Thursday, April 16, 2026
Legal Appointments and Cross-CMS Delivery Tracking
Aug 15, 2023App
Sep 2, 2023App
Sep 8, 2023App
Sep 15, 2023App
Sep 18, 2023App
Dec 12, 2023Portal + App
Apr 2, 2024App
Jun 24, 2025Portal + App
Jul 2, 2025Portal + App
Jul 13, 2025Portal + Medical + Integrations
Aug 15, 2025Portal + App
Aug 19, 2025Portal
Sep 10, 2025Portal + Integrations + Backend
Oct 2, 2025Portal + App + Extension
Oct 16, 2025App + Integrations + Portal
Nov 24, 2025Portal + Integrations
Dec 3, 2025Extension + Portal + App
Dec 17, 2025Portal + App + Web
Dec 26, 2025Portal + Integrations + Backend
Jan 1, 2026Portal
Jan 8, 2026Portal
Jan 15, 2026Portal + App + Web
Jan 20, 2026App
Jan 22, 2026Portal
Jan 28, 2026Portal
Jan 30, 2026Portal
Feb 5, 2026Portal
Feb 7, 2026Portal
Feb 12, 2026Portal
Feb 18, 2026Portal
Feb 21, 2026Portal
Feb 25, 2026Portal
Mar 4, 2026Portal
Mar 6, 2026App
Mar 10, 2026Portal
Mar 13, 2026Portal
Mar 18, 2026Portal
Mar 20, 2026Portal
Mar 30, 2026Portal
Mar 31, 2026Portal
Apr 8, 2026Portal
Apr 14, 2026Portal + App + Extension
Apr 16, 2026Portal
Apr 17, 2026Portal
Apr 18, 2026Portal
Apr 20, 2026App
Apr 21, 2026Portal + Extension + App
Apr 22, 2026Portal
Apr 23, 2026Portal
Apr 24, 2026App
Apr 24, 2026Portal
Apr 30, 2026Portal
May 1, 2026Portal + App + Extension
May 4, 2026Portal
May 5, 2026Portal + App
May 6, 2026Portal
May 8, 2026Portal + App
May 8, 2026App
May 10, 2026Extension
May 12, 2026Portal
May 23, 2026Portal + App
May 29, 2026Portal
Jun 1, 2026App
Jun 2, 2026Portal
Jun 9, 2026Portal
Jun 18, 2026App
Jun 26, 2026Portal
Jul 2, 2026Portal
Jul 16, 2026App
Jul 22, 2026Portal
Jul 31, 2026Portal + App + Extension
Portal 2026.4.4 brings legal appointments — hearings, depositions, court dates — to parity with medical appointments, gives attorneys a clearer picture of what has landed in their CMS, and tightens up a handful of integration edges.
Legal Appointments at Parity portal
Legal appointments — hearings, depositions, court dates, and similar events — now have the same reminder and creation experience that medical appointments already had.
- SMS reminder channel: The reminder workflow now sends SMS in addition to push notifications, so clients are far more likely to actually see the reminder
- Smoother creation flow: Deep-link SMS invites, a working time input, and an inline location picker — no more jumping between screens to finish a simple booking
Cross-CMS Delivery Tracking portal
Document delivery is now tracked per asset across SmartAdvocate, Filevine, and Clio, so attorneys can see at a glance what has landed in their case management system.
- Per-asset delivery status: Each document carries its own delivery state, instead of a vague case-level flag
- Message attachment delivery: SmartAdvocate now records when chat message attachments are delivered, closing the loop on chat-to-CMS sync
Integration Reliability portal
- CaseChat sync to SmartAdvocate: Sync now retries on transient failures and supports per-client threads for multi-client cases
- Providers import data quality: Phone numbers are normalized to E.164 on import, and malformed numbers are rejected before they can corrupt provider records
Bug Fixes and Stability
- CaseChat sessions: Fixed a crash caused by expired authentication tokens in CaseChat sync routes, and enabled automatic session refresh so long-running sessions stay connected
- Mobile appointment notifications: Non-critical notification errors during appointment creation are now handled silently instead of surfacing a false failure to the mobile app
- Integration alerts: Clarified the approval copy on CMS disconnect alerts so it is easier to understand what is being approved