Built with the firms using it. Newest first.
After an independent review of the whole platform, three releases shipped the same day. Owner-only controls for integrations now check the firm's current owner role at the moment each action runs, not a role remembered from login. Errors in the app are reported to us automatically, as an error name and location only, never a client answer, so we usually see a problem before you need to report it.
Our purchase terms, privacy statement and refund policy were adopted after review by a New Zealand law firm and are published in the app. The New Zealand journey was re-walked end to end on the live platform the same day, with the fixes shipped that evening.
A per-firm API key and a completion-notice webhook, so your own tools can react when a client returns a questionnaire. A Clio Manage connection that sends the right questionnaire when a new matter of a type you choose is opened. Export a returned questionnaire as JSON or CSV. And our purchase terms, privacy statement and refund policy, adopted after review by a New Zealand law firm.
Lasting and enduring powers of attorney for England and Wales went live on the shelf. The upload lane now takes your own form, maps it to a questionnaire, and carries it end to end, so a firm anywhere can start.
New Zealand enduring power of attorney refinements from a practising lawyer's feedback. Fixes so a firm whose place is not yet on the shelf lands on their own upload lane, and so opening a tool always works.