Thursday, April 16, 2026
Legal Appointments and Cross-CMS Delivery Tracking
1.3.1iOS · Aug 15
1.3.2iOS · Sep 2
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1.3.6iOS · Sep 18
2023.12.12Portal · Dec 12
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2026.3.7Portal · Mar 30
2026.3.8Portal · Mar 31
2026.4.1Portal · Apr 8
2026.4.3Portal · Apr 14
2026.4.4Portal · Apr 16
By Kenny Eliason
Attorney Portal v2026.4.4
Portal 2026.4.4 brings legal appointments — hearings, depositions, court dates — to parity with medical appointments, gives attorneys a clearer picture of what has landed in their CMS, and tightens up a handful of integration edges.
Legal Appointments at Parity portal
Legal appointments — hearings, depositions, court dates, and similar events — now have the same reminder and creation experience that medical appointments already had.
- SMS reminder channel: The reminder workflow now sends SMS in addition to push notifications, so clients are far more likely to actually see the reminder
- Smoother creation flow: Deep-link SMS invites, a working time input, and an inline location picker — no more jumping between screens to finish a simple booking
Cross-CMS Delivery Tracking portal
Document delivery is now tracked per asset across SmartAdvocate, Filevine, and Clio, so attorneys can see at a glance what has landed in their case management system.
- Per-asset delivery status: Each document carries its own delivery state, instead of a vague case-level flag
- Message attachment delivery: SmartAdvocate now records when chat message attachments are delivered, closing the loop on chat-to-CMS sync
Integration Reliability portal
- CaseChat sync to SmartAdvocate: Sync now retries on transient failures and supports per-client threads for multi-client cases
- Providers import data quality: Phone numbers are normalized to E.164 on import, and malformed numbers are rejected before they can corrupt provider records
Bug Fixes and Stability
- CaseChat sessions: Fixed a crash caused by expired authentication tokens in CaseChat sync routes, and enabled automatic session refresh so long-running sessions stay connected
- Mobile appointment notifications: Non-critical notification errors during appointment creation are now handled silently instead of surfacing a false failure to the mobile app
- Integration alerts: Clarified the approval copy on CMS disconnect alerts so it is easier to understand what is being approved