This month's Boost release features the following new feature and update. Read on to learn more.
New Features
Client Portal Personalization
You can now modify the color scheme and appearance of your client portal to present a more cohesive brand experience.
Navigate to Firm Settings > Client Portal to get started.
Create a document from the matter
You can now generate a blank document from your matter by selecting the Create Document button.
Updates
- Resolved an issue where File Manager did not show which a matter a document was generated from. The generated document will also save to the matter once the Save button is selected.Â