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Product Updates - 4/28/26 Release

This release adds a native HubSpot integration, Clio Manage enhancements, and Salesforce Bearer token auth. New filtering tools, CSV import guardrails, and a two-step closing flow with reason-tracking give firms more control and a cleaner audit trail.

New Features

  1. Closing Status Filter Everywhere — Filter by closing sub-status (Won/Settled, Lost, Dropped) anywhere status filtering is available — analytics, case lists, exports.
  2. Persistent Case List Filters — Your filter selections now stick as you navigate around the app and back. No more re-applying the same filters every time.
  3. CSV Import Guardrails — Firm CSV imports now run a validate → review → import flow. Catch errors and bad rows before they touch your data.
  4. Two-Step Closing Flow — Closing is now split into two distinct actions: Begin Closing and Close. Each lifecycle transition (including this one) now captures a Reason for full audit trail.
  5. Available Statuses API — New /available-statuses endpoint returns the valid next statuses for any case based on its current state. No more guessing what transitions are legal.

Improvements

  1. Network Performance Analytics — Network Performance report rebuilt for speed and accuracy.
  2. Analytics Reports Refresh — Multiple non-revenue analytics reports updated for clarity and correctness.
  3. Smarter Re-Refer Button — Hidden automatically when the most recent referral on a case isn't eligible for re-referral.
  4. Salesforce Field Coverage — Additional Salesforce fields exposed in the Public API for tighter CRM sync.

Integrations

  1. HubSpot Integration — New native HubSpot integration is live. Sync referrals, contacts, and pipeline activity.
  2. Clio Manage Enhancements — Updated description format, manual send button on referrals, and custom field mapping for Clio Manage.
  3. Salesforce Bearer Token Auth — Public API now accepts Salesforce Bearer tokens directly. No separate API key required for Salesforce-originated requests.
  4. Public API Date Normalization — Consistent ISO date handling across every endpoint. No more mixed-format date headaches.

Bug Fixes

  1. Revenue reports now pull data correctly (previously under-counted in some date ranges).
  2. Draft referral lookup now uses baseCaseId instead of referral ID — fixes draft-loading edge cases.
  3. Case Xchange link picker search now correctly returns referent firms.
  4. Admin-issued Public API keys now resolve to the correct firm context.
  5. Spin-off referral email notifications fixed; legacy notification flow retired.