A more complete view of your claim documents​

Every document attached to a claim now appears in one place on the Documents tab — no more switching between activity, claim and team task views to find what you need.

The Documents tab on the Claim page previously showed only documents that came from an activity. We've folded in two further sources — claim-level documents and team task documents — and redesigned the table so it's cleaner, more compact and easier to scan.

What's changing?

• Claim-level documents included: files uploaded directly to a claim with no associated activity now appear in the list.
• Team task documents included: files uploaded against a team task on a claim are now visible too.
• Redesigned table: now 8 columns wide, with related information (e.g. claim name + claim status) grouped sensibly into single cells, so the table fits on screen with less horizontal scrolling.
• Inline activity / task labels: each row carries a small ACTIVITY or TASK label inline before the name, so you can tell at a glance where the document came from.
• Clickable filenames: click a filename to open the document viewer directly when the virus scan is clean.
• Tooltips on long names: hover any truncated filename, claim name, activity name or team task name to see the full text.

What stays the same?

• All existing documents, filters and permissions are preserved — nothing has been removed or hidden.
• Documents continue to be accessible from their original locations (the Documents Panel on the Claim page, the document manager and the team task pop-out).
• Saved filter sets continue to work as before.

The benefit?

• A single source of truth for claim documents, with less navigation between views.
• Faster scanning of long document lists thanks to the more compact layout.
• Clearer provenance for each document via the inline activity / task label.

What's not (yet) included?

This view is focused on documents attached to a claim. The following document sources remain accessible from their original locations and are not currently shown on the Documents tab:

• Files attached to case-level activities (activities that aren't tied to a specific claim).
• Files attached to case-level team tasks (team tasks that aren't tied to a specific claim).
• Files attached to contacts at the case level.

Let us know if surfacing these in the same place would help your team and we'll plan it into a future release.

Filter by virus scan result​

You can now filter the Documents tab by virus scan status, making it quick to spot documents that are still being scanned, flagged, or ready to use.

The new filter sits in the existing Filters panel on the Documents tab and works in combination with all your other filters.

What's changing?

• Virus scan status filter: filter by Pending Scan, Quarantined, Error In Scan, Not Required, or Clean.
• Saved in your filter sets: saved filter sets now include the virus scan filter alongside your other criteria.
• Rebalanced filter layout: the two columns of the Filters panel are now more evenly weighted, and a small typo in the result count has been corrected.

What stays the same?

• All existing filters, including any saved filter sets you already use.
• The filter layout's behaviour and combinability with other filters.

The benefit?

• Quickly identify documents that need attention (Pending Scan, Quarantined, Error In Scan).
• Surface only clean, ready-to-use documents when working through a queue.

Clearer virus scan icons and labels​

Virus scan status is now shown using the same coloured icons used elsewhere in Claims Automation, with consistent labelling across every documents view.

Where you previously saw text labels for virus scan status, you'll now see a coloured icon, with the full status text — including any quarantine reason — available on hover.

What's changing?

• Coloured status icons: green tick for Clean, spinning icon for Pending Scan, warning triangle for Quarantined or Error In Scan, dash for Not Required.
• Hover for detail: the full status text appears on hover, including the quarantine reason where applicable.
• Consistent treatment everywhere: the same icons and labelling now appear on the Documents tab, the Documents Panel on the Claim page, the document manager and the team task pop-out.

What stays the same?

• The underlying virus scan statuses and what they mean.
• All existing virus scan permissions and access controls.

The benefit?

• Faster visual scanning of document lists thanks to consistent iconography.
• A consistent experience wherever documents are listed in Claims Automation.

Faster dashboard uploads​

Documents you upload from the dashboard are now scanned on a dedicated, higher-priority pipeline, so they typically become available within seconds rather than minutes.

We've changed how virus scanning works behind the scenes so that interactive uploads are no longer held up by large bulk imports running in the background.

What's changing?

• Dedicated upload pipeline: dashboard uploads run on a higher-priority virus scanning pipeline, separate from bulk and automated uploads.
• Automatic retries on failure: failed scans automatically retry a few times before being marked as errored, so transient issues self-heal without intervention.
• No UI changes: this is a behind-the-scenes change — you'll simply notice your uploads are ready sooner.

What stays the same?

• Bulk and automated uploads still scan reliably; they no longer slow down day-to-day work.
• All existing upload permissions, virus scan rules and document workflows.

The benefit?

• Documents you upload from the dashboard are typically available within seconds (larger files will naturally take a little longer).
• Bulk imports no longer create a queue that holds up individual uploads.

Strengthened data sovereignty for virus scanning​

Virus scanning now runs entirely on FinLegal-managed infrastructure, keeping every uploaded file inside the platform from end to end.

Alongside the speed improvement above, we've moved the scanning step itself onto our own infrastructure. This further strengthens our compliance position for GDPR, HIPAA and similar regimes, and supports customers operating in sectors or jurisdictions with strict data residency requirements.

What's changing?

• End-to-end on FinLegal infrastructure: every file uploaded to Claims Automation is now scanned within the platform, not via an external scanning service.

What stays the same?

• Scan accuracy and the set of statuses returned to the application.
• Your existing virus scan permissions, rules and audit trail.

The benefit?

• Stronger compliance posture for GDPR, HIPAA and similar regimes.
• Better support for customers operating under strict data residency requirements.

Polish and bug fixes​

A range of smaller fixes ship with this release, primarily around the Documents tab:

• Empty state message: when a filter combination returns no results, you'll now see a clear "No results found." message rather than an empty table — consistent with how the Claims list already behaves.
• Consistent virus scan labelling: system-generated documents were previously labelled inconsistently as "Not Processed" or "Not Scanned" depending on where you looked. They're now uniformly "Not Required" (with a column header for context) or "Scan Not Required" (in places without a header).
• Tooltips render in place: tooltips on file and scan icons now appear next to the icon — previously they could render off-screen on the Documents Panel.
• Activity / Task column merged: what was previously two columns is now one, with a small ACTIVITY or TASK label inline before the name.
• 'Document' column header: replaces 'File' for consistency with the 'Document name' filter label.
• Consistent date format across documents views: the Documents Panel on the Claim page and elsewhere now uses your company's configured date format, matching the Documents tab.
• File-type tooltip: hovering a file icon on the Documents Panel now shows the file type (e.g. "PDF file") instead of accidentally inheriting the panel's title.
• Improved accessibility: activity status pill colours have been adjusted to meet WCAG AA contrast requirements while keeping their familiar colour identity.

Info and Feedback​

If you would like further information on these updates or have feedback to share, please reach out to your Customer Success representative.

Improvements and Enhancements​

Compose Email — italic text rendering

We've fixed the Compose Email editor so that italicised copy now displays correctly while you type and preview your message. Italics also render properly when combined with bold, underline or strikethrough, so the formatting you apply in the dashboard matches what your recipient will see.

Document tags are now optional when generating documents

Tags are no longer required when generating a document — the tag field on document generation forms is now optional, so you can complete generation without being forced to assign a tag, and tags can still be added or amended later in the usual way. Existing tag-driven workflows and automations continue to behave exactly as before.

Tags applied to email attachments via the API

When emails are submitted to Claims Automation via the API, the tag list provided for each document attachment is now applied to the resulting document on the claim. Previously these tags were not honoured for attachments arriving over the API, so categorising inbound documents at the point of ingestion now works without a follow-up tagging step in the dashboard.

TIFF document viewing

Documents stored in TIFF format (commonly used for scanned correspondence and faxes) can now be opened directly in the document viewer alongside the existing supported file types — there is no need to download the file to review it. If a TIFF file is corrupt or cannot be rendered, a clear message is now shown rather than a blank viewer, so users know to source a replacement copy.

Textarea layout improvements

We've improved the appearance and behaviour of multi-line text fields used across the dashboard, for example on claim attributes and case settings. Longer text fields now display more rows by default so more of your text is visible without scrolling, read-only fields share the same styling as editable ones for a more consistent look, and resizing on enabled fields now works correctly.

'Edit Contact' removed from Search and Contact list

The 'Edit Contact' button has been removed from the Search results and the Contact list. Editing a contact's details is still available from the contact's own page via 'Edit Details', so no functionality has been removed — this change tidies up the list views and avoids accidental edits from search.

Indexing, Pagination and Chronology workflow

For customers using our intelligent document workflows, a new 'Indexing, Pagination and Chronology' option is available. When this workflow is selected, both the paginated PDF and a chronology document are produced and attached to the claim in a single run, rather than needing to run pagination and chronology generation separately. This is configured per company by your Customer Success representative.

Bug Fixes​

• Document file names not displaying: Resolved an issue where document file names could be replaced with … on certain screen sizes due to the file-type icon being absorbed into the truncated text. File names now display reliably across the Documents Panel.
• Case Settings page: Fixed intermittent errors on the Case Settings page where child panels (tags, document types, document templates, claim statuses, time recording, task templates and task plans) could attempt to load before the case was ready.

Info and Feedback​

If you would like further information on these updates or have feedback to share, please reach out to your Customer Success representative.

Presentation of Document Lists in Dashboard​

With an increasing number of documents being stored on claims, our approach to displaying documents in the Documents Panel has been optimised to provide a better user experience. Changes are limited to how the document list and document information is displayed within the Documents Panel on the Claim page, Contact page, Case overview page and within a Task. There are no functional changes.

Documents Panel and Scrolling​

To keep the Claim page (and other areas that use the Documents Panel) clean and easy to navigate when there are many documents, the Documents Panel now displays a fixed number of documents with a scroll bar, rather than listing all documents.

What this means for you:

• The Claim page (and other areas that use the Documents Panel) is less cluttered and faster to work with
• All your documents are still accessible — simply scroll within the panel to find what you need
• No documents have been removed or hidden; everything is exactly where you'd expect it

Layout of document information​

Each document now displays in a streamlined list format, with tags and status neatly organised alongside each file — making it much easier to scan through your documents at a glance.

Here's what it means for you:

• On larger screens — documents are displayed in a spacious, easy-to-read layout so you can quickly find what you need without feeling overwhelmed
• On smaller screens — the layout adapts so your documents remain clear and accessible, with nothing getting lost or cramped
• No document information has been removed.

Relocation of 'Delete Claim'​

In order to optimise space on the Claim page, the 'Delete Claim' button has been relocated to the Claim Detials panel.

Feedback​

If you would like further information on these updates or have feedback to share, please reach out to your Customer Success representative.

Performance Improvements​

We've made a number of changes in Claims Automation in order to improve performance of the dashboard for users.

• Dashboard: A number of general performance optimisations have been made to improve responsiveness and load times on the dashboard, particularly on the Claim page.
• Exports: We've improved how exports work behind the scenes. Large exports now run on a separate database, which means they won't slow down your day-to-day work.

New Features​

Case Contact Notes - Dashboard, API and Export​

You can now add notes to individual contacts within a case, not just to claims. These notes appear in your dashboard, are available via the API, and can be included in exports—making it easier to track all interactions and sync data with your other systems for comprehensive reporting.

Download Quarantined Email Attachments​

For certain uses cases, you may need to download documents on a claim or in emails (attachments) that have been quarantined by our virus scanner. With prior arrangement with your Customer Success representative, this feature can be turned on, allowing these files to be downloaded. You need to be aware of the implications of this for your IT systems and services.

Bug Fix​

• Documents not loading on claim page: Issue resolved where documents were slow to load or not loading correctly on the Claim page.

Info and Feedback​

If you would like further information on these updates or have feedback to share, please reach out to your Customer Success representative.

Performance Improvements​

We've made a number of changes in Claims Automation in order to improve performance of the dashboard for users.

• Dashboard: A number of general performance optimisations have been made to improve responsiveness and load times on the dashboard, particularly on the Claim page.
• Exports: We've improved how exports work behind the scenes. Large exports now run on a separate database, which means they won't slow down your day-to-day work.

New Features​

Case Contact Notes - Dashboard, API and Export​

You can now add notes to individual contacts within a case, not just to claims. These notes appear in your dashboard, are available via the API, and can be included in exports—making it easier to track all interactions and sync data with your other systems for comprehensive reporting.

Download Quarantined Email Attachments​

For certain uses cases, you may need to download documents on a claim or in emails (attachments) that have been quarantined by our virus scanner. With prior arrangement with your Customer Success representative, this feature can be turned on, allowing these files to be downloaded. You need to be aware of the implications of this for your IT systems and services.

Bug Fix​

• Documents not loading on claim page: Issue resolved where documents were slow to load or not loading correctly on the Claim page.

Info and Feedback​

If you would like further information on these updates or have feedback to share, please reach out to your Customer Success representative.

Simple Forms feature​

Until now, when you wanted to collect information from your clients, no matter how simple or small, you needed to raise a request for an activity to be created via the Finlegal Customer Success team.

This release allows you to create a simple activity without Finlegal’s involvement through our new Simple Forms feature from within the dashboard. The activity (form) created can then be assigned to selected claimants for prompt data collection.

In this initial release, the Simple Forms feature will allow you to add intro text to the form and ask a single question – which can either be a Yes/No question type or a free text question type.

What's changing?

Within the Activity Templates page of the Activities tab, there is now a Simple Forms panel.

Important - your will need the 'SimpleFormManagement' permission in order to create Simple Forms.

Here you can create a form which contains the following fields:

• Title – The title (header) of the form.

• Introduction Text - The intro / explanation text for the question being asked.

• Accepted Text- The message that appears on the claimant portal timeline after submission of the form.

• Question Text – The text of the question that you are asking. NOTE: Always ensure the question is written in plain English, is unambiguous and does not ask claimant to answer multiple questions.

• Claim Attribute - The claim attribute into which you want to store the answer to the question. NOTE: This Claim Attribute must be created ahead of you creating the Simple Form. Only those attributes that are of type 'Text' or 'Bool' are shown in the list for you to select from.

• Custom Validation message – The error message that the claimant will see if they have not answered the question – as the question is mandatory.

• Minimum / Maximum length – the length of text in characters allowed in the String type question answer.

• Yes Text/ No Text – the text that will appear next to the Yes/No selections on the form.

Any forms that have been created will appear in the Simple Forms panel.

What stays the same?

• Creation of claim attributes - this can be achieved via the Settings page
• Assigning activities (forms) via a workflow within a claim hasn’t changed. Simply 'Start Workflow' on your client's claim, select the activity workflow from the list and hit 'Start Workflow'. The activity will be added to your client's claim and you can invite them to complete it via email or SMS.

• Client answers are saved directly to claim attributes making them instantly available in exports, email and document generation processes as soon as they are submitted.

The benefit?

• Simple Forms makes collecting answers to a single question from clients easier and quicker. You no longer need to raise a request to your Customer Success representative – saving you both time and money.

Info and Feedback​

If you would like further information or need assistance with the new feature or have feedback that you would like to share, please reach out to your Customer Success representative.

New Claim Task Page​

We’re introducing a dedicated Claim Tasks page to make managing claim-related tasks easier and more efficient.

Until now, tasks relating to a claim have been accessed primarily via a task panel on the Claim page, making it harder to see the full picture of work in progress for a specific claim and navigate between those tasks, especially as the number of tasks on a claim increases. With this update, expected between Thursday 20th November 2025 and Tuesday 26th November 2025, you can view and manage all claim-related tasks together into a single, centralised view.

What's changing?

• Dedicated Claim Tasks View: Each claim will have its own Claim Tasks view accessible from the Claims page. When opened, it displays all tasks linked to that claim as well as the task in focus (if opened from a task).

• Single-Screen Task Management: Rather than selecting a task and having it open in a separate window, you’ll now see a task list on the left-hand side of the view. Selecting a task from that list displays its details on the right, allowing you to view, edit, and complete tasks on one screen with fewer clicks.
• Top 5 tasks shown on the Claim page: To keep the Claim page focused and uncluttered, only the top five tasks will appear directly on the claim page. Users can view the complete list of tasks by selecting View Claim Tasks, which opens the new Claim Tasks view.

What stays the same?

• The My Tasks and Team Task pages within Claim Automation remain the same
• The ordering of tasks by due date and created date in both the Claim page Tasks panel and the Claim Tasks view remain the same
• Presentation of case team tasks on the case contact page remains the same

The benefit? These interface improvements are designed to make the management of claim tasks more efficient by:

• Moving all the tasks onto a dedicated view
• Enabling easier navigation when switching between tasks

Additionally, by moving all claim tasks associated with a claim to a dedicated view and showing only a subset of 5 on the Claim page, the performance and usability of the Claim page is improved for all our customers.

Info and Feedback​

If you would like further information on these upcoming changes, need assistance with the enhanced contact page interface or have feedback that you would like to share, please reach out to your Customer Success representative.

Enhanced Contact Page Interface​

Following our recent contact page improvements, we've now further refined the contact page.

As per the last communication, we're addressing the contact page in stages. The first set of changes launched approximately two weeks ago and focused on better organisation of the contact page. This release finalises the changes to the contact page with a sliding edit panel, relocation of case panels on the page and relocation of the case contact attributes.

What's changing?

• Panel-Based Organisation: We've restructuring the contacts page with distinct functional panels that segregate different aspects of contact and case contact information. This reduces visual clutter and makes it easier to focus on specific areas of contact or case contact data without being overwhelmed by everything at once.

• Access to Case Attributes: Case attributes can now be accessed from the 'VIEW ATTRIBUTES' button next to the selected case name. Case attributes will be presented in a slide out panel.

• Edit Contact Details: Editing contact details are now presented in a slide out panel.

What stays the same?

• All existing contact information remains fully accessible
• Permissions and access controls for contact data are unchanged
• All contact functionality remains available, just with improved organisation and flow

The benefit?

These interface improvements are designed to make your daily contact management tasks more efficient by:

• Creating logical separation of contact information through panel organisation
• Providing a cleaner, more focused user experience that aligns with our updated claim page interface
• Creating an interface that can be used for cases with vary numbers of attributes.

Info and Feedback​

If you would like further information on these upcoming changes,need assistance with the enhanced contact page interface or have feedback that you would like to share, please reach out to your Customer Success representative.

Enhanced Contact Page Interface​

Following our recent claim page improvements, we're now turning our attention to the contact page with the first phase of interface enhancements designed to create a more intuitive and streamlined user experience.

We're addressing the contact page in stages. The first set of changes is launching imminently and focuses on better organisation of the contact page. This will be followed shortly by further updates in how the edit

What's changing?

• Panel-Based Organisation: We're restructuring the contacts page with distinct functional panels that segregate different aspects of contact and case contact information. This reduces visual clutter and makes it easier to focus on specific areas of contact or case contact data without being overwhelmed by everything at once.

• Repositioned Case Selector: The case selector functionality has been moved to the middle of the page for better accessibility and improved workflow efficiency.

• Edit Contact Details: Editing contact details now occurs in a separate page as an interim solution. Further updates will see this moved to a slide out page as per previous claims page changes.

What stays the same?

• All existing contact information remains fully accessible
• Permissions and access controls for contact data are unchanged
• All contact functionality remains available, just with improved organisation and flow
• Contact attributeds and case contact attributes remain accessible on the contact page for now (these will be moved in the next iteration)

The benefit?

These interface improvements are designed to make your daily contact management tasks more efficient by:

• Creating logical separation of contact information through panel organisation
• Providing a cleaner, more focused user experience that aligns with our updated claim page interface

What's next?

This represents the first phase of our contacts page enhancement programme. Future releases will build upon these foundational improvements with additional features and refinements based on your feedback and usage patterns.

Info​

If you would like further information on these upcoming changes or need assistance with the enhanced contact page interface once it launches, please reach out to your Customer Success representative.

Updated Claim Page Experience​

We're continuing to refine the Claims Automation dashboard user interface to address usability and performance concerns, making your daily workflows smoother and more intuitive.

This week brings two key improvements to the claim page that will reduce visual clutter, improve navigation, and make claim information easier to access and update.

What's changed?

• Simplified Claim Details Panel: We've streamlined the information displayed in the claim details panel, focusing on the most essential details you need at a glance. The update process for claim details has also been simplified, reducing confusion and improving overall efficiency.

• Dedicated Claim Attributes Page: Claim attributes now have their own dedicated page, accessible directly from the claim interface. This change addresses two key improvements:
  • Reduced scrolling: Claims with many claim attributes no longer create lengthy, difficult-to-navigate claim pages. Load times for claim pages where there are many attributes are also improved.
  • Better layout: Attributes are now presented in an optimised layout designed specifically for viewing and managing claim attibutes. This provides a foundation for future improvements too regarding the layout of attributes.

What stays the same?

• All existing claim information remains fully accessible
• Your established claim management workflows continue to work as before
• Permissions and access controls for claim information are unchanged
• All claim functionality remains available, just with improved organisation

The benefit?

These interface improvements are designed to make your daily claim management tasks more efficient by:

• Reducing visual clutter on the main claim page
• Improving load times and overall performance
• Making claim attributes easier to review and update
• Providing a cleaner, more focused user experience

Info​

If you would like further information on this recent change or need assistance navigating the updated claim page interface, please reach out to your Customer Success representative.