Trust Document Extraction and Calendar Enhancements

Version 2026.2.0 brings AI-powered trust document extraction, redesigned calendar scheduling, and new integrations for cloud storage and batch case imports to the Quilia attorney portal.

AI-Powered Trust Document Extraction

• Automatic extraction: Upload a trust document and the system automatically extracts the trust name, type, and creation date with a progress indicator during processing
• Immediate document visibility: Trust documents appear in the mobile app immediately after upload, even before AI extraction completes
• Trust Information card: A new dedicated card on the case page displays trust details extracted from your documents, with the ability to manually edit any extracted information

Calendar Improvements

• Multi-day event support: Schedule appointments that span multiple days with a simple checkbox and intuitive date range picker
• Redesigned date and time selection: New appointment dialogs feature separate date picker and time inputs, similar to Google Calendar for a more familiar experience
• Complete location details: Add full location information including name, address, city, state, and ZIP code for each appointment
• Smart time adjustment: End times automatically adjust when you change the start time, keeping appointment durations consistent
• Automatic re-confirmation: Appointments reset to "scheduled" status whenever edited, ensuring clients always confirm changes

Request Form Enhancements

• Language filter: Filter message templates by language with a new dropdown selector, making it easier to manage multilingual templates
• Translation reminders: Get notified when you update a template, reminding you to regenerate translations for consistency across languages
• Sent date tracking: View when a request was originally sent to the client alongside the submission date in submission details

Email Template Redesign

• Consistent branding: All email templates now feature consistent brand styling and improved visual hierarchy for better readability
• Fixed formatting: Bold text now renders correctly in integration notification emails

CMS Integration Improvements

• NEOS batch import: Import multiple cases at once using case IDs or case numbers for more efficient bulk operations
• Better rate limit handling: CMS integrations now intelligently handle API rate limits with automatic retry timing, preventing failed syncs
• Google Reviews optimization: Dramatically improved sync performance from approximately 800 database queries down to just 2 queries using batch operations

Cloud Storage Integration

• Dropbox integration: Connect your Dropbox account to automatically sync case assets and attachments, with support for team accounts and folder selection

Bug Fixes and Stability

• NEOS staff names: Fixed issue where case invitations showed "undefined" for staff names, now using a smart fallback chain for name display
• NEOS case numbers: Case import modal now displays human-readable case numbers instead of internal IDs
• Trust date display: Fixed timezone issues when displaying trust creation dates
• Activity log: Eliminated repetitive "incident details updated" entries
• Appointment locations: Removed fuzzy matching that sometimes linked appointments to the wrong location records
• Client pricing: Fixed bugs in the client modal related to pricing and case type selection
• Invite messages: Improved grammar in invite messages when displaying firm names
• Google sign-in: Fixed button styling issues with overflow and border radius