Dark Mode Support and Enhanced CMS Integration

Version 2026.1.7 brings a comprehensive dark mode experience, enhanced CMS integrations for attachments, and important improvements for case management and email deliverability.

Dark Mode Experience

The portal now fully supports dark mode with automatic system preference detection and manual controls.

• System preference detection: Dark mode automatically adapts to your operating system's theme settings
• Manual toggle: Switch between light and dark modes using the theme toggle in your user dropdown menu
• Comprehensive theming: All pages and components now support dark mode with carefully designed color schemes
• Semantic colors: Dark mode uses semantic color variables for consistent theming throughout the portal

Access the theme toggle from your user dropdown menu to choose between Light, Dark, or System (automatic) themes.

Enhanced Messaging and Attachments

Message attachments now automatically sync to your case management system when messages are sent.

• SmartAdvocate attachment upload: Message attachments automatically upload to SmartAdvocate when messages are sent
• Multi-CMS support: Chat attachments seamlessly upload to SmartAdvocate, Clio, and Filevine case management systems
• Improved performance: Attachment processing uses dynamic imports for faster page loads and reduced bundle size
• Real-time sync: Attachments are processed and uploaded in real-time as messages are sent to clients

Trusts and Estates Management

New dedicated features for managing trust documents in trusts and estates cases.

• Trust Documents tab: New dedicated tab in case navigation for managing trust documents
• Document upload: Easily upload trust-related documents directly to cases
• Document management: Delete outdated or incorrect trust documents with simple controls

Case Configuration

More control over what information clients can see in the mobile app.

• SSN privacy control: Attorneys can now hide SSN fields from clients in the mobile app via case type settings
• Flexible case types: Toggle SSN visibility on a per-case-type basis to match your practice requirements

Password Reset Improvements

Better user experience for password reset flows.

• Visibility toggle: New eye icon on password reset forms lets you toggle password visibility for easier entry
• Better UX: Reduce password entry errors by showing what you're typing

Email Deliverability Enhancements

Improved email infrastructure for better delivery rates and compliance.

• RFC 8058 compliance: One-click unsubscribe support for improved email deliverability and user experience
• Plain text alternatives: All emails now include plain text versions for better accessibility and spam filter compatibility
• Bounce handling: Automatic suppression of email addresses that bounce or generate complaints via Resend webhooks
• Idempotency: Email sending now uses idempotency keys to prevent duplicate email delivery

Email Preferences

New email preference management for recipients.

• Two-step unsubscribe: Confirmation flow prevents accidental unsubscribes
• Email masking: Email addresses are masked in unsubscribe confirmation for privacy
• Resubscribe option: Easily resubscribe to notifications if you change your mind

Organization Branding

Better validation and formatting for organization colors.

• Color validation: Primary and secondary colors are now validated with automatic hex code formatting
• Consistent format: Colors are automatically formatted to #XXXXXX format for consistency

Bug Fixes and Stability

• Email templates: Fixed typo in client activity digest template ("Youre" → "You're")
• Email URLs: Fixed broken hardcoded URLs in notification publishing
• SmartAdvocate uploads: Fixed duplicate attachment uploads by only triggering when message status changes to sent
• Webhook reliability: Improved error handling for organization integration queries with better try-catch wrapping
• Email accessibility: Updated all React Email templates with proper HTML structure and dark mode safe logo rendering