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Product Updates - 3/3/26 Release

This release delivers smarter imports/exports, more accurate referral analytics, attempt‑aware routing, tighter integrations, and refined roles/notifications to make your referral workflow more reliable, transparent, and easy to manage.


New Features

1. Smarter Imports & Exports

We’ve layered in features to allow for a seamless bulk import and more user friendly export experience 

  • Added new personalized bulk import an mapping wizard in a dedicated tab for import
  • Export now separates date classification for received and sent cases to be more granular with choice selection 

2. Routing Rules & Multiple Referral Attempts

We’ve established the foundations for a more powerful, attempt‑aware routing engine

  • Routing rules can now be marked as a 2+ attempt to allow for a second level of referral options
  • Feature should also now appear for re-referrals and raft cases

3. Addition of new User Roles

New roles of firm manager and viewer added for more granularity

  • Firm managers will be the primary Case Xchange points of contacts for any issues or updates
  • Viewers will have no edit access to cases aside from the first acknowledgement
  • Members will now also be able to see the analytics tab

Improvements to Existing Features

1. Messaging & Status Coordination

Firms can now use the built in messaging feature to request case updates
The sending firm submits for an update and the receiving firm can then confirm via a button in the email they receive

2. Analytics & Reporting Improvements

Definite separation of first sent date and last sent date for referrals with multiple attempts
Not only with this update be seen in a new analytics dashboard, but these will now be better tracked in the sent cases view.

Integrations 

1. SmartAdvocate

We've improved the integration launched last release to work with any SmartAdvocate instance URL and allow for mapping of custom case types

2. Clio Manage

We've launched an integration with Clio Manage that's ready for use to create net new cases! Clio Grow will be coming in a release soon.

Bug Fixes

1. Withdrawn case should never be flagged as "Requiring Update"

Cases that were withdrawn were still being flagged as requiring update even after being withdrawn. This fix unchecks the flag to remove that confusion

2. Cases "Requiring Update" now appear from the sent cases view

Users from sending firms will now be able to see if a case is requiring an update directly from the sent case without having to click into each referral

3. Issues with second referrals 

An issue with signed second attempts not showing up with the correct number of looks when filtering signed cases