New
Dedicated lead records and lead email templates
Firms can create a lead, open a dedicated lead record, and prepare reusable lead communication before an engagement becomes an active client case. Read the leads guide.Email from the case workspace
Case pages gained an email surface so staff can work with case communication alongside the record it relates to.Invoice visibility on cases and clients
Invoice lists are available from case and client work, making it easier to see relevant billing context while reviewing a relationship or matter.Import information from another case form
Teams can bring appropriate form data into a case from another case workflow instead of re-entering the same information manually.Improved
- Questionnaire group headers make incomplete information easier to spot.
- Assignee controls are clearer in case and client tables.
- Arabic translation support was added for a more localized product experience.