In-App Help Chat and PDF Previews

Version 2026.2.4 brings built-in support resources directly into the portal, makes it easier to identify documents at a glance with PDF previews, and adds new tools for managing client communication preferences and online reputation.

In-App Help Chat

• Always-available support: A help chat is now accessible directly within the portal, so your team can get answers to questions about features and workflows without leaving the page
• AI-assisted responses: The chat draws on an integrated knowledge base to provide accurate, context-aware guidance on portal functionality and best practices

PDF Thumbnail Previews

• Inline document previews: PDF files attached to messages and CaseChat conversations now display thumbnail previews, making it easy to identify documents at a glance without opening them
• Consistent across messaging: Thumbnails appear in both client messages and CaseChat conversations for a uniform experience

Case Data Export

• Export as markdown: Attorneys can now export a structured summary of case data as a formatted markdown document, useful for external reporting, case handoffs, or AI-assisted review

Faster Google Review Collection

• Direct review links: SMS review requests now send clients directly to the Google review page, bypassing intermediate redirects for a smoother experience that results in more completed reviews

SMS Opt-Out Support

• Respect client preferences: Clients can now opt out of SMS notifications, with their preferences tracked consistently across all messaging workflows so their communication choices are always honored

Notification Delivery Improvements

• Channel preferences honored: Notification workflows now respect each user's preferred communication channel, ensuring messages arrive the way each user expects
• Google review follow-ups: Review follow-up reminders are now managed through a centralized notification system, improving delivery reliability and tracking

Bug Fixes and Stability

• NEOS integration: Fixed import failures and added automatic detection of new parties on existing cases, ensuring all clients are correctly synced when case data changes in NEOS
• Trust extraction: Fixed auto-refresh not triggering after trust data extraction, so results appear immediately without a manual page reload
• Activity feed: Corrected image display issues and improved the estate assets UI for a more consistent experience
• Recent activity: Fixed activity log entries showing incorrect titles for generic contact types
• Cases: Removed a duplicate "Send Requests" button that was appearing in the case sidebar