System Logging, LawRuler Sync & Voice Notes
This week’s release includes impactful improvements and new features across LawRuler & SmartAdvocate integrations, Messenger, Mobile, and System-Wide Logging to enhance stability, usability, and visibility.
✨ New Features
📄 System-Wide Audit Log
We’ve introduced a powerful system-wide audit log to track user, client, and system actions — bringing greater accountability and visibility to your operations.
✅ Tracks:
- AI Campaigns: Created, Edited, Put on Hold/Resumed, Deleted
- Client Records: Created, Updated, Deleted
✅ Features:
- Filter by action, actor, source, resource
- Expandable rows with full metadata
- Clear icons for users, campaigns, and batch jobs
- Fully responsive layout with search
📤 File Upload Sync with LawRuler and SmartAdvocate
Documents uploaded to Kayse via:
- Messenger
- Tasks
- Secure Link
…are now automatically synced to LawRuler/SmartAdvocate and appear in the appropriate case.
Companies can enable/disable file syncing via a frontend toggle for flexibility.
🎙️ Voice Note Messaging in the In-App Channel (Web & Mobile)
Clients and staff can now record and send voice messages directly in chat on both Web and Mobile — perfect for quick, flexible updates.
📝 Transcription support coming soon!
🔐 Confidentiality Notice in All Kayse Emails
We’ve added a CONFIDENTIALITY NOTICE to the footer of all outgoing emails, including:
- New client invitations
- Clients without the app
- Status changes, case reopenings
- Task assignments
- Regular and bulk messages
- Sentiment automation
- Company invites
🛠 Improvements
✅ LawRuler Authentication Update
We can now reliably connect and transmit data via API after completing updates to the authentication process.
✅ Improved Client Search on Case Page
Search functionality now supports:
- First + Last Name
- Case Number
- Phone Number
✅ Prevent Mobile Invites to Clients Without Cases
Kayse will now block mobile invites to clients who don’t yet have an associated Case — preventing confusion and miscommunication.
✅ Consistent Singular/Plural in Search Labels
Standardized UI language for clarity.
✅ Responsive Layout for Messenger, Cases, Clients
Improved layout on smaller screens with sidebar toggle and smooth structure.
✅ Improved Text Visibility in LawRuler Modal
Ensured webhook text is readable on dark backgrounds.
✅ Permalinks for Inbound Calls & Campaigns
Permalinks are now available for easier sharing and direct access.
✅ Line Breaks in Client Portal Email Invite Template
Enhanced email formatting for clarity and professionalism.