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 1.0.14

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 1.0.61

Release Date: May 15, 2026

✨ New Features

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

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

🚀 Enhancements

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

✨ What’s Improved

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

✨ What’s Improved

🐞 Bug Fixes

Release Notes - Version 1.0.60

Release Date: May 08, 2026

✨ New Features

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

✨ What’s New

🔧 Improvements

Result

🚀 Enhancements

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

✨ What’s New

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

✨ What’s New

🐞 Bug Fixes

Release Notes - Version 1.0.59

Release Date: May 04, 2026

✨ New Features

🚀 What’s New

Result

🚀 Enhancements

Copy to Clipboard for Phone Numbers and Email Addresses #2235

Where You’ll See This

Events/Edit: Alphabetize Event Type Dropdown #2234

Faster Matter Message Loading #2233

Where You’ll See This

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

Activity Details Include

What’s Improved

Settlements Experience Improvements #2217

Editing Improvements

Clone Snailmail Request #2249

Edit Snailmail Cover Page #2250

Where You’ll See This

🐞 Bug Fixes

Release Notes - Version 1.0.58

Release Date: April 27, 2026

🐞 Bug Fixes

AI / Documents

Activities

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)

What’s New

Behavior

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

What’s New

How It Works

Behavior

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

What’s New

Behavior

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

What’s New

Behavior

🚀 Enhancements

Tasks

Copy Service

UI / UX

🐞 Bug Fixes

Matters

Gmail / Outlook

Task Notifications

Documents

Messages / Activities

Contact Details / Export

Copy Service

Release Notes - Version 1.0.56

Release Date: April 14, 2026

✨ New Features