Generating documents with Medical AI​

For customers on the Medical AI trial, the 'Generate with Medical AI' off-canvas has been refined end to end — you can now upload supporting files in place, see at a glance which documents are ready, and confirm before a generation job starts.

This release builds directly on the Medical AI document panel and off-canvas introduced in recent updates. The focus this time is on making document generation faster and more reassuring to use, with fewer trips back and forth to the Documents Panel.

What's changing?

• Upload files without leaving the panel: the 'Generate with Medical AI' off-canvas now includes its own file upload dropzone, so you can add supporting documents at the point of generation rather than uploading separately through the Documents Panel first.

• Scan status at a glance: a status summary bar now sits above the file selector, showing how many files are ready, how many are still being virus scanned, and any that have errored or been quarantined. The counts update in real time as scans complete.

• A confirmation step before generation: a confirmation screen now appears before a medical summary or intelligent workflow generation job is kicked off, so you can check your selection before committing.

• Document name pre-filled: the document name field is now pre-populated when generating, saving you a step in the common case.
• A clearer document list: the file list inside the off-canvas now uses the same document list as the rest of the dashboard, with tidy selection controls for choosing which files to include.
• Clearer status messages: the notifications shown while a document is generating have been tidied up so it is clearer what is happening at each stage.
• 'Create document' button reliability: we've fixed an issue where the 'Create document' button could stay disabled when a single document type was preselected for you — it now enables correctly without needing to touch another field.

What stays the same?

• These changes apply only to customers participating in the Medical AI trial; all other customers see no change to document generation.
• All existing document permissions, virus scan rules and workflows are unchanged.
• Documents remain accessible from the Documents tab, document manager and team task pop-out as before.

The benefit?

• Fewer steps and less switching between panels to generate an AI document.
• Confidence that your files are scanned and ready — and a chance to check before a job runs.

Capturing alleged negligence details​

Workflow document generation can now capture structured 'Alleged Negligence Details' directly in the off-canvas, with clearer labels and guidance on each field.

When generating documents through an intelligent workflow, the relevant claim attributes are now presented as their own fields in the generation panel, so the information needed to produce the document is gathered in one place.

What's changing?

• Dedicated attribute fields: workflow configuration now supports attribute fields, presented under an 'Alleged Negligence Details' heading in the generation off-canvas.
• Clearer labels and helper text: the date of negligence, alleged negligence and circumstances fields now carry an 'Alleged' prefix where appropriate and include guidance text explaining what to enter.
• Tidier layout: helper text for text fields now appears as in-field placeholder guidance, and the section heading sits consistently with the rest of the off-canvas.

What stays the same?

• Existing claim attribute values are preserved and pre-filled into the fields where available.
• All existing workflow configuration and permissions are unchanged.

The benefit?

• The details needed to generate a document are captured in context, with clear prompts for what each field is for.

Improvements and bug fixes​

A number of smaller improvements and fixes also ship across the dashboard and your claim sites in this release:

• Consolidated team task notifications: building on the improved task-assigned email introduced recently, the notification messaging now covers the remaining team task status types so every update is communicated consistently.
• Case handler assignment for internal users: when a claim is created by an internal FinLegal user (for example during support), that user is no longer automatically set as the case handler. Assignment continues to work as before for your own dashboard users.
• Claim site sign-in resilience: an expired or already-used magic link no longer logs out a claimant who already has a valid session. Previously, following a stale link could leave a signed-in user stranded on a logged-out screen; they now stay signed in.
• 'Clear' button on multi-item forms: on claim site forms that let claimants add several items, the 'Clear' button now clears only those entries rather than resetting unrelated answers on the same step.
• Witnesses and counter-signatories on claim site signing: document signing on your claim sites now supports witnesses and counter-signatories on DocuSign documents, with the signing flow adjusted to wait for all parties before completing.

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.

Communications panel reliability improvements​

The Communications Panel now loads all email sessions reliably, regardless of age — and a range of UX issues with message display, filtering, and session state have been resolved.

We've fixed a reliability issue that prevented some users from seeing email sessions older than two days in the Communications Panel. Alongside this, we've resolved several related UX problems with message scroll behaviour, filter state, and loading indicators.

What's changing?

• All sessions now load: email sessions are no longer limited to the most recent 48 hours; the full history loads as expected.
• Scroll-to-bottom fixed: the message panel no longer accidentally scrolls the whole page when jumping to the latest message — only the messages container scrolls.
• No more message flash: existing messages stay visible during a reload rather than disappearing and reappearing while the panel refreshes.
• Filter panel collapses on apply: clicking 'Apply filters', 'Clear filters', or a saved filter from the modal now closes the filter panel automatically, giving you more room to read your messages.
• Filter state resets cleanly: changing or clearing a filter now replaces the session list correctly — previously, sessions from the previous filter could persist until a new message arrived.
• 'Load more' hides when exhausted: the 'Load more' link is hidden once there are no further sessions to retrieve.
• Stale sessions cleared on load: switching between folders no longer leaves sessions from the previous folder visible while the new list loads.

What stays the same?

• All existing Communications Panel permissions, folder structure, and saved filters.
• The session list, message content, and assignment workflows are unchanged.

The benefit?

• A reliable, consistent view of all your email sessions — no missing history and no unexpected blank screens.
• A smoother, less cluttered filtering experience.

Incident details on the draft medical summary form​

The draft medical summary form now includes 'Date of incident' and 'Circumstances of incident' fields, pre-populated from existing claim data and saved back to the claim on submit.

Previously these details had to be captured separately. They are now surfaced directly in the form and treated as required — the 'Create document' button remains disabled until both fields are filled.

What's changing?

• 'Date of incident' field: rendered as a date picker, pre-populated with the claim's date_of_accident attribute where one exists.
• 'Circumstances of incident' field: a resizable textarea, pre-populated with the claim's circumstances_of_accident attribute where one exists. You can drag the bottom edge of the field to expand it.
• Saved on submit: any changes made to these fields are written back to the claim when you create the document, keeping claim data in sync.
• Document list refreshes automatically: the file selector now updates in real time when documents are added to or updated on the claim, so newly uploaded files appear without a manual refresh.

What stays the same?

• All existing draft medical summary configuration and permissions.
• Existing values for date_of_accident and circumstances_of_accident on the claim are preserved and pre-filled into the new fields.

The benefit?

• Fewer steps to prepare a draft medical summary — incident details are captured and saved in the same action as document generation.
• The file selector always reflects the current state of the claim's documents.

Clearer document type labels on the Doc Gen page​

The document type labels on the Doc Gen page have been updated to more accurately reflect which type of case each document applies to.

The following labels have changed:

Previous label	New label
Medical Summary for PI	Medical Summary for Personal Injury
Paginated and Indexed Bundle	Paginated and Indexed Bundle for Personal Injury
Paginated document with chronology	Paginated and Indexed Bundle with Chronology for Medical Negligence
Hearing Loss Evidence Review	Hearing Loss Evidence Review (unchanged)

What stays the same?

• The behaviour of each document type is unchanged; only the display labels are updated.

The benefit?

• It is immediately clear which document type to select without needing to know the abbreviated names.

Polish and bug fixes​

A range of smaller improvements and fixes also ship with this release:

• Task-assigned email: the email sent when a team task is assigned now uses an improved subject line format (Claims Automation – Case Name – Task Name), includes the task description and a direct link to the relevant task, and correctly respects your company's configured terminology (for example, 'Case' in place of 'Claim' where that substitution is set up).
• Add claim form — communications defaults: the communications preferences section now defaults to 'Nothing Set' (overall consent) and 'No choice recorded' (service and marketing) when creating a claim with a new contact. Previously no option was pre-selected, which could block comms workflows until preferences were explicitly set.
• Add claim form — first name autofocus: when the add claim form opens with the 'New contact' option, focus moves automatically to the 'First name' field.
• DocuSign: fixed two issues affecting customers using DocuSign with counter-signers — an indexing error that caused counter-signer template data to be read from the wrong position, and a separate issue with case ID resolution in the DocuSign webhook.

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.

Medical AI Document Panel​

For customers participating in the Medical AI trial programme, the Claim page now features a dedicated Medical AI document panel — a purpose-built home for generating and managing AI documents on a claim.

When the MedicalAiDocumentPanel feature flag is enabled on a claim, the standard Documents Panel is replaced by the Medical AI panel. The new panel shows the same document list and upload dropzone, but with distinct AI branding — an AI purple top border and the AI agent flash icon in the accordion heading. These changes apply only to claims where the flag is enabled; all other customers see no change.

What's changing?

• Dedicated Medical AI panel: the Medical AI document panel replaces the standard Documents Panel on the Claim page for claims with the flag enabled, making it immediately clear where AI document work happens.
• 'Generate with Medical AI' button: the standard 'Generate Document' and 'Add External Resource' buttons are replaced by a single 'Generate with Medical AI' button styled in AI purple.
• Accordion open by default: the Medical AI panel's accordion expands automatically when the feature flag is enabled, so it is ready to use without an extra click.

What stays the same?

• The standard Documents Panel is shown as normal for all claims where the feature flag is not enabled.
• All existing document permissions, virus scan rules and workflows are unchanged.
• Documents remain accessible from the Documents tab, document manager and team task pop-out.

The benefit?

• A visually distinct, purpose-built area for AI document work — clearly separated from standard document management.
• Immediately visible on the Claim page with no extra navigation required.

Generate with Medical AI off-canvas​

Clicking 'Generate with Medical AI' opens a new, purpose-built generation panel — separate from the standard document generation off-canvas — with a filtered document type selector and auto-preselection when only one type is available.

The new off-canvas is branded with the AI agent flash icon in its title bar and limits the available options to AI Document Generation templates only, keeping the form focused on the task.

What's changing?

• New generation panel: a dedicated 'Generate with Medical AI' off-canvas opens when the button is clicked, separate from the existing 'Generate Document' flow.
• Filtered document type selector: the selector is labelled 'Document type' and shows only AI Document Generation templates — HTML-to-PDF and PDF form-filling templates are excluded.
• Auto-preselection: if only one document type is available for the workflow, it is selected automatically, removing a step in the most common case.
• Branded title bar: the AI agent flash icon appears in the title bar for visual consistency with the Medical AI panel.

What stays the same?

• The standard 'Generate Document' off-canvas for non-Medical-AI claims is completely unchanged.
• Document name field and token selector behaviour are consistent with the existing off-canvas.

The benefit?

• Fewer clicks to generate an AI document when your workflow has a single template configured.
• A consistent AI-branded experience from the document panel through to generation.

A simpler add claim form​

Adding a new claim contact is now easier for all dashboard users — the form opens with just the essential fields, with a one-click option to expand for full details when needed.

The contact type question has been simplified for everyone, and Medical AI trial customers benefit from further streamlining around email handling.

What's changing?

• Clearer contact type options: the question 'Is the administrator an existing contact in the system?' is removed. The Yes/No radio buttons are replaced with two clearly labelled options: 'Existing contact' and 'New contact'. This applies to all dashboard users.
• Basic fields first: when adding a new contact, only first name and last name are shown initially. An 'Add full details' link expands the form inline to reveal all remaining contact fields.
• Email handled automatically in trial mode: when Medical AI trial mode is enabled, the email address field is hidden and a unique address is generated automatically in the background — you do not need to enter one.

What stays the same?

• When Medical AI trial mode is disabled, the email field is visible and required as before.
• All existing validation, contact creation behaviour and data are unchanged.
• The expanded form provides the same full set of fields as the current form.

The benefit?

• A faster path to creating a claim when only basic contact information is to hand.
• Less unnecessary question text and fewer visible fields on first view.

Auto-assign case handler on claim creation​

When you create a claim from the dashboard, you are now automatically set as the assigned case handler — no separate assignment step needed.

Previously, a case handler had to be assigned manually after a claim was created. This step is now handled automatically at the point of creation. For Medical AI trial customers, this also means AI document generation can start immediately without waiting for the assignment to be made.

What's changing?

• Automatic assignment: the user who creates a claim via the dashboard is immediately set as the case handler for that claim.

What stays the same?

• Claims created via the API or importer are not affected — automatic assignment applies to dashboard creation only.
• If a case handler is already assigned at the point of creation, the existing assignment is not overwritten.
• All existing case handler permissions and reassignment flows are unchanged.

The benefit?

• One fewer manual step after creating a claim.
• AI document generation workflows can proceed straight away, without waiting for a case handler to be assigned.

Polish and improvements​

A small number of refinements ship with this release:

• Persistent document generation notification: the notification that appears when a background AI document generation job completes is now sticky — it stays on screen until dismissed, so you won't miss it if it fires while you are working elsewhere in the dashboard.
• Smoother case navigation: we've fixed an issue where switching between claims could briefly show stale data from the previous claim, or trigger unexpected API calls when navigating back to the dashboard.

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.

Real-time document updates on the Claim page​

Documents now appear on the Claim page as soon as they're uploaded and scanned, with no manual refresh required.

When a colleague (or an automated workflow) uploads a document to a claim, the Documents Panel and the Documents tab now update automatically as soon as the document is available and its virus scan has completed.

What's changing?

• Live document updates: when a document is added or its virus scan finishes, the claim's document lists refresh in place.
• Team task documents included: this also applies when the document is attached to a claim indirectly, via a team task on that claim.
• Smoother refresh: the document list updates in the background, so it no longer momentarily disappears and reappears while loading.

What stays the same?

• All existing permissions, virus scan rules and document workflows.
• Documents continue to be accessible from their original locations (Documents Panel, Documents tab, document manager and team task pop-out).

The benefit?

• Case handlers see new documents the moment they're ready, without polling or refreshing.
• Fewer interruptions to your flow when working through a claim.

Search claims by claimant name​

You can now find claims by searching for the claimant's name, email or organisation. Matching is case-insensitive and runs across the contact's full set of fields.

Previously, searches for certain claimant organisations or names did not return the claims they were attached to. Claim search now indexes the claimant's first, middle and last name, email address and company name, normalised to lowercase, so a search matches regardless of how the contact was entered.

What's changing?

• Claimant fields included in claim search: first name, middle name, last name, email and company name are now searchable from the claim search.
• Case-insensitive matching: searches match regardless of the casing used when the contact was created.

What stays the same?

• Existing claim search behaviour for case names, references and other fields.
• All existing search permissions and filters.

The benefit?

• Find the right claim quickly when you only know the claimant's name or organisation.
• Fewer "no results found" dead-ends caused by casing or formatting differences.

Focused Chronology workflow for medical documents​

A new 'Indexing, Pagination and Focused Chronology' workflow is available for customers using our intelligent document workflows.

This builds on the indexing and pagination workflow released in 2026-04.4, adding a focused chronology pass that produces a targeted chronology document alongside the paginated PDF in a single run.

What's changing?

• New workflow option: 'Indexing, Pagination and Focused Chronology' can be selected from the document generation page.
• Both outputs in one run: the paginated PDF and the focused chronology document (in Word format) are produced and attached to the claim together.

What stays the same?

• The existing 'Indexing, Pagination and Chronology' workflow remains available unchanged.
• All existing intelligent document workflow permissions and configuration.

The benefit?

• One workflow run produces both the paginated bundle and a focused chronology.
• Less switching between separate processes to assemble the documents you need.

This workflow is configured per company by your Customer Success representative.

A simpler experience for Medical-AI trial customers​

For customers participating in the Medical-AI trial programme, we've simplified the dashboard so it focuses on the matters and tasks most relevant to your day-to-day work.

These changes only apply when a company has the Medical-AI trial mode enabled. All other customers see no change.

What's changing?

• Direct routing after login: logging in (or selecting a company) now takes you straight to your active matters, rather than the generic dashboard.
• Simplified case navigation: the Case tab is hidden from the case navigation bar, leaving Tasks, Matters and Settings.
• Tools and options open by default: on the Matters page, the Tools and options panel is now open by default, with a single 'Add Matter' action shown prominently.

What stays the same?

• All existing data, permissions and access controls for trial customers.
• Tasks and Settings continue to be available per case from the navigation bar.
• For customers not on the Medical-AI trial programme, the dashboard, navigation and Matters page behave exactly as before.

The benefit?

• A faster path to your active matters for trial users.
• Less visual noise from features that aren't part of the trial experience.

Polish and bug fixes​

A range of smaller improvements ship with this release:

• Communications panel: message history on the Claim page now loads reliably on first view, with no page refresh needed.
• Document viewer: fixed errors on larger DOCX files and improved stability in the side-by-side view, including a Firefox-specific issue.
• Regional settings: the language picker now shows the correct three languages, and date/time formats reset to the locale's defaults when you change language.
• Documents tab: fixed opening documents attached to a team task from the combined Documents tab.
• Bulk claims export: no longer times out for companies with a very large number of claim attributes.

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.

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.