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Case Type Filters, Disable Chat & AI Call Button

June 23, 2025

Today’s release delivers powerful enhancements to the mobile app and web experience, giving law firms even more control over communication, visibility, and case-based filtering. Here’s what’s new:

✨ New Features

🧩 Case Type Filter for Messages & Notifications

You can now filter messages and notifications by Case Type and Subtype, with support for:

  • Alphabetical sorting

  • Inline search

  • Enabled filter labels

    Great for narrowing down communication by legal context — whether you’re tracking “Camp Lejeune” or “Criminal Law” threads.

📍 Available in:

  • Messenger
  • Notifications panel

Case Type and Subtype filter for messages and notifications with search

🔕 Company Setting: Disable Chat

Firms can now toggle chat functionality in the mobile app via Company Settings.

If disabled:

  • Chat icon is hidden in the app UI
  • The change takes effect within seconds — no restarts needed

🎯 Useful for firms managing high inbound volume or pausing direct client chat access.(attached screen show enabled state)

Company Settings toggle for disabling chat in mobile app - enabled stateChat icon visible in mobile app when chat is enabled

📞 Voice AI Assistant to Call in the Client Portal App

Firms can now offer a direct call button to their AI Assistant in the mobile client portal.

Clients can ask real-time questions like “Where is my case?” or get updates — 24/7, no staff required. The agent phone number should be stored in Company Settigns.

🧠 Powered by LLMs, the assistant pulls from your database, answers in natural language, and ensures:

  • Consistent, branded communication
  • Reduced support load
  • Tech-forward experience

Voice AI call button in mobile client portal for real-time questionsAI Assistant call button in client portal app interface

🐞 Improvements

🌒 Dark Mode: Company Name Contrast

Improved contrast in the company switcher dropdown to ensure company names remain visible in dark mode.

🧹 Additional UI/UX Improvements

We’ve also addressed various UI/UX inconsistencies across the web and mobile apps to ensure a smoother, more polished experience.

Turn unreachable clients into paid cases.