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Product Update - Real-time document updates, smarter search, and more

· 5 min read
Naeem Sarfraz
CTO

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.