Changelog

What shipped, in plain language — newest first. Signed-in users see the same list under Help → What's New, and a short card the first time they open the app after a release.

The Trial Readiness Score™

Oct 1, 2026 · 2026.10.01

See how prepared each case is — every matter in a scored practice area now carries a Readiness badge in its header, a number and a word (Trial Ready, Needs Action or Immediate Intervention), beside its Risk (Health) badge and the lead attorney. Click it for the Trial Readiness Score panel at the top of Trial Command: the score, how much of the file it could measure, the top three next actions, and six categories (pleadings, discovery, experts, evidence, motions and trial preparation) with every check marked Met, Partly met or Missing, its evidence linked. Where too little is recorded to judge, it says Needs Action — not enough measured, so a thin file never looks finished. It measures preparation completeness only. It does not assess how the case will turn out. It is not legal advice.
Readiness on the Matters list — each matter shows its latest score and band, or Readiness Not yet measured. Sort by readiness: trial soonest × largest gap puts first the matters with the most missing and the least time before trial.
Readiness this week, in Practice Mirror — how many of the matters you can open are in each band, the change since last week, and a list you can search by name, number or client, filter by band, and sort by score or trial date.
Measured every night — each open matter's score is recorded once a night, so the week-over-week change has something to compare. A closed matter keeps its last measurement, marked at close. Nothing is flagged, escalated or sent to anyone because of a score.
Ask the assistant — Atticus and a connected AI assistant at the full connector level can read a matter's Trial Readiness Score, with the same checks, evidence and next actions, for the matters you can open.

Start free on Starter, deadline reminders, and menus that open on a click

Sep 25, 2026 · 2026.09.25

Start free on Starter — a new firm can begin on Starter, the free plan, with no card and no trial clock: one attorney, up to 15 active matters (30 opened in any twelve months), basic invoicing, OneDrive document sync, the Word and Outlook add-ins, the read-only AI connector, and $3 a month of AI for the whole firm or the firm's own Anthropic key. Press Start free on Starter on the pricing page. A firm that takes the 30-day trial instead and has not chosen a plan by the end continues on Starter. Every paid plan chosen from Settings → Subscription & Billing starts with 30 days free, and a firm that cancels a plan it chose from the trial or from Starter comes back to Starter, keeping its matters, contacts and documents.
Reminders to the team on a deadline — when you add a deadline, tick the mornings the team is reminded: 30 days, 2 weeks, 1 week or 3 days before, the day before, or the morning it is due (1 week and the day before come ticked). A line under the boxes says exactly which mornings, and who hears: the people named on the deadline, otherwise everyone assigned to the matter, otherwise you. Reminders arrive in the bell and as a push notification, and by e-mail for anyone who turns that on in Settings → Notifications. Every open deadline's row has its own Reminders line to change them — including deadlines added before this release, which send nothing until someone sets them.
Matter menus open on a click or a tap — the row of menus across a matter (Overview, Plan, Build, Bill and the rest) opens with a click, a tap, or Enter or Space, and stays open until you choose a page, click elsewhere or press Esc. On a wide screen, resting the mouse on a menu still opens it; on a phone the open menu spans the page, and a long one scrolls. The tab names, their order and every page address are unchanged.
A search box you can see — Search or jump to… sits at the top of the sidebar (a magnifying glass in the top bar on a phone) and opens the same finder as Ctrl K (⌘K on a Mac). It now finds a contact by phone number or email as well as by name, understands the words people bring from other systems — payments, expenses, events, notes, files — and, once you have typed two letters, ends with a line that runs your words through the full Search page.
The + menu starts with the everyday things — the + at the top of the sidebar now lists Time entry, Task, Deadline, Hearing, Note, Contact, Matter, New inquiry, Phone call and Document from template, and Invoice for people who bill; everything it offered before is under More. It lists only what you can already do, and marks anything your plan does not include with Upgrade to unlock. On a matter page each entry opens that matter's own form; anywhere else, the ones that belong to a matter first ask which matter, from a type-to-find list of the matters you can open.
The sample matter fits your practice — Try it with a sample matter (on Getting Started, and on the dashboard and Matters list of a firm with no matters yet) adds a fictional file for the practice area you work in: a slip-and-fall case, a dissolution with a parenting plan and child support, or a commercial breach-of-contract case, with deadlines dated from today, tasks, unbilled time, a case memo and the people around the case. Every page of it says it is a sample, it is kept out of every firm number and sends nothing to anyone, and anyone who can create matters can add it in one click and delete it again from its banner.
Calendar entries say what they are, and whose — an entry made from a matter's deadline list now starts DEADLINE:, or REMINDER: for a reminder, on the calendar and on the Google or Outlook calendar it is sent to; hearings, depositions, appointments and the rest keep their own titles. A matter's entries also carry the client's name when the entry does not already say it — first on a calendar chip, so a cut-short chip still shows it, and in the notes of a Google or Outlook entry — and the Matter filter can be searched by client.
Connect your AI — Settings → Connect your AI (also offered as an optional step right after sign-up) walks you through connecting the Claude, ChatGPT or Gemini you already use: copy the connector address, follow three or four steps, sign in and approve, then press Test connection to see it confirmed. Microsoft Copilot cannot be connected yet, and the page says why. Every plan includes the connector: read-only — five tools and 200 calls a month — on Starter, Bronze and Silver, and the full working connector on Gold and above and during the trial. A firm administrator can add the firm's own Anthropic key on the same page.
Plans and AI, counted per user — the four paid plans are Bronze, Silver, Gold and Platinum, and the AI each includes is counted per active user: Silver $10, Gold $20 and Platinum $40 of AI a month for each; Bronze runs on the firm's own Anthropic key. A trial or Starter firm has $3 a month for the whole firm. When the month's AI is spent, AI features pause until it resets — nothing is billed beyond it.
Sign in and land where you were going — opening a Trial Commander link while signed out (from an e-mail, or a tab left open) now signs you in on Trial Commander's own sign-in page and returns you to that page, instead of sending you to a separate sign-in site that could sit blank.
Your feedback reaches Trial Commander — what your team sends with the Feedback button is read by the Trial Commander team, who set each report's status and tell the person who sent it. Your firm administrator is notified of every report and sees each one, and where it stands, under Admin → In-App Feedback; that page is read-only for the firm.
Closing an account says what the download holds — the Close account card under Settings → Subscription & Billing now says plainly that the firm's records file (matters, clients, time, billing, trust and the audit log) does not include uploaded documents, so download the documents you need from each matter first.

Trial Commander on Word's ribbon, and an intake form that names itself

Sep 17, 2026 · 2026.09.17

Trial Commander has its own place on Word's ribbon — a Trial Commander button on the Home tab and a Trial Commander tab of its own, instead of hiding under the Add-ins button where it could not be pinned. Ten tools inside the pane: draft, save to the matter, tools on a selection, fill a template, insert the caption block or a Brief Bank citation, compare against the last saved version, cite-check, check the draft against the matter record, log time, and finalize. Your administrator applies the update once; then restart Word.
A welcome email for every new firm — the trial and the day it ends, the Getting started checklist, the Field Guide video and the manuals, and the practice areas the firm chose at sign-up.
Times on a contact's timeline read in your time zone — the notes before a matter exists were stamped in UTC; they now use the zone on your profile, which is Eastern unless you change it.

Word and Outlook add-ins, Ask Trial Commander, and plans priced per seat

Sep 16, 2026 · 2026.09.16

Word and Outlook add-ins, ten tools and five buttons — in Word: draft, save to a matter, selection tools, template fill, insert the matter's caption block or a citation from the Brief Bank, compare, cite-check, check the draft against the matter record with a table of authorities, one-click time, and finalize (file, PDF through the matter's OneDrive folder, exhibit stamp, service list). In Outlook: Log to Matter, Send to Trial Commander, Attach from Matter while you write, Find deadlines in this email, one-click time, and a send check that warns before an email goes to an outside address that is not on the matter or carries a privileged attachment.
Ask Trial Commander — a question box that answers from the manuals and your firm's own records, with the sources it used, and gets better as it is asked. Press Command-K (Control-K on Windows) anywhere, or open it from Q&A and Self Help.
Choose the practice areas you see — a new firm picks them at sign-up so eighteen practice areas are not dropped on it at once, and a firm administrator changes the list any time. Everything stays reachable under All practice areas.
Plans read per user — the four paid plans, now named Bronze, Silver, Gold and Platinum, cheapest first, each showing your active users and what the firm would pay per month.
See a document without downloading it — a preview pane on a matter's Documents tab (Build → Documents) for PDFs, PNG, JPEG, GIF and WebP images, plain text and CSV files; other files, such as Word and Excel, download instead.
Type to find a matter — every Choose a matter dropdown in the app is now type-ahead, and long lists of contacts and matters collapse with a search box.
Files on an appointment — attach the PDF, Word file or photo to the appointment and file it to the matter in the same step.
Co-parenting records on the matter's timeline — import OurFamilyWizard or TalkingParents exports and read them beside everything else on the file.
A long list says so — the eight busiest pages read a capped slice, count the whole set, and tell you which you are looking at, instead of quietly truncating.

A script for whoever answers the phone

Sep 12, 2026 · 2026.09.12

New Client Intake — a screen in the sidebar for taking a call from someone who wants a lawyer. Type the caller's name and it searches the firm's contacts while you type, so "are you already a client of ours?" is answered by the records instead of by memory; what the caller said and what the firm actually found are both kept, because those disagreeing is worth knowing. Then the rest of the call on one page — why they rang, what kind of matter, a short description in their own words, whether a hearing or a filing deadline is coming, and who is picking it up — saving itself as you type, so a call that drops leaves a half-finished inquiry waiting for you rather than nothing. The last question does the thing instead of describing it: run the conflict check (it opens with the name and description filled in and the inquiry attached, so the cleared check is the one that opens their matter), book the consultation on a real open time, send them an intake form (that one is switched on per firm — ask us), or hand it to a named attorney, who gets it on their bell marked urgent when the caller mentioned a court date. Nothing on the screen opens a matter — the conflict check still comes first, and a consultation booked before one is signed goes through with the same warning it has always carried.

Folders, saved views, search inside the file, reports, tasks, federal clocks — and a guided first week

Sep 11, 2026 · 2026.09.11

Folders on every matter's documents — the Documents tab opens on a folder tree for every file, not only the ones that came from OneDrive, and the practice area's template is there from the first paint (a personal-injury matter shows Medical Records, Bills & Liens and Experts before anything is filed). Uploading asks which folder and pre-picks it from the category you chose; a document moves by dragging its row onto a folder or by pressing Move. A folder can be created, renamed and deleted, but only when it is empty — deleting one never deletes what is in it, and the refusal says how many documents are in the way. "Show flat with categories" puts the old grouped list back. Where OneDrive is connected and the matter mapped, the upload lands in the same folder in the drive.
Merge two records for one person — on a contact's page, "Merge into another contact…" lists the same-name records first and searches for the ones typed differently. Picking one shows everything that would move — matters, matter relationships, conflict checks, intakes, fee agreements, identity documents, leads, portal invitations, former names, logged calls, appointment requests, including the rows that are zero — plus which empty fields would be filled and what becomes of the portal login and the conflict clearance, before a single row is written. The direction can be swapped on that screen, confirming asks you to type the name of the record being merged away, and that record is archived rather than deleted, so old bookmarks and portal links still resolve. Separately, the new-contact form and the new-matter form now warn in amber when the firm already has a contact of that name — a warning, never a block.
Reports — a Reports page under Time & Billing holds six: WIP aging, Realization, Pipeline by practice area, Referral-source performance, SOL exposure, and Area profitability. Realization, Pipeline and Referral-source performance take a date range with attorney and practice-area filters; WIP aging takes an as-of date with the same two filters; SOL exposure takes an as-of date; Area profitability takes a date range; a date range starts out as the last twelve months. Each prints its caveats underneath the figures, downloads as CSV or PDF, and has an "Email me this monthly" switch that puts the numbers in your inbox on the first of the month. Firm admins and attorneys see all six; anyone who can read a matter sees the two that count matters rather than money. WIP aging, Realization, Pipeline and Referral-source performance are computed over only the matters the reader can open — which the page says in as many words, because a number narrowed by who is reading it and presented as the firm's is worse than no number. SOL exposure counts the whole firm on purpose and names only the matters the reader may open; Area profitability is firm-wide.
Saved views and bulk actions on the matter list — set your filters, your sort and the columns you want, name it, and it becomes a tab above the list. Attorneys and firm admins can publish a view to the whole firm, and each person chooses which of those tabs sits on their own screen. A view is still a link, so it can be bookmarked or pasted to a colleague and it shows them their own matters. Every row now has a checkbox: tick a few, or select all visible, and add a team member, add or remove a tag, close them, or download them as a spreadsheet in one press. Each row is decided on its own merits — one that cannot be closed because money is still in trust or an invoice is unpaid is refused by name and with the reason, and the rest still go through.
A notification centre — Settings → Notifications is one page listing every kind of notice the app can send you, grouped by what it is about, each with its own switch for the bell, e-mail and push and a plain-English line saying when it arrives. Underneath: a daily digest at an hour you choose, in your own timezone, listing only what did not already e-mail you, and a "mute all e-mail for 24 hours" button for a day in trial. The handful nobody may refuse — an overdue trust reconciliation, a failed subscription payment, a broken audit chain, a data-deletion notice, a conflict-check hit in the bell — show ticked and greyed with the reason beside them. A firm admin can open a member's settings read-only. Nothing you receive changed on the day this shipped.
Your first week, guided — a "Getting started" card at the top of the dashboard gives you one next step, a sentence on why it matters, and the button that does it; Getting Started in the sidebar has the whole list, each step carrying its "why", a "Show me" link into the manual, and a line saying exactly what the app is watching for. Steps tick themselves off the firm's own data — a second colleague, an OneDrive connection, a fee package, a conflict check, a time entry, a portal message — so nothing has to be recorded twice, and "Mark done" is there for the step no query can honestly answer. One click adds Sample — Alvarez v. Sunshine Grocers, a slip-and-fall practice file with a theory, facts, witnesses, exhibits and a timeline, badged SAMPLE, kept out of every firm number, and deletable in one click.
Consultations get booked — at Settings → Scheduling the firm admin chooses how: DIRECT, where a prospect opens their own booking link and takes a real open time on a bookable attorney's calendar, or QUEUE (the default), where the same click is a request that waits on the Consultations page until someone at the firm confirms or declines it. Staff either e-mail that person the link or put the time in while the prospect is on the phone, and the prospect uses the same link to change or cancel, so a forgotten appointment becomes a cancellation instead of an empty hour. Link sent, booked, confirmed, declined, cancelled, reminded and no-show all land on a scheduling timeline on the contact, and a confirmed consultation goes onto the firm's calendar and is pushed to that attorney's connected Google or Outlook calendar. The booking page tells the prospect, in the firm's name, that booking is not representation, that the page gives no legal advice, and that it stops no legal deadline.
Your firm's own drafting skills — a "Your firm's skills" page in the Drafting Studio. Someone holding the new "Create firm drafting skills from the firm's own documents" permission uploads the document this firm considers its model — a motion, a letter, an agreement — or pastes its text, or picks an entry out of the Brief Bank, and one AI pass derives a DRAFT skill from it: the section outline, notes on how this firm writes, the facts a drafter must have in hand, and an explicit list of what it did not carry over. An attorney then approves or rejects it, and only after approval does it appear in the document-type picker, with its version and the approving attorney's name beside it. Re-deriving makes version 2; approving version 2 withdraws version 1, so exactly one version is ever on offer, and any skill can be withdrawn with a reason at any time. Drafts are for attorney review.
Task checklists that arrive with the stage — a matter now has a Tasks tab carrying the checklist its own practice area and its own procedural stage call for: the firm's opening checklist on the file when the matter opens, the discovery routine when discovery starts. Each task says what "done" looks like, names the manual section it came from, carries a target date, and lands on a person by role. My Tasks in the sidebar is the same work from the other side — overdue first, then the ones on you, then the ones that landed on nobody, across every matter you can see — and overdue tasks roll into the Morning Brief. A firm administrator renames a task, moves its due offset, changes who it lands on, or switches it off per practice area at Settings → Task templates.
Search reads inside the files — Search in the sidebar now reaches the text of the firm's documents and its logged communications, not only its matter records: type a phrase and you get the passage from the PDF or the call note that contains it, with your words highlighted and a link that opens the exact document. Five chips — Everything, Matter records, Documents, Email, Communications — narrow it, and the URL is the state so a result page can be sent to a colleague. Filed e-mail is encrypted, so it is never matched by its words: it reaches Search only by meaning, once Trial Commander has connected its search-by-meaning service, and a hit found that way is labelled "related". Until then Search matches your words only, and filed e-mail is found from the matter's own Email page. Nothing about who may read what changed: you see passages from the matters you could already open, and a reader whose access narrows the corpus is told so, because "no results" and "no results you may see" are different answers.
Send any document for signature — "Send for signature" now appears on any PDF in a matter's Documents tab. The signer gets their own private link by e-mail, sent by the app rather than handed to staff to paste into Outlook, and opens a page showing the PDF itself with a Download button, because a record the sender stops you printing is not enforceable against you. Above the signature box is the statement 15 U.S.C. § 7001(c) requires — right to paper, right to withdraw, what the consent covers, how to withdraw, how to get a paper copy and what it costs, what software is needed — and only after the signer ticks "I agree" does a signature box exist at all. Two signers each get their own link and sign independently. When everyone has signed, a new PDF is filed under the matter in a Signed Documents folder: the original unaltered, plus a signature page recording every signer's name, e-mail, role, the name as signed, the time in UTC and again in Eastern, the IP address, the browser, the consent version and the original's SHA-256. A signer who has not signed is reminded on day 3 and day 7, then not again.
Federal Clocks on the matter — a matter in federal court now has a Federal Clocks page beside Removal Clocks: the Fed. R. Civ. P. docket-event chain, the Fed. R. Crim. P. chain on a criminal matter, and the five Fed. R. Evid. pre-trial notice periods (Rules 412, 413, 414, 415, 803(10) and 807), every row naming the rule it comes from and the fact it was derived from, and every trigger you have not recorded showing as a row that names the fact it needs rather than as a blank. The counting is Rule 6(a)'s — Rule 45(a)'s on the criminal side — against the calendar of the district the matter is in, which you set on the matter's edit page from a searchable picker over all 94 United States district courts, beside the court and case-number fields it has to agree with. Every chain computes from the December 1, 2025 edition of its rule set, and the page prints which edition it used. It also says, in as many words, that local rules are not computed anywhere in this product and that the scheduling order in your case supersedes almost every civil default on the page — these are the Federal Rules' own periods and nothing else. One button dockets the lot into the matter's deadline list. Released on the FEDCAL signature of September 11, 2026; bankruptcy and appellate matters are deliberately absent, because those run on the Federal Rules of Bankruptcy and Appellate Procedure, which this product does not compute.
The two bankruptcy forms now carry the firm's own names — the short first-contact form is the Bankruptcy Intake and the long one the client works through after the engagement is signed is the Bankruptcy Application. Neither is called a questionnaire anywhere you or a client reads, in English or in Spanish, and a test fails the build if one ever is again. The intake also gained what the paper form has always had at its foot: an acknowledgment, saying that filling it in does not make the firm your lawyer and that nobody is represented until a written engagement agreement is signed, with the signature on the same block — the acknowledgment and the signature travel together, on the same document. The form a client fills from a matter link is signed too, which it was not before; the engagement keeps its own signature, and the required bankruptcy disclosures keep their own separate acknowledgment, which no intake signature stands in for.
Bankruptcy and divorce intakes now match the firm's own forms — the two pre-matter intakes were compared line by line against the paper forms and gained the twenty-two questions that were missing, among them gross monthly income for the client and the spouse, the number of dependants, the existing case number, the checking and savings balances, and withdrawals over $1,000 in the last six months. The two bankruptcy forms are named apart, so the right one is the one that gets sent.
The §§ 342(b) and 527 disclosures have their own delivery step — on a bankruptcy matter the app now delivers the § 342(b)(1) notice (Director's Form B 2010) and the four § 527(a)(2) advisements, with the three-business-day clock running from the day the firm first offers bankruptcy assistance, and the § 527(b) statement verbatim and alone on its own screen because the subsection requires a single separate document. The acknowledgment records the typed name, the time, the IP address, the browser and the hash of the exact text shown, and re-checks that hash — an acknowledgment of text that has since changed is evidence of nothing. A copy is kept for the two years § 527(d) requires.
Dates in the firm's own format — Settings → Appearance (firm admin) chooses between 09/10/26 and Sep 10, 2026, and every date in the app follows, because every date is now written by one formatter instead of sixty-odd places deciding for themselves. Settings → Display, which everyone can open, states the format the firm is on and says who changes it.
The contact page, reorganised — a contact opens in three paired rows with its conflict checks listed on the page itself, and opening a matter for someone the firm already has asks for the client once instead of twice.
Settlement offers know which stage they are in — an offer is recorded as pre-suit or in litigation, a counter-offer is a record of its own rather than a note on the original, and an offer's reply deadline goes on the docket.
Asylum practice — EOIR drafting skills, an asylum case outline, and the two asylum checklists on the Immigration hub.
Two things that said the wrong thing — a firm on a complimentary plan is no longer told its trial has ended, and the on-device AI option is offered only where a local model actually exists.

Current money tables, a six-month earnings exemption, and cleaner citations

Sep 9, 2026 · 2026.09.09

Judgment interest through the end of 2026 — DFS posted the Q4 rate (7.87% from October 1, 2026) and the § 55.03 table was re-verified against the source. Contract-damages and post-judgment calculations that reach into Q4 no longer flag the quarter as unposted.
Means test on the July 15, 2026 standards — the IRS national and Florida local standards for cases filed on or after 2026-07-15 (UST data set 20260715) are in. Cases filed before that date keep the earlier set.
Six-month traced-earnings exemption — the Florida exemptions analyzer applies § 222.11(3). On a bank asset, record the date the bank received the earnings and the attorney's assertion that the funds can be traced and identified as earnings; where the earnings are a head of family's and exempt under § 222.11(2), the analyzer treats the deposit as exempt for six months from receipt, with the citation. No assertion, no exemption — it is never applied on its own. Until today only the wage-garnishment side of § 222.11 was encoded.
SOL Watch citations — the construction-defect entry cites the § 95.11 repose provision correctly, and matters in a court not of record are labelled as such so the wrong rule set is never implied.
Unfiled form drafts are work product — a form draft that was never filed can be deleted even while the matter is under a litigation hold; the hold protects the record, not a draft nobody sent. Filed forms stay protected.
Feedback queue keeps itself current — for administrators, the triage list refreshes on its own instead of showing the state it had when the tab opened, and the sidebar shows how many reports are still untriaged.

Conflict-first intake, federal removal and remand clocks, and things that were saved twice

Sep 8, 2026 · 2026.09.08

One person from lead to matter — a lead, the contact it becomes, and the client on the matter are the same record, so the conflict check that cleared the lead is the one on the file. Scheduling a consultation on someone who has not been checked now warns you, and a check with hits is routed to the reviewer who can decide them rather than into a wall.
Federal removal and remand clocks — on a matter in federal court (or one you are removing), a Removal panel computes the 30-day removal window per defendant, the one-year diversity limit, the notice to the state court, the 30-day motion to remand, and the ten-day appeal under § 1453(c), each row naming its statute (§§ 1441, 1446, 1447, 1452, 1453, 1455). A row names the defendant it belongs to once.
Trust reconciliation is a firm-admin action — starting or completing the monthly three-way reconciliation is limited to the firm administrator. Attorneys still see every trust page they saw before.
Form drafts the record no longer needs say so — when the facts change and a drafted form is no longer called for, the draft is marked rather than silently left in the list, and you can delete it on purpose.
Sent once, saved once — a client update queued for sending is claimed before it goes out, so a busy moment never sends it twice; calendar pushes to one connection go in order; conflict-hit decisions and the sign-off are written in one step; and a connected app's rotating credential is refreshed once. Several rare double-saves are gone.
Legal Data acknowledgements — when a changed source is acknowledged on the Legal Data Freshness board, the acknowledgement attaches to the exact text that was read; if the source changed again in the meantime, it stays open. (Since September 25 that board is Trial Commander's own tool, and its team does the acknowledging.)
OneDrive folder jobs are never lost — a folder request that arrives while the sync is running is kept, and the folder map is refreshed from what was actually created rather than rewritten from an older snapshot.

A firm-wide limitations net, Florida rulings encoded, and a stall after saving fixed

Sep 7, 2026 · 2026.09.07

Firm-wide statute-of-limitations net — SOL Watch (in the sidebar) now reads every open matter in the firm, with no cap on the count, and lists separately the matters that have a claim with no accrual date at all — the ones that cannot be on any clock until someone enters the date.
Docket SOL on Texas and D.C. matters — the Docket SOL button had been writing Florida bar dates onto Texas and District of Columbia matters. It now uses the matter's own jurisdiction, and refuses rather than guess when no pack covers it. Check any SOL you docketed on a non-Florida matter before September 6.
Pages respond right after you save — a bug in the underlying framework could park the screen after some saves until something unrelated happened, up to about forty seconds. Back-ported the fix; the refreshed page appears immediately.
§ 624.155 cure clock from receipt — the insurer's 60-day cure period on a civil remedy notice runs from the day the insurer receives it (ch. 2020-63, § 4), not from the day it was filed. Existing docketed dates are unchanged; re-docket from the matter to update.
Florida exemptions corrected — the motor-vehicle exemption is $5,000 (§ 222.25(1)), not $1,000, and the § 222.11 head-of-family figure is a threshold, not a cap: earnings over $750 a week are reachable only with a written waiver, never limited to $750. Both rulings were made by the reviewing attorney on September 6.
Means-test forms — Part 2 was one line off, a required form was marked optional, and the long form is built only when the short form sends the case there. Every correction staff reported on the forms is in.
OneDrive back-fill — administrators can provision folders for the clients and matters the firm already had before OneDrive was connected (Settings → Document Sync), and the lead board provisions folders the way every other intake surface does.
Contacts, finished — the last places that still said Clients now say Contacts; the role on a matter is still client. Your practice-area editions appear in the sidebar the day they are enabled, and selected text no longer disappears on the light theme.
Firm-wide numbers are firm-wide — the NPS score and the review calibration score were computed on a sample of rows; they are now computed on the whole firm. One report filed twice in a moment is one report.

Firm intranet, Marketing Hub, the offer board, and a conflict log

Sep 5, 2026 · 2026.09.05

Firm intranet — a notice board and a staff directory, under Firm Intranet and Firm Directory in the sidebar, for everyone at the firm. Included at no extra charge on Silver and above, and during the trial.
Marketing Hub — the firm's one public page (Admin → Marketing Hub): practice areas, office, and how to reach you, findable by search engines. Nothing publishes until an attorney or the firm admin signs off on it, because Rule 4-7 makes advertising a lawyer's responsibility.
Settlement offers, firm-wide — a Settlement Offers board lists every open offer across the firm with its expiry, and an offer's dates cannot be moved without the change being recorded.
Medical-records tracker on the matter — requests, follow-ups and received records sit on the matter's Records page and feed the demand package, instead of living in a separate list.
Conflict log — every conflict check the firm has run, with its state (cleared, hits pending, signed), on one page; hits you are not permitted to read are still counted. A link made by accident can be undone, and opening a matter from a cleared check works again.
Lead board joins the sequence — leads go through the same conflict check before a consultation, and the list of lead sources is the firm's own to edit.
Trust Total Balance — the figure was the sum of the fifty rows on the screen; it is now the balance of every ledger in the firm. The same fix was applied to every firm-wide count that was reading only what the page displayed.
OneDrive folders on every path — a client or matter created from any surface (matter form, conflict check, lead board, portal intake) gets its folders provisioned.
Smaller things — users have first and last names, set when the account is created; a purchased practice-area edition appears in the navigation immediately, not after its first matter; the What's New card has a standing off switch under Display; amber text on the light theme is readable; a switched-off integration says so in words instead of an error page.

Settlement to disbursement, criminal and med-mal clocks, and nine Florida surfaces ratified

Sep 4, 2026 · 2026.09.04

Settlement to disbursement — on a personal-injury matter, one flow takes the settlement from the offer through liens, costs, and the fee to the client's net, and posts it to the trust ledger; disbursement is refused until the readiness checks pass.
Demand package — assembled from what the matter already knows: chronology, providers, specials, records on file, and the demand letter, as one package for review.
PIP clocks, HB 837 disclosures, and first-party carrier clocks — the § 627.736 PIP deadlines (the 30-business-day count read narrowly), the disclosures HB 837 requires, and on a property claim the presuit notice, the carrier's own duty clocks, and the civil remedy notice, each with its statute.
Property-insurance appraisal and estimates — an appraisal track with the Hughes decision as a live trigger, and a line-by-line comparison of the adjuster's estimate against the contractor's on the matter.
Criminal defense — speedy-trial and discovery clocks under Rules 3.191 and 3.220, a sentencing scoresheet (two multipliers apply the larger, not the product), a seal-or-expunge eligibility screen (Record relief on the matter), and a motion library.
Medical malpractice — the ch. 766 presuit investigation and notice clocks (§ 766.106) on the matter, computed from the notice date.
Billing — flat-fee packages per practice area with an Area Profitability report; referral and co-counsel fee divisions tracked and disclosed; the contingency schedule gained the stage it was missing, and an appeal is charged to the client once.
Conflicts — clearing a conflict is a per-user grant (Settings → Users → Access), not a role; a staff member may prepare a preliminary intake without a signature. Corrected September 27, 2026: since September 6 the switch is “Sign and clear conflict checks”, under Settings → Team Members → the person → Additional permissions, and it is needed to read a check's hits as well as to decide them — so someone without it no longer proposes a decision on a hit for an attorney to confirm. Starting a check and preparing the preliminary intake still need no signature.
Contacts and saving — first, middle and last name on every contact, filed last-name-first; and save buttons say what happened: "✓ Saved", with the time and the initials of whoever saved. Nine Florida surfaces the reviewing attorney ratified on September 4 went live, including the professional-guardian CE clock.

The public site says which practice areas are live

Sep 3, 2026 · 2026.09.03

Practice areas on the public site — trialcommander.com lists every live practice area with what it computes, and the two practice-area editions with their price, read from the same price list billing charges from.

How Florida deadlines count, notifications on your phone, and a fix to Ledger findings

Sep 2, 2026 · 2026.09.02.2

Florida deadlines count from the next court day — Rule 2.514(a)(1)(A) says a period begins on the first day after the trigger that is not a Saturday, Sunday or legal holiday. Until today both deadline engines counted the very next calendar day, even a Saturday, which produced dates up to four days EARLIER than the rule allows. About one date in four moves, and every one moves later. Deadlines already on a docket are unchanged; this affects deadlines you docket from now on, and what the deadline calculator shows. Mail days are now added after the period, not before it, which is what Rule 2.514(b) says.
Notifications reach your phone and desktop — turn them on under Settings, and deadline, message and assignment alerts arrive even when the app is closed. Each device is enabled separately.
Ledger findings accept your decision again — agreeing with, dismissing or escalating a Ledger finding failed with an error ID in the live app, and had since June 10. The page worked everywhere except where it mattered. It is fixed, and nothing you decided was lost, because nothing was saved.
Contacts is its own section — every contact, the matters each one touches, and search by contact or tag. A contact's page lists their matters and role on each.
Counsel of record audit — Admin now lists matters where the lead-attorney seat holds a non-attorney or nobody at all, and fixes either from the page. The portal and Maria name that person as responsible counsel, so a paralegal in the seat was presented to a client as their lawyer.
Conflict search reads the parties — every party row and every contact linked to a matter is searched, so a second defendant buried in a comma-separated name is now its own hit. Service deadlines split into one per defendant, so "serve defendants" cannot hide the third one.
Connected apps sign out safely — if a linked application's credential is ever replayed, the connection is revoked rather than trusted (RFC 9700). Reconnect from Settings if an integration stops.

Florida law changes, court closures, and deadlines that now reach the docket

Sep 2, 2026 · 2026.09.02.1

Notice of appeal after a mailed judgment — recording a final judgment served by mail no longer adds five mail days to the notice-of-appeal deadline. That deadline is jurisdictional and runs from rendition; the old date was one on which the appeal was already time-barred. Check any notice-of-appeal date docketed from a mailed final judgment before today.
Summary administration cap is $150,000 — for petitions on or after July 1, 2026 (ch. 2026-57). The eligibility screen, probate page, drafting skill and form labels had said $75,000. Earlier petitions keep the $75,000 test, and the screen says which cap it applied. New on the probate page, beside the summary-administration card: an intestate small-estate screen (§ 735.304, $20,000 from the same date; $10,000 before — keyed to the affidavit date), and the checklist's claims-objection window now reads correctly (the later of 4 months from first publication or 30 days after the claim).
FCRA suit clock (18 months) — for charges under the 2026 amendment to § 760.11(5), suit is due one year after the FCHR determination or the EEOC right-to-sue, whichever is earlier, and never later than 18 months after the charge when neither issues within 180 days. The employment page now dockets that outer limit as critical; charges filed before July 1, 2026 get it with a confirm flag.
Court closures — record a hurricane or administrative closure under Admin → Court Closures (statewide, one circuit, or one county) and every Florida deadline that lands on it rolls to the next court day, with the closure named in the deadline note. Circuit-observed days (Good Friday, Rosh Hashanah, Yom Kippur, and the like) are on file for the 5th, 7th, 9th and 11th Circuits; Presidents' Day and Columbus Day are no longer treated as statewide holidays, because Rule 2.514(a)(6)(A) does not list them.
Judgment interest built in — the § 55.03 rate table (every quarter from 2020 through 2026-Q3, DFS per-diem convention) drives contract-damages and post-judgment calculations; no more "confirm the current rate" prompts. A date past the last posted quarter is flagged, never guessed.
Probate and construction deadlines reach the docket — a "Docket these deadlines" button on the probate and construction pages sends the creditor bars, elective-share bar, exempt-property claim, payment-bond ladder and ch. 558 pre-suit ladder to the calendar, the agenda and SOL Watch. Re-docketing replaces; it never duplicates.
Trust reconciliation on the Action Center — when the monthly reconciliation (Rule 5-1.2(d)(1)) is more than 30 days overdue, a red row appears for anyone with trust visibility, and the trust page carries a banner.
Standard Jury Instructions on the elements library — each Florida cause of action that has a standard instruction now shows its verified SJI numbers (three of the causes — conversion, construction-lien foreclosure and undue influence — have no standard instruction, and the library says so instead of showing a number), and trial drafting (closing argument, trial brief, instruction requests) cites the charge the jury will actually hear.
Court directory — all 67 counties, 20 circuits and 6 district courts of appeal with clerk names and links, from one verified list that captions, venue and case-number parsing all share.
Florida bench roster for Judicial Twin — 1,033 sitting judges (Supreme Court, all six district courts of appeal, and every one of the 20 circuits) from the courts' own directories, each with its source and the date it was read, ready to load into your firm's Judge Profiles so a judge is on file before the first motion. Ask us to load it for your firm.

Intake, identity documents, and fewer dead ends

Sep 2, 2026 · 2026.09.02

Conflict checks lead somewhere — a cleared, signed check offers "Save as potential client" (a contact with no matter yet) and "Start the matter" (the contact and this check carried into the new-matter form). A conflict check is the step before a contact, not a contact.
Conflict search reads documents — file names and document notes across every matter in the firm are now a hit source, alongside matters, clients, and opposing counsel.
Multiple parties on a matter — a Parties card on the matter overview and edit page holds every plaintiff, defendant, opposing counsel and interested person, grouped by role, with our client badged and counsel listed under each party; add, edit, remove or reorder in place. The new-matter form keeps the fast path and adds "We represent" and "Add another party". Captions read "A and B v. C, et al." from the rows. Matters opened before today show their existing party text until it is split into rows.
Potential client is a contact category — and the category list is alphabetical. A potential client gets no portal access, texts, or billing until they become a client.
Identity documents on contacts — upload a driver's licence image or PDF to a contact. Visible to administrators, attorneys, and anyone granted "View identity documents"; everyone else sees only that an ID is on file and who verified it. Kept while any matter is open, deleted a year after the last matter closes, never included in AI review, exports, or the portal.
Log time from Time Tracking — the Time page opens with a Log time form and a matter type-ahead; the command palette's "Log time" lands on it. The matter page form is unchanged.
Intakes dashboard widget — six months of intakes → consultations → signed engagements by month, and the open pipeline by status. Hide or show it like any other widget.
Arrange your dashboard — "Customize dashboard widgets" (bottom of the dashboard) now lists the widgets in order with ▲/▼ to move them, alongside the show/hide boxes, and a Reset to default. Your layout is saved to your account, so it follows you across devices. Hide everything and the dashboard says so, with the customize panel open.
Feedback closes the loop — when your administrator triages, starts, ships, or declines something you reported, you get a notification saying so (and an email for Shipped and Won't do), with their note if they wrote one. Re-saving without a status change stays silent.
Filing the same report twice links them — if you report something you already reported in the last two weeks, the new one is attached to the first ("Looks like your report from …"), the queue shows them as one thread, and you hear once, when it moves.
Vendors are read-only — an Edit button appears for administrators and anyone granted "Manage vendor directory"; two new types (Remote online notary, Fees expert), an alphabetical type list, and office plus cell phone.
Close-out checklist — "Update client" and "Closing letter" are separate steps; the closing letter has its own compose preset.
The app notices its own updates — a window left open across a release refreshes itself when you return (or asks, if you are mid-form). No more closing and reopening the app after a deploy.
Permission refusals explain themselves — when a page or button is closed to your role, it says what you cannot do and whether an administrator can switch it on for you, instead of a generic error.
Texas coverage law and District of Columbia records law — live for firms licensed in those states.

Search, contacts, and per-user controls

Sep 1, 2026 · 2026.09.01

Matters search bar — filter by team member, who opened the matter, tag, date field, and a time window (past 7/30/90 days, this year, or exact dates). Live caseload counts underneath. Every filtered view is a shareable link.
Firm-wide time search — Time Tracking now searches all timekeepers, any date range, status, and matter tag; Export CSV reproduces exactly the filters on screen and opens in Excel.
Edit time entries in place — unbilled entries have an Edit control on the matter Time page. Billed entries stay locked until the invoice is voided.
Task and activity codes are optional — both dropdowns have a "(none)" choice; codes only matter for LEDES e-billing.
Contacts — the Clients page is now Contacts: every record carries a category (client, opposing counsel, mediator, witness, expert…) and tags, and matters have a Related Contacts card linking the people around the case by role. Only actual clients can ever receive portal access.
Customize your dashboard — choose which widgets appear (bottom of the dashboard, "Customize dashboard widgets").
Per-user switches for admins — trust visibility and time-report export can now be granted per person under Settings → Users → Access. (Corrected September 27, 2026: those switches are under Settings → Team Members → the person → Additional permissions.)
Who opened the matter — matter pages show it, and the matters search can filter by it.

Court-rule deadlines and app self-healing

Aug 31, 2026 · 2026.08.31

Florida court-rule deadlines — matters with a service date, answer date, or trial date show a derived deadline chain with the rule behind every date, and one click dockets the whole chain. Re-docketing after a date changes updates instead of duplicating.
Service and answer dates at matter creation — enter them when the matter is opened, not just on the edit page.
The app clears its own cache — when you sign in or out; a Reset App control exists for a stuck installed app.
Appellate calculator on every practice hub — lights up per state as reviewing attorneys sign off.

Billing rates and team setup

Aug 30, 2026 · 2026.08.30

Role-based billing rates — attorney, associate, and paralegal rates per matter; time bills at the timekeeper's rate automatically.
Assign the team when the matter is created.
"See all firm matters" — a per-user switch so an admin can widen one person's visibility without changing their role.
Matter tags at creation and edit — and attachments on feedback.