Case Expansion, Visibility Improvements, and Reliability Upgrades

This release focuses on expanding supported case types, improving visibility into records and payments, and continuing to strengthen overall platform reliability. Much of this work improves clarity and consistency across the system while reducing edge cases for firms as they scale.

Case and Records Enhancements

Expanded support for additional case types and clearer record tracking.

• Added full support for bankruptcy cases, including Assets & Debts, Creditors, and Plan Payments sections. See also our Family Law case type added later in January

• Added medical records status indicators for providers to track whether records have been requested or received

• Added payment activity logging with amount, date, and status visibility

Settings and Admin Experience Improvements

Clearer configuration and more predictable admin behavior.

• Added improved helper text across settings pages to clarify client-facing visibility

• Added social media fields to organization locations

• Reorganized profile settings into independent sections with individual save actions

Integrations and Data Enhancements

Improved reliability and completeness when syncing data.

• Improved Filevine staff imports with better handling of nullable fields and error cases

• Removed client search limits in reputation features to include all clients

• Improved activity logging support for payments across integrations

Platform Stability and Bug Fixes

Ongoing reliability and quality improvements across the platform.

• Fixed permission issues preventing new organizations from creating cases

• Improved handling of null and undefined profile image and address fields

• Fixed validation issues in profile and authentication forms

• Improved backend cleanup and resource management to reduce orphaned data