Launching Conflict Search, Dynamic Merge Fields & more!

We listened carefully to your feedback and are excited to release new features that many of you have asked!

• Folders for Easy Document Management: New Folders feature to help you manage client documents with ease.
• Dynamic Merge Fields: Now you can to automate document management for the different type of contacts. Suppose you added three witnesses on a matter and you would like to create documents for them. Now on document creation from a template, we will give you the option to select the contact you would want to generate the document.
• Improved Custom Fields: Ability to edit custom fields and groups, set required/ default and set their order.
• Improved Notes: Now you can edit notes.