What's changed
Matter Finance
- Payments are here. You can now record, edit, and delete payments directly on a matter — with a full list view and all the fields you need.
- The Finance tab now refreshes automatically when you switch between matters in search results.
- The fiscal year dropdown now shows the most recent years first.
- Fixed the "Add Payment" button not resolving the correct Payment Type.
Document Templates
- "All Modules" templates now appear in every module's template list, not just the root level.
- The template list now refreshes immediately after uploading a new template.
- Fixed broken "Open URL" links for Doc Templates and Matter Attachments.
- Dates sent to Mackinac during a merge now use your local date correctly.
Matter Attachments
- Folders — create, rename, and delete folders to keep attachments organized.
- Bulk delete — select and remove multiple attachments at once.
- The email button is now labeled "Email File(s)" to better reflect what it does.
Allegations
You can now manage all your Allegations configuration from System Management, including:
- Allegation Codes and Sub-Codes
- Issues, Desired Outcomes, and Dispositions
- Issue Detail
- Allegation Stages
The Allegations configuration screen has also been redesigned for easier navigation.
Reports
New in this release:
- Litigation: Citywide, Completion Statistics, Date Range, Initial Litigation, and Trial Date reports
- Litigation: Key Date Report
- Assignments: Calendar Statistics and Multi-Line Report
- Assignments: Fixed Completion Statistics when a single staff member is selected
- Global TiPSS Reports: Traffic List, Green Forms , Folder Labels / Avery 5366 , and Calendar Statistics
Improvements:
- Litigation reports now include OrderBy options so you can control how results are sorted.
- The Master Calendar Report is now accessible directly from the Litigation module.
Assignments
- Search results now display in a table view for easier scanning and comparison.
- RTF-formatted descriptions now display as properly formatted text in the Basic and Description tabs.
- A close button has been added to the matter header for quicker navigation.
- Fixed a freeze that could occur after switching between matters.
- Fixed an issue where edits weren't being saved correctly.
- Fixed the Description tab closing unexpectedly during a save.
- Fixed incorrect matter highlighting in search results.
- Fixed duplicate "Clear" buttons appearing in edit mode and search criteria.
- Fixed disposition and status fields not clearing properly in the Status tab.
- Fixed non-applicable contact types appearing when editing a contact.
Litigation
- "My Open Matters" button added to the module header for quick access to your active caseload.
- The Finance button is now grayed out when no matter is open, preventing accidental clicks.
- Fixed an issue where existing values would disappear when entering edit mode on a matter summary.
- Fixed a bug causing intermittent errors when loading the Overview tab.
- Short Description is no longer required when editing a matter overview.
- Improved validation on the Matter Title field.
App-Wide Improvements
- Matters and search results now stay open when you move between modules. No more re-searching after switching screens.
- The first result is automatically selected when you run a new search, so you can get to work faster.
- Navigating to a matter from the Dashboard now clears any stale search results.
- Module toolbar buttons are now disabled when no matter is open, reducing confusion.
- Performance improvements to prevent slowdowns when rapidly switching between matters.
- Space Bar now selects today's date in any date picker.
- The Notes table now shows a "Date" column for backdated entries alongside a "Created" timestamp, so the history is always clear.
- Hyperlinks in the TipTap editor now display with proper link styling.
- RTF support added to Notes and Description tabs across all modules.
- "Coded Fields" has been renamed "Basic Matter Data" in Assignments search.
- All dropdown menus are now sorted alphabetically.
- Fixed checkbox and radio button indicators not showing the correct color in light mode.
- Fixed tooltips occasionally staying open after scrolling or navigating.
- Fixed multi-line text not displaying correctly in read-only text areas.
- Fixed vertical scrolling in the Notes reading pane and pop-out modal.
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