Dashboard Session Management​

We've improved session management in Claims Automation to address reported logout issues.

Performance Improvements​

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

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.

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.

Enhanced Contact Page Interface​

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

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.

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.

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.

Enhanced Team Task Management​

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

Changes to the Compose Email​

We've made it easier than ever to connect with your contacts.

Our enhanced compose email feature now gives you contextual access to more contacts and a streamlined interface that works just like your favorite email client. The result? You can reach the right people faster, with less confusion and more confidence.