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.

Claims Automation Visual Refresh​

We're starting the journey to a fresher look and feel for your dashboard.

This update introduces the first phase of visual improvements to the Claims Automation dashboard. While all functionality remains exactly the same, we've begun modernising the interface to create a more contemporary user experience that accomodates both current and future functionality.

What's changed?

• Updated visual styling throughout the dashboard for a cleaner, more modern appearance
• Refined color palette and typography for improved readability
• Enhanced button and form element styling across all dashboard sections

What stays the same?

• All existing functionality remains unchanged
• Your data, processes, and user permissions work exactly as before
• No retraining required - everything operates the same way

This visual refresh marks the beginning of our ongoing modernization efforts. You can expect additional interface improvements and new features in future releases as we continue enhancing your Claims Automation experience.

Info​

If you would like further information on this recent change or assistance with Claims Automation, please reach out to your Customer Success representative.

Enhanced Team Task Management​

We've completely reimagined how you interact with tasks to help you stay organised and work more efficiently.

Our enhanced team task functionality puts your personal tasks front and center while introducing powerful new features like task templates and an improved interface. The result? Better visibility, streamlined workflows, and less time spent on task administration.

What's changed?

• My Tasks: Your assigned tasks now appear prominently on the dashboard homepage, giving you instant visibility of everything on your plate at a single glance. Access to recent cases and claims/matters is retained in their specific tabs.

• Improved Task Panel: Team tasks on claim pages are now displayed in a sleek slide-out panel instead of a modal, providing better context and easier navigation while keeping you connected to the underlying case.

• Claim Page Task Ordering: Tasks in the claim page panel are now intelligently ordered by due date first, then by created date, ensuring the most urgent items always appear at the top.

• Simple and Recurring Tasks: Historically, you have had the ability to capture simple team tasks against cases, case contacts and claims. We have complimented this with the ability to create goals and underlying recurring tasks on claims. For a given goal, recurring tasks will be created for you at a specified cadence. Goals and recurring tasks are shown and differentiated in the claims page team task panel and on the 'my tasks' page.

• Task Templates: New template functionality allows you to set up simple and recurring task configurations that your team can apply with just a few clicks, eliminating repetitive typing and other set up work. Accessible from the 'Team Tasks' page with the relevant permission on your user role ('Task Management'), users can create both simple and recurring task templates for use by their team when creating new team tasks.

What stays the same?

• The main Team Tasks page continues to function as before, with full filtering capabilities and bulk actions for managing multiple tasks at once
• All existing task data, assignments, and permissions remain unchanged
• Your established workflows and processes work exactly as they did before

These improvements are designed to reduce clicks, improve task visibility, and help your team work more consistently across cases where team tasks are assigned to dashboard users..

Info​

If you would like further information on this recent change or assistance in configuring Claims Automation in respect of this feature, please reach out to your Customer Success representative.