
Multiple file downloads
Users can streamline their workflow by selecting specific documents for download, rather than downloading them one at a time or using the Export All Documents option.
Clio
• Firms can now sync staff members to Case Status cases based on the "Responsible Staff" field in Clio.
• The calendar integration now automatically extracts Zoom meeting links from the event descriptions of virtual meetings pulled from Clio and stores them in the address field in Case Status, ensuring easy access for users.
• The integration now automatically syncs client birthdays from Clio into Case Status, allowing the use of our automated birthday automations and reducing manual entry errors.
Litify
The integration has been enhanced to include read receipt functionality, allowing tracking of message read status, the reader's identity, and their role as either staff or client. This update improves communication oversight and reporting capabilities for legal operations managers using Litify
Filevine
Support for Canadian firms has been added to the Filevine integration.
What We’re Working on Now
Filevine
We're expanding the Filevine integration by adding support for syncing contacts based on a user-defined list of contact roles
Case Import Updates
We're updating the Case import to add support for language, which will ensure consistency and accuracy in language settings across cases.