CaseChat Redesign, Reputation Insights, Document Signing

Version 2026.3.1 brings a completely redesigned CaseChat experience, deeper reputation insights, and expanded document signing capabilities that let your firm collect more information from clients without workarounds.

CaseChat Redesign

CaseChat has been rebuilt with a modern, iMessage-style layout that makes client communication feel familiar and effortless.

• Modern messaging interface: The conversation view now uses a familiar chat bubble layout, making it comfortable for both staff and clients to follow conversation threads
• Inline attachments: Images and file attachments display directly in the conversation — no need to open a separate panel to view what was shared
• Lightbox image viewer: Tap any image to open it in a full-screen viewer for a closer look without leaving the conversation
• Improved reliability: Real-time message delivery has been stabilized with added validation, so messages appear consistently without requiring a page refresh

Reputation Insights

Your reputation dashboard now gives you a richer view of how client satisfaction is trending over time.

• Score trend charts: The ratings graph shows NPS and Google review score trends over time, making it easy to see whether satisfaction is improving week over week
• Google review count metrics: Total Google review counts now appear in team member stats and the reputation overview, giving you a complete picture of your online presence
• Auto-fill review links: When you have a connected Google Business Profile, the Google review link field in setup fills in automatically — one less thing to configure
• Filter reviews by client: The reviews list can now be filtered by client, so you can quickly pull up all feedback associated with a specific person

Document Signing Builder Enhancements

Three new field types are available in the document signing builder, letting you collect a wider range of information in your signed documents.

• Text area: Capture longer, multi-line responses from signers — useful for descriptions, explanations, or open-ended questions
• Dropdown select: Present signers with a predefined list of options to choose from, keeping responses consistent and easy to review
• Date/time: Capture dates and times in a structured format, eliminating ambiguity when specific dates matter

Bug Fixes and Stability

• Automation messages: The "Delete All Related" action now correctly removes only messages from the matching automation group, preventing unrelated messages from being deleted
• Password visibility: An eye icon on the sign-in form lets you show or hide your password while typing, reducing sign-in errors from hidden typos
• Case name search: Searching for a case by name now checks all name fields — first, last, middle, and others — so you can find clients regardless of how their name was entered
• Sidebar layout: Fixed an overflow issue in the sidebar that could push action buttons off screen
• Filevine reliability: Filevine webhooks now respond immediately rather than waiting for full processing to complete, eliminating timeout errors during high-volume events
• Zapier imports: Cases created via Zapier now correctly receive phase timestamps and scheduled phase messages, matching the behavior of other integrations
• Import error display: The failed imports table now shows the specific error reason for each failed import, making it easier to diagnose and resolve import issues