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Client Experience·Sep 5, 2026·Improved·2 min read

Retainers now ask the client for the details only they know — and your templates stay editable after import.

Mark a template variable as filled by the client — phone, mailing address, date of birth — and the signing page collects it before the signature, so the client reviews and signs the completed agreement. A saved template's payment plan and variables can now be edited any time in Settings.

A retainer used to need every blank filled by your team before it could go out — including the client's phone number and mailing address, which only the client knows. Now a template variable can be Filled by: Client. Your team sends the agreement without it, the lead's link opens on a short Your detailsstep, and what they type is printed into the agreement before they read and sign it — so the signed document is complete, and the retainer card shows their answers as soon as they arrive. Imports already propose which values are the client's. And a template is no longer frozen once saved: open it in Settings → Templatesto add the payment plan the import couldn't find, or change any variable.

  • The client fills their own blanks — required ones before they can sign, with the audit trail recording which fields they provided
  • Blank lines in the sent copy, values in the signed copy — the numbering and wording stay identical, and the certificate page notes the date the details came in
  • Payment plan and variables are editable on every saved template; changes apply to retainers created from then on
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See who spoke to each lead — and whose calls turn into consults.

Log every call, email or text to a lead in one tap, and Reports now breaks the funnel down by team member — leads worked, attempts made, how many reached a consult and hired — so you can see which approach converts, not just the firm-wide rate.

Team & Integrations·Sep 8, 2026·2 min read

Every invoice and payment now lands in QuickBooks on its own.

Connect QuickBooks Online once from Settings. From then on every invoice you send, every payment that comes in — online or recorded by hand — and every refund or void posts to your books automatically, under the right client, with your own invoice number.

Case Management·Sep 8, 2026·2 min read

Every case now has owners — and only they hear about it.

Assign one or more attorneys to a case and see who owns what at a glance — in the Cases list, on the case itself, and in a My cases widget on your home page. Case updates, notes and completed tasks go to the owners, not the whole firm.