CaseChat Multi-Client Threads, Voice Journaling, and a Native App Refresh

This April release brings together everything shipped across the portal (2026.4.0 through 2026.4.3), the mobile app (2026.4.0 and 2026.4.1), and the browser extension (2026.4.2) — now available on Chrome, Safari, and Firefox. Attorneys get private CaseChat threads for multi-client cases, universal analytics across practice types, voice journaling, SharePoint sync, and five new practice areas. Clients get a native-feeling tab bar, near-instant CaseChat sync, iPad and Mac layouts, typed signatures, and an in-app satisfaction survey.

CaseChat Multi-Client Threads portal app

Cases with multiple clients now support separate private conversations alongside a shared group thread.

• Private and All Parties toggle: Switch between a private thread with an individual client and the shared group conversation with a single click — no need to leave the case or open a separate tool
• Join conversations as a non-member: Attorneys can drop into any CaseChat conversation to check on progress without needing to be formally added as a room member
• Smoother messaging experience: Message input no longer clears unexpectedly while sending, and the brief loading flash when opening a conversation has been eliminated

CaseChat on Mobile app

The mobile app now takes full advantage of the real-time CaseChat engine introduced in portal 2026.3.7, with a few client-side improvements on top.

• Progressive message loading: The chat opens quickly by loading the most recent 50 messages first, then lets you scroll up to load older history on demand
• Optimistic send with draft restore: Sent messages appear immediately before the server confirms them. If a send fails, your draft text is automatically restored so nothing is lost

Practice Area Flexibility portal app

Several features that were previously limited to personal injury cases are now available across all practice types, and five new case types are supported out of the box.

• Universal analytics: The analytics page now displays metrics relevant to your practice area, whether you handle PI, family law, immigration, or any other case type
• Case Notes across practice areas: Case activity now supports a Case Notes label for all practice types, giving your staff a consistent way to log notes regardless of the case
• Smarter section visibility: The Providers section is now hidden for practice areas where it does not apply
• New supported practice areas: Civil litigation, real estate, debt collection, credit repair, and immigration cases are now supported out of the box
• Case-type tailored content in the app: Subtitles, onboarding benefits, empty states, and help text are now tailored to each client's specific case type — personal injury, family law, criminal defense, SSD, employment, and more

Voice Journaling app portal

Clients can now record voice notes from the mobile app that are automatically transcribed and attached to their case journal — no typing required.

• Voice recording and transcription: Clients record voice journal entries that are transcribed automatically using Whisper
• Audio playback on case journal: Recorded voice entries play back directly on the case journal and activity feed
• Inline photo and video attachments: Photos and videos attached to journal entries now display inline, just like a standard messaging app
• AI follow-up prompts: After a client submits a journal entry, AI-generated follow-up questions help prompt them for more complete and useful case updates

SharePoint Integration portal

Firms using Microsoft 365 can now keep case documents in sync between Quilia and SharePoint — connect SharePoint as a document storage integration to automatically sync case files without manual uploads. The connection status now correctly reflects a completed OAuth setup. Learn more about the SharePoint integration.

Prior Medical History Extraction portal

Uploaded medical documents are now analyzed for prior medical history, automatically populating the Prior Injuries screen on the Health tab. Staff no longer need to manually review and enter this information.

Treatment and Insurance Enhancements portal

• Prescriptions tab: A new Prescriptions tab in the case treatment view lets staff add, edit, and delete prescription records without leaving the case
• Richer insurance records: Insurance records now include phone number, effective date, expiration date, copay, and deductible fields

Redesigned Phase Messages portal

The phase message editor has been completely overhauled.

• Alias support and single-save editing: Aliases are now supported in phase messages, and all changes save in a single action
• Drag-to-reorder: Phase message entries can be dragged to reorder
• Timezone-aware scheduling: Scheduled messages now use your organization's timezone, with a clear indicator in the scheduling UI

Improved Filtering and Discovery portal

• Filter requests by client and case type: The requests list now supports filtering by client name and case type
• Filter cases by CRM status: Cases can now be filtered by their CRM integration status directly from the cases screen
• Case member status: Staff can set and update the status of each client on a case from within Edit Case Details

Browser Extension ext

The Quilia browser extension gets the same multi-client CaseChat upgrades as the portal, plus broader firm-wide visibility and a faster sign-in flow. Now available on Chrome, Safari, and Firefox — Chrome from the Chrome Web Store, Safari from the Mac App Store, and Firefox from Add-ons.

• Per-client chat threads: Multi-client cases now show separate private threads per client alongside an optional "All Parties" group thread — with the join flow targeting the specific client thread you are viewing
• All Cases view: A new "My Cases" / "All Cases" toggle lets staff browse every case at the firm, not just their own, in both chat and activity views
• Join and leave chat: Staff can drop into a case conversation on demand and leave when they no longer need to follow along. Non-members see the full conversation history with a Join Chat button in place of the input
• Portal sign-in: A new "Sign in with Portal" option hands off authentication to the portal, making sign-in one click for attorneys already signed in
• Resend invite: Resend invite texts to clients directly from the case Members section
• Image grid and lightbox: Activity feed images now render in a grid with fullscreen lightbox viewing and infinite scroll
• Faster case list: Case list loading was rebuilt on a single RPC call instead of 30+ individual queries — a significant speedup for large firms
• Search across all cases: Case search now returns results from both My Cases and All Cases

Walkthrough Improvements portal

• Dismiss unmatched providers: Unmatched provider entries can now be dismissed instead of requiring manual resolution
• Drawn-only signatures by default: Signature fields in client requests now default to drawn-only mode
• Import modal for CMS firms: Firms with a CMS integration configured now always see the import modal when creating new cases

iPad and Mac Support app

The app now takes full advantage of larger screens with purpose-built layouts for iPad and Mac.

• Master-detail views: Case and Health tabs display a list on the left and detail content on the right, so staff can browse and review without constantly navigating back
• Side-by-side chat: CaseConnect on iPad shows the case list alongside the active conversation, similar to how iMessage works
• All orientations: Portrait and landscape are both supported on iPad, adapting automatically

CaseConnect app

The chat tab has been renamed to CaseConnect, matching the browser extension. Clients with multiple cases now see all their messages in one inbox instead of just the case they last viewed, and staff can toggle between "My Cases" and "All Cases" just like on the extension.

Native Platform Tab Bar app

The bottom navigation bar now uses the icon style that feels right on each device — SF Symbols on iOS and Material Design icons on Android — giving the navigation bar a polished, at-home feel that matches the visual language of each platform.

In-App Client Survey app

A short satisfaction survey helps your firm stay connected to how clients are experiencing the app.

• NPS-first survey: The survey leads with the most important question — whether a client would recommend their attorney — followed by three short rating statements
• Respectful pacing: The survey only appears after meaningful engagement (10, 25, or 50 activities) and has a 90-day cooldown
• App Store review prompt: When your firm sends a review request, clients see a native App Store or Google Play review dialog directly inside the app

Typed Signatures on Mobile app

Building on the typed signature rendering improvements in portal 2026.3.3, clients on mobile can now type their signature instead of drawing it, with a live preview and a clear toggle between the two modes.

Ask a Question app

Any client can now send a free-text question to the firm from the organization screen — whether or not they have an active case. The question is delivered to the legal team, with case context attached automatically when it's available.

Universal Deep Links app

Links from emails, SMS, and the web now open directly to the right screen inside the app.

Improved Organization Profile app

• Better logo display: The firm's logo now appears full-width on the organization details screen with the correct aspect ratio, and the app uses the right image (icon vs. logo) depending on screen context
• Long firm names: Especially long firm names now scale automatically to fit without being cut off
• Clearer address button: The "Directions" button has been renamed to "Address" to better describe what it shows

Bug Fixes and Stability

• Faster sync for large firms: Case room data loading has been optimized from 30+ sequential requests down to a single query, significantly improving performance for organizations with 1,500 or more cases
• Metered billing: Fixed a billing issue that had been broken since November 2025 — metered subscription billing now processes correctly again
• Case close sync: Closing a case now propagates correctly across all CMS integrations
• Audio transcription reliability: Fixed transcription failures for certain audio file formats
• Case navigation: Fixed an issue where case tabs could be hidden due to a configuration conflict
• Case member management: Fixed a crash when changing a client's organization, and referral-partner accounts no longer appear in client-facing member lists
• Billing labels: Subscription plans now correctly display per-month pricing
• Credential form autofill: Fixed password manager autofill incorrectly triggering on the Salesforce and Litify credential forms
• Duplicate NPS prompts: Fixed an issue causing duplicate reputation prompts to be sent to clients
• Sidebar default: New users now see the sidebar expanded by default instead of collapsed
• Dark mode fixes: Corrected dark mode styling on onboarding screens and Radix color scales
• PDF viewer compatibility: Added a polyfill to fix PDF viewer loading on older browsers
• SSN field visibility: The SSN field is now hidden when SSN collection is disabled for the case type
• Email deliverability: All no-reply sender addresses have been updated to support@quilia.com for better inbox delivery rates
• Appointments app: Save failures now surface an error message and keep you on the screen. A 24-hour window allows editing an appointment's date after creation, and tapping a locked date explains why it cannot be changed
• Requests app: Cancelled requests are hidden from the request list. Deep links to cancelled requests show a clear "cancelled by attorney" message, and soft-deleted requests are excluded from all views
• Home screen tasks app: Fixed navigation for the benefit payments, "Add next appointment," and "Add accident details" task buttons
• CaseChat app: Fixed keyboard-aware input padding, input height reset after sending, send button styling, avatar alignment on read receipts, and a typing indicator that could appear for your own messages
• No-case clients app: Fixed an issue preventing clients without an active case from loading their messages, and removed a back arrow that appeared during loading
• Auto-navigation ext: The side panel now auto-navigates to the matching case when opened from a CMS page, without requiring a manual refresh
• Chat message previews ext: Non-member rooms now show the last message preview instead of appearing empty
• Chat loading ext: Conversation loading shows a spinner instead of skeleton placeholders
• Badge counts ext: Unread badge counts now include both client and group rooms
• Missing cases ext: Cases without chat rooms now correctly appear in All Cases and activity views
• Unlinked chat rooms app: Fixed an issue where clients could not send messages on their own cases due to unlinked chat rooms
• PDF signing crashes app: Fixed crashes during PDF document signing caused by a temporary file conflict
• Login crash app: Resolved a crash that could occur during the client login flow
• Voice-call OTP fallback app: The "Call me instead" fallback now works correctly during phone sign-in
• Phone sign-in EULA app: Replaced the EULA checkbox with passive consent text for a cleaner sign-in
• Concurrent uploads app: File upload concurrency is now capped to prevent memory issues on older devices
• Activity timestamps app: Activity log entries now show the time of day, not just the date
• Menu subtitles app: Case and Health tab items now include short descriptions so you know what each section contains before tapping
• PDF retry app: Failed document downloads now surface a retry button instead of failing silently
• Pinch-to-zoom app: Documents now support pinch-to-zoom on smaller screens
• System fonts app: The app now uses platform system fonts for a more native appearance
• Calendar task cards app: Refined styling and translations added across 25 languages
• Internationalization: Corrected missing and incorrect translations across Spanish, French, Italian, and Filipino locale files