Family Law Support and Enhanced Multi-Location Management

Version 2026.1.5 adds dedicated family law case support, streamlined multi-location management, and improved message scheduling to the Quilia attorney portal.

👨‍👩‍👧 Family Law Case Support

• New case type: Dedicated family law case type with specialized workflows and forms
• Related People tab: Track family relationships and connections between parties involved in family law cases
• Specialized tracking: Purpose-built features for managing the unique requirements of family law practices

🏢 Enhanced Multi-Location Management

• Redesigned onboarding: New CMS connection step features a compact 3-column grid with direct connect buttons for OAuth integrations (Clio, Smokeball, MyCase, CasePeer)
• Location-specific details: Added payments URL and referrals email fields to each location for better organization
• Streamlined workflow: Direct connect buttons replace the previous dropdown-based flow for faster integration setup

💬 Message Scheduling Improvements

• Better readability: Scheduled messages now display in familiar 12-hour format with AM/PM (e.g., "8:45 AM" instead of "08:45")
• Natural language: Automation descriptions use human-readable text like "case opened" instead of technical keys
• Simplified input: Frequency field now uses a clean text input for easier value entry
• Clearer timestamps: Scheduled messages show "scheduled for" with full date and time in your local timezone

✏️ Quick Client Access

• Faster editing: New edit icon next to client names provides one-click access to client information
• Streamlined workflow: Quickly update client details without navigating through multiple pages

📱 Activity Feed Redesign

• Modern design: Refreshed activity feed with brand colors and improved visual hierarchy
• Better formatting: Enhanced timestamp formatting and billing warning displays
• Improved UX: Better spacing, hover states, and interaction patterns

🔄 Improved Case Synchronization

• Immediate feedback: Case sync operations now provide instant visual feedback using real-time status updates
• Fresh data guarantee: Pages automatically reload after sync to ensure you're viewing the latest CMS information
• Better reliability: Enhanced sync process prevents stale data and provides clear error messages

🔧 Bug Fixes & Stability

• MyCase auto-close: Cases now automatically update to 'closed' status when closed in MyCase
• NEOS phase sync: Resolved task errors during case phase synchronization with improved UI responsiveness
• Integration error handling: Import tasks now properly display error messages for unsupported case types
• Provider URLs: Fixed issue where provider website URLs weren't being saved correctly
• Team page stability: Fixed crash that could occur when viewing the team page
• Reputation management: Improved access permissions for legal staff and fixed UI layout issues