2024-04-30

🚀 Related Cases

Effortlessly view all cases accessible to a client directly from their Profile page. This functionality replaces the Trust Account balances feature, which is now accessible via the Billing tab.

See Example

2024-04-27

🚀 Generate Invoice from Milestone

You can now conveniently generate your invoice for the milestone payment by accessing the "Generate Invoice" feature located within Billing > Schedules.

See Example

2024-04-27
🐞 Office365 Email Issue

We've recently addressed an issue with Office 365 email accounts experiencing frequent disconnections, which has hindered the sharing of crucial communications such as invoices and letters. If you've been affected, please go to Settings > Integrations and reconfigure your email account to resolve the issue.

2024-04-18
🚀 Colour codes

We have now colour coded your assigned team members so that its easier to differentiate team members with similar initials.

See Example

2024-04-16

🚀 Reconciliation made easy

The Reconciliation module now features an auto-generated list of suggested entries for reconciliation, aimed at streamlining the process and saving you time.

See Example

2024-04-16

🚀 Statement of Account

Produce a Statement of Account to provide your client with a comprehensive summary of their transactions.

See Example

2024-04-01
🚀 Service Agreement Update

We have added a new Service Agreement v2 in your Settings under Templates as per the new CICC Guidelines. Download a copy of the template and customize to your unique needs.

See Overview

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2024-03-27
🚀 Email Integrations

Check out our new Integrations page in Settings to configure your email accounts. Other integrations coming soon.
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2024-03-26

🚀 Rename Questionnaire Types

Now you can easily rename assigned questionnaires to make it easier to track in your client's case.
​See Example
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2024-03-25
🚀 Last Note Export

Cases page now support export of Last Note and Date.
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2024-03-18
🚀 Integrate Calendar on your Website

Allow your clients to book appointments, make payments, then send them an automated personalized email with next steps using our Shareable Calendar.

See Example

2024-03-16
🚀 Server Upgrade

We have upgraded our servers to provide you with a better experience and faster page load times.

2024-03-07
🚀 Statement of Account

Easily generate a Statement of Account to show your client a breakdown of their invoice payments and balances right from the Invoices page.

See Example

2024-02-29
​🚀 Applicants has been renamed to Users
We have renamed Applicants to Users to make it more generalized.
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2024-02-23
​🚀 Download Agreements as PDF or Word
Easily download your Letters and Agreements using the new Download feature.
​See Example

2024-01-29
🐞 Client Welcome Message Photo

Due to a recent issue with welcome message photos being overridden, we have just released an update and you are recommended to reupload a photo to your Settings > Personalization > Client Welcome Message.

See Example
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2024-01-19

🐞 Office365 Email Update

There has been an update to our Office365, please reconfigure your email account(s) in version 1.0 under Settings > System > Integrations > Email.

Setup Office 365

2024-01-08

🚀 Cases Workflow View

Quickly check the stage your client cases are in using the new Cases Workflow view.
Watch a short demo below.

2024-01-02

🚀 Short URLs

Shareable links are now shortened to make it easier to share with clients via other channels such as Text, WhatsApp or Telegram.