What's new

CaseWizard publishes customer-visible improvements automatically after each staging release. Current version: 2.0.83.

Open What's new in the app header for the latest announcements, or visit Feature Requests to share ideas.

Version 2.0.83

We improved the login attempts display and the admin password form for a clearer, more streamlined experience.

Published 2026-08-26.

Improved: Improved login and password management — The login attempts UI and admin password form are now easier to use.

Version 2.0.82

You can now see a user’s avatar directly in the Edit user modal.

Published 2026-08-26.

New: User avatars in the Edit user modal — The Edit user modal now displays the selected user’s avatar, making it easier to identify the right user.

Version 2.0.81

CaseWizard adds new ways to connect Egnyte, review audits, manage passwords, search, and work with your calendar.

Published 2026-08-26.

New: Egnyte connection banner — Connect Egnyte from a new in-app banner.
Fixed: Audit types — Fixed issues with audit types.
New: Audit summaries — Review audit activity with new summaries.
New: Password management — Use new password management capabilities.
New: Search — Find information with new search capabilities.
New: Calendar — Use new calendar functionality in your workflow.
New: Egnyte workflow — Use new Egnyte functionality in CaseWizard.

Version 2.0.80

New tools make it easier to review activity, find people, and connect Egnyte profiles.

Published 2026-08-26.

New: Audit log summaries — Review concise summaries of activity in your audit logs.
New: Unified people search — Find people from one search across your CaseWizard workspace.
New: Egnyte profile on connect — View the associated Egnyte profile when connecting with a person.

Version 2.0.79

Review activity with more context and detail in the audit log.

Published 2026-08-25.

New: Live audit log view — View audit activity as it happens with enriched columns and more detailed information.

Version 2.0.78

Audit logs now provide additional context to help you understand activity in CaseWizard.

Published 2026-08-25.

New: Expanded audit log details — Audit log entries now include duration, client context, and request details.

Version 2.0.77

The unused SMS MFA provider settings have been removed from CaseWizard.

Published 2026-08-25.

Improved: Simplified MFA settings — Removed the unused SMS MFA provider settings from the settings interface.

Version 2.0.76

Removed leftover demo elements from the admin experience.

Published 2026-08-25.

Fixed: Cleaner admin screens — Removed leftover demo content from user columns, audit labels, and calendar editing screens.

Version 2.0.75

Admin and billing screens now connect to live data and workflows.

Published 2026-08-25.

Improved: Live admin and billing workflows — Admin and billing screens now use live services instead of fixed sample content, so signed-in users can work with current information.

Version 2.0.74

New tenant-level user-management settings are available, and the demo login policy has been removed.

Published 2026-08-25.

New: Tenant user-management settings — Added settings to help manage users at the tenant level.
Improved: Updated login behavior — Removed the demo login policy.

Version 2.0.73

When creating a contact, CaseWizard now records the person type for the contact.

Published 2026-08-25.

New: Record person type for contacts — The person type is now recorded when you create a contact.

Version 2.0.72

Find and manage people and companies in one central directory.

Published 2026-08-25.

New: Contacts directory — Added a Contacts directory for viewing and managing people and companies.

Version 2.0.71

Case Note creation now starts with the case selected from recent event rows.

Published 2026-08-25.

Fixed: Case Note modal selects the relevant case — When you open the Case Note modal from a recent event row, the associated case is now preselected.

Version 2.0.70

Dashboard widgets now display in a consistent equal-height 2×2 grid for a cleaner, more organized view.

Published 2026-08-25.

Improved: Consistent dashboard grid — Dashboard widgets now align in an equal-height 2×2 grid, making information easier to scan.

Version 2.0.69

You can now subscribe to your CaseWizard Calendar or download calendar events for use in other calendar apps.

Published 2026-08-25.

New: Subscribe or download calendar events — On Calendar, use the webcal subscription option to keep events connected to your calendar app, or download an .ics file to import events manually.

Version 2.0.68

You can now use the public ICS feed with Outlook by adding the ?download parameter to the feed URL.

Published 2026-08-25.

New: Import public calendars into Outlook — Public ICS feeds now support the ?download parameter, making them compatible with Outlook calendar import.

Version 2.0.67

You can now subscribe to your CaseWizard calendar from the Calendar page and view it in Outlook for Mac.

Published 2026-08-25.

New: Outlook for Mac calendar subscriptions — The Calendar page now lets you subscribe to your CaseWizard calendar in Outlook for Mac, making your CaseWizard events available alongside your other calendars.

Version 2.0.66

You can now use a public ICS calendar feed to subscribe to CaseWizard calendars in Outlook or Mac Calendar.

Published 2026-08-25.

New: Public ICS calendar feed — Subscribe to your CaseWizard calendar from Outlook or Mac Calendar using a public ICS calendar feed.

Version 2.0.65

Calendar sync indicators and Agenda event creation are now clearer and more consistent.

Published 2026-08-25.

Fixed: Improved calendar sync badge count — The calendar badge now accurately reflects synced items.
Fixed: Removed duplicate Agenda Add Event option — The duplicate Add Event option has been removed from Agenda.

Version 2.0.64

Egnyte navigation is now more direct when working with documents.

Published 2026-08-25.

Fixed: Removed unnecessary Documents breadcrumb — When working with Egnyte, the extra Documents breadcrumb is no longer shown.

Version 2.0.63

Opening files through Egnyte navigate deep links now takes you directly to the intended file.

Published 2026-08-25.

Fixed: Improved Egnyte file navigation — Fixed an issue where Egnyte navigate deep links did not open files as expected.

Version 2.0.62

Agenda rows now align with legacy Kendo day blocks for a more consistent daily schedule view.

Published 2026-08-25.

Improved: Aligned Agenda rows — Agenda rows now match the layout of legacy Kendo day blocks, making daily schedules easier to read consistently.

Version 2.0.61

Dashboard widgets now display live list data while preserving existing behavior.

Published 2026-08-25.

New: Live dashboard data — Dashboard widgets now show current list data without changing their existing behavior.

Version 2.0.60

Dashboard lists now include sorting and date filters, making it easier to find and review the information you need.

Published 2026-08-25.

New: Sort and filter dashboard lists — Use list sorting and date filters on the dashboard to quickly organize results and narrow them to the relevant time period.

Version 2.0.59

CaseWizard now provides clearer guidance during merges and improves Egnyte setup.

Published 2026-08-24.

New: Warnings for missing merge fields — You will now be warned when required merge fields are missing, helping you resolve issues before completing a merge.
Fixed: Improved Egnyte setup — Fixed issues affecting Egnyte setup so the integration is easier to configure.

Version 2.0.58

Merges are now validated before creation, and Egnyte connections are available for use.

Published 2026-08-24.

Improved: More reliable merges and Egnyte connections — CaseWizard validates merges before creating them and enables Egnyte connections.

Version 2.0.57

The Document Merge processing overlay is now centered in the viewport for a clearer processing experience.

Published 2026-08-24.

Improved: Centered processing overlay — The Document Merge processing overlay now appears centered in the viewport while processing is underway.

Version 2.0.56

SharePoint Modified By information now displays correctly when working with children.

Published 2026-08-24.

Fixed: Corrected SharePoint Modified By details — Fixed an issue that could prevent the Modified By information from displaying correctly for SharePoint children.

Version 2.0.55

Document browsing now shows the correct Modified By information for files stored in SharePoint and Egnyte.

Published 2026-08-24.

Fixed: Corrected Modified By details — Fixed an issue in Documents browse so the Modified By field displays correctly for SharePoint and Egnyte files.

Version 2.0.54

Document merges now clearly show processing status and open the completed result automatically.

Published 2026-08-24.

Improved: Clearer document merge workflow — A Processing overlay now appears while a document merge is running, and the completed result opens automatically when ready.

Version 2.0.53

CaseWizard now includes an Egnyte document storage option with an exclusive provider choice for each firm.

Published 2026-08-24.

New: Add Egnyte as a document storage provider — Firms can select Egnyte in the document storage UI as their exclusive provider.

Version 2.0.52

CaseWizard now supports Egnyte as an alternative to SharePoint for document storage.

Published 2026-08-24.

New: Egnyte document integration — Use Egnyte as an alternative to SharePoint for managing documents in CaseWizard.

Version 2.0.51

Document merges now use the correct SharePoint site and provide clearer results.

Published 2026-08-24.

Fixed: SharePoint imports use the main site — Document merge imports now use the main SharePoint site, helping ensure the expected files and data are available.
Improved: Better merge data and SharePoint links — Document merge data is filled more reliably, and the resulting SharePoint URL is returned inline for easier access.

Version 2.0.50

The merge placeholder tab now provides clearer feedback while your merge is being prepared.

Published 2026-08-24.

Improved: Generating status for merges — When a merge is in progress, the placeholder tab now displays a message indicating that the merge is being generated.

Version 2.0.49

Document Merge now works correctly, and the unused Documents page has been removed from the sidebar.

Published 2026-08-24.

Fixed: Improved document workflows — Fixed Case Document Merge and removed the unused Documents page from the sidebar for a simpler navigation experience.

Version 2.0.48

SharePoint document merging is available again with support for legacy tokens.

Published 2026-08-24.

Fixed: Restored SharePoint document merging — You can merge documents through SharePoint again, including templates that use legacy tokens.

Version 2.0.47

Loading indicators are now available during screen swaps and data waits, making it clearer when CaseWizard is processing your request.

Published 2026-08-24.

Improved: Clearer loading feedback — Three-dot and spinner indicators now appear during screen changes and while data is loading.

Version 2.0.46

You can now return to your account or switch workspaces without leaving your current session.

Published 2026-08-24.

New: Switch accounts and workspaces mid-session — Use Back to my account to return to your account, or switch workspaces while staying in your current session.

Version 2.0.45

New controls make it easier to exit impersonation and switch workspaces while authenticated.

Published 2026-08-24.

New: Exit impersonation — You can now exit an impersonation session directly.
New: Authenticated workspace switching — You can now switch workspaces while remaining authenticated.

Version 2.0.44

Managing tenant settings is now simpler with cascading options for plans and feature groups.

Published 2026-08-24.

New: Cascade settings to child tenants — When configuring a plan or tenant feature group, you can now cascade checkbox selections to child tenants.

Version 2.0.43

The host Stripe plan picker now lists active Prices, making available subscription plans easier to select.

Published 2026-08-24.

Fixed: Active plans appear in the Stripe plan picker — Fixed the host Stripe plan picker so it lists active Prices for selection.

Version 2.0.42

It is now easier to understand when no Stripe prices are available.

Published 2026-08-24.

Improved: Clear message when no Stripe prices are available — When Stripe returns no prices, CaseWizard now shows a clear empty state instead of leaving the prices area unclear.

Version 2.0.41

Configure trial access directly in CaseWizard.

Published 2026-08-24.

New: Trials settings tab — Set the number of trial days and choose the default plan for new trials.

Version 2.0.40

Trial users can now use header hover interactions and slide-outs without the trial banner getting in the way.

Published 2026-08-21.

Improved: Smoother header interactions — The trial banner no longer blocks header hover states or slide-out menus, making navigation easier for trial users.

Version 2.0.39

The trial banner now stays out of the way of the sidebar and page content.

Published 2026-08-21.

Improved: Trial banner no longer obstructs navigation — The trial banner has been adjusted so it does not cover the sidebar or page content.

Version 2.0.38

New signups now work reliably after data imports.

Published 2026-08-21.

Fixed: Signup failures — Fixed an issue that could cause a 500 error when signing up after records had been imported.

Version 2.0.37

The Create an account link has been removed from the login page.

Published 2026-08-21.

Improved: Simplified login page — The Create an account link is no longer shown on the login page.

Version 2.0.36

You can now review Stripe charges directly from the Subscription tab of an Account Profile.

Published 2026-08-21.

New: View Stripe charges — See Stripe charges on the Subscription tab in an Account Profile.

Version 2.0.35

View Stripe invoices and credit notes directly from an account’s profile.

Published 2026-08-21.

New: View billing documents on Account Profile — Account profiles now include Stripe invoices and credit notes, making billing history easier to access.

Version 2.0.34

Account Profile status now shows when a Stripe subscription started.

Published 2026-08-21.

New: Stripe subscription start date — View the Stripe subscription start date directly in Account Profile status.

Version 2.0.33

Account Profile status now includes the Stripe subscription start date.

Published 2026-08-21.

New: View subscription start date — See when a customer’s Stripe subscription began directly in Account Profile status.

Version 2.0.32

Billing profiles from Stripe are now shown directly in CaseWizard.

Published 2026-08-21.

New: View Stripe billing profile fields — Open the Billing tab to view the billing profile fields associated with a customer in Stripe.

Version 2.0.31

Admins can now view the Billing contact from Stripe without editing it in CaseWizard.

Published 2026-08-21.

Improved: Billing contact protection — The admin Billing contact is now read-only and managed through Stripe.

Version 2.0.30

Account billing contacts are now sourced from Stripe Customer information.

Published 2026-08-21.

Improved: More accurate billing contacts — Account billing contact information now comes from the associated Stripe Customer record.

Version 2.0.29

You can now add a host's Stripe customer ID and sync customer details from Stripe.

Published 2026-08-21.

New: Sync host customers from Stripe — Paste a host's Stripe customer ID in CaseWizard, then select Sync from Stripe to retrieve the customer's information.

Version 2.0.28

Improved subscription visibility for migrated tenants and fixed host status editing.

Published 2026-08-21.

Fixed: Subscription UI for migrated tenants — Subscription information now displays correctly for tenants that have been migrated.
Fixed: Host status editing — Fixed an issue that prevented users from editing host statuses.

Version 2.0.27

Migrated tenants can now access the app without going through a trial period.

Published 2026-08-21.

New: Trial-free access for migrated tenants — Tenants migrated to CaseWizard are grandfathered into app access without a trial track.

Version 2.0.26

Published 2026-08-21.

Improved: Improved login footer layout — Footer links on the login page are now stacked so they no longer run together.

Version 2.0.25

New self-service options make it easier to get started with CaseWizard and try the product before subscribing.

Published 2026-08-21.

New: Register and start a trial — New users can create an account themselves and begin a trial subscription through the CaseWizard sign-up experience.

Version 2.0.24

Firms can now sign up independently, start a trial, and manage subscription setup through Stripe.

Published 2026-08-21.

New: Self-service signup and trial access — New firms can create their own CaseWizard account, start a trial, and set up a subscription through the Stripe-powered checkout flow.

Version 2.0.23

Host administration is easier to navigate with Settings and Maintenance separated into their own pages.

Published 2026-08-20.

New: Separate Settings and Maintenance pages — Host administrators can now access Settings and Maintenance from separate pages for a clearer workflow.

Version 2.0.22

The host UI now matches API behavior and legacy staff workflows for a more consistent experience.

Published 2026-08-20.

Improved: Consistent host and staff workflows — Updated the host UI to align with API behavior and existing legacy staff flows.

Version 2.0.21

The contact used for login activation has been updated.

Published 2026-08-17.

Improved: Updated login activation contact — Login activation messages now use the updated contact information.

Version 2.0.20

You can now open the details of your running timer directly from the header.

Published 2026-08-14.

New: Access running timer details faster — Select your running timer in the header to open its details without navigating away first.

Version 2.0.19

The timer count badge is now centered for a clearer, more consistent display.

Published 2026-08-14.

Fixed: Centered timer count badge — Fixed the timer count badge alignment so the count is centered correctly.

Version 2.0.18

You can now see the number of running timers directly in the header while working in CaseWizard.

Published 2026-08-14.

New: Running timer count in the header — The header now displays how many timers are currently running, making it easier to monitor active timers while you work.

Version 2.0.17

Billing codes display their associated catalog labels for clearer identification.

Published 2026-08-14.

Fixed: Catalog labels in billing codes — Billing codes now show their catalog labels, making them easier to identify.

Version 2.0.16

Host administrators can now use administration actions in CaseWizard.

Published 2026-08-14.

New: Host administration actions — Added frontend support for host administration actions.

Version 2.0.15

Manage administration without leaving the host portal.

Published 2026-08-14.

New: Administration in the host portal — Administration tools now remain inside the host portal, so you can manage them without switching away.

Version 2.0.14

Host administrators can now move between administration areas more easily with new subnavigation.

Published 2026-08-14.

Improved: Host administration subnavigation — Added subnavigation to help host administrators find and switch between administration areas.

Version 2.0.13

User menu actions now work as expected.

Published 2026-08-14.

Fixed: Host user menu actions — Fixed the user menu so its actions work correctly.

Version 2.0.12

You can now see the email address associated with your signed-in account directly in the navigation bar.

Published 2026-08-14.

Fixed: Displayed authenticated email — Fixed an issue so your signed-in email address is displayed in the navigation bar.

Version 2.0.11

You can once again manage legacy host plans in CaseWizard.

Published 2026-08-14.

New: Manage legacy host plans — Legacy host plan management is available again, so you can manage these plans in CaseWizard.

Version 2.0.10

Host edition users can now manage available features more directly.

Published 2026-08-14.

New: Manage host edition features — Added feature management for host edition users, making it easier to control available features.

Version 2.0.9

Legacy host tenant management is available again for supported workflows.

Published 2026-08-14.

New: Legacy host tenant management restored — Users can access legacy host tenant management workflows again.

Version 2.0.8

Tenant management operations are available again for authorized users.

Published 2026-08-14.

Fixed: Restored tenant management — Authorized users can use tenant management operations again.

Version 2.0.7

Selecting a staff portal now opens the correct portal as expected.

Published 2026-08-13.

Fixed: Staff portal selection — Fixed an issue where selecting a staff portal did not open the portal.

Version 2.0.6

You can now select the Staff Portal directly from the workspace selector after signing in.

Published 2026-08-13.

New: Access the Staff Portal from the workspace selector — The Staff Portal now appears as an option in the workspace selector, making it easier to switch into the staff workspace.

Version 2.0.5

Staff can now sign in through the dedicated staff portal login destination.

Published 2026-08-13.

New: Staff portal login — Staff now have a dedicated destination for signing in to the portal.

Version 2.0.4

Users now see a clear screen when their session expires.

Published 2026-08-13.

Fixed: Expired session screen — Added a clear screen to let you know when your session has expired.

Version 2.0.3

Role and user action menus are available again in the admin experience.

Published 2026-08-13.

Fixed: Role and user actions — Restored the action menus for managing roles and users in the admin area.

Version 2.0.2

The new release center keeps you informed about updates, while search, case filters, and document merge are now easier to use.

Published 2026-08-13.

New: New release center — Stay up to date with customer-facing information about CaseWizard updates.
Fixed: Header search works reliably — Open the header search box and continue using it after completing your first search.
New: Filter to your cases — Use the “My cases” checkbox to show your cases, with your filter selection remembered.
New: Wider case search reflected in the toolbar — The toolbar now clearly reflects the broader case search experience.
Fixed: Clearer document merge location — The Document Merge tab now shows the location as “Documents > Templates.”

Version 2.0.0

CaseWizard now gets you to the right case faster, remembers the view you prefer, and keeps SharePoint work in context.

Published 2026-08-12.

New: Search every detail you can see — Case search now reaches case style, assigned staff, status, and the other details shown in your case list.
Improved: My Cases remembers your choice — Choose your personal case view once and CaseWizard keeps it ready for your next visit.
Improved: SharePoint keeps your place — Browse live folders with clearer breadcrumbs and keep the current listing visible while the next folder loads.
Fixed: Header search stays ready — The global search opens reliably and remains usable after your first search.

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