Invoices & Billing: Issues with expense and activity type display during invoice creation are fixed. Flat-rate values now show correctly when converting leads to matters. Activities are now grouped correctly by billing type.
Appointments & Scheduling: Appointment and workflow emails now show the correct local time instead of UTC. Events created from the monthly calendar no longer default to all-day events.
Leads & Matters: Unsaved category edits no longer carry over to new forms. The “Not Hired Reason” now appears correctly when a lead is marked as not hired. Sorting by created date and created by now works in the leads list.
User Interface & System Behavior: Inactive users are now excluded from timekeeper and user picklists. Responsible attorney merge tags now work correctly in shared email templates. The menu bar now collapses automatically after a theme change. Phone logs now enable the Create button only after required fields are filled and clearly mark mandatory fields.
The All New Tasks Experience: Built for How Law Firms Work
Feature Release: Enhanced Global Search
Feature Release: Global Search Improvements
Feature Release: All New Time Insights
Feature Release: March 2026