Organization Branding, Communications Controls, and Request Management

Version 2026.3.4 gives firms more control over their brand presentation and outbound communications, and expands the tools available for managing document requests.

Organization Branding

Your firm can now upload separate images for your icon and logo, so the right visual appears in the right context.

• Separate icon and logo uploads: Upload a distinct icon (ideal for square display contexts like app headers) and a full logo (for documents and wider layouts) from your organization settings — each used where it fits best

Communications Kill Switch

A single toggle lets administrators pause all outbound communications when needed.

• Org-scoped communications pause: Administrators can now halt all SMS, email, push, and in-app notifications for their organization with one setting change — no code required. Useful during onboarding, system migrations, or any situation requiring a communications blackout

Case Type Reminder Controls

Inactivity notifications are now configurable per case type rather than driven by a fixed list.

• Per-case-type inactive client reminders: Toggle inactivity notifications on or off for each case type in your organization, giving you precise control over when clients receive check-in prompts

Request Management

Several new actions and a new page expand how your team manages document requests.

• Resend, cancel, and soft-delete: Requests can now be resent to clients, cancelled when no longer needed, or soft-deleted to keep your workspace tidy — all directly from the portal
• Recently Deleted page: A dedicated page shows all soft-deleted requests so you can restore them or permanently remove them at your discretion
• Web signing for clients: Clients can now sign requests directly in a browser via a public signing page — with an "Open in App" banner for mobile users and a download option for the completed signed document

Bug Fixes and Stability

• Requests: Resolved a canvas render error that occurred when refreshing a PDF. Fixed dark mode display issues in the publish dialog and case selector
• Providers: Permission errors when adding, merging, updating, or finding providers have been resolved by correcting the authorization level used for those actions
• Stripe: Fixed a redirect issue where Stripe webhooks were receiving 307/308 redirects from admin middleware