Enhanced CMS Integration and Case Management

Version 2026.2.2 delivers multi-client NEOS imports, expanded reputation management across multiple locations, and vehicle tracking for personal injury cases to the Quilia attorney portal.

NEOS Integration Enhancements

• Multiple client support: Import cases with multiple plaintiffs and clients from NEOS automatically, with all parties linked as case members
• Smarter staff invitations: The system now checks if staff members already exist before sending duplicate invitations during case imports

Multi-Location Reputation Management

• Multi-location support: Track and filter Google Business reviews across multiple locations in a single dashboard
• Location-specific statistics: View review metrics and performance data separately for each business location
• Improved access controls: Review management actions such as refresh, assign, and reply are now properly restricted to admin users only
• Enhanced share cards: Celebrate team success with improved review share cards featuring congratulations banners for assigned staff members

Vehicle Tracking for Personal Injury Cases

• Rental car tracking: Record and track rental vehicle periods with daily rates and total cost calculations
• Loss-of-use documentation: Document periods when clients could not use their vehicle, including dates and associated costs
• Incident page integration: All vehicle period information displays directly on the Incident tab for easy access

Document Management Improvements

• New asset types: Added support for motor vehicle collision documents including medical bills, vehicle registration, proof of income, and vehicle damage photos
• Better categorization: Improved asset type options make organizing case documents easier and more accurate

Filevine Single Vine Mode

• Consolidated case management: Option to consolidate all client activities into one vine per case instead of creating multiple vines, reducing clutter and simplifying case management in Filevine

Messaging Improvements

• Real-time recipient updates: Message recipient selector now automatically refreshes every 2 minutes, ensuring newly added clients appear immediately
• Better client visibility: Clients without assigned cases now correctly appear in the recipient selector

Bug Fixes and Stability

• Cases page navigation: Fixed issue where users viewing "My Cases" with no assigned cases would get stuck on an empty screen with no way to switch to "All Cases"
• Messaging: Recipient cache now refreshes automatically, preventing stale client lists
• Reputation: Role-based permissions properly enforced for review management actions
• NEOS: Eliminated duplicate user invitation errors during case imports