Release notes for Firm Management - Projects

April 30, 2026

Improved design for the Add/Edit Projects on the Projects (New View) grid
We’ve enhanced the Project Add/Edit experience with our updated design, making it more intuitive and user‑friendly for administrative staff. This update also includes upgraded security, and improved accessibility features - helping your team work more efficiently and confidently.

February 5, 2026

Choose your Project view:
As we continue improving the new design, we will also restore access to the classic Project List so you can choose the workflow that works best for you.
Project new view bugs fixes:
  • Received Date
    - When users changed a project’s status to Received, the Received Date was not automatically populating as expected.
  • Task Sorting & Numbering Issue
    - An issue where tasks within a project were being sorted alphabetically by name instead of appearing in their correct completion order. Additionally, task numbers were no longer displayed has been restored.
  • Ready Flag
    - Some users experienced the Ready flag not appearing on tasks or not being removed when expected.