2025-02-13
🚀 Trust Account Reconciliations

We have recently updated our reconciliation module to account for the varying opening and closing dates of different bank accounts. This update ensures the system observes the dates and amounts entered for the Closing and Opening balances in the Trust Account Reconciliation report. Please note that without these dates, the results may be inaccurate.

2025-01-25
🚀 Quicken File Format

Trust account reconciliation now includes support for the Quicken file format uploads.

2025-01-25
🚀 E-Signature Report

Keep track of all your e-signature requests with the new E-Signature report on the Reporting page.

2025-01-20
🚀 Settings menu revamp

The Settings menu has been redesigned for easier access to what matters most.
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2025-01-15
🐞 Server Upgrades Completed

We recently implemented upgrades to address server latency. Our log review indicated the need to enable caching to reduce server workload and manage bandwidth constraints. The necessary changes have been made, and we will continue to monitor the situation.
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2025-01-15

🐞 Planned Server Upgrades

We will perform a server update at 7 PM EST, resulting in a brief downtime of less than 10 minutes. This update is essential for optimizing server performance.

2025-01-15

🚀 Calendar Groups

You can now display all your calendars on your website, allowing clients to easily make their selection. Enable calendar fees and clients will be prompted for payment before confirming their booking, streamlining the process and saving you time. Feature is free in all plans.

See Demo

2025-01-06

🚀 Customizable Case Numbers

Effortlessly personalize your Case Numbers with the new Case Number Formatter available in Settings.

See Demo