in matter tables (#2384)
Restricted General Staff users from merging matter statuses (#2366)
Fixed cancel behavior while editing Matter Status Labels (#2363)

Calendar Categories & Party Labels

Fixed calendar category updates not reflecting after merge until hard refresh (#2350)
Fixed merged Party Labels not appearing immediately without refresh (#2348)

Snail Mail

Restored delete option for All Access users viewing snail mail requests created by other users (#2340)
Added support for deleting individual queued snail mail items from detail view (#2317)

Search

Fixed Firmwide Document Search dropdown persisting after navigation between modules (#2315)

Activities

Activities: Tasks: Indicate Completion with an icon #2412

Release Notes - Version 1.0.62

Release Date: May 29, 2026

✨ New Features

Feature Request: File section requires ‘Select All’, ‘Shift-Select’, ‘Expand/Collapse All Folders’ and Bulk Delete capability to manage the large number of files. (#1851)

The Files module has been enhanced to improve large-scale file management and navigation.

What’s New

Added Expand All and Collapse All functionality for folders
Users can now expand one or multiple folders at the same time
Added support for bulk file selection
Implemented bulk delete for selected files

Behavior

Clicking Expand All expands all folders in the Files section
Clicking Collapse All collapses all folders
Users can select multiple files using checkboxes and delete them in a single action

🚀 Enhancements

CourtFilings: UI support for multiple injury selection (#2371)

Added support for selecting multiple injuries in Court Filings

CourtFilings: injury-N autofill_party_slug always fills from the selected injury instead of the Nth injury (#2370)

Improved autofill behavior so injury-N autofill_party_slug always fills from the selected injury instead of the Nth injury

Case status: Merge/Consolidate (#2359)

Added support for merging and consolidating case statuses

Search bar and action buttons now remain fixed for easier access while managing files

PI > Statutes: The statute tags and the PI Module highlight should have some space in between, making tags aligned with the PI Details displayed under the PI module name. (#1954)

Improved spacing and alignment for statute tags and PI module highlights

🐞 Bug Fixes

Matters

Fixed delete animation triggering on cancel action; replaced raw confirm() with confirmDelete() (#2379)
Fixed touch-device row actions accessibility using ellipsis toggle (#2378)

Activities / Events

Hid Activity Description and Edit Button in Task View (#2377)
Increased default height of Comments editor in Party Details / Contacts (#2376)
Increased default height of Notes textarea in Events/Edit (#2375)
Activity Table Description Not Updating After Task Description Modification (#2383)

Court Filings

Fixed manual case number entry issue when autofill option is unchecked (#2374)

Case Statuses / Statutes

Prevented creation of duplicate case status names (#2365)
Fixed merged matters appearing in both open and archived lists until refresh (#2364)
Fixed status merge refresh inconsistencies in matter lists (#2361)
Fixed incorrect “in-use” counts after merge actions (#2360)

Calendar Categories

Fixed inability to recreate categories after merge or deletion (#2356)
Fixed stale “in-use” counts after merge (#2352)
Fixed selected category highlight issue in preview (#2349)
Added support for reassignment/merge of event categories (#2345)
Prevented deletion of event categories currently in use (#2344)

Party Labels

Fixed stale “in-use” matter/party count after label merge (#2353)

Word Templates

Added new merge fields:
- COPYSERVICEORDER:needed_by
- DATE:+10 days
- DATE:+20 days (#2346)

Copy Service

Fixed missing “Requested At” filter display after applying date filter (#2341)

Snail Mail

Fixed truncated tooltip for disabled Clone button (#2339)
Improved error messaging when deleting requested snail mail files via bulk delete (#2337)
Fixed validation issues when cloning requests with removed files (#2313)

Documents / Files

Fixed truncated tooltip for self-notification toggle (#2336)
Fixed unsorted documents remaining visible after attaching to a matter until hard refresh (#2335)
Fixed Select All behavior to auto-expand folders and display selected files (#2334)
Added clear search button/cross icon to Files search bar (#2329)
Added user preference for self-notifications when attaching documents to a matter (#2316)
Fixed incorrect default button label showing “Collapse All” instead of “Expand All” on initial load (#2333)

UI / UX

Fixed double scrollbar issues across Calendar, Recent PDFs, Unsorted Documents, and related previews (#2298)

Release Notes - Version 1.0.61

Release Date: May 15, 2026

✨ New Features

JET Filings: Queue Court Submissions When the Court System Is Unavailable #1404

Improved the JET Filing submission handling process for situations where the court system is temporarily offline or unresponsive.

When a JET Filing is submitted while the court system is unavailable, the filing now automatically moves into a delayed processing workflow instead of remaining unresolved.
Users will receive a “Court Filing Failed” memo notification when the court does not respond.
The filing status is automatically updated to Failed L2 for clearer visibility and tracking.
Failed submissions can now be retried later through the background cronjob processing flow once the court system becomes available again.

Copy Service Orders: Add New Party/Contact Directly from Party Search #786

Enhanced the Party to Subpoena selection workflow in Copy Service Orders to make adding missing contacts faster and more seamless.

The Party search field now includes an “Add as New” option when no matching contact or company is found.
Clicking Add opens a New Contact form directly inside the Copy Service Order workflow without navigating away from the page.
Newly created contacts are automatically:
- Added to the Party to Subpoena field
- Created in the firm’s Rolodex
- Displayed as a related Party on the Matter

🚀 Enhancements

Copy Service Orders > Add as New: Preserve Typed Name While Switching Between Contact and Company #2285

Improved the Add as New workflow in Copy Service Orders to better preserve entered values while switching between Contact and Company modes.

✨ What’s Improved

The typed name now remains properly populated when switching between:
- Contact
- Company
Prevents accidental loss of entered information during party creation.

Unsorted Documents: Disable Reprocess Option for Non-PDF Documents #1877

Improved validation handling for unsupported document types in Unsorted Documents.

✨ What’s Improved

The Reprocess option is now disabled for unsupported non-PDF documents.
Users now receive clearer messaging when attempting unsupported actions.

🐞 Bug Fixes

SnailMail: Editing the cover page now immediately updates the Address Information when the Addressee Contact changes #2312
Copy Service Order > Order cancellation: Cancelled order status now updates immediately without requiring page refresh #2309
Copy Service Order > Order cancellation: Fixed missing “Request Cancellation” option for Legal Labrador LLC orders #2308
Copy Service Order > Order cancellation: Corrected spelling of “Cancellation” in tags and filters #2307
Verified COURT:label, COURT:abbreviation, and CASEFILE:venue_id merge fields in Template Editor #2306
Messages: Replying from Sent folder now correctly addresses recipients #2305
Signature Replies Only editor height now displays correctly after refresh/navigation #2303
Fluentcase Billing > Dark Mode: Payment mode text visibility improved #2302
Matter Switch > Dark Mode: Linked matter visibility improved #2301
Jet Filings > Dark Mode: File type and form name text visibility improved #2300
Copy Service Order > Add as New: Added user-friendly validation for empty first/last names #2299
Fees > Light Mode: Improved selected Settlement Type text visibility #2297
My Account > Create User > Light Mode: Improved selected role text visibility #2296
Staff > Light Mode: Improved assignee initials visibility in dropdowns #2295
Statutes > Light Mode: Improved selected duration text visibility #2294
Copy Service Order > Light Mode: Improved address text visibility for selected parties #2293
Parties: Fixed truncated Email Addresses tooltip #2292
Copy Service Order > Add as New: Invalid email addresses are now properly validated #2291
Copy Service Order > Add as New: Prevented duplicate Rolodex entries after correcting invalid phone numbers #2290
Copy Service Order > Add as New: Parties are no longer prematurely added to matters before order save/submit #2289
Copy Service Orders: Newly created parties now appear correctly in Billing Party dropdown #2288
Copy Service Orders: Newly added parties remain available in dropdown lists without requiring recreation #2287
Copy Service Orders: Saving orders with new parties now correctly displays company information #2286
Upgraded KendoReact from 13.3.0 to 14.4.1 with updated theme CDN #2284
Documents/Recent: Staff filter now includes multi-assignee documents #2282
Events List: Staff filter now includes multi-assignee events #2281
Premium firm: Newly added clients now appear immediately without refresh #2268
SnailMail > General Staff: General staff users can no longer delete queued mail requested by other users #2255
SnailMail > Read-only user: Read-only users are now restricted from editing cover pages #2254
Mobile device > Calendar Agenda View: Filter overlays now close properly when opening events #2253
Event reminders no longer overlap page content #2252
SnailMail: Addressee Contact field now displays correctly while editing cover pages #2251
Snailmail: Enforced 12-page limit server-side in api_store #2112
JET Filings: Status filter now correctly aligns with displayed Valid L0 statuses #2072
Statutes: Saved duration values now display correctly instead of N/A #2062
“Want to save first?” popup no longer appears incorrectly after marking orders invoiced #1924
PI Matters > Statutes: Date and description now auto-populate correctly when duration is selected #1905
Premium Copy Service Orders: Auto-refetch now retrieves PDF-based options after DOCX upload without refresh #1790
Text Editor: Removed duplicate scroll bars after resizing editor content #1266
Search Document: Opening file activity after firmwide search now properly restores matter details and navigation #1221
Email autocomplete: Search results now properly refresh while adding/removing typed characters #1217
Outlook: Inline signature attachments no longer sync as separate documents before save #1212
Memos: Duplicate email selection across To, CC, and Bcc is now prevented #705

Release Notes - Version 1.0.60

Release Date: May 08, 2026

✨ New Features

Firm Settings: New Panel for Practice Area and Stage Mapping #2257

Added a new CaseStatus Integration configuration panel within Firm Settings to provide improved control and visibility over CaseStatus synchronization settings.

✨ What’s New

Added a dedicated Configure panel for managing CaseStatus integration settings.
Users can now:
- Map and update Case Types
- Configure and change Case Status / Stage mappings
Added Event Type Sync configuration:
- Select which appointment/event categories sync with CaseStatus
Added Recent Activity Logs section:
- View synchronization activity and import logs
- Track created, skipped, updated, and failed sync actions
- Review appointment and matter sync statuses directly from the panel

🔧 Improvements

Centralized CaseStatus integration management in a single interface
Simplified practice area and stage mapping workflow
Improved visibility into synchronization activity and errors
Easier troubleshooting through detailed activity logs

Result

These updates make CaseStatus integration management more efficient by:

Allowing faster configuration changes without backend intervention
Providing better transparency into sync operations
Helping firms monitor and manage CaseStatus synchronization activity more effectively

🚀 Enhancements

Firm Settings > CaseStatus Integration: Success Message After Refetch Practice Areas Completion #2260

Improved the CaseStatus Integration experience by adding a confirmation message after the Refetch Practice Areas process completes successfully.

✨ What’s New

Added a success toast notification after Practice Areas are successfully refreshed from CaseStatus
Users now receive immediate confirmation that the refetch process has completed successfully

Fees: Fee History Table Added to Time Entry Details Preview #964

Added a new History section within the Time Entry Details preview to provide visibility into fee-related updates and changes.

✨ What’s New

Added a collapsible History table in the Time Entry Details preview
The history table records important form updates including:
- Time Entry creation
- Description updates
- Timekeeper changes
- Other tracked fee-related modifications
Added sortable history columns for:
- User
- Description
- Date/Time

🐞 Bug Fixes

CaseStatus integration: Reduced redundant Log::info/error noise already covered by IntegrationAccessLog #2278
TimeEntries: Shortcut selection now correctly applies billing code entry type and autofocuses shortcut field on create #2277
BillingCodes/View: Entry Type field now displays correctly #2276
BillingCodes/Edit: Replaced entry_type toggle link with checkbox and fixed entry_type persistence on save #2275
BillingCodes/Index: Filter column menus no longer load in collapsed state requiring an extra click #2274
Messages: Fixed 500 service error occurring during bulk attach to case #2273
Contacts/Index: Default sorting now correctly uses contact name (A-Z) instead of a missing date field #2272
CaseStatus Integration > Event Sync: Synced events now properly reflect in CaseStatus without requiring a message sync action #2270
CaseStatus Integration > Configure: Fixed issue where opening Configure changed the left panel to the Home screen panel #2267
CaseStatus Integration: Added logging mechanism for synchronization actions #2265
Reports: Improved responsive column widths using panelWidth #2264
Refactor: Split account history logs into dedicated endpoints with a shared component #2263
Injuries: Added “Delayed” as a body part claim status option alongside Accepted and Denied #2262
Bulk message attach: Messages linked to deleted matters can now be re-attached correctly #2259
Bulk message attach: Selection state and attach panel now reset properly after successful attach #2258
Matter Status form dropdown lists now correctly honor display_order #2256
Mobile device > Calendar: Fixed assignee filter display issues in week view and overlay behavior on event preview #2247
Sync events to CaseStatus appointments based on event type mappings #2224
Added UI for defining which event types are synced to CaseStatus #2223
Added UI for configuring CaseStatus practice area and stage mappings #2222
Added synchronization support for Messages from CaseStatus #2221
Added synchronization support for Matters to CaseStatus #2220
Added initial CaseStatus Integration support #2219
SnailMail > Queued Mail: Fixed truncated cover sheet tooltip under the page column #2116
SQLSTATE 1390: Fixed unbounded whereIn query issue in MessagesController matter attach flow #2092
Premium: Deleted clients no longer remain visible in the Clients table until manual refresh #1292

Release Notes - Version 1.0.59

Release Date: May 04, 2026

✨ New Features

We’ve improved the Settlements module to provide better control, clarity, and visibility when managing settlement details.

🚀 What’s New

Independent Edit Options
- Users can now edit the following sections separately:
  - Projected Amount
  - Actual Amount
  - Referral Details
- This enables precise updates without impacting other settlement data.
Enhanced Preview Layout
- Added dedicated sections for:
  - Payments
  - Time Entries
  - Expenses
- Each section clearly displays its respective records for better tracking.

Result

These updates make settlement management more efficient by:

Reducing confusion between projected and actual values
Providing a clearer Settelment breakdown
Simplifying tracking of payments, time entries, and expenses

🚀 Enhancements

Copy to Clipboard for Phone Numbers and Email Addresses #2235

We’ve made it easier to copy phone numbers and email addresses across the application.

One-Click Copy
- A copy button is now available next to all phone numbers and email addresses
- Instantly copy details without opening the dialer or email app

Where You’ll See This

Contacts
- Copy option available for all phone numbers and email addresses
- Also available in the Contacts table for quick access
Users
- Easily copy phone numbers and primary email address
Parties
- Copy option available for:
  - Personal contact details
  - Company contact details
  - Phone numbers and email addresses
Events
- Copy email and phone details directly from the Events preview

We’ve improved the Event Type dropdown in Events to make it easier to find the right option quickly.

Alphabetical Sorting
- Event types in the dropdown are now displayed in A → Z order
- Helps users quickly locate and select the correct event type

Faster Matter Message Loading #2233

We’ve improved message loading performance in matter-related email views.

Improved Matter Message List Performance
- Matter message lists now load only the information needed for the list view
- Large email body content is no longer loaded unnecessarily in the background

Where You’ll See This

Matter Message List
- Faster loading when viewing messages linked to a matter
- Better performance for matters with long email threads or many messages
Matter Context Panel
- Message rows continue to show:
  - Subject
  - Sender
  - Date sent
  - Message preview
  - Attachment indicator
Thread Re-Linking
- Improved performance when re-linking message threads between matters

Messages: Add Activity Details to the Link to Matter Flow #2225

We’ve streamlined the process of linking messages to a matter by allowing activity details to be added in the same step.

Single-Step Link to Matter
- You can now add Activity Details while linking a message to a matter
- No need to save first and then add details separately
Inbox / Message View
- When clicking Link to Matter, an Activity Details section is now included
Bulk Actions
- When using Attach to Case for multiple messages, the same Activity Details section is available
- Apply common details to all selected messages at once

Activity Details Include

Activity date
Description / notes
Tags

What’s Improved

Previously
- Link message to matter → Save
- Then open Add Activity Details → Save again
Now
- Link message + add activity details → Save once

Settlements Experience Improvements #2217

We’ve enhanced the Settlements screen to make it easier to view and manage all related information without leaving the page.

All Details in One Place
- Related data such as payments, time entries, and expenses are now displayed directly within the settlement view
- No need to navigate to other sections to see important details
Quick Add Actions (Side Panel)
- You can now add:
  - Payments
  - Time Entries
  - Expenses
- Forms open in the right panel, so you stay on the same screen
Default Settlement Type
- For Workers’ Compensation cases, the settlement type is now automatically set to “Attorney Fee Only”

Editing Improvements

Clear & Separate Edit Options
- Projected Amount, Actual Amount, and Referred By now have their own individual edit buttons and forms
- Removes confusion from combined or toggled edit sections

Clone Snailmail Request #2249

Clone Snailmail Request
- A new Clone button is now available in the Snailmail view
- Instantly creates a duplicate request for the same matter

Edit Snailmail Cover Page #2250

We’ve made it easier to update cover page details in Snailmail requests without starting over.

Edit Cover Page
- A new Edit button is now available next to Remove in the Snailmail view
- Update cover page addresses without removing and re-adding the cover page

Where You’ll See This

Snailmail View
- Edit and manage cover page details directly within the request
Queued & Sent Lists
- Improved visibility of addressee details
- Easier to identify and search for requests

🐞 Bug Fixes

Rolodex: The contacts table can include a “Copy to Clipboard” icon for phone numbers and email addresses #2237
Mobile device > Reports: Result table columns are hidden/missing #2248
Rolodex: Copy to Clipboard icons truncate from row width; fax numbers appear hidden in the phone column #2246
Settlement: “Damages” table header appears smaller than other table headers #2245
Settlements: Expenses table missing Quantity column #2244
Settlements: Time Entries & Fees table displays hours/type without decimals (e.g., 10.00 shown as 1000) #2243
Settlements: Referral Fee Percentage incorrectly calculates both values using Firm Fees #2241
Calendar Categories: Two scroll bars appear in the table #2236
Snail Mail > Cover Page: Zip codes not accepted in Return Address and Addressee fields #2232
Settlements: Saving fails with 500 error when Firm Fee is flat or percentage is blank #2229
iCal feed: Recurring events older than 2 months missing #2228
iCal feed: Events duplicate in external calendar apps on every sync #2227
iCal feed: Recurring events appear as a single one-time occurrence #2226
Mobile device: UI minimal width issues #2206
Snailmails: Cover page addressee contact field does not show matter parties on open #2186
Documents/Edit.jsx: Exposed document_date & activity date; refactored to FormFields #2175
Settlements: Editing referral resets Actual Firm Fees % to 0 while amount remains unchanged #2242
Firmwide search: Dropdown links freeze and persist incorrect module name in search field #1133

Release Notes - Version 1.0.58

Release Date: April 27, 2026

🐞 Bug Fixes

AI / Documents

AI Matter Matching: Automatically add “AI” tag to auto-linked documents. Added default filter in Recent PDFs and enabled single-click tag removal (#2218)
Fixed issue where document rename did not update Activity Log panel until date checkbox was toggled (#2216)
Fixed missing history entries when updating Document Date or document activity date (#2212)
Documents/Edit.jsx: exposed document date and activity date, and refactored to FormFields (#2175)

Activities

Fixed issue where Save/Cancel did not return to document view when editing from Documents view context (#2215)
Fixed issue where delete confirmation on matter activity message did not work (#2192)

Release Notes - Version 1.0.57

Release Date: April 24, 2026

✨ New Features

Feature Request: In Unsorted docs, make “created by” visible in the list instead of right panel for quicker viewing. (#2199)

The Unsorted Documents table has been enhanced to improve visibility and accessibility.

What’s New

Added “Uploaded By” column in the Unsorted Documents table
Displays the name of the user who uploaded each document
Introduced filtering by Uploaded By

Behavior

Previously, only Documents and Uploaded columns were shown
Users can now view the uploader directly in the table
Documents can be filtered based on the uploader’s name

Feature request: Add tasks notification preference feature so that user can select what type of tasks they want to see in notifications. (#2198)

Users can now control which task notifications they receive with enhanced preferences.

What’s New

Added Task Notification Settings panel
Introduced Snooze Notifications toggle (On/Off)
Added Count Indicator filters:
- Overdue & Due Today
- Overdue Only
- Due Today Only
- All Tasks
Informational note: filters apply to incomplete tasks assigned to the user

How It Works

Click the Settings icon in task notifications
Configure notification preferences and filters
It is automatically applied after selecting the filter.

Behavior

Notifications reflect selected preferences
Clicking a notification redirects to Tasks → Assigned to Me with applied filters

Contact Detail View: add an excel export option for the Matters table (#2173)

This feature enables exporting matter data associated with a party.

What’s New

Added “Export to Excel” button in the Matters section within party preview

Behavior

Exports an Excel file containing all associated matters
Includes the following fields (based on visibility):
- Matter Name
- File Number
- Status
- Staff
- Date of Injury/Incident
- Case #

Message Deletion Behavior: Add both Archive and Delete buttons (#2174)

Message management has been improved with an Archive option directly in the inbox.

What’s New

Added Archive button alongside Delete in message preview

Behavior

On clicking Archive:
- Message is removed from inbox
- If linked to a matter:
  - Remains visible within the matter
- If not linked:
  - Disappears from Fluent inbox and is archived
If the user wants to move the message back to the inbox, they need to restore it from the archive in the original source (Gmail/Outlook). After syncing, the message will become visible again in the Fluent message inbox.

🚀 Enhancements

Tasks

Enabled tasks and task notifications for premium copy service firms (#2187)

Copy Service

Added Record Type filter to order index (#2184)
Added Serve Method filter to order index (#2183)
Replaced flag buttons with consolidated dropdown and added Fees Paid/Due filter (#2182)

UI / UX

Added “Remind me in 30 days” snooze option to Add to Home Screen banner (#1996)

🐞 Bug Fixes

Matters

Resolved 500 error when scrolling Matter status label page on mobile (#2207)

Gmail / Outlook

Fixed duplicate 500 errors when archiving messages (#2205)
Corrected label update issues after matter rename or file number removal (#2200)
Improved label matching using normalized full-pattern comparison (#2197)
Fixed double-parentheses issue in label/category renaming (#2196, #2194)
Enforced minimum matter name length for label creation/matching (#2195)
Fixed message linking when archived immediately after applying categories (#2148)

Task Notifications

Fixed filtering issues for:
- Overdue Only (#2204)
- Overdue & Due Today (#2204)
- Due Today Only (#2203)
- All Tasks (#2202)

Documents

Fixed filename parsing issue with extensions (#2170)
Resolved crash caused by long extensions in filenames (#2190)

Messages / Activities

Fixed tooltip truncation when deleting message activities with attachments (#2193)
Resolved issue where delete confirmation did not work (#2192)
Fixed missing activity for Outlook-synced matter-linked messages (#2189)

Contact Details / Export

Fixed 500 error during export (#2176)
Corrected missing/incorrect data in exported Excel:
- Status column empty (#2179)
- Staff column mismatch (#2180)
- Missing cumulative injury end date (#2181)

Copy Service

Fixed fee badges visibility inconsistency (#2185)
Resolved cloning issue when activity was deleted (#2178)
Fixed HTML rendering in parties’ comments (#2177)
Fixed created_by issue when duplicating orders (#2172)

Release Notes - Version 1.0.56

Release Date: April 14, 2026

✨ New Features

Automations: Trigger by Document Name (#2149)

Automations can now be triggered based on document names during upload. This enhancement allows users to define rules that automatically execute events and tasks when specific document naming patterns are detected.

What’s New

Added “Document Name” option in the Trigger Type dropdown
Introduced “Document Name Pattern” input field
Enabled automation triggers based on matching document filenames

How It Works

Navigate to Automations → Triggers
Select Type: Document Name
Enter a value in Document Name Pattern
Configure the associated Event and Task
Save the automation

Behavior

When a document is uploaded:
- The system checks the document name against the defined pattern
- If a match is found:
  - The configured event is triggered
  - The configured tasks are automatically created and executed
Automation runs immediately after document upload

🚀 Enhancements

Automations

Action preview now displays Due Date Adjustment and On or Before (#2167)
Added “Self” assignee type for automation actions (#2163)
Added support for time offsets in automation actions (#2162)

Filters & UI

Removed “No Date” filter from modules where it is not applicable (#2139)
Resolved persistent “Fluent is available as an app” prompt in iOS mobile view (#1203)

🐞 Bug Fixes

Gmail / Outlook

Label issues with special characters after matter rename addressed (#2168)
Duplicate labels in Outlook when Gmail user updates matter name resolved (#2166)
Message linking inconsistencies across recipients addressed (#2147)
Label linking when messages are archived immediately handled correctly (#2146)
Labels/categories now update properly after matter rename (#1776)
Deleting a message now removes labels/categories across firm accounts (#2160, #2159)
Sender name now appears correctly in Outlook sent messages (#1481)
Reply thread visibility without refresh resolved (#1120)
Attachments no longer persist when changing matter before sending (#1482)

Automations

Due Date Adjustment now persists after save (#2165)
“Self” assignee now displays correctly in preview (#2164)
Automation edits now reflect without requiring hard refresh (#2155)
Trigger behavior corrected for patterns followed by additional text (#2154)
Document name pattern now visible in automation preview (#2153)

Court Filling

City fields now accept input correctly with combined validation rules (#2161)
JET filings creation/edit no longer results in error page (#2151)
Cursor behavior in JET filing text fields corrected (#2150)

Messages

Actions from Recent Activities available without forced navigation (#2157)
Email signature fields in Personal Preferences now properly resizable (#2156)
Focus issue in Tasks editor resolved (#2152)
Messaging from Browse Firm PDF without forced navigation supported (#1199)

Documents & AI

Decrypted PDF analysis timeout issue handled (#2125)
Template history now recorded after rename/edit (#1966)

Matter / Office / Events

Primary office validation enforced when only one branch exists (#2137)
“Event deleted” tag visibility now consistent (#1746)

Fees

Time entry amount remains intact after shortcut selection (#2111)
Damages updated field now displays correctly after edit (#1858)

UI / UX

Dark theme text visibility improved (#1389)
Scrollbar and content display in Parties comments corrected (#1267)
Blank first page issue when printing in Firefox resolved (#1250)

Others

SQLSTATE 1390 placeholder limit issue in tracking addressed (#2093)

Release Notes - Version 1.0.55

Release Date: April 06, 2026

✨ New Features

Mass User Reassignment Admin Tool (#2119)

Introduced a new admin tool to bulk reassign data from one user to another.

Summary

Located under Firm Settings
Available to General Manager and All Access roles
Enables reassignment of all active data from one user to another

Supported Domains

Core

Matter staff roles (all 8 roles; rate fields excluded)
Event assignments (deduplicated automatically)
Task assignments (open tasks only)

Billing Attribution

Time entries → bill_as_user_id only
Expenses → bill_as_user_id only

Explicitly Excluded

created_by fields (audit trail)
logged_by_user_id (time entries, expenses, damages)
activities.user_id
Matter rate fields
Document ownership
Cross-firm reassignment

UI / UX

Located in Firm Settings → after “Our People”
From-user:
- Includes active + inactive users
To-user:
- Active users only
Includes:
- Dry-run preview with counts and sample records
- Confirmation modal
- Success toast after execution

Calendar Filters: Close Behavior Enhancement (#1021)

Improved usability for Assignee and Event Type filters in Calendar.

Enhancements

Added Close (X) button inside filter panels
Enabled closing filters when clicking outside

User Benefits

More intuitive filter interaction
Reduced unnecessary clicks
Improved overall UX consistency

🚀 Enhancements

Session expiry:
- Replaced small reload indicator with a proper logged-out modal (#2120)
- Added Session Expired popup when user is logged out from another tab (#1263)
Documents:
- Prevent reprocessing of already-processing documents; users now receive proper feedback (#1875)
Messages:
- Refactored Attach component to use RTK Query instead of axios for improved performance and maintainability (#1844)

🐞 Bug Fixes

Events: Changing only the days for recurring event does not enable Save button (#941)
CourtFilings: Allow lowercase and punctuation on non-JET forms (#2136)
Filters: Added “No Date” option to date range column filter (#2134)
Dates: User date fields are always saved in UTC time (#2128)

Staff Reassignment

Time entries now correctly preserve “Entered By / Logged By” while updating “Bill As / Timekeeper” (#2124)
Clearing all matter staff roles no longer shows stale staff results (#2123)
Fixed 500 error during reassignment while ensuring records update correctly (#2122)

Documents & SQL Errors

Fixed SQLSTATE 1390 in document archive/combine APIs caused by unsafe whereIn usage (#2091)
Fixed duplicate and unbounded whereIn query on unreviewed matters endpoint (#2090)
Fixed silent failure when creating ZIPs with large document selections (#2089)
Restored Revert option in document history after merge, rename, and download actions (#1240)

UI / UX Fixes

Fixed cryptic error on unauthenticated navigation; now shows proper logged-out state (#2121)
Added missing loading skeleton in Queued and Sent USPS tables (#2117)
Fixed flickering and reappearing behavior of “Set default assignee filter” in Calendar (#1026, #1023)

Settlements

Fixed issue where Actual revenue appeared unselected after editing a settlement (#2098)

Firm Office

Added missing confirmation dialog when deleting a branch office (#2131)
Clarified confirmation dialog behavior for primary office reassignment (#2132)
Fixed issue where selected primary office was not shown first in list (#2130)
Fixed is_primary handling:
- Auto-set on first office creation
- Auto-promote on delete
- Prevent invalid primary state (#2129)

Release Notes - Version 1.0.54

Release Date: March 27, 2026

✨ New Features

Settlements: Add “Add Payment” Link (#2097)

Added a quick action to create and link payments directly from the Settlement Preview.

Introduced “Add Payment” link in:
- Settlement Preview → Actual Revenue section
On click:
- Redirects to Payments module
- Opens Create Payment form automatically
Settlement is auto-selected in the form
After creation:
- Payment reflects under Settlement → Payments Received

Time Entries: Flat Fee Toggle (#2096)

Enhanced Time Entry creation with support for flat fee billing and settlement integration.

Flat Fee Toggle

Added toggle:
- Log Flat Fee Instead
- Log Hours Instead

Behavior

Hourly (default):
- Fields: Hours, Rate
- Amount auto-calculated
Flat Fee:
- Field: Flat Fee Amount
- Hours & Rate hidden

Settlement Integration

If matter side = Plaintiff / Applicant:
- Settlement dropdown is visible
If settlement is selected:
- Amount contributes to Settlement → Other Income

Snailmail: USPS Print & Mail Integration (#2095)

Introduced Snailmail functionality with centralized tracking.

Note: This feature enables sending USPS domestic mail directly from the system and is currently available as a premium service. Please contact help@fluentcase.com to enable access.

Document Actions

Added “Print & Mail via USPS” in:
- Documents Preview
- Docs → View

Includes:
- Cover Page Needed (optional)
Cover page contains sender/recipient addresses

Submission

Creates Snailmail request
Displays success message

Left Panel Modules

Added:
- Queued
- Sent USPS

Queued

Shows all new requests
Allows deletion

Sent USPS

Displays mailed/delivered items
Read-only view

🐞 Bug Fixes

Word Template Editor: Save As does not generate a PDF preview in Windows (#2113)
SnailMail: Encrypted PDF preview fails and API returns 500 error (#2110)
SnailMail: Preview popup overlaps with file folders (#2108)
DICOM documents: Logo alignment issue fixed (#2107)
SnailMail: “2-Up Landscape” option not applied on cover page (#2105)
SnailMail: “Applies to attached documents only” not functional (#2104)
Matters/Index: Staff filter does not match multi-staff matters (#2094)
Message: Thread action icons overlap with activity section (#2085)
Ziggy Error: Missing activity parameter in memo view (#2084)
Events: Email link behavior incorrect when no email account configured (#2079)
JET Filing: Packet generation timeout error for non-PDF files (#2076)
Message: “Save & Archive” option missing in bulk attach to case (#2073)
Premium copy service: Second Sets feature issues (#2070)
Branch Office: History download issues for templates (#2069)
Fees > Damages: Date filter reset issues (#2068)
Premium copy service: Tooltip missing for submitted/updated columns (#1969)
PI > Statute: Left panel statute tags not navigating to preview (#1915)
Premium Firm: Future dates allowed in Fee Paid At field (#1701)
Help: Help button not functional (#779)
Settlements: “Total Damages” not updating after adding damages (#2115)
Settlements: “Other Income” and “Total Expenses” not updating correctly (#2114)

Release Notes - Version 1.0.53

Release Date: March 20, 2026

✨ New Features

Combine and Add to Activities for JET Filings (#2010)

Added the ability to generate a combined PDF packet for JET filings and automatically add it to Activities.

A Generate Packet button is available in the Files list section.
Combines multiple filing-related documents into a single structured PDF.
Automatically saves and pins the packet to the filing’s Activity timeline.

Packet Includes:

Table of Contents (acts as cover and summary)
Main court filing document
All associated attachments

Additional Behavior:

Packet can be generated multiple times with timestamp tracking.
Automatically generated when filing reaches COMPLETED status.
Displays loading and timeout states during generation.
Deleting a packet unlinks it from the filing.
Available only when filing status is COMPLETED.

Event Link Parsing Enhancement (#2007)

Improved how links are handled within Events by automatically converting text into clickable links.

Supports:
- http:// and https://
- mailto:
- tel:
Applies to:
- Title
- Location
- Notes

Enhancements:

Removes trailing punctuation from links.
Invalid links remain plain text.
Email and phone links display without prefixes.
Web links open in a new tab.
Email/phone links open via default apps.

Party De-duplication on Matter Merge (#1455)

Automatically removes duplicate parties when merging matters.

Detects duplicates based on same contact and party type.
Retains a single record and removes duplicates.
Merges unique notes into the retained record.
Soft deletes duplicate entries.
Logs duplicate removal activity.

Invoice Email Notifications (#652)

Enhanced invoice communication with automated email notifications.

Invoice Delivered Email
- Sent when invoice is marked delivered
- Includes invoice details and PDF
Payment Success Email
- Sent after successful payment
- Includes payment details and invoice PDF

Configuration:

Billing recipients must be configured:
- Firm Settings → FluentCase Billing
- Invoice view (admin)

Branch Office History Downloads (#2036)

Added the ability to download previous revisions from Branch Office document history.

Applies to:
- Letterhead
- Envelope
- Invoice Template

Word Template History Downloads (#2035)

Enabled downloading of previous revisions in the Forms module.

Access older versions directly from History panel.

Document History Downloads (#2034)

Users can now download any previous document revision.

Available directly from Document History view.

Premium Copy Service: Second Sets (#2070)

Added support for managing additional delivery destinations (Second Sets) for Premium Copy Service vendors.

Add, edit, and delete additional recipients directly from CSO view.
Add delivery instructions per recipient.
Vendor-controlled and not visible to ordering firm.

Behavior:

Available only for vendor firms.
Can be managed after order submission.
Visible only when order is active and not invoiced/paid.

Save & Archive Email When Linking to Matter (#2008)

Added a new Save & Archive option when linking emails to a matter for better inbox management.

Available when using Link to Matter from an email message.

How It Works:

Open an email message
Click Link to Matter
Select the relevant matter
Choose Save & Archive

Behavior:

The email is linked to the selected matter
The message is removed from the main inbox view
The email is automatically moved to the matter’s Messages section

🐞 Bug Fixes

JET Filings: On opening the preview of the court filing documents and the packet pdf, 500 error is displayed. #2081
Checkbox selection cleared when opening right panel #2080
Contact merge: Party deduplication using notes issues #2078
JET Filing > Generate Packet: The “Generate Packet” option is also shown when no document is selected under the court filing and is generating the packets for the court file’s pdf only. #2077
JET Filing > Generate Packet: The generated packet pdf file is opening the preview of the court filing instead of displaying the combined pdfs. #2075
JET Filings: The attached .tif’s icon is larger than the other file icons and is not aligned with them. #2074
Messages: Outlook checkbox-delete leaves message in Fluent inbox (refetchOnFocus race condition) #2071
Events: mailto:abc@gmail.com is not opening in fluent mail. #2067
Event: The email address added in the Event’s location, notes, and titles aren’t clickable in preview if the mailto: isn’t added. #2066
Event: The numbers added in the Event’s location, notes, and titles aren’t parsing for tel: if they have spaces in between or the tel: command isn’t added #2065
Calendar: Deleting an event from Day/Week/Month view leaves the deleted event open in the right panel #2064
Deleting a payment does not update the settlement amount paid #2060
Fees > Damages: The module shows an error on opening: DefaultNumericMenu is not defined #2056
Non-WC contact merge: The “Party Not Available” error is shown after merging the contacts with party details. #2055
Calendar: Clicking on delete button on Day, Week and Month view show the “Are you sure” message briefly and then the left panel opens up #2053
Contact: Field comparison for the party details “notes fields” isn’t shown on contact merge of the non-wc contacts. #2052
Rolodex: The “Z” contacts do not display in the W-Z category in rolodex. #2051
Branch Office History revert: Reverted changes are only visible when page is refreshed. #2048
Branch office history revert: The revert success message is displayed but the letterhead does not revert to previous state on the second time. #2047
Contact search: On adding the % sign after the text in the search field, the page crashes with the “URI malformed” error. #2045
Document history: The history for attaching a matter and switching a matter isn’t created under the document history. #2043
Encrypted pdf > History: The document’s reverted history is downloading the decrypted pdf after reverting the decrypted pdf to an encrypted pdf. #2042
Document History: The new “Downloaded historical revision from …” entry is not appearing in the history table after downloading until the page is hard refreshed. #2041
Premium copy service: removing a party from a matter does not clean up fluent_vendor_map #2039
Premium copy service: deleting a contact/company does not account for copy_service_orders references #2038
General contact / party search: email address tokens return no results #2037
Contact/Company autocomplete search requires exact prefix — partial tokens like “Cind” and multi-word queries like “Cin Harr” fail to match #2033
Contact merge: phone and address duplicate detection uses wrong keys and discards non-key field data #2032
Merge Contact/Company from Parties panel: Cancel and Save lose matter context #2031
Contact merge: party deduplication uses notes as part of key, missing same-role duplicates with differing notes #2030
Matter merge: copy_service_orders party_id / billto_party_id not re-pointed when parties are deduplicated #2028
Matter merge: copy_service_orders denormalized_request fluent_vendor_map party IDs become stale after merge #2027
Statutes: When adding a new statute, leave the badges indicating existing statutes present, but indicate that they are disabled #2026
Matter merge: duplicate injuries not consolidated — identical injuries from merged matters accumulate instead of deduplicating #2025
Memos: Replying from the Sent folder incorrectly adds the current user to the To field #2024
Task: A task can be created with the empty “Date due,” and on editing that task the error page is shown stating: “defaultDueDate is not defined” #2023
Contacts: When searching the numbers in the contacts table, if the spaces are removed from the number no result is shown. #2016
Checkbox click opens Right Panel preventing checkbox selection when Right Panel is maximized #2009
Enhancement Request: Accessing calendar event details should be more intuitive. #2006
Vendor firms > Encrypted PDF: The vendor firm users are able to access the permanently decrypt button of the encrypted pdf, but on decrypting the pdf, the user receives the privilege error. #1989
Encrypted PDF: A prompt to save password for the PDF appears with username after PDF is decrypted #1977
Encrypted PDFs API Error (422) Displayed Along With Incorrect Password Message When Decrypting PDF #1974
Protected Pdfs Password Autocomplete Appears in Encrypted PDF Password Field #1973
Gmail/ Outlook: The attached documents do not appear in the print preview when printing the message thread. #1933
Display Name not autofilled after retyping Name in Branch Office edit screen #1929
PI / Employment > Statute: Add an indicator adjacent to the “create event also” checkbox with the staff initials and a brief explanation for adding assignees. #1928
Personal Injury matters: The already created statues are not visible when one statue’s description is opened. #1912
Employment: Dates before and after joining and resignation date can be added in all fields of the form without showing error #1899
PI > Add Statute: The Description isn’t updating when the Statute Date is changed. #1891
Matter > Parties: The Add Party button’s tooltip is truncated from the screen. #1889
Unsorted Documents: No tooltip is shown for the batch and force AI process icon. #1883
General Staff > Add Vehicles: The general staff user doesn’t have access to delete their own-created Vehicle. #1871
Fees > Damages: Amount, paid, Lien and Date filter searchbars is not visible and too small #1865
Fees > Damages: Applied filter appears truncated. #1864
Premium Firm> Copy Service Orders: After selecting use PDF version for uploaded docx file, the file is still shown as docx under the ordering firm(after completion). #1692
Fluent on iPhone: the login link does not open up on the app but on safari or google. #1547
Matter Merge Roles: Staff roles are not getting merged from merged matter into the original matter #1449
Matter merge: merged matter has extra characters beneath matter name if saved without comments. #1444
User Profile Access Issue for Staff and Read-Only Users After Switching from “All Access” Role #841
Word templates: history of changes in word template is not getting updated in real time even after a refresh #665
Next event widget: If there are multiple events created with lengthy titles, on hovering over the “Next event widget” displays the full title of all events causing the page to scroll beyond the page end. #586
JET Filing > Generate Packet: For non-pdf files the error “Packet generation seems to have timed out” is shown on packet generation. Instead, a proper error should be displayed, telling that packet generation can only be done for pdf files. #2076

Release Notes - Version 1.0.52

Release Date: March 13, 2026

✨ New Features

Additional Party-Specific Data for Non-WC Cases (#1980)

Support has been added for capturing additional party-specific information in Non-Workers’ Compensation (Non-WC) cases.

New fields added to the Party Details section:

Notes
Testimony
Insurance Policy Number
Insurance Claim Number
Insurance Claim Status
Insurance Policy Notes
Alternate Insurance Policy Number
Alternate Insurance Claim Number
Alternate Insurance Claim Status
Alternate Insurance Policy Notes

Behavior:

These fields are available in the inline Party Detail view and the Party Details form.
Fields are visible only for Non-WC cases.
When the case type is Workers’ Compensation, these fields remain hidden to maintain a simplified interface.

Handling of Encrypted PDF Files in Document Preview (#1972)

Added support for handling password-protected PDF files in the document preview panel.

Encrypted PDF Detection

When a protected PDF is opened:

The system detects that the document is encrypted.
The preview panel displays a message:

This document is password protected. FluentCase cannot access the document to create a preview. The document is still accessible by downloading and opening if you have the password available.

A Permanently Decrypt button is displayed.

Decrypt Action

Clicking Permanently Decrypt opens a password input screen containing:

Password input field
Show / Hide password icon
Decrypt button
Cancel button

Message displayed:

Enter the document password to permanently remove encryption.

Decryption Process

If the correct password is entered:
- The PDF is decrypted.
- A decrypted version is stored.
- The document preview loads successfully.
If an incorrect password is entered:
- An error message is displayed.

Post-Decryption Behavior

The document opens normally in preview.
The user will not be prompted for the password again.
The document remains permanently decrypted within the system.

Prevent Duplicate Contacts from Court Lookup (#1968)

Improved the Court Lookup integration to prevent duplicate contact or company records.

Behavior:

When a party is added from Court Lookup, the system checks the UAN (Unique Attorney Number).
If an existing contact or company already exists with the same UAN:
- The system reuses the existing record.
- A duplicate record is not created.

This prevents duplicates when:

Adding the same party to multiple matters.
Removing and re-adding the same party from Court Lookup.

Copy Service Orders: Ability to Clone an Order (#1979)

Added a Clone Order feature for Copy Service Orders to allow quick duplication of previously created orders.

Key behavior:

Users can clone orders with status Submitted or Fulfilled.
The system copies all order data into a new order.

Normal Users

A new order is created in Draft / Unsubmitted status.
All order details are prefilled.
The user is redirected to the Edit Order page to review or modify the order.

Premium Copy Service Users

A new order is created with the same data.
The user is redirected to the Order View page.
The order status is automatically set to Submitted.

Copy Service Orders: Added `submitted_at` and `updated_at` Fields (#1967)

Two new timestamp fields have been added to Copy Service Orders for better tracking.

New columns:

submitted_at
updated_at

Behavior:

These columns are displayed in the Open Orders table.
Visible for Normal Firms and Vendor Firms.
Shows when an order was:
- Initially submitted
- Last updated

🚀 Improvements

API Cache Control (#2000)

Added build version to RTK Query API request query strings to improve cache invalidation and ensure updated responses after deployments.

Firm-Scoped RTK Query Cache (#1997)

RTK Query cache is now scoped to user_id.
Prevents stale data issues when switching firms.

🐞 Bug Fixes

Authentication

Magic login link returns 500 error; clicking “Email Magic Login Link” again logs the user in (#2004)

System Invoices

Resending invoice email allowed sending to a blank email address when recipients were removed (#2014)

Fees

Time Entries: Duplicate filters shown in Hrs, Rate, and Amount columns (#2003)
Payments: Duplicate filter shown in Amount column (#2001)
Damages: Long Payor and Provider names truncated in table view (#1869)
Settlements: UI aesthetic issues fixed (#1867)
Damages: Damage type empty on edit but saved correctly (#1857)

Contacts & Search

Contact search fails with Lucene parse exception when query contains phone number characters (#2002)

System / Firm Isolation

Fixed firm isolation issue due to FirmFilterScope not registered and firm_id not syncing on programmatic login (#1998)

Messages

External links can now open in a new window from Messages view (#1995)

Copy Service Orders

Gemini: Order creation returned 403 privilege error (#1994)
Updated column not refreshing after editing or submitting order (#1993)
Gemini: Export to Excel privilege error (#1992)
General staff could decrypt encrypted PDFs without proper privileges (#1991)
General staff able to clone and submit orders not self-created (#1988)
Non-WC additional fields retained validation errors after save (#1986)
Premium Copy Service: Export to Excel returned 500 error (#1985)
Rejected and Merged orders not appearing in Fulfilled orders (#1984)
IMR and SIBTF filters not functioning correctly (#1936)
Ordering Firm selection from Rolodex for Non-WC orders fixed (#1965)

Permissions

Matter Admin / Document Digitization Coordinator unable to edit tags created by other privileged users (#1964)

Android

Top header overflow when task, message, and memo icons all present (#1981)

AI Processing

Incorrect AI processing status displayed for password-protected PDFs in Unsorted Documents (#1976)
Read-only users could access Force AI Reprocessing and Process Batch Scan without proper restrictions (#1882)
Vendor firms could access AI reprocessing options that were non-functional (#1881)

Vehicles

Vehicle Damage Diagram not visible in Dark Mode (#1870)

Signatures

Signature history incorrectly displayed generic update messages (#1780)

Matter & Activities

Case merge activity sentence formatting improved (#1462)
JET filings PDF preview stuck in loading state (#1421)
Matters sometimes appear in both active and archived lists (#757)

Memo

Matter field not populated when replying or forwarding memo (#707)
Selected matter removed after saving draft memo (#706)

Release Notes - Version 1.0.51

Release Date: March 02, 2026

✨ New Features

Matter Mailing List Report (#1956)

A new Matter Mailing List Report has been added under the Reports module to help users generate mailing lists for primary client contacts associated with matters.

Key Features:

Available in Reports → Matter Mailing List.
Generates a mailing list of primary client contacts for selected matters.
Only clients with a primary address on file are included by default.
Users can remove the address filter to include all available records.
Supports Excel export for accessing the full mailing list externally.

Report Filters:

Users can refine the report using the following filters:

Case Matter Status (Lead, Open, Intake, Closed, Pending, Hold, etc.)
Exclude Matters Assigned to Staff
Additional filtering options to control which matters appear in the report.

Payments Module Under Fees (#1948)

A new Payments module has been introduced under the Fees section within a Matter. This module allows users to create, view, edit, and manage payment records directly from the matter workspace.

Key Features:

A new Payments section is available in Matter → Fees navigation.
Users can add, view, edit, and delete payment records associated with a matter.
Payments can optionally be linked to settlements for better financial tracking.

Create Payment:

Users can create a payment by providing the following details:

Description
Kind (e.g., Credit / Debit)
Payment Type (e.g., Check)
Amount
Due Date
Issued By
Issued To
Tracking Number
Date Issued
Date Received
Date Posted
Settlement Association

Additional capability:

Users can upload or paste a check image for documentation purposes.

Payment Preview:

After creating a payment, the system displays a Payment Details preview containing:

Description
Kind
Payment Type
Amount
Due Date
Issued By / Issued To
Date Issued
Date Received
Date Posted
Created date and user information

Manage Payments:

From the payment preview screen, users can:

Edit payment details
Delete payment records

Payment Table Columns:

When viewing payments in table format, the following columns are displayed:

Description
Settlement
Amount
Type
Kind
Due Date

Export Matters to Excel (#1949)

A new Export to Excel feature has been added to the Matters table, allowing users to export matter data directly to Excel.

Key Enhancements:

Excel Export Icon
- A new Excel icon is available on the Matters table interface.
- Clicking the icon exports the matter data.
Filtered Export
- The exported Excel file respects any filters applied in the Matters table.
Included Columns
- All visible columns in the Matters table are included in the exported Excel file, matching the current table view.

🐞 Bug Fixes

Rich Text Editor

Allow cut and paste of table elements while preserving formatting (#1955)

Documents

Optimized Document::recents() query performance (#1931)

Fees > Payments

Payment table did not display total amount at the bottom (#1947)
Uploading a check image caused slow save and duplicate payment creation if edits were made during save (#1950)
Removing the check image while editing did not enable the Save button (#1951)
Description field was not mandatory and saved null values (#1942)
Date Issued field allowed dates later than Due Date, Date Received, and Date Posted (#1944)
Date Posted field accepted dates earlier than Date Received (#1945)
Deleted payments remained visible until page refresh with cleared cache (#1946)
Newly created payments did not appear until page refresh with cleared cache (#1943)
Edited payment details were not updated in table until page refresh (#1952)

Fees > Settlements

Settlement description field not mandatory, causing empty settlement names when creating Expenses, Damages, or Payments (#1953)

Copy Service Orders

Carrier Notice and Defense Notice tags not displayed with orders when using corresponding filters (#1937)

Release Notes - Version 1.0.50

Release Date: February 24, 2026

✨ New Features

Employment Matter Type (#1902)

Added a new Employment case type with dedicated navigation and structured Employment Details management.

Added Employment option to the Case Type dropdown during matter creation.
When selected:
- Matter is stored as Employment type.
- Employment-specific navigation becomes available.
A new Employment navigation item appears on the left panel (visible only for Employment matters).
Clicking Employment opens the Employment Details page in Preview mode.

Employment Details – Preview Mode:

Displays structured sections:
- Employment Status
- Wage Information
- Wage Claims
- Retaliation / Discrimination Complaint
- Remedies
Includes an Edit button.
Empty or optional fields display as “Not Specified.”

Employment Details – Edit Mode:

Clicking Edit opens the full Employment Details form.
Form includes:
- Employment Status (hire date, separation type, etc.)
- Wage Information
- Wage Claims (checkbox selections)
- Retaliation / Discrimination details
- Remedies
Buttons:
- Save
- Cancel

Save Behavior:

Required fields are validated.
User is redirected to Preview mode.
Saved data is displayed correctly.

Personal Injury: Add Statute Feature (#1894)

Implemented an Add Statute feature for all Personal Injury matter types.

The Add Statute link/button appears in Preview mode.
Feature is available only for Personal Injury cases.

Add Statute Form includes:

Duration (Dropdown)
Statute Date (Date Picker)
Description (Text Field)
Checkbox: Add Linked Event to Calendar
Buttons: Save, Cancel

Duration Options:

1 year (365 days)
2 years (730 days)
3 years (1096 days)
5 years (1826 days)

Auto-fill Behavior:

Selecting Duration automatically calculates and fills:
- Statute Date
- Description
Users may manually modify:
- Statute Date
- Description

Cancel Behavior:

Closes the Add Statute form.
Returns user to Preview page.
No statute is created.

Save Behavior (Without Linked Event):

Statute is created.
Displayed as a red chip in Preview.
No calendar event is created.

Save Behavior (With Linked Event):

Statute is created.
Displayed as a red chip in Preview.
A corresponding Calendar Event is automatically created.
Event appears in the Calendar Events section.

Statute Details Behavior:

Clicking a statute chip opens Statute Details.

If created without linked event:

Buttons: Close, Delete

If created with linked event:

Buttons: Close, View Calendar Event, Delete

Delete Behavior:

Confirmation alert is shown.
On confirmation:
- Statute is deleted.
- Linked Calendar Event (if any) is also deleted.

Personal Injury – Motor Vehicle Accident: Add Vehicles (#1856)

Added a new Vehicles section under Personal Injury – Motor Vehicle Accident matters.

Vehicles Section – Empty State:

Displays message: “No vehicles found.”
Shows helper text explaining users can add vehicles involved in the accident.
Displays Add Vehicle button.

Add Vehicle Form includes:

Vehicle Information:

Body Style (Dropdown)
Year
Make
Model
Color
License Plate
State Registered
VIN

Owner Information:

Owner Name
Owner Relationship
Driven By

Insurance Information:

Insurance Company
Policy Number
Claim Number

Financial Information:

Estimated Damage Amount
Towing Expense
Storage Expense
Loss of Use Amount

Vehicle Damage:

Damage Areas (checkbox selections such as Fender, Bumper, Hood, etc.)

Buttons:

Add Vehicle (Save)
Cancel

Save Behavior:

Vehicle record is persisted.
User is redirected to Vehicles Preview section.
Multiple vehicles are supported per matter.

Vehicles Preview:

Displays header: Vehicles (Count)
Each vehicle shows:
- Summary (Year, Make, Model)
- Vehicle Information
- Owner Information
- Insurance Information
- Financial Information
- Damage Areas
Each vehicle includes:
- Edit button
- Delete button

Edit Behavior:

Opens form in edit mode.
Pre-populates existing data.
On Save:
- Record is updated.
- Preview refreshes.

Delete Behavior:

Confirmation popup:
- “Are you sure you want to delete this vehicle?”
On Delete:
- Vehicle is permanently removed.
- Preview refreshes.
On Cancel:
- No changes are made.

Fees Module: Expenses & Damages (#1855)

Implemented Expenses and Damages management under the Fees section.

Left navigation now includes:

Expenses
Damages

Each section includes:

Data table
“+” (Add) button
Preview panel
Edit and Delete functionality

🚀 Improvements

PI / Employment > Statute (#1914)

Added Assignees support for statute events.
Improved statute event title formatting to be more descriptive (similar to Notes).

PI / Employment > Statute (#1911)

Added Clear option under the Statute Date field to reset.

🐞 Bug Fixes

Word Templates

PI: Medical Malpractice – 500 error when merging Word templates (#1888)
PI: General – 500 error when merging Word templates (#1887)
PI: Product Liability – 500 error when merging Word templates (#1886)
PI: Premise Liability – 500 error when merging Word templates (#1885)

Unsorted Documents / AI Processing

AI processing does not stop after bulk PDF upload (#1884)
Reprocess button icon spacing issue (#1880)
AI reprocessing does not stop for empty documents and no error thrown (#1874)
400 error when applying Force AI Reprocessing (#1873)

File Archive

500 error when archiving more than 500 selected documents (#1872)
Archive memo not generated when archiving all documents (#1872)

Expenses & Damages

Date field validation message spacing issue (#1866)
Deleted expenses/damages required cache refresh to disappear (#1863)
Newly created expense not displayed until cache cleared (#1861)
Expense list empty after save until hard refresh (#1860)

Vehicles

Cancel button while adding/editing vehicle redirected to error page (#1852)

Events

Unable to change matter after selecting it during event edit (#1831)

Snail Mail (Super Admin / Premium)

Documents count display missing in Queued and Sent tables (#1815)
Hard refresh required after marking mail as sent (#1809)
Hard refresh required after deleting documents from queued mail (#1808)
Preview open state does not highlight corresponding table row (#1806)
Documents search filter not functional (#1803)
Recently sent mail requires hard refresh in queued table (#1802)

Rolodex

Individual parties missing Display Name and data inconsistency on open (#1298)
Branch office name not updating after edit (Rolodex shows updated value) (#666)
Deleting branch office continues showing in Rolodex until refresh and throws persistent error (#483)

Matter & Labels

Deleting archive and pending matter labels causes archive status errors (#491)

Parties

Search results truncated; not all items accessible (#127)

Signatures

In dark mode, signatures were rendered with white ink on a black background and became invisible after merging (#1778)

Employment

Claim period start and end dates not saving (#1900)
Wage claim amount resets to 0 after saving (#1898)
Error when saving “Both cash and check” in wage information (#1897)
Statutes not getting deleted (#1903)
The wage claim fields are retaining their values after unchecking, saving, and then checking the checkboxes. #1930

Personal Injury

Statutes not getting deleted across multiple PI matter types (#1909, #1908, #1907, #1906, #1904)
Linked events not visible in all calendar views (#1893)
Missing space between multiple statute tags (#1916)
Statute date error persists after selecting valid date (#1910)
“View Calendar Event” button remains after event deletion (#1913)
Statute description tooltip incorrect when empty or blank (#1921)
Errors when entering lengthy statute description (#1920)
Multiple statute tags truncated in preview (#1890)

FluentCase Billing

Pay button under unpaid bills not functional (#1926)

Premium Copy Service

Order preview tags removed incorrectly when options unchecked (#1922)
Fulfilled Orders bulk “Print and Invoice” privilege error (#1918)
Fulfilled order tags not updating after marking notices sent (#1892)

Gmail

Message thread printing with multiple blank pages (#1917)

Release Notes - Version 1.0.49

Release Date: February 13, 2026

✨ New Features

Bulk Delete for Message Drafts (#1799)

Added the ability to bulk delete draft messages.

Users can select one or more draft messages using checkbox selection.
When one or more drafts are selected, a Delete button appears in the top action bar.
Clicking Delete removes all selected draft messages.
Deleted drafts are immediately removed from the draft list.

Bulk Mark Read / Mark Unread for Messages (#1798)

Implemented bulk actions to mark messages as read or unread.

Users can select multiple messages using checkbox selection.

When selecting unread messages:

A Mark Read button appears in the top action bar.
Clicking the button marks all selected messages as read.
All selected messages are displayed as read in the message list.
Success notification: “Marked messages as read.”

When selecting read messages:

A Mark Unread button appears in the top action bar.
Clicking the button marks all selected messages as unread.
All selected messages are displayed as unread in the message list.
Success notification: “Marked messages as unread.”

🚀 Improvements

Dictation: Language Selection & Browser Limitation Notice

Enhanced the Dictation feature with language selection support and a browser limitation notice.

Language Selection

Added a Language Selection button within the Dictation feature.
Clicking the button displays a list of supported languages.
Users can select their preferred language for voice input.

Browser Limitation Notice

Some languages display an info icon next to them.
When selected, the following notice is shown:

“Language may render as phonetic text instead of native script. This is a browser limitation.”

🐞 Bug Fixes

Messages

Draft: Bulk tag option not available when attaching a matter to a draft message (#1848)
Draft: Attaching drafts to matter results in 404 error (#1836)
Draft: Bulk delete requires refresh to remove messages from draft (#1835)
Select All button does not deselect all items across Messages and Memos modules (#1838)

Snail Mail

Sent Snail Mail: Hide Add/Remove cover page option from Sent Snail Mail (#1841)
Cover page status and action buttons not updating after Add/Remove action in Queued Snail Mail (#1840)
Queued and Sent Snail Mail headers briefly appear and then disappear (#1816)
Document preview scrollbars non-functional when sending snail mail (#1814)
Module highlight disappears when right panel is opened (#1812)
Cover page not included in preview when selected (#1811)
Opening queued/sent mail from matter attachments does not navigate to respective module (#1810)
Sent Snail Mail: Print time displayed in truncated format (#1805)
DOCX files in Copy Service Orders missing snail mail button unless uploaded inside matter (#1791)

Fluent AI & OCR

AI processing stops after disabling and re-enabling linking/summarizing/naming/tagging toggles (#1830)
AI preference panel disappears after disabling feature until page refresh (#1829)
No text limit on delimiter causes 500 error instead of validation message (#1828)
Delimiter spaces removed automatically after typing (#1825)
Default delimiter reappears after adding new delimiter (#1823)
Fluent OCR AI document linking less reliable than PDFgear OCR documents (#1782)

Dictation

Spacing required between languages and their indications in dropdown (#1833)
Dictation switches to English mid-session when using another language (#1827)
Language widget does not close automatically (#1822)
Dictation widget fluctuates while typing with keyboard (#1158)
Cursor visibility required while using dictation widget (#1154)

Tasks & Events

Assigned staff tooltips truncated when switching case (#1768)
Task due date field flickers when typing in description (#1312)

Release Notes - Version 1.0.48

Release Date: February 06, 2026

🐞 Bug Fixes

Premium Copy Service Orders: Carrier address not fetched from ordering firm (#1792)
Messages: Deleted messages reappear when deleting quickly (#1783)
Copy Service Firm: Permission error after clicking Next on Select Provider during impersonation (#1784)
Copy Service Orders: Error page shown when selecting Billing Party and Recipient (#1788)

Release Notes - Version 1.0.47

Release Date: February 02, 2026

✨ New Features

Personal Signature for Document Merge (#1770)

Users can now create and manage a personal signature that can be merged into document templates.

Signature Configuration:

Available under My Profile → Signature
Users can add a signature using one of the following methods:
- Draw signature directly
- Upload signature in supported formats: PNG, JPEG, GIF, or BMP
A signature preview is displayed below the input area

Actions:

Cancel
- Discards the drawn or uploaded signature
Save
- Saves the signature and makes it available for document merge

Additional Capabilities:

Users can edit their signature at any time
Signature update history is maintained and displayed

✨ Enhancements

Support for .TIF / .TIFF Attachments and Uploads (#1765)

Added support for .tif and .tiff files
Supported via:
- Email attachments
- Drag-and-drop uploads
Files are automatically converted to PDF upon upload for previewing

🐞 Bug Fixes

Word Templates

Template Archive: DOCM files incorrectly display “File appears to be corrupted” message (#1775)
Save As: Templates saved with a period (.) in the filename generate unknown document type and unavailable preview (#1769)
My Account → Word Templates: Templates uploaded via “Save as new template” lack preview and PDF button (#497)
My Account → Word Templates: Downloading template archive returns a 500 error (#1773)

Permissions & Access Control

General Staff: Unable to delete own-created data (#1763)
General Staff: Permission issues when editing or deleting own activities (#1757)
General Staff: Deleting own-created activities results in 403 error (#1758)
General Staff: Deleting own-created copy service orders results in 403 error (#1750)
General Staff: Unable to delete own-created Settlements and Time Entries (#1762)
Read-only user: Privilege issues resulting in 403 errors (#1774)
Vendor firms: Privilege issues across all accessible modules (#1766)

Super Admin & Super User

Privilege issues under My Account (#1761)
API Tokens: Creating new token results in 403 error (#1760)
Calendar Feed: Enabling iCalendar results in 403 error (#1759)
Your Settings: Theme changes and message composition line changes result in 403 error (#1756)
Gmail Signature: Saving signature results in 403 error (#1755)
Gmail Account: Disconnecting existing account results in 403 error (#1754)
Impersonation: Creating a matter returns 403 error (#1749)
Impersonation privilege issues causing 403 errors (#1752)
Impersonation: Creating copy service orders returns 403 error (#1748)
Impersonation: Creating activities returns 403 error (#1751)

Messaging & Time Entries

Time Entry footer totals calculated based on pagination instead of all entries (#1243)
Gmail/Outlook: When switching a message thread between matters, the matter label does not update (#1745)

Other Fixes

Vendor firm (Gemini): Login fails with unexpected error and 403 API responses (#1753)

Release Notes - Version 1.0.46

Release Date: January 23, 2026

✨ New Features

Activity Label Consolidation (#1716)

Consolidated activity labels to reduce noise and improve clarity in the activity timeline.

Event Created and Event Updated are now shown as Event
Task Created, Task Updated, and Task Completed are now shown as Task
Task Deleted and Event Deleted remain unchanged
Historical activity items are unchanged at this time

Reports Module: Staff Productivity, Tasks, Contact Exports & Access Logs (#1747)

Introduced a centralized Reports module that enables admins and authorized staff to generate, preview, and export operational reports. This feature improves visibility into staff productivity, task distribution across cases, contact data management, and matter access auditing.

The Reports module includes multiple report types, each with advanced filtering, preview functionality, Excel export, and consistent Select All / Clear controls for multi-select filters.

Reports Included

1. Staff Productivity Report

Tracks staff activity within a selected date range.

Filters

Date Range (Required)
- Start Date
- End Date
Staff Members (multi select)
- Select All
- Clear

Metrics to Include

Activities Created
Tasks Created
Tasks Updated
Tasks Completed

Output Columns

User
Activities
Tasks Created
Tasks Updated
Tasks Completed
Total Actions

Actions

Preview
Excel Download

2. Tasks Per Case Report

Provides insight into task workload and completion status per case.

Filters

Task Due Date Range
- Tasks with no due date are always included
Case Matter Status (multi select)
- Select All
- Clear

Output Columns

Case Name
Case Number
Status
Total Tasks
Incomplete Tasks
Completed Tasks
Last Updated Date

Actions

Preview
Excel Download

3. Contact Exports Report

Allows exporting contact records based on role and data availability.

Filters

People Type (Required) (multi select)
- Select All
- Clear
Has Email
- Yes / No / Either
Has Address
- Yes / No / Either

Output Columns

Name
People Type
Email
Phone
Address
Address 2
City
State
Zip

Actions

Preview
Excel Download

4. Matter Access Logs Report

Audit log showing staff access to matters.

Filters

Date Range (Required)
Group By
- Staff Member
- Case Matter
Staff Members (multi select)
- Select All
- Clear

Output Columns

Staff Member
Case Matter
Case Number
Access Count
First Access Date/Time
Last Access Date/Time

Actions

Preview
Excel Download

Select All / Clear Functionality (Global Requirement)

Description All multi-select filters across the Reports module include Select All and Clear options for improved usability and consistency.

Expected Behavior

Select All selects all available options
Clear removes all selected options
UI updates immediately without page refresh
Preview and Excel exports reflect current filter selections

🐞 Bug Fixes

Reports

On navigating to Staff Productivity and Matter Access Logs, the left panel switches to the Matter module (#1744)
Total Actions column in preview not updating when metrics are toggled, while Excel updates correctly (#1743)
Re-enabled metrics show 0 counts in preview after regeneration (#1742)
Excel download excludes rows with 0 values shown in preview (#1740)
Clear option missing in date range fields (#1739)
Excel shows empty cells instead of 0 values (#1737)
Preview table column names do not match Excel export (#1736)
Incorrect page header names for Staff Productivity and Matter Access Logs (#1735, #1734)
Partial preview results shown after unchecking filters (#1733)
Excel downloads even when preview is not generated (#1732)
Staff member initials not visible correctly in dropdown selections (#1729)
All results displayed when no filters are selected (#1728)
Clear option under Staff Members not working properly (#1727)
Contact Exports returns 500 error when Email/Address filters are not set to Either (#1726)
Selected People Type not displayed after selection (#1724)
Users with no activities not consistently displayed with zero values (#1723)
Date ranges missing from Excel filename and worksheet (#1722)
Future date ranges allowed for report generation (#1721)

Activities & Tasks

Event deleted activity missing “Event Deleted” tag (#1720)
Switching task matter removes existing tags and list highlight inconsistencies (#1719)
Newly created events not highlighted until selected (#1718)
Switching event matter removes existing tags (#1717)
Activity search performance causes application freeze (#1714)

Premium & Documents

Matter files selectable again after refresh in Copy Service Orders (#1691)
Previously attached files removed when adding matter files (#1690)
Truncated tooltip for document download in batch scan view (#1689)
PDF summary not visible in activity description after linking to matter (#1684)

Messaging & UI

Attachment icons missing in print preview for Gmail/Outlook messages (#1477)
Uniform Assigned Number input fields too small in High Contrast Theme (#1382)
Uniform Assigned Number dropdown visibility issues in Dark Theme (#1381)

Copy Order

Order preview not loading when creating repeated orders for the same matter (#630)

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)

Implemented and enhanced task flexibility by allowing tasks to be linked or moved between matters after creation.

Functionality Overview:

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 1.0.16

Release Date: April 24, 2025

✨ New Features:

Clone a Court Filing (#983):
- Users can now clone an existing filed court filing from the Jet File module.
- Cloning is also supported from Matter Activities and Recent Activities.
- A green “Clone” button is displayed for eligible court filings.
- Upon clicking Clone, a “Clone Success” message is displayed and the user is redirected to the Court Filing form.
- The form is pre-filled with data from the original filing, including pre-selected documents in the Documents section.
- The cloned form is fully editable before submission.
- If the cloned filing is deleted, the original filing remains unaffected.
- This feature enhances efficiency by reducing repetitive data entry and ensuring consistency.
Activities: Toggle for Hidden Items (#749):
- In the Fluent app, activities are automatically created when items are added to a matter.
- A Hide/Unhide button is now available in the right panel preview of an activity.
- Clicking Hide removes the item from the Activity Table; Unhide restores it.
- A new eye icon button labeled “Show Hidden Items” in the Activity Table reveals all hidden items when clicked.
- Users can toggle visibility to control what items are shown in the Activity Table, aiding in better organization and focus.
Activities – Add ability to add tags to multiple Activities.(#970):
- Users can now add multiple tags at once to one or more activities.
- Multi-tag updates can be performed using checkboxes for tag selection.
- Previously used tags appear pre-checked in the tag list.
- Two action buttons are available:
  - Save: Updates all selected or deselected tags.
  - Cancel: Closes the multi-tag panel without making changes.

🔧 Improvements:

Default Side Representation Applied Automatically (#979):
- When creating a new matter, the firm’s default preference for side representation is now applied automatically.
Activity Table Hidden Filter Behavior (#977):
- When viewing hidden templates and the hidden filter is active, clicking the eye icon now shows “No Items Available” instead of removing the hidden filter, improving clarity in filtered views.
Staff Activities Chart:
- Enhanced the tooltip (info icon) to display more detailed information about what the chart represents and how it updates. ( #978 )
Activities – Multiple Tags:
- If no activities are selected, attempting to save tags now shows an appropriate error message.( #988 )

🐞 Bug Fixes:

Activities – Tagging:
- Fixed a 422 error when applying multiple tags to older activities (e.g., documents). (#994)
- Resolved an issue where deselected tags were still being applied. (#987)
- Tags now properly remain checked if reselected. (#986)
Memos:
- Fixed an error: “The requested Memo could not be found. It has likely been deleted.” when clicking Add activity details under Inbox and Sent memos. (#991)
Gmail – Add Activity Details:
- Resolved an error on clicking Add activity details under sent mail inside a matter. (#990)
Tasks – Edit Error on First Update:
- Fixed an issue where editing a task for the first time caused a "reading 'matter_id'" error and a 404 page on reload. (#989)
“Create Event” Button Missing:
- Fixed an issue where the “Create Event” button was missing in the main left panel navigation and inside a matter. (#982)
Hidden Filter Issue in Activity Templates:
- Fixed logic in Activities > Templates where using the hidden filter and clicking the eye icon incorrectly showed No Items Available instead of removing the filter. (#977)
Mobile View: Staff Activities Not Visible:
- Resolved an issue where the “Staff Activities” module was not visible on the app dashboard in mobile view. (#976)
Calendar Printing: Missing Events in Day View:
- Events sharing the same time slot now correctly print from Day View. (#972)
Calendar Navigation Loads Twice:
- Fixed issue where switching calendar views caused the page to load twice. (#745)
Agenda View: Assignee Not Updating:
- Assignee changes now reflect correctly from the Agenda view without requiring a cache clear. (#895)
Outlook Email Preview Images Not Loading:
- Corrected an issue where pasted images in the email body were not loading in the preview. (#946)
Outlook Attachment Previews Not Loading:
- Fixed an error preventing preview of attachments in Outlook emails.
Matters – Delayed Display:
- Fixed issue where the matter list briefly showed “No Items Available” before loading correctly. (#661)
Jet Filing – Resizing Issue:
- Preview Form now updates properly after resizing the browser window. (#592)
Injury Module – Date Display Errors:
- Start and end dates now show correct values when switching between injury types. (#517)
Activity Display:
- Tags and Activity Description are now shown for Tasks, Events, and JET Files. (#508)
Fluent Gmail Add-On – .docm Rename Bug:
- Fixed an issue where renaming .docm files with ≤5 characters caused invalid downloads. (#453)
Word Templates: Tag Removal Issues:
- Resolved issues with tag removal in Activities > Files:
  - Users can now remove all tags from a file.
  - Users can remove a single tag without needing to replace it. (#242)
Case Status Deletion: Error Handling:
- Fixed a bug where deleting a case status associated with a matter did not show a proper error message. (#103)
- Prevented deletion of case statuses that were in use. (#4)
Salary Field Accepts Decimals:
- Updated the Edit User screen so the salary field now accepts decimal values (e.g., for hourly rates). (#68)

Release Notes - Version 1.0.15

Release Date: April 11, 2025

✨ New Features:

Matter Fees:
- Introduced a new Fees feature inside each matter, allowing firm members to create time entries with enhanced control and flexibility.
- Users can:
  - Select shortcuts and edit descriptions.
  - Choose from two dropdowns: Entered By and Bill As.
  - Enter Hours, Rate, and Date, with the Amount calculated automatically.
  - View associated Task Code and Activity Code based on the selected shortcut.
- Full CRUD support: Entries can be edited or deleted.
- A comprehensive Fees Table displays all created fees, with support for single and multi-select delete actions.
- Users can also navigate to a specific fee directly from the table.
Matter Activity Enhancements:
- Multi-select functionality: Users can now select and delete multiple activities at once.
- Attach to Memo:
  - Available for Document-type activities.
  - Clicking “Attach to Memo” opens the New Memo form with the current matter and document pre-selected.
- Forward via Email (Gmail/Outlook):
  - A new Forward button opens the New Message form with the current document attached by default.
  - Users can add or change attachments as needed.

🔧 Improvements:

Email Accounts:
- Email signature updates are now saved correctly, though the system currently lacks a confirmation notification.
Activities:
- Enabled deletion of multiple activities.
- Enabled forwarding of multiple documents via email or memo.
- Unified preview logic into a single, consolidated component for consistency.
Rolodex:
- Added company address info next to company names in the list view, based on user feedback.
Autocomplete Enhancements:
- Matters and Rolodex autocomplete functionality improved to behave more like Data Table filters.

🐞 Bug Fixes:

Gmail/Outlook:
- Fixed overlapping BCC title with selected/entered CC emails.
- Addressed issue where after writing an email and attaching files, authenticating the account would delete all input and attachments.
Messages:
- Fixed issue where forwarding/sending from Activities/Drafts only showed the link for .docx files, while other file types lacked links.
- Fixed issue where PDF files had to be re-added for the open link to appear correctly.
Matter > Outlook:
- Resolved issue where “From” and “Message Body” fields appeared blank in the Outlook table.
Events:
- Fixed issue where clicking an event more than twice did not open the event detail box.
My Account > Google Drive Docs Import:
- Fixed UI spacing issue for imported document display.
Fees Module:
- Resolved:
  - Shortcut dropdown showing blank values after the first scroll.
  - Dropdown list visibility when editing without any input.
  - Validation errors now show properly instead of returning a 500 error for total amount limits.
  - Displaying NaN instead of 0 when saving 0 hours has been corrected.
  - Prevented saving when “None” is selected in Entered By or Billed As fields (with proper validation).
Activities > Attach to Memo:
- Fixed error "useDeleteActivityMutation is not defined" after sending a memo with an activity attached.
- Resolved issue where receivers experienced errors when opening the memo.
Memos:
- Fixed issue where memo previews weren’t loading for both sender and receiver across inbox, sent, and activity views.

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 1.0.82

Release Date: October 09, 2026

✨ New Features

Matter Accounting – Discounts & Write-Offs (#3033)

What’s New

Manage Discounts & Write-Offs

Automatic Settlement Balance Updates

Quick Access from Settlements

Improved Merus Accounting Imports

Eve Legal Integration – Matter, Notes & Document Synchronization (#2933)

What’s New

Connect to Eve Legal

Automatic Matter Synchronization

Document and Activity Note Synchronization

Current Limitations

🚀 Enhancements

Matter Links – Staff Initials & Improved Drag-and-Drop Handling (#3026)

What’s New

Staff Initials on Matter Links

Improved Drag-and-Drop Handling

Tasks – Improved Priority Icon Alignment (#3013)

What’s Improved

Consistent Priority Icon Placement

Improved Display Across Task Views

Activities – Improved Display of Long Activity Descriptions (#3012)

What’s Improved

Consistent Activity Row Heights

Improved Scrolling and Activity Viewing

Word Templates – Improved Signature Display in Merged Documents (#3011)

What’s Improved

Correct Signature Display

Improved Word Document Compatibility

Reports – Language and Interpreter Information Added to Contact Reports (#3009)

What’s New

New Contact Information Columns

Updated Report Previews and Excel Exports

Settlements – Improved Financial Calculations and Merus Import Accuracy (#3034)

What’s Improved

Accurate Settlement Financial Calculations

Improved Payment Expectations

Clearer Settlement Card Layout

Improved Merus Settlement Imports

Calendar – Improved Matter Link Visibility in Events (#3027)

What’s Improved

Better Text Contrast in Calendar Events

Consistent Appearance Across Themes

🐞 Bug Fixes

Release Notes - Version 1.0.81

Release Date: October 01, 2026

✨ New Features

Matter Documents – Unlink Documents from a Matter (#1365)

What’s New

Unlink and Reorganize Documents

Document History

Email and Memo Attachments

Benefits

🚀 Enhancements

Recent Matters – Improved Performance Across Browser Tabs (#2999)

What’s Improved

Updates When They Matter

Reduced Background Activity

Rich Text Editors – Improved Gmail Paste Formatting (#2998)

What’s Improved

Cleaner Pasted Content

Supported Areas

Other Content Remains Unaffected

Existing Content

Security – Safer Login Redirects (#2980)

What’s Improved

Security – Validated Post-Login Destinations (#2979)

What’s Improved

Security – Improved Login Page Input Protection (#2978)

What’s Improved

Grid Search – Accent-Insensitive Filtering (#2977)

What’s Improved

Works Across Text Filters

Messages – Improved Duplicate Activity Prevention (#2975)

What’s Improved

Security – Magic Link Request Protection (#2973)

What’s Improved