Platform Stability, Automation, and Admin Controls

This release focuses on making Quilia more reliable, more predictable, and easier to manage as teams scale. A lot of this work lives under the hood, but the impact shows up everywhere: smoother workflows, clearer controls, and fewer edge cases.

If things feel quieter lately, that’s the point.

Automation and Workflow Improvements

More automation with better guardrails so the system helps without getting in the way.

• Weekly release digest automation with AI-generated summaries and Slack notifications
• Sync Active Cases button now includes auto-sync interval protection and a confirmation dialog
• Consolidated batch sync functionality across all CMS integrations
• Automated messaging support for pending cases
• Phase message workflow support with Novu automation and message operation webhooks
• Configuration badges in message previews showing enabled features like FAQs, NPS surveys, and review prompts

Admin and Permissions Updates

Cleaner controls so the right people have access to the right tools.

• Configuration management now available to both admins and wizards
• “Send as firm” restricted to attorneys, admins, and wizards
• Subscriptions now support soft-disable instead of permanent deletion for safer recovery
• Team member filters now track selection by user ID to prevent duplicate-name conflicts
• Select all and deselect all controls added to team member filters

Integrations and Data Sync Enhancements

More resilient integrations with less manual cleanup.

• Clio integration now imports related contacts from matters, automatically creating client records for contacts with valid phone numbers
• Integrations now auto-initialize imports and subscriptions when first connected

UI and Case Experience Improvements

Small improvements that add up to a smoother day-to-day experience.

• Case status info modal with icon-based explanations for each status
• Location fields added for legal appointments
• CaseChat date separator formatting fixed for clearer timelines
• Max-width constraint added to the chat window for improved readability

General Improvements and Bug Fixes

A solid round of stability and polish across the platform.

• PDF generation crash in verification letters resolved
• Email subject alignment in message previews corrected
• Placeholder text added to translations for better localization consistency
• React key warnings in the dashboard activity chart and avatar component resolved
• Module resolution issues with MCP server packages fixed
• Build stability improved by moving esbuild to production dependencies
• False 500 errors in Novu subscriptions resolved
• Fuzzy matching added for client validation to prevent false negatives
• Rate limit middleware now gracefully handles optional API keys for public routes