What we shipped, and when.

May 2026

v0.9

Multi-tenant SaaS launch

• New

  Self-serve firm signup at /signup. 14-day trial, no credit card required.

• New

  Per-seat Stripe billing, $150 / user / month, prorated on add and remove.

• New

  Multi-tenant data isolation. firm_id on 125 tables, RLS firm-scoping enforced at the database, JWT app_metadata.firm_id claim.

• New

  Granular access control: firm-wide default-case-visibility (all_users vs assignees_only), per-case access_mode override (firm vs restricted), per-user override blob.

• Improved

  Admin team page now shows visibility dropdown + financial-access toggle per row, with a last-admin guard preventing accidental lockout.

• Improved

  Stripe webhook + Customer Portal wired end-to-end. Trial → past_due → suspended state machine reflected in middleware.

May 2026

v0.8

Templates → email and phase-task plumbing

• New

  Generate-then-email flow on every document template. Click a template, render the PDF, ComposeEmailModal opens with the right adjuster/facility/client pre-filled and the PDF already attached.

• New

  Phase tasks can carry a linked document and a linked email template. Spawned tasks surface 📄 Generate and 📧 Email chips that jump straight into the prefilled flow.

• New

  Recurring task rules, daily / weekly / monthly with by-weekday and by-month-day. Per-case or firm-wide. Daily cron fires automatically; admin can "Run now."

• New

  Sub-checklists and task dependencies. A task can't be marked complete while a blocker is open, and the parent can't close while sub-checklist items remain. Server enforces with a 409.

• New

  Phase-gate enforcement: warn / block / require_admin. Override requires a typed reason that ends up in the audit log.

• New

  /my-tasks user-scoped page with Today + overdue, This-week + overdue, All open windows. Grouped by case.

• New

  Phase-SLA dashboard widget. Pulls case_phase_history against firm_settings.phase_sla_targets, surfaces approaching and over-SLA cases.

April 2026

v0.7

Sharing 2.0 + document previewer

• New

  Per-recipient, time-bounded share links. PIN gate, watermark, audit trail, multi-select bulk share.

• New

  In-app document previewer. PDFs via Mozilla PDF.js, Office docs via Microsoft Online viewer, images and video inline.

• Improved

  Share panel: collapse chevron persists per case, error banner with retry instead of silent empty.

April 2026

v0.6

Trust accounting + disbursement

• New

  IOLTA-compliant trust ledger. Three-way reconciliation tool. Jurisdiction-aware account routing.

• New

  Settlement disbursement workflow: case_disbursements + case_disbursement_lines, fee splits, lien payoffs, costs reimbursement, advances payback, structured-settlement allocations.

• New

  QuickBooks Online + Stripe integrations.

March 2026

v0.5

AI, chronology, lien, demand, case

• New

  Medical chronology AI. Vision-LLM parses uploaded records into a structured timeline with citations.

• New

  Lien negotiation AI. Jurisdiction-aware reduction strategy with statute-of-limitations citations.

• New

  Demand drafter. Cite-checked demand packages from the medical chronology + damages summary.

• New

  Per-firm AI usage cap, per-user override.

February 2026

v0.4

Communications + court calendaring

• New

  Twilio SMS, two-way, audit-logged, per-firm phone number.

• New

  Bulk records-request fan-out with per-facility status tracking.

• New

  Court-rule calendaring for FL, CA, TX, NY response deadlines.

January 2026

v0.3

CRM + lead pipeline

• New

  /leads kanban with source attribution and funnel analytics.

• New

  Lead → case conversion flow with one-click intake forms.

December 2025

v0.2

Phase-driven workflow foundation

• New

  44 starter phase tasks across seven phases, fully editable per firm.

• New

  Auto-spawn tasks on case status change. Idempotent, role-bound.

October 2025

v0.1

First commit

• New

  Cases, clients, documents, intake leads, and a paralegal who couldn't take it anymore.