2026-09-30
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.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 guideFilter 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 guideReview 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.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 guideChoose 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 guideKeep 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 guidePreserve 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.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 guideKeep 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 guideIdentify 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.Retry referral details without losing the link
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 guideSeptember 27, 2026
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.September 28, 2026
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.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 browserKeep 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 recordsMove 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 browserSee 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 checksHistorical entries use the original release date. These summaries were added
in September 2026; availability can vary by rollout, configuration, and
permissions.
September 25, 2026
Reporting drilldowns, Teams calling, and firm activity
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.
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.
September 25, 2026
Custom-field reporting, client calling, and partner intake
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.
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.
September 24, 2026
Flexible matter layouts and more reliable shared reports
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.
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.
September 21, 2026
Case lifecycle, lead reporting, and client documents
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.
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.
September 11, 2026
Signed-case handoffs, referrals, and HQ visibility
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.
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.
August 11, 2026
Lemon Law intake, case sources, and client image uploads
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.
August 7, 2026
Conditional intake, Gmail, and Lemon Law onboarding
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.
August 4, 2026
Report charts, approval reviews, and email choices
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.
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.
July 26, 2026
NSA intake and document organization, plus easier uploads
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.
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.
July 20, 2026
NSA matter workspaces and provider onboarding
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.
Fixes
- Scroll through the workspace. Page layout changes correct scrolling issues while working through longer views.
July 2, 2026
Full report previews and clearer workflow layouts
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.
June 29, 2026
Custom matter workspaces, branching workflows, and VIN lookup
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.
Fixes
- Show referral details consistently. Configured referral-attorney columns now display the latest referral information and support filtering and sorting.
June 16, 2026
Resumable work drawers and Lemon Law document collection
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.
June 9, 2026
Unified records, task history, and notification controls
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.
Improvements
- Find existing contacts. Search by name, email, phone, or company when linking an existing contact, with results scoped to the appropriate role.
May 23, 2026
Useful intake details and clearer case task handling
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.
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.
May 10, 2026
Shared calendars, flexible eSign, and richer accounting exports
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.
May 4, 2026
Global search, accounting reports, and branded case email
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.
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.
April 27, 2026
eSign reminders, retainer downloads, and calendar fixes
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.
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.
April 23, 2026
Clearer accounting steps and one-click email composition
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.
Fixes
- Keep accounting totals current. Mismatch alerts and allocation displays refresh after relevant check changes, and disbursement fees use the resolution’s configured percentage.
April 10, 2026
Email attachments, case browsing, and eSign clarity
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.
Fixes
- Avoid duplicate signed retainers. Completion processing no longer creates duplicate signed-retainer documents in the affected flow.
March 27, 2026
Partner APIs, better filters, and steadier document browsing
New
- Connect lead and case workflows. Authorized partner integrations can create and update supported leads and cases through the versioned public API.
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.
March 22, 2026
Task boards and more consistent intake assignments
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.
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.
March 14, 2026
Custom case lists, task reports, and timekeeping exports
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.
March 9, 2026
Accounting workflows and better use of smaller screens
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.
Fixes
- Work on narrower screens. Tables support horizontal scrolling and dialogs fit constrained widths more consistently across the apps.
March 2, 2026
Document organization, contact details, and dashboard controls
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.
Fixes
- Open Documents consistently. Corrections address blank or failing document views in the affected case workflow.