Changelog

Automated partner onboarding

New referral partners now receive an invitation email with a secure link to set up their account. They can activate their portal and start submitting leads without any back-and-forth — no credentials to share, no manual setup required.

Age-based intake rules

Build Waypoint criteria based on a claimant's age, calculated automatically from a date of birth field — useful for case types with age eligibility requirements.

Apply criteria across all forms

Criteria can now be set to apply to all intake forms at once. A warning indicator flags any criteria that haven't been assigned yet.

Faster, more reliable scoring

Improved routing logic, better handling of edge cases, and a status message that lets claimants know their case is being evaluated while scoring runs.

Export your leads

Leads can now be exported directly from the dashboard — useful for reporting, external review, or sharing with co-counsel.

Skip the welcome screen

Intake forms can now be configured to skip the intro/welcome page and drop claimants straight into the first question, reducing drop-off for high-intent traffic.

Drag-to-reorder answer options

Answer choices in your intake forms are now draggable. Reorder options without deleting and re-adding them.

Media library

A new media library lets you upload and reuse images and assets across your forms and communication templates.

Automatic campaign tracking

Marketing sources and campaigns are created automatically when new traffic arrives — no manual configuration needed when launching a new ad or referral channel.

Mobile device detection

The platform now captures whether a claimant is on mobile or desktop at intake, giving you better context on how leads are coming in.

Multiple signature requests in one block

A single eSign step in your intake flow can now include multiple documents for signature — useful for multi-doc retainer packages.

Clients can download their signed documents

Once signed, clients can download copies of their completed documents directly from the client portal.

SMS reminders for pending signatures

Send SMS reminders to claimants with outstanding signature requests — not just email.

Signed documents attached to notification emails

When a signature completion notification goes out, the signed document is automatically attached to the email.

Richer data sync

Practice areas now sync as case types, marketing campaigns sync automatically, and the originating URL is passed with every new lead. Webform submissions are now correctly labeled as "webform" in Litify contact records.

New embed SDK

A new JavaScript snippet lets you embed any Case Compass webform directly on your website as a seamless inline experience — no redirects, no popups. Supports a font_size parameter for visual customization.

WordPress plugin

An official Case Compass Forms plugin is now available for WordPress, making it easy to drop intake forms onto any page of your firm's site.

Webform back button

Back button in intake flows now works correctly and resets progress as expected.

eSign document state

Fixed eSign documents incorrectly showing as unsigned after signing. Resend now sends the existing signed document without regenerating it.

Embedded webform display

Fixed URL detection and padding issues for embedded webforms.

Timeline entry titles

Timeline entry titles now populate correctly on the lead profile.

Lead profile reliability

Fixed a parse error on lead profile load. Form type now correctly displays.

Address field autocomplete

Address fields with Google Maps autocomplete now work correctly.

Template name display

Email and SMS template names now display correctly in the template editor.