Six (6) Month Feature Retrospective (July-December 2025)

Curious about all our new updates and improvements over the past 6 months? Join two of our expert trainers, Sarah Sultan and Nicole Damntiz, for a fast-paced walk through of the features and improvements released from July through December of 2025. We know you’ve been busy running your firm, so this session will bring you fully up to speed on what changed, what’s new, and how to make the most of our improvements.

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We’ll cover updates across four key areas of the platform:

📌 Find & Engage

• Enhancements to contact and lead management
• Improved intake and engagement workflows
• UI updates that make finding information faster and easier

📌 Do & Manage

• New matter management capabilities and workflow refinements
• Expanded role and collaboration options
• Smarter ways to organize and manage daily work

📌 Track & Bill

• Billing and trust accounting improvements
• Updates to payments, receipts, and clearance handling
• New and enhanced reporting insights

📌 Integrations & Partners

• Improvements to existing integrations
• Expanded partner functionality
• Smoother workflows across your tech stack

Sara and Nicole look forward to sharing these updates and how they can help your firm work smarter in the months ahead. Register today!