Major improvements across case management, documents, automation, AI, and client workflows
Jun 3, 2026
From intake to signed forms, all in one system
May 6, 2026
Smarter intake, better organization, and more control over your workflow
Apr 1, 2026
CTRL+F across all client documents, plus refreshed calls, and task management
Mar 4, 2026
E-sign any doc, chat upgrades, plus automations
Feb 4, 2026