New

• Task Checklists & Automation Triggers - Create reusable checklists for your tasks and trigger checklist creation automatically from automations.

• Claim Stages - Track where each claim is in your workflow with customizable stages.

• Document Search (Ctrl+F) - Search across all of a client's documents for specific terms to quickly find what you need.

Improved

• Redesigned Calls UI - Cleaner call flow: select a client, dial, see live transcription status, and review call notes all in one streamlined experience.

• Automations Page UI - Actions are now visible without scrolling, cards are centered and visually linked, and the title field is more prominent so you never forget to name your automation.

• Bulk Client Upload - Now supports XLSX files in addition to CSV, with a clearer file picker and improved template guidance.

• Client Table Preferences - Your preferred page size and display settings are now saved so you don't have to reset them every time you navigate away.

• Faster Document Processing - Upgraded to a hybrid processing approach with more concurrent workers for significantly faster document ingestion.

• Large PDF Support - Documents with thousands of pages (like full C-Files) are now handled reliably.

• Secure Document URLs - All document and form previews now use signed URLs for improved security.

• Client Activity Tab - The activity tab in client details now populates with a full log of client-related events.

Fixed

• Call Transcripts - Live transcription now displays correctly during calls, and completed call records are saved even if the call is ended early.

• AI Chat Accuracy - Resolved an issue where the assistant failed to find conditions referenced in medical records using clinical terminology.

• Password Reset - Fixed an issue that could prevent the password reset flow from completing.

• PDF Form Compatibility - Autofilled PDF form fields now display correctly in Adobe Acrobat desktop.

• Feedback Submission - The thumbs-down feedback button in chat now works as expected.

• Document Upload Reliability - Improved stability for large batch uploads and long-running document processing.