Latest product updates at 8am

New invoicing overview added to dashboard showing invoice statuses including Sent, Unsent, Drafts, Paid, Partial, and Overdue, plus an Outstanding Billing summary.

With the ability to tailor reports and dashboards in MyCase, firms have easy access to the specific insights they need to stay on top of revenue and revenue pipeline, trust accounting activity, productivity, profitability, and statute deadlines. This enables firm leaders to quickly turn data into actionable insights and measurable outcomes, without having to export into spreadsheets.

Next-day payments are expanding across 8am, making next-business-day deposits the standard experience for customers. Professionals get faster, more predictable access to revenue, with funds arriving by 9am the next business day and no changes to how they process payments.

Auto-fill court forms using MyCase matter data with CaseForm by Caseway. Fewer errors, less manual work, and court-ready forms saved back to the case.

Turn complex medical records into clear case strategy with Supio. Extract insights from medical and legal documents pulled from MyCase, and use AI to build chronologies and draft stronger demands.

eCheck surcharge is now supported, allowing firms to apply compliant surcharges without interrupting their billing workflows.

The credit information card on the admin dashboard now displays "Total balance" when showing account credit info, to make it clearer how account payments affect displayed values. This change only applies to the admin user's dashboard view. 

Firms were unable to highlight or copy event titles in the calendar agenda view. This has been fixed so event titles can now be selected and copied as expected.

Balance totals on the Non-Trust Retainer & Credit Account Summary report were not matching the amounts shown on individual contact pages. This has been fixed so the report now displays accurate credit, debit, and balance totals. 

The "Add Filter" dropdown on the Case List Report now organizes filters into "Standard Fields" and "Custom Fields" groups, with Standard Fields shown first. This matches the existing behavior on the Columns tab and makes it easier to find common filters.

The 8am IQ case assistant chat sidebar now supports searching case notes, retrieving case events, and retrieving case tasks.

PDF export of Time & Expense reports no longer display duration as raw minutes (e.g., 15, 27). Duration is now displayed in decimal hours (e.g., 0.25, 0.45).

Duration values on the Time & Expense reports (Case, Firm, and User) now correctly reflect the firm's time display decimal settings across the in-app report, CSV export, and PDF export. 

Previously, after completing an online refund, the page would reload and show the original transaction receipt. Now, after a successful online refund, users are automatically taken to the refund transaction's receipt page instead. Offline refunds are not affected. 

The case workspace has been updated so the case header stays visible while scrolling. This keeps key case details accessible as users work within any case tab.

Task assignment now allows up to 10 caseworkers to be assigned to a single task, reducing the need to create duplicate tasks when work is shared across team members.

Document storage now includes a Last Modified Date column so teams can easily see when documents were most recently updated.

Text in the Case Review Report now displays with improved spacing and alignment for better readability.

Seeb AI integrates with CasePeer to automate client calls and case updates, reducing staff workload and improving client communication. 

Automate medical and billing record requests with Arctrieval. Syncs directly with CasePeer so records, updates, and provider details show up in the related case—no manual tracking required.

Create scheduled payments directly from previous transactions, reducing manual entry when setting up recurring billing.

Firms can now edit or duplicate scheduled payments, making it faster to manage recurring billing and payment plans.

Previously, time entries summaries on the billing dashboard and home dashboard did not update automatically after adding, editing, or deleting time entries without a manual page refresh. Summary totals for today, this week, and this month now update automatically.

Resolved an issue impacting the Deposit Funds report to ensure accurate visibility into deposited transactions and reconciliation.

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The ring charts displaying daily hours billed on the weekly and monthly timesheet calendars (on the home page and billing dashboard) have been enlarged for improved readability.

Previously, when searching for documents that had multiple versions, each version's filename appeared as a separate match in the search results. Now, only the current version's filename is shown, reducing clutter in search results.

Resolved an issue where time entries created from the Outlook add-in (both desktop and web) were not being saved to the case, even though Outlook indicated the email had been linked. Time entries from Outlook should now record reliably.

Fixed an issue where the notification count badge for reports in the sidebar was not updating after viewing a completed report. The badge now properly decrements when a report is viewed.

Fixed an issue where users could see a green validation checkmark on bank reconciliation but receive an error stating 'Register balance mismatch with selected journal entries' when attempting to save.

Fixed discrepancies in the Payment Volume dashboard where the total displayed didn't match the sum of daily amounts. This affected certain transaction types including PayPal, Venmo, Zelle, Cash App, and Wire transfers.

Percentage calculations in the billing dashboard now display 'N/A' instead of '0%' when calculations are invalid due to missing or invalid data. This provides clearer information about data availability.

The payment volume dashboard now includes month-to-date (MTD) and year-to-date (YTD) filter options accessible via a dropdown selector. The default view has changed from '30 Days' to 'Month to Date'.

Invoice tables for services and expenses now have improved formatting when printing or exporting to PDF. Columns for dates, amounts, and hours no longer wrap onto multiple lines, and tables now include vertical grid lines and shaded headers for better readability.

When processing credit card payments with surcharges, the bill's total amount will no longer be increased by the surcharge amount. The surcharge is still recorded on the payment but kept separate from the bill total.

Scheduled payments with no attached payments now display a Delete option instead of Cancel Schedule. This allows users to permanently remove schedules that have never processed a payment, while schedules with payment history continue to show the Cancel option.

Deposit Reports now display eCheck returns as separate line items with negative amounts to help merchants reconcile deposits with their bank statements. A new Status column shows ECHECK RETURN for ACH returns and RETURN for card returns, and batch totals now include return amounts.