October 2026 release notes.

A new Ontario personal injury matter template, improved matter spaces and artifacts, image review, firm books from photos, and bug fixes.

Release notes, October.
Matter spaces improved: an example matter with one sidebar, a shorter header and the three things left to do. Test data.
Artifacts improved: live updates, opening in the matter, signed notes and to-dos.
Ontario personal injury matter template: an example clock board with proposed limitation dates and their statutes. Test data.
Is it a Case?: an example strength rating from None to Strong, moved up from Weak by a new email. Test data.
Agent runs improved: step owners, fewer questions, the run layout and step adjustments.
Image review: a test receipt zoomed in, with every line boxed.
Evidence board: a generated accident photo with numbered marks, the camera time, location and file hash, and a list of readings. The licence plate is not real.
Firm books from photos: an Advisor proposal adding one test receipt to firm expenses, with Approve and Reject buttons.
Documents and firm pages improved: document views, file types and rebuilt firm pages.
Bug fixes: federal deadlines, name listings, approval counts and ended sessions.
Building next: document families, deeper injury files and more matter templates.
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What changed

  • Matter spaces improved

    Matters now use one sidebar and a shorter header. Documents and Review open inside the matter.

  • Artifacts improved

    Dashboards now update as the matter changes. They open from the matter’s sidebar, and agents and people can add signed notes beside them.

  • Ontario personal injury matter template

    A new template with limitation clocks, a benefits ledger, an evidence board and a medical chronology. We set it up with each firm during onboarding. Dates stay proposed until a lawyer confirms them.

  • Is it a Case?

    Replaces the Argument builder. Upload evidence and get a strength rating with citations, for a lawyer to check.

  • Agent runs improved

    Each step has an owner and a job a lawyer can read. A run asks at most three groups of questions per step, and a lawyer can adjust a step for a single run.

  • Image review

    Each paper in a photo is outlined and read, line by line. Select one and the photo zooms in on it. Advisor can use the findings and place a crop in a draft.

  • Evidence board

    Accident photos show the camera’s time and location, the file’s hash, and what was read, with each reading marked on the photo.

  • Firm books from photos

    Ask Advisor to add a receipt and it prepares the expense for approval. Bank statements are read and matched to the books. Trust accounts are not included.

  • Documents and firm pages improved

    Standard, Review and Focus views, with comments that stay on their text. Files now universally open, including Excel, PowerPoint, HEIC, email, ZIP, video and audio. Today, Approvals, Filings, Clients, Records and Settings were rebuilt.

Bug fixes

  • Federal deadlines

    CBCA rules now sit alongside provincial rules in company deadlines.

  • Name listings

    Lists no longer name a folder the reader can’t open.

  • Approval counts

    Today’s number and For me now use one definition.

  • Ended sessions

    An ended session goes to sign-in instead of an error page.

Building next

  • Document families

    Draft, signed and filed versions kept together.

  • Deeper injury files

    More of the benefits forms and insurer priority rules.

  • More matter templates

    Expanding real estate and litigation templates, with sets of pre-built features.