Release Notes
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      Release 11.1

      💻 Release 11.1

      Overview:

      The introduction of a dedicated module for Trust Administration is the focus of this release. A delineation between estate & trust administration allows you to have dedicated workspaces for each unique client/matter.

      🗞️ New Features:

      • Trust Administration module includes a dedicated space with tailored workflows specifically for this type of matter

      • Deadlines can be added for every task in the Estate Dashboard

      📈 Improvements:

      • Improved language/verbiage to provide clarity on how many seats are available in your portal

      • Accounting Summaries export into one .csv file instead of multiple

      • Various backend infrastructure improvements

      ✅ Fixed Issues:

      • Users experiencing text formatting issues on the subscription checkout screen

      • Users experiencing an “Invalid Portal Membership” error