Overview:
New & shiny meets familiar & reliable in our newest release to the Trustate platform. This release focuses on improving user experience by providing you a subscription pricing model and improved functionality on the estate dashboard.
New Features:
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Left navigation menu to help you seamlessly navigate between estate dashboards & estate vaults without going back to the home page
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Subscriptions introduced to generate predictable revenue for your firm
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Assign a point person to specific tasks on your estate dashboard
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Tag document types in the estate vault
Improvements:
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Estate dashboard updates allowing you to furl phases, hide non-relevant tasks, and view task statuses to better understand where your assigned tasks are in the Trustate process
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Header updated with improved header menu and ability to white-label the application to your firms logo via your account settings page
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Standardize error statements received by user
Fixed Issues:
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Close button on the Add New Client/Matter modal not closing
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Changing a profile picture prompting a new password before allowing to save
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Changing a profile picture misaligned the format of the profile page
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All users not able to upload to their vaults