Sidebar Redesign, Smarter Case Exports, and Messaging Improvements

Version 2026.3.0 brings a cleaner navigation sidebar, a more informative case export experience, smarter NPS feedback routing, and automated phase messaging that keeps clients informed without manual follow-up.

Navigation Sidebar Redesign

The sidebar has been streamlined to give you more room for case content.

• Fully collapsible: The sidebar now hides completely when collapsed instead of shrinking to an icon-only strip, freeing up more screen space for case content
• Smooth animation: Opening and closing the sidebar uses a polished fade-and-collapse animation for a more refined feel

Case Export Improvements

The export experience on case detail pages is now more informative and easier to use.

• Descriptive export dialog: The export button opens a dialog explaining each available format, replacing a silent dropdown with clear choices:
  • Spreadsheet (CSV) — for filtering and sorting in Excel or Google Sheets
  • Document (PDF) — a formatted timeline with images for printing or sharing
  • AI Summary — a text summary ready to paste into AI assistants
• Case-type-aware AI export: The AI Summary tailors its output to the case type, generating relevant sections for personal injury, trusts and estates, bankruptcy, and family law cases

NPS Notification Routing

NPS score notifications now reach the people closest to each client.

• Notify assigned case members: Feedback notifications go to the staff members assigned to the case instead of a single org-wide email address
• Configurable recipients: A new settings dialog on the reputation page lets you add additional notification addresses beyond the assigned case members
• Smart fallback: If no case members or configured emails are found, notifications fall back to the org email so no feedback is ever lost

Automated Phase Messages

Phase messaging is now handled automatically whenever a case transitions to a new phase.

• Reliable delivery: Phase messages are scheduled automatically on case transitions, so clients receive timely communications without manual follow-up
• Language fallback: When no message template exists for a client's language, the system falls back to the English template so no client is left without a message

Team Management

• Resend invite for all members: The resend invite option is now available for all team members from the action menu — not just those who have never signed in — useful for staff who need a fresh login link

Bug Fixes and Stability

Cases

• Sticky case header: The case detail header and navigation tabs now stay visible at the top of the screen as you scroll, keeping case actions and navigation always within reach
• Fixed case detail crash: A crash on the case detail page caused by empty navigation tab values on mobile has been resolved
• Clearer "Add New Case" language: The add case modal now uses clear, consistent language throughout and the External ID field no longer shows developer-facing descriptions
• Case journal heading: The journal page now shows the correct heading for each case type — such as "Case Notes" or "Claim Journal" — instead of always defaulting to "Case Notes"
• All cases now load: Fixed a silent data truncation issue where large organizations were not seeing all their cases due to database query limits

Messages

• Consistent Auto badge: All automated phase messages — including welcome messages sent on phase transitions — now consistently display the "Auto" badge

Authentication

• Stable token refresh: Fixed a race condition where multiple simultaneous requests with an expired session could each attempt to refresh the token independently; token refresh is now coordinated so only one request runs at a time

CMS Integrations

• Phase selection in status mapping: Fixed a bug where only the "All" option could be selected in the phase status mapping table; individual phases can now be selected and mapped correctly
• SmartAdvocate document sync: Fixed an issue where uploaded documents were missing their original filename in SmartAdvocate; filenames now appear correctly after upload
• SmartAdvocate and Litify phase imports: Fixed duplicate case phases being imported from SmartAdvocate and Litify
• NEOS duplicate contacts: Fixed an issue where related-contact sync in NEOS could create duplicate user records

Client Management

• Phone number matching on import: Fixed phone number deduplication during CMS imports to correctly recognize both local and international phone formats, preventing unnecessary duplicate client records