April 2025

Workflow

Enhancements

  • Introducing ability to prevent the user from creating new data in a Lookup field

Bugs

  • Fixed support for legacy Docusign Phone Authentication
  • Fixed Salesforce integration setup for whitelabelled subdomains
  • Addressed issue of slow solution import/export

AIA

Feature

  • Slack quick response - AIA now immediately responds via emoji to any messages that are received

Enhancement

  • Qualitative feedback - when rating messages we now give users the option to provide some qualitative feedback when they thumbs down a message.
  • Workflow URLs are clearer - Links to workflows are communicated more intuitively
  • Action Customization Simplification - In customizations two prompts are removed:
    • Action Instruction
    • Action Response
    • Custom instructions has been renamed to additional instructions

Bugs

  • Fixed issue where matter creation wasn’t working via email intake
  • Fixed a bug where raw html formatted tables were being included in the response.
  • Fixed a nested lists sometimes not being ingested correctly.

Matter Management

Enhancement

  • Boards: Shifted search bar to be in line with filters and fields button.

Bug Fixes

  1. Modal Close: Clicking on backdrop now closes modals.
  2. Email intake: Fixed issue where email body content was missing due to email type mismatch ( Content-Type: text/plain instead of Content-Type: text/html ).
  3. Matter >> Files: Resolved issue where files could not be renamed.
  4. Reporting: Resolved issue where new dashboards could not be created.
  5. Boards: Resolved issue where board members who were also group members would cause duplicate entries in the Assignee field dropdown.
  6. Slack >> Add to Matter : Resolved an issue where updating file name created a duplicate copy of file.