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2026-10-14

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Clearer intake reviews, more capable Ask Presolve, and smoother daily work

Presolve v8.3.3, following v8.3.2, adds intake access during eligible warm transfers, improves Ask Presolve follow-through, and makes documents, expense entry, invitations, and signed-case tracking more reliable.

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Review intake during a warm transfer

Read intake answers and handoff notes already collected before your firm takes ownership, so callers do not need to repeat themselves. Authorized editors can correct supported existing answers and add firm notes.Availability: In Pending Leads under Under Review for eligible leads currently assigned to your firm as Under Review with Firm or Waiting for Retainer. Role permissions apply. Protected personal and financial fields are omitted, and access is limited to intake.Read the guide

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Carry connected requests further in Ask Presolve

Continue through connected reporting, investigation, and drafting steps in one conversation. Ask Presolve can resume after you approve or decline a workflow or document action, and explanations remain visible beside tables and charts.Availability: In Ask Presolve full chat and sidebar, subject to existing permissions, available tools, and connected integrations.Read the guide

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Get clearer case lists across authorized offices

Ask Presolve can return compatible case lists across offices you can access, including built-in case details and status labels from each case’s own firm. Questions with material ambiguity can be clarified in the conversation before running the report.Availability: For Ask Presolve users with the required case and reporting access. Cross-office results require permission for those offices; organization-specific filters and custom fields remain subject to compatibility limits.Read the guide

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Choose document destinations with less waiting

Move documents and folders without waiting for the full document list to load. Returning to My Library preserves the root destination, and failed destination loading offers a Retry action.Availability: In Library and case Documents move dialogs, using existing document and folder permissions.Read the guide

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Select vendors that work with the chosen case

Record case expenses and paid litigation costs using vendors eligible for the selected case, including NSA matters. Vendor search, duplicate suggestions, and newly created vendors now follow the case’s firm and practice, avoiding save failures caused by an incompatible vendor.Availability: In the Attorney portal’s Case Expenses and Lit Costs forms. Existing accounting and case permissions apply.Read the guide

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See relevant automations when uploading a case

Review automation previews that match the selected intake form instead of seeing automations tied to unrelated forms. Clearer wording explains that actions run only when their conditions are met.Availability: In the Administrative step of Upload Case, for your firm’s configured automations.

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Keep signed matters at the right stage

Assigning or reassigning an already signed or converted matter preserves its lifecycle, existing statuses, timestamps, and matter progress instead of resetting it to a new lead.Availability: In case assignment, administrative matching, and financing initialization workflows, subject to existing permissions.Read the guide

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See warranty controls that match your case access

Read-only warranty views now explain when case edit access is required, and authorization errors no longer suggest manual edits you cannot save. Current explicit full-access grants are also honored when agreement requirements would otherwise restrict case access.Availability: In Lemon Law warranty panels and affected case-access checks. Warranty lookups and edits require case write access and the relevant permissions; lookups also depend on provider configuration.Read the guide

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Recognize and accept your firm’s invitation

Account and team invitations use a consistent Presolve design, clearer setup instructions, and wording that welcomes every team role. Embedded branding and a fallback link make invitations easier to recognize and use.Availability: For account setup and team invitation emails sent through Presolve and Admin.
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2026-10-12

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Ready-made reporting, easier cost recovery, and clearer client experiences

Presolve v8.3.2, covering changes since v8.3.1, adds reporting templates, new chart options, simpler inbound checks, and improvements to search, account verification, and HQ integrations. Connected DearLegal applications gain clearer class-action experiences, while Leginar improves account access.

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Start with ready-made reports and dashboards

Find and install starter reports and dashboards for intake, case operations, medical records, staffing, and firm performance. Preview their fields and setup requirements before installing, while preserving your existing copies and home dashboard.Availability: For authorized Presolve reporting users with release rollout. Installation requires creation permissions; populated metrics depend on firm configuration and captured source data.Read the guide

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Show stages and patterns with new charts

Use funnel charts to compare ordered stages and heatmaps to spot patterns across two categories. Add these visualizations to reports and dashboards to make operational results easier to understand.Availability: For users with the relevant report and dashboard permissions with release rollout. Charts require compatible report fields and measures.Read the guide

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Bring actual marketing spend into reporting

Preview and import daily marketing spend from a CSV by channel and campaign. Use recorded spend in supported marketing reports, with omitted days remaining unknown rather than being treated as zero.Availability: In the default reporting library with release rollout. Requires reporting, financial viewing, and settings editing permissions for the selected organization.Read the guide

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Keep meeting locations with scheduled work

Save an address, room, or meeting link alongside a task or event so your team can find its location with the schedule. Supported Google and Outlook calendar synchronization also carries event locations.Availability: For authorized task and event users with release rollout. External calendar synchronization requires a configured, connected provider account.Read the guide

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Include case calling activity in task reports

Use RingCX activity from a task’s linked case in report columns, filters, and summaries. Compare follow-up work with available calling evidence in the same report.Availability: For authorized reporting users with access to the linked case and its RingCX activity. Tasks without eligible case activity cannot supply those values.Read the guide

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Record checks and recover paid costs in one step

Log an inbound check directly from a matter and allocate a deposited receipt while entering it. Split funds across previously paid costs, attorney fees, client recovery, or firm revenue, including partial cost recoveries, without creating duplicate expenses or vendor payments. Check lists also show check type and whether funds are fully allocated.Availability: For users with the required case and accounting access with release rollout. Entry allocations require a deposited receipt; pending and under-review receipts save unallocated. Supported check creation integrations can also submit allocations.Read the guide

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Find NSA matters by dispute number

Search by a full or partial dispute number in attorney global search and the Cases list. Exact matches rank first in global search, and Cases searches refresh after a dispute number is saved or cleared.Availability: In Presolve attorney search for NSA matters within your existing case and practice access.Read the guide

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Verify your phone without misleading errors

Proceed to code entry after a successful verification request and resend codes correctly. Once verification succeeds, refreshing account settings shows the saved verified status.Availability: In Presolve account settings and other screens using the shared phone verification form.

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Open accessible matters when flags are unavailable

Continue opening an otherwise accessible matter when its case flags cannot be loaded because of access restrictions. The page displays an incomplete-data warning instead of failing to open.Availability: On Presolve claim detail pages, including HQ views. Existing permissions still determine which information is visible.

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Connect HQ integrations to child-office records

Select an authorized child office when an HQ integration reads or updates supported records, including cases, clients, leads, documents, and financial resources. This prevents child-office records from appearing missing simply because the credential belongs to HQ.Availability: For HQ integration keys with an active acting member and the required HQ, resource, and key permissions. Each resource request targets one office; writes require child-office management permission. Administration and export operations retain their documented scope.Read the guide

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Use the callback number supplied during messaging intake

DearLegal messaging intake prefers a valid callback number supplied in the conversation. This supports people who request a different callback number or send an iMessage from an email address.Availability: For supported DearLegal messaging intake with release rollout. A valid callback phone number remains required.

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Show relevant class-action payout questions

Supported class-action forms can collect a payout preference and show the appropriate follow-up questions, such as a Venmo identifier. Changing the preference clears answers and uploads that no longer apply, while submission checks identifier formats.Availability: For DearLegal class-action forms configured with these questions and connected applications that support them, with release rollout. Available methods depend on the settlement; preferences do not process payments or verify account ownership.

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Distinguish class-action progress from confirmed filing

Connected DearLegal applications can show whether a claim is a draft, needs information, is being submitted, has a confirmed filing, or is closed. Application details also include a timeline, helping people understand what happens next.Availability: Through the DearLegal application API with release rollout, for applications displaying the new tracking information. Confirmed filing requires an explicitly recorded submission confirmation.

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Browse class actions by deadline or recent addition

Connected DearLegal applications can list class actions by nearest claim deadline or newest record and display when each record was created. This helps people prioritize time-sensitive opportunities.Availability: Through the DearLegal class-action API with release rollout. Connected applications must support the sorting and creation-date information; existing catalog visibility rules apply.

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Use clearer Leginar account screens

Sign in or request a Leginar account through redesigned pages with responsive navigation, clearer field errors, and keyboard-accessible password visibility controls.Availability: On Leginar login and signup pages. Existing account approval and authentication requirements apply.
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2026-10-08

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Richer reporting, clearer calendars, and expanded client integrations

Presolve v8.3.1 builds on v8.3.0 with RingCX reporting fields, case labels on calendar tasks, expanded client account and document APIs, improved partner intake routing, and consistent lead-stage names.

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Build reports with RingCX activity

Use call attempts, successful connections, outcomes, response times, assigned agents, and cadence status in reports to understand intake follow-up. Filter and sort activity, summarize numeric fields, and use dates to compare periods. Cases without imported activity keep these fields empty.Availability: For users with reporting access and permission to view the underlying cases. Activity values require RingCX data to have been synchronized.Read the guide

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Recognize each deadline’s case in the calendar

See the case number and client name beneath case-linked task titles in the month calendar, making similar deadlines easier to distinguish. Hover to read the complete label, and open the additional-items list when a date has more entries than fit.Availability: In the updated Presolve calendar’s month view for tasks created in Presolve. Case labels require access to both task details and the linked case.Read the guide

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Offer more client self-service through integrations

Build connected client experiences that update profile and notification preferences, verify email changes, and close accounts while retaining claims and documents. Clients can organize and replace eligible uploads while preserving earlier versions, respond to attorney document requests, and review retainer status and available signed copies.Availability: Through the client API for integrations acting on behalf of a signed-in client, limited to their own records. SMS opt-in requires a verified phone. In-app signing supports eligible PandaDoc retainers; BoldSign recipients use their signing invitations. Downloads require a stored completed PDF. Connected apps must implement these capabilities.

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Route eligible partner leads into intake follow-up

New leads from selected partner integrations can enter intake-team follow-up and configured RingCX delivery. Their distinct source classification is preserved through HubSpot synchronization, helping teams track where incoming leads originated.Availability: For new submissions from the specifically supported partner integrations. RingCX delivery follows existing routing and integration configuration. Existing leads retain their current classification.Read the guide

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Compare lead stages consistently across views

Read the same lead-stage names in attorney and admin views, reports, and exports. Labels such as Matched, Pre-Qualification, and Attorney Retained now agree across these surfaces, making records easier to compare. Attorney Retained still does not mean the client has signed, and Lead Turned Down can still represent a decision awaiting review.Availability: In attorney case views, stage selectors, organization status settings, reports, and exports, subject to existing access permissions.Read the guide
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2026-10-06

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Easier case management, clearer reporting, and more flexible client intake

Presolve v8.3.0, following v8.2.19, makes case details and team assignments easier to manage, adds Lexamica referrals and passwordless access through approved client integrations, and improves RingCX reporting, documents, accounting, and Outlook task titles.

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Update case details directly in the sidebar

Edit reviewed date, case type, state, incident date, court venue, and statute expiry where those fields appear in the case sidebar. Saved dates stay on the selected calendar day, and current intake details remain consistent with Overview.Availability: Attorney portal users with case-edit permission. Fields vary by case type; protected Lemon Law deadlines follow the attorney review process when enabled.

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Find and manage your case team more easily

See the primary attorney and assigned staff near the top of the sidebar, including a team preview when it is collapsed. Manage team opens assignment controls and preserves existing managers and paralegals when you save.Availability: Attorney portal case sidebars. Changing assignments requires case-assignment permission; authorized HQ users choose staff from the case-owning firm.

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Scan injuries without crowded case rows

See a compact injury preview and expand it to read every selection. Imported selections remain visible in case tables and are preserved when editing the sidebar. Personal-injury sidebars also remove the duplicate narrative field when its editor is available in Overview.Availability: Attorney case tables with injury columns and applicable case sidebars. Injury-column sorting and filtering are unavailable; narrative editing remains in the sidebar when Overview cannot provide it.Read the guide

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Send case referrals to Lexamica

Connect Lexamica to send referrals and update already linked cases. Administrators can see missing referral information and review uncertain deliveries before retrying, helping avoid duplicate referrals.Availability: Administrator setup in Organizations under Case Integrations. Requires an active Lexamica integration with the organization’s referral destination and access key; organizations are not connected automatically.

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Compare RingCX response times with clearer reporting

Review median time to first dial alongside the average in Lead Performance Summary. Both measures use lead creation during the defined Eastern-time schedule. Reports also retain known activity totals when some imported data is missing and show how many leads have partial data.Availability: Authorized Lead Performance Summary viewers with imported RingCX activity. The schedule is 8 AM to 11 PM on weekdays and 9 AM to 6 PM on weekends, Eastern time. Response times include the full elapsed time until the first dial.Read the guide

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Register without a password through approved client apps

Clients can register using a verification code sent by phone or email, then provide their profile and consent. Returning clients can use their existing account through the supported code-based access flows.Availability: Approved third-party client applications that implement the supported signup and login flows. Account eligibility and verification requirements apply.

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Submit claims before phone verification is complete

Clients using approved integrations can submit supported general claims with a contact phone and correspondence email. Claims with an unverified or different contact phone are saved for review before automatic assignment or dispatch. Retrying the same submission does not create another lead.Availability: Activated standard client accounts through approved third-party applications, for supported general intake case types. Small claims and class actions retain separate flows. Submission does not file a claim with a court.

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Verify or change a phone number on the existing account

Clients can add, verify, or change their phone number without switching accounts. A change requires proof of access to the existing account and verification of the new number, protecting account ownership.Availability: Authenticated clients through approved third-party applications that implement phone management. Changing a number signs out other API sessions and requires renewed SMS consent for the new number.

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Upload client documents more reliably

Document and class-action evidence uploads through approved integrations now include the required encryption instructions, fixing rejected uploads when storage encryption requires them.Availability: Approved client integrations using the supplied upload instructions. Applications must apply every returned upload header.

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Keep moved documents associated with the right case

Moving a single document from the library into a case, or between cases, now updates its case association consistently. Documents appear in the destination case, and connected library copies follow the move.Availability: Attorney library and case-document move controls. Requires the applicable document, folder, and source and destination case permissions.Read the guide

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Identify the case from an Outlook task title

Newly exported case-linked tasks include the case number and available client name in their Outlook titles, making deadlines easier to identify without opening each entry.Availability: Presolve-created, case-linked tasks exported to a connected Outlook calendar. Applies on task creation or update; existing exports are not automatically renamed.Read the guide

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Clear and replace expense amounts more easily

Clear an expense amount before typing its replacement without the field immediately restoring zero. An empty amount still defaults to zero, while invalid numeric entries cannot be saved.Availability: Editable Add or Edit Case Expense forms in the attorney portal, subject to accounting permissions and existing expense restrictions.Read the guide

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See accurate lead sources and estimated local submission times

The Leads Source column now shows the recorded source rather than the lead type. A new local submission time column estimates the time zone from the lead’s state and accounts for daylight saving time.Availability: Admin Leads views. Local submission time is a state-based estimate; missing or unknown values show no time.

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Review firm coverage before qualifying a lead

The lead qualification screen warns when the assigned firm excludes the case type or lacks an active allocation for the case type and incident state. Reviewers can make an explicit turn-down or bypass decision before continuing.Availability: Admin lead-page qualification and retainer-review flows, including partner-assigned leads. This warning does not automatically turn down a lead or enforce coverage across every promotion and signing action.

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Keep referral notifications in the unread count

Unread notification indicators now include eligible referral notifications from attorneys, so the count reflects referral updates visible in the notification feed.Availability: Attorney dashboard notification indicators, subject to notification visibility and case access.Read the guide

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See consistent defendant names in case lists

Case lists now use the same defendant selection for display and sorting, avoiding inconsistent names when a matter has multiple defendant contacts.Availability: Attorney My Cases lists displaying defendant information, within the user’s permitted case scope.

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Read selected text more clearly

Selected text now uses the intended highlight and text colors, making selections easier to read.Availability: Text selection in the attorney portal.
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2026-10-01

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Easier case updates and clearer lead reporting

Presolve v8.2.19 adds editable personal-injury policy limits, makes injury details easier to update, restores configured insurance fields, and corrects RingCX reporting calculations.

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Keep policy limits with your personal-injury case

Record or clear a policy limit from Insurance or the case sidebar, including split limits. The saved value stays consistent across both locations and Medical Analysis. Add the optional Policy Limit column to My Cases to view, filter, and sort these values.Availability: For personal-injury matters in the attorney workspace. Editing requires case write access and case-edit permission. The My Cases column is hidden by default.

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Update injuries without losing the description

Edit injury selections from the case sidebar or Matter Overview. For personal-injury cases with an available Overview injury description, update the written description in Matter Overview; otherwise, use the sidebar description editor. Changing selections preserves the description, and saved details stay consistent across Intake, Overview, and Medical. The Handling Attorney & Referral section also makes its editor easier to find.Availability: For supported case workspaces in the attorney portal. Editing requires case write access and case-edit permission; available sections depend on the matter configuration.

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See configured insurance fields on other matters

Configured Insurance Summary custom fields remain visible on matter types beyond personal injury, so your team can continue reviewing and maintaining the insurance information relevant to those cases.Availability: For matters with configured Insurance Summary custom fields and an available Insurance section. Existing access and editing permissions apply.

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Read RingCX performance measures more accurately

Average talk time now uses successful connections rather than all call attempts. Call attempts to signing rate shows attempts per signed lead with recorded calls, to two decimal places. Clearer labels identify leads signed in the selected window, and unavailable results appear as a dash.Availability: In Lead Performance Summary reporting for organizations with RingCX activity data and the required reporting access.
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2026-09-30

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Presolve v8.2.18: Easier call review, clearer intake reporting, and more reliable case records

Building on v8.2.17, this release brings daily call-review queues, delivery-status filters, and intake call details, alongside improvements to browser calling, lead reporting, documents, notes, and referral links.

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Review unmatched calls from Approvals

Find Teams and RingCX calls needing a case match in Approvals, grouped by call date in your firm’s timezone. Search the queue, attach calls to the correct case, or dismiss them. Each daily item clears when all its calls are resolved.Availability: Requires Approvals access and integration-management permissions in the selected firm. Attaching a call requires write access to the destination case.Read the guide

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Filter leads by delivery status

Focus the admin lead list on Delivered, Pending, Not Delivered, or Untagged RingCX delivery states. Combine selections with other filters and keep the same selection across pagination, totals, and bulk sharing.Availability: Available in the admin lead list with existing lead-access permissions. Statuses match the displayed RingCX delivery badges.Read the guide

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Review intake call activity inside a case

Open Intake Call Data under Intake’s Additional Details to review assigned agents, call attempts, connections, outcomes, and callback times. Copy displayed values without leaving the case.Availability: Requires call-log viewing permission and unrestricted access to the case. Activity appears when the case has a synced RingCX summary.

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Restore incoming-call availability after refreshing

Keep your browser’s Receive calls choice when refreshing the same tab. Presolve reconnects automatically and shows availability beside your profile, where you can also turn receiving calls on or off. Failed reconnections show the reason and leave you unavailable.Availability: For users with Teams browser calling enabled and an authorized calling account. Requires browser storage and successful reconnection; only one tab can receive calls. Refreshing still ends an active call.Read the guide

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Choose calling contacts more easily

Search and select contacts in one dialer picker, with names, roles, and phone numbers together. Calling dropdowns support keyboard selection and stay above the floating panel. The New call icon is also easier to see in the navigation bar.Availability: For authorized users with Teams calling enabled. Contact choices follow existing access permissions.Read the guide

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Keep saved notes readable and failed drafts recoverable

Read saved manual case notes even when an attached document moves or becomes inaccessible. Failed note and flag saves keep your changes in the editor. Post & Send distinguishes a saved note from failed email delivery so retrying delivery does not create another note.Availability: Available in case Notes and flags under existing case permissions. Inaccessible attachment details remain hidden; deleted notes are not restored.Read the guide

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Preserve dates from Retell intake

New leads from Retell calls and chats retain valid extracted incident dates and dates of birth, reducing manual re-entry. Invalid dates and future birth dates remain empty.Availability: Applies to newly created leads through configured Retell intake. Existing leads are not backfilled.

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Read RingCX lead-performance results more clearly

Review average talk time per call and the share of leads with recorded contact evidence. Signed-contact counts and their drilldowns now follow the selected signing window. Derived call totals handle missing inbound counts while the inbound row still identifies missing data.Availability: Requires reporting access and imported RingCX summaries. Contact evidence is cumulative. The sign-up ratio compares signings in the window with contacted leads created in the window, so it can exceed 100 percent.Read the guide

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Keep document task and event badges current

Browse case document tables with fewer repeated requests for linked tasks and events. Badges refresh after creating, editing, unlinking, or deleting linked items, including when a creation drawer finishes while you are away from Documents.Availability: Applies to case document tables and case-linked Library views with existing document and calendar access.Read the guide

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Identify representation agreements clearly

Retainers prepared through the admin BoldSign flow now use the title Attorney Representation Agreement, giving recipients a clearer description of the signing document.Availability: Applies to newly prepared agreements through the configured admin BoldSign flow.If accepted-referral details are temporarily unavailable, the first-access link remains unused so the recipient can try again. A temporary loading failure no longer consumes the one-time view.Availability: Applies to one-time first-access links for accepted referrals that include case details.Read the guide
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September 27, 2026

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Introducing Presolve product updates

A new place to keep up with Presolve. Find new features, useful improvements, and meaningful fixes, with a clear explanation of what each change means for your firm.Updates will link to practical guides so you can put new capabilities to work. Explore the Help Center for walkthroughs of matters, documents, accounting, reporting, and more.
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September 28, 2026

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More flexible Teams calling and clearer check referral details

Presolve v8.2.17 adds more ways to call, correct call details, and keep the dialer clear of your work, plus referral context when recording inbound checks.

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Call contacts or another number

Start a call from the top navigation, the contact directory, or a case. Choose a contact or enter a US phone number, then call in your browser or open Teams. Browser calls can be saved without selecting a case, making it easier to handle conversations beyond the client’s number.Availability: Requires enabled Teams calling features, an authorized calling account, and call-log permissions. Contact and case choices follow your access. Saving a Teams-app call-note draft still requires a case.Call from your browser

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Keep the right person and case on each call

Review and correct the caller, case, and role before, during, or after a browser call. Clear matches can identify case contacts such as adjusters and providers; shared numbers remain open for review. Saved corrections survive later Teams imports, and Last Contact updates when the corrected call qualifies as client contact.Availability: For authorized Teams calling users with the relevant case and contact access. Case reassignment is unavailable once recordings, transcripts, case notes, or follow-up tasks are linked, or recording or transcription work is underway. Names and roles remain editable.Review Teams call records

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Move the dialer out of your way

Reposition the browser dialer to keep emails and case notes visible while you call. Drag its handle or use arrow keys without losing the active call or unsaved notes, and reset its position when needed.Availability: Available to users with Teams browser calling enabled and the required calling access.Call from your browser

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See referral details while recording a check

Review who referred a case and the referral source type directly above Payor when adding or editing an inbound check, including checks without a linked resolution. This puts referral context beside the receipt without changing existing fee terms or allocations.Availability: Available in individual inbound check forms for users with the required accounting and case access. A selected case is required; missing referral information is identified in the form.Manage checks
Historical entries use the original release date. These summaries were added in September 2026; availability can vary by rollout, configuration, and permissions.
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September 25, 2026

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Reporting drilldowns, Teams calling, and firm activity

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Improvements

  • Explore report results. Select a count in Lead Performance Summary to search, filter, and sort the underlying cases and leads. Export the matching list to Excel, including results beyond the current page, up to 5,000 rows.
  • Keep calls and notes together. Uniquely matched Teams app calls now appear with their saved notes in Records. Use Link Teams call for eligible older notes; ambiguous matches remain separate for review.
  • Choose how to call. Use Teams in the browser or open the Teams app, with clearer personal account setup. Last Contact updates when a case-linked browser call to a client connects.
  • Review firm activity. Open Activity from the sidebar to review the cases you can access. Authorized firm-wide viewers see Firm activity, including accessible firm-owned cases without a primary attorney.

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Fixes

  • Recover from connection problems. Teams settings show clearer sign-in status and a Retry action. The dialer links to calling settings when reconnection is needed, and browser calling handles startup more reliably.
  • Review call details. Call records display clearer participant and recording availability information. Existing eligible recordings can be discovered during follow-up processing.
Availability: Report and case permissions apply. Calling and imported records require your firm’s Microsoft Teams Phone setup and appropriate account access; recording availability depends on the source call.Get started: Reporting · Teams calling · Teams setup.
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September 25, 2026

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Custom-field reporting, client calling, and partner intake

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New

  • Report on custom matter fields. Use custom Matter Layout fields in report columns, compatible filters and groups, charts, and summaries. Removed fields retain an Archived label so historical answers remain available.
  • Call from the case. Start a client call beside Log Call in the case header or Records. The action uses the available client phone number and your configured Teams calling option.
  • Receive structured Lemon Law intake. Connected partners can submit vehicle and repair details directly into Lemon Law intake fields through supported lead APIs.

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Improvements and fixes

  • Start a report from scratch. The New Report dialog now explicitly offers Create Custom Report, alongside templates and existing reports.
  • Clearer calling setup. Teams setup returns you to the originating case or settings, shows connection errors, and offers Open in Teams when browser calling is unavailable. Sync now checks for recent call records.
  • Correct dashboard summaries. Stat Cards now handle zero values and grouped counts correctly.
Availability: Custom-field reporting follows your firm’s configuration and reporting permissions. Calling requires Teams Phone setup; partner intake requires an authorized integration.Get started: Build a report · Client calls · Lemon Law.
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September 24, 2026

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Flexible matter layouts and more reliable shared reports

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New and improved

  • Customize matter sections. Add text, date, number, and other custom fields inside supported Matter sections. Arrange fields and adjust supported labels and visibility by case type; each matter keeps its own answers.
  • Work across offices. Authorized HQ users can edit shared child-firm reports without making a copy and run compatible reports across their permitted offices.
  • Connect shared Microsoft tenants. A Microsoft tenant can serve multiple Presolve organizations, with separate consent and organization-scoped call imports.

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Fixes

  • Consistent retainer dates. The Retainer Signed Date column in My Cases now supports consistent sorting and filtering.
  • Accurate report contact fields. Case reports retain case-specific contact answers and the current primary-attorney assignment.
  • Reliable consent checks. Teams setup can re-check consent after an administrator grants access.
Availability: Layout configuration requires Settings Edit access. Matter and report permissions apply; shared reports require compatible field definitions and HQ permissions. Teams requires verified consent for each organization.Get started: Custom matter layouts · Reporting · Teams setup.
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September 21, 2026

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Case lifecycle, lead reporting, and client documents

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Improvements

  • Follow the case lifecycle. Converted keeps signed-client history, while Active Cases shows open converted matters your firm remains responsible for. Referrals provides outbound referral status and history; signed matters remain active until the receiving firm accepts.
  • Review lead performance. Lead Performance Summary shows lead volume, outcomes, ownership, and available activity measures in reports, dashboards, and exports. Selected dates identify lead creation; outcomes reflect current records.
  • Use shared HQ reports through the API. Authorized integrations can run HQ-owned shared reports across the permitted organization hierarchy or a selected subset.

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Fixes

  • Include client uploads in chronologies. Eligible documents uploaded through the client portal now appear in chronology sources, with working source previews and citations.
  • Open the right signing page. Client retainer notifications open the client agreements page, where clients can sign or download their documents.
  • Archive completed retainers. Completed BoldSign retainers can be stored even when the firm’s brand does not combine the audit trail into the PDF.
Availability: Organization access, report permissions, and integration configuration apply. Lead visibility depends on its source and signing status; active-case handoff processing must finish before newly signed matters appear.Get started: Case lifecycle · Reporting · Chronologies.
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September 11, 2026

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Signed-case handoffs, referrals, and HQ visibility

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New and improved

  • Know when a signed case is ready. Eligible attorneys and active firm administrators receive a notification after the intake team uploads the signed retainer and completes handoff. Open it directly to the case’s Documents tab.
  • Review firms from HQ. The HQ overview shows open cases, new intakes, overdue tasks, and unassigned cases, with a searchable and sortable firm comparison.
  • See referral context. Restored Referrals navigation makes referral work easier to find. CaseXchange matters can show the sending firm’s referral contact and reported fee information without overwriting locally maintained percentages.

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Fixes

  • Keep reporting in the selected firm. HQ report lists, opened reports, and exports preserve the selected organization scope. Report errors offer a retry instead of displaying sample results.
Availability: Handoff alerts require current firm and case access; email and optional SMS follow notification preferences. HQ views cover authorized firms only. CaseXchange details depend on the connected integration and supplied data.Get started: Notifications · Referrals · Reporting.
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August 11, 2026

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Lemon Law intake, case sources, and client image uploads

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New and improved

  • Autofill vehicle details. Clients completing a Lemon Law questionnaire can use Autofill from VIN for available year, make, and model information, then review and correct the results.
  • Review intake as a document. Completed Lemon Law questionnaires generate a PDF in Client Docs. The PDF refreshes when a completed intake is edited.
  • Identify a matter’s source. CaseXchange matters show a source badge in Matter overview, making their origin easier to recognize.
  • Share images in client chat. Clients can attach supported images in DearLegal chat and discuss their contents. Sent images are saved to the selected case’s library.
Availability: Lemon Law features apply to clients invited to the questionnaire and authorized matter readers. VIN autofill depends on lookup results. Image uploads apply to supported client chat surfaces and file limits.Get started: Lemon Law · Documents and Library.
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August 7, 2026

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Conditional intake, Gmail, and Lemon Law onboarding

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New

  • Show the relevant intake questions. Add conditional show/hide rules to custom questions or whole sections. In staff intake forms, visible questions update as earlier answers change.
  • Work with Gmail. Connected Gmail accounts can sync messages and send case email through Gmail. Connection and calendar handling also receive reliability improvements.
  • Guide Lemon Law clients through onboarding. A dedicated questionnaire saves progress and organizes the client’s answers and required documents. Branded invitations direct new clients through account setup and existing clients to the correct questionnaire.
Availability: Conditional questions apply to supported attorney and staff intake forms. Gmail requires authorized account access and provider setup. Lemon Law onboarding applies to eligible created or uploaded matters; repeat completed invitations are suppressed.Get started: Email integrations · Lemon Law.
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August 4, 2026

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Report charts, approval reviews, and email choices

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New and improved

  • Turn reports into charts. Add bar, line, pie or donut charts, or histograms in the report builder. Preview the chart, save it with the report, and download a PNG.
  • Review pending approvals. Use the Approvals inbox to review eligible workflow actions assigned to you. Workflows can route reviews to selected people or roles.
  • Choose an email sender. The case email composer offers eligible configured senders, including connected Outlook mailboxes.
  • Distinguish contact specialties. Contact lists and referral reporting can distinguish standard and NSA contacts within the viewer’s permitted scope.

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Fixes

  • Filter the NSA caseload. Selecting the NSA view narrows My Cases to authorized NSA matters. Standard keeps the full caseload you are permitted to see.
Availability: Reporting and approval permissions apply. Sender choices depend on configured domains and mailbox access. NSA views remain limited by your role; charts identify when displayed data is truncated.Get started: Report charts · Approval reviews · Email.
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July 26, 2026

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NSA intake and document organization, plus easier uploads

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New and improved

  • Start NSA intake with the EOB. Upload an explanation of benefits first, review supported extracted fields, and edit them before submitting. Drafts can be resumed.
  • Find NSA documents. Matter uploads route into the appropriate document folders without overriding manual placement. The attorney EOB Library brings authorized provider EOBs into one view.
  • Manage physician CVs. NSA provider clients can add eligible physicians by NPI and associate their CVs with those physicians after onboarding.
  • Recognize your firm’s invitation. NSA client invitations use the inviting organization’s configured logo.

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Fixes

  • Drag files into template uploads. The eSign template uploader accepts dropped files and preserves the edited display name. Give & Get also supports multiple dropped files.
Availability: NSA features require the corresponding practice access; extraction depends on the configured document service and results need review. Upload file types and size limits apply.Get started: NSA workspace · Documents · eSign templates.
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July 20, 2026

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NSA matter workspaces and provider onboarding

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New and improved

  • Organize NSA matter work. A dedicated workspace brings provider details, claims and disputes, service lines, milestones, offers, and billing information together.
  • Edit matter details in place. Authorized attorneys can update client names, dispute details, service lines, and milestones from the NSA Matters tab.
  • Autofill provider information. Provider onboarding uses an organization NPI to look up practice details, with clear retry and manual-continuation options when a lookup is unavailable or finds no match.

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Fixes

  • Scroll through the workspace. Page layout changes correct scrolling issues while working through longer views.
Availability: For organizations and users with NSA access. Editing requires case permissions; NPI lookup results must be reviewed and unsupported identifiers remain subject to validation.Get started: NSA workspace.
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July 2, 2026

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Full report previews and clearer workflow layouts

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Improvements

  • Choose the firm for reporting. HQ users can switch the authorized firm scope from the reports list and report builder.
  • Browse the full preview. Full Preview paginates the complete report result set, instead of stopping at the initial preview rows.
  • Tidy workflow branches. Use Auto layout to arrange workflow nodes. Deleting a branch now previews affected downstream steps and asks for confirmation.
Availability: HQ access and report permissions govern firm scope. Workflow editing requires the appropriate automation permissions.Get started: Reporting · Automations.
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June 29, 2026

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Custom matter workspaces, branching workflows, and VIN lookup

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New

  • Arrange matter tabs. Configure tab order, labels, visibility, and the default tab by organization and case type in Settings → Case Types.
  • Make custom sections useful. Add guidance and resource links to custom sections. Checklist completion and rich-text notes are saved separately for each matter.
  • Branch your workflows. Build conditional paths, parallel steps, joins, and delays in the workflow editor, with previews of the selected path.
  • Look up vehicles and recalls. The Lemon Law workspace supports VIN decoding and read-only recall lookup for the returned vehicle details.

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Fixes

  • Show referral details consistently. Configured referral-attorney columns now display the latest referral information and support filtering and sorting.
Availability: Layout and workflow configuration require the corresponding permissions. VIN and recall results depend on the external lookup and need review.Get started: Custom matters · Automations · Lemon Law.
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June 16, 2026

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Resumable work drawers and Lemon Law document collection

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New and improved

  • Keep work in progress. Minimize and return to supported note, task, email, call, and document drawers while navigating the workspace.
  • Collect Lemon Law documents. Secure upload links offer a Lemon Law checklist covering repair orders, purchase or lease documents, registration, correspondence, and other supporting records.
  • Find Send Upload Link. The case Documents toolbar now exposes Send Upload Link directly. Lemon Law upload sessions allow an extended collection window.
Availability: Drawers apply to supported creation flows. The Lemon Law checklist applies to the secure upload-link flow; it does not describe every document-request surface.Get started: Documents · Lemon Law engagement.
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June 9, 2026

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Unified records, task history, and notification controls

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New

  • Review communications in Records. Bring case notes, calls, and emails into the Records workspace. Organization-defined communication categories help classify and filter notes and email threads.
  • Inspect and restore tasks. View task history, find deleted tasks in a Deleted tab, and restore them. Task tables gain richer type filters, sorting, and column controls.
  • See what a workflow did. Inspect recent automation runs and per-step outcomes, including errors and skipped steps, from the workflow editor and eligible case eSign views.
  • Choose notification channels. In Settings → Notifications, enable or disable supported case, referral, document, and reminder notifications separately for email and SMS.

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Improvements

  • Find existing contacts. Search by name, email, phone, or company when linking an existing contact, with results scoped to the appropriate role.
Availability: Existing case and organization permissions apply. Email and SMS choices sit beneath the master channel settings; in-app notification behavior is unchanged.Get started: Records · Tasks · Notifications.
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May 23, 2026

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Useful intake details and clearer case task handling

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New and improved

  • Star important intake questions. Mark questions in the custom intake builder to show their answers in Starred Fields in the case sidebar.
  • Use your firm’s case types. Case-type choices and filters reflect organization-specific options. Tags and task/event creation dialogs receive display improvements.

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Fixes

  • Keep new tasks visible. Tasks created from a case overview stay in its Tasks card even when assigned to someone else, without appearing twice.
Availability: Starred fields come from the matter’s currently resolved intake set. Case-type and intake configuration follow organization permissions.Get started: Custom matters · Tasks.
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May 10, 2026

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Shared calendars, flexible eSign, and richer accounting exports

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New and improved

  • View shared calendars. Select available team calendar sources alongside your own, within your organization and calendar-view permissions.
  • Reuse intake answers in signing documents. Map custom intake answers to supported PandaDoc template variables so information flows into the document when it is sent.
  • Use custom document types. Organization administrators can manage eSign document-type labels. Once a retainer is signed, the send dialog defaults to Other for the next document.
  • Export useful accounting context. Accounting CSV exports include available claim numbers. Disbursement and resolution exports lead with the relevant disbursed or settlement dates while retaining creation dates.
Availability: Shared calendars require access to the selected source. eSign requires configured templates and provider access; exported claim details depend on the recorded case data.Get started: Calendar · eSign templates · Accounting.
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May 4, 2026

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Global search, accounting reports, and branded case email

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New

  • Search from anywhere. Open global search with ⌘K or Ctrl+K to find pages, cases, and contacts, or start common actions such as adding a note or expense.
  • Build accounting reports. Use supported accounting data sources in the report builder, subject to the relevant accounting and report permissions.
  • Send branded case email. Case emails can use the firm’s configured logo and include selected documents. Eligible configured sender addresses can also be assigned to templates.
  • Use your firm’s turn-down reasons. Organization administrators can add custom reasons, rename labels, and manage which reasons are available.

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Improvements

  • Review the medical overview. The medical summary emphasizes diagnoses, treatment timeline, major procedures, open care plans, and treating providers, with chat alongside the workspace.
Availability: Search results respect your existing access. Email branding and senders depend on firm configuration. Medical summaries require available source material and professional review.Get started: Search · Reporting · Email.
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April 27, 2026

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eSign reminders, retainer downloads, and calendar fixes

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New

  • Control signing reminders. Configure reminder cadence for eligible unsigned documents, with per-document overrides and Pause, Resume, and Send reminder now controls.
  • Download sent retainers. Download PDFs for sent or viewed retainer agreements from supported eSign and retainer views without opening PandaDoc.
  • Use inbound-only calendar sync. Import Outlook calendar events without selecting a destination for Presolve events to be sent back.

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Fixes

  • Keep calendar dates and connections accurate. Outlook all-day events no longer extend an extra day in the affected import format, and long-running connections handle renewed access more consistently.
Availability: Reminders require configured sending and eligible documents; existing unsigned documents may need reminders resumed explicitly. Downloads require provider access. Outlook sync requires an authorized account.Get started: eSign templates · Calendar.
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April 23, 2026

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Clearer accounting steps and one-click email composition

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Improvements

  • Start an email from the case. Compose Email opens your default email app with the client address and case context filled in.
  • Record checks with less re-entry. Outstanding-period choices and prefilled check forms help with recurring resolutions. Bank-account lists refresh after an account is added.
  • Review before finalizing. Settlement finalization shows the amount, fees, checks, and warnings together. Paid expenses have a date badge and can be shown or hidden.

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Fixes

  • Keep accounting totals current. Mismatch alerts and allocation displays refresh after relevant check changes, and disbursement fees use the resolution’s configured percentage.
Availability: Accounting access is required. Compose Email needs a client email address and a configured local email app; recorded payment states do not themselves move funds.Get started: Resolutions · Checks · Expenses.
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April 10, 2026

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Email attachments, case browsing, and eSign clarity

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Improvements

  • Review tracked-email attachments. Supported PDFs and images in tracked email threads can be previewed from the case, with clearer saved-thread and synchronization handling.
  • Choose continuous case browsing. Enable optional infinite scrolling for My Cases in account display preferences, or keep paginated browsing.
  • Identify signing documents. The eSign documents table displays the actual template name and a document-type badge.

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Fixes

  • Avoid duplicate signed retainers. Completion processing no longer creates duplicate signed-retainer documents in the affected flow.
Availability: Email previews depend on the connected provider and supported attachment type. Infinite scrolling is an opt-in preference; eSign access follows case permissions.Get started: Email records · eSign templates.
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March 27, 2026

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Partner APIs, better filters, and steadier document browsing

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New

  • Connect lead and case workflows. Authorized partner integrations can create and update supported leads and cases through the versioned public API.

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Improvements and fixes

  • Refine tasks and events. Combine supported status, priority, type, assignee, date, and text filters, with a clear way to reset selections.
  • Navigate Library folders. Folder navigation preserves the prior view while loading and provides a retry when loading fails.
  • See updated client names. Edited client names refresh in the dashboard and My Cases without requiring a full page reload.
  • Switch document views reliably. The Documents tab handles filtering and switching between cases more consistently.
Availability: Partner API capabilities depend on authorized credentials and organization scope. Existing task, event, and document access rules apply.Get started: API access · Tasks · Library.
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March 22, 2026

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Task boards and more consistent intake assignments

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New

  • Move tasks through a board. Switch between list and Kanban views on supported task pages. Drag cards between statuses and use filters to focus on the work at hand.
  • Limit intake staff choices by role. Configure supported user-selection intake fields to show members of chosen roles, including when creating or uploading a case.

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Fixes

  • Create one shared task. Assigning multiple members through a role creates one task with multiple assignees instead of a separate task for each member.
  • Keep lead decisions visible. Cases awaiting a turn-down decision stay in Pending Leads, and authorized users can open pending or turned-down cases.
Availability: Board actions require task-edit access. Role filtering follows your firm’s intake setup and membership; lead visibility remains permission-scoped.Get started: Tasks · Case lifecycle.
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March 14, 2026

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Custom case lists, task reports, and timekeeping exports

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New

  • Export timekeeping. Download a Quantum Meruit Excel workbook with detailed time entries, per-attorney hours and rates, and a summary.
  • Tailor My Cases. Choose and save table columns for each tab, including supported custom intake fields and filters.
  • Report on tasks. Use the Tasks data source to build filtered and grouped reports with supported summaries.
  • Connect calendar sources. Connect supported Outlook or Google accounts and select calendars to import into your calendar view.
Availability: Exports and reports require the relevant permissions. Calendar connections require provider authorization and selected calendar sources.Get started: Timekeeping · Reporting · Calendar.
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March 9, 2026

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Accounting workflows and better use of smaller screens

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Improvements

  • Follow the resolution. Resolution numbers appear with checks and disbursements, making related accounting records easier to identify.
  • Find recurring payments. Search and filter the recurring-payments table, and use batch forms when recording multiple checks or disbursements.
  • Connect accounting steps. Link invoice expenses and continue from settlement creation into a prefilled check-entry flow.

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Fixes

  • Work on narrower screens. Tables support horizontal scrolling and dialogs fit constrained widths more consistently across the apps.
Availability: Accounting capabilities require the relevant permissions. These tools record and organize financial information; recording a disbursement does not itself transfer funds.Get started: Resolutions · Checks · Disbursements.
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March 2, 2026

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Document organization, contact details, and dashboard controls

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Improvements

  • Organize documents in place. Edit document tags inline and link a previously unlinked file when adding a case note.
  • Capture useful contact details. Contacts support fax information and easier role selection, while referral tables display the client’s name.
  • Tune dashboard displays. Choose how a Stat Card summarizes results and adjust chart legend placement and number formatting. Supported charts can display multiple series.

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Fixes

  • Open Documents consistently. Corrections address blank or failing document views in the affected case workflow.
Availability: Document, contact, and dashboard actions follow your existing organization permissions.Get started: Document tags · Contacts · Dashboards.