Changelog
See what's new in Caisely. Latest updates, improvements, and fixes to our legal case management platform.
v1.19.0
Progressive Intake with Drop-Off Recovery
The public intake form now guides clients through one section at a time instead of showing every field at once. Only name and phone are required — everything else is optional. If a client abandons the form partway through, the AI assistant follows up by text to collect the rest. Signing documents are sent only after the case is reviewed, saving time on unqualified leads.
- AddedStep-by-step intake wizard that saves progress after each section, so clients can resume where they left off
- AddedAutomatic drop-off recovery that detects abandoned intakes and sends an AI-powered SMS follow-up within 30 minutes
- AddedAI assistant can now send signing documents or politely decline a case based on the information collected
- ImprovedOnly name and phone number are required on the intake form — all other fields are optional and collected by AI if skipped
- ImprovedSigning documents are sent after eligibility review instead of immediately, reducing wasted signing credits
- ImprovedCases are created as soon as a client provides their name and phone, giving your team earlier visibility into new leads
v1.18.0
AI-Powered Intake via SMS
Collect client intake information automatically through conversational SMS. An AI assistant guides clients through your intake form over text message, gathering details, accepting photo uploads, and following up if they go quiet — so your team can focus on casework instead of phone calls.
- AddedAI intake assistant that collects case information from clients via SMS conversation
- AddedPhoto and document uploads via MMS, automatically attached to the case file
- AddedStandard intake templates for motor vehicle accidents and dog bite cases, ready to use out of the box
- AddedAutomatic nudge reminders when a client stops responding mid-intake
- ImprovedLead detail page now organizes intake data by section with clear labels, making it easier to review collected information
- ImprovedAI-collected fields are tagged so your team can see which answers came from the client directly versus manual entry
- FixedSupplemental information collected during AI intake not appearing on the lead detail page
v1.17.0
Referral Agreement Signing
Require partners to sign an agreement before a referral transfer is finalized. Configure a default agreement template in your organization settings, or toggle the requirement on a per-referral basis. Recipients sign directly in the browser, and the case transfers automatically once the agreement is complete.
- AddedOptional agreement signature requirement on referral transfers, configurable per organization or per referral
- AddedIn-browser document signing for referral recipients using your existing PDF templates
- AddedAgreement template selector in Lead Transfer Settings to set an organization-wide default
- ImprovedReferral invitation emails redesigned with branded styling, a prominent review button, and expiration warnings
- ImprovedReferral acceptance resumes seamlessly after a page refresh while signing is in progress
- ImprovedSenders can cancel referrals that are awaiting agreement signature
- ImprovedTransferred leads no longer display approve or deny buttons since the transfer is a terminal state
- FixedAgreement signature requirement toggle in organization settings could not be turned on
v1.16.0
Quick Add Leads and Inline Editing
Add leads directly from the dashboard with a single form instead of going through the full intake flow. Edit any lead inline and see exactly what changed in the timeline with field-level before/after tracking.
- AddedQuick Add Lead drawer on the leads dashboard for creating leads in one step, bypassing eligibility checks and signing
- AddedEdit button on lead detail pages to update client info and form data inline
- AddedField-level change tracking in the timeline showing old and new values for every edit
- AddedAuto-generated file numbers in LEAD-YYYYMMDD-XXX format when adding leads
- ImprovedKeyboard-first lead entry with tab navigation and Cmd/Ctrl+Enter to submit
- ImprovedDynamic form fields pulled from your intake configuration so quick-add matches your custom form
v1.15.1
Cleaner Lead Signing Controls
The signing status on lead details now features a compact pencil icon with a dropdown menu, replacing the full-width toggle buttons for a cleaner, less cluttered layout.
- ImprovedSigning status now shows an inline edit icon with a dropdown to change status, instead of large toggle buttons
v1.15.0
Inline File Previews for Info Requests
Photos, videos, and documents uploaded by clients in response to information requests now appear directly alongside their answers. No more switching to the Documents tab to see what was submitted.
- AddedImage thumbnails display inline with client responses, with full-size viewing on click
- AddedVideo uploads play directly within the response with built-in controls
- AddedPDF and document uploads show as downloadable cards with file type icons and size
- ImprovedFile-type questions no longer show "No answer provided" when documents were uploaded
v1.14.0
Referral Partner Document Handling
Leads from referral partners now arrive with their signed documents automatically downloaded and attached. Cases are marked as signed on arrival and appear ready for review, so your team can act on warm referrals immediately.
- AddedDocuments from referral partners are automatically downloaded and attached to the case on arrival
- AddedReferral leads are marked as signed and ready for review without manual intervention
- ImprovedReferral intake now accepts any data format — only a phone number or email is required
- ImprovedStreamlined navigation with approval actions consolidated into the leads page
v1.13.0
Document Templates and Lead Signing
Create reusable document templates with placeholder fields that auto-fill from case and client data. Generate personalized documents in one click and send them directly by email. Plus, approve or reject leads before signing is complete.
- AddedDocument template editor with placeholder fields that auto-fill from intake, client, and system data
- AddedGenerate and send personalized documents by email directly from a case page
- AddedApprove, reject, or request info on leads before signing is complete, and manually sign or unsign leads with full timeline tracking
- AddedLink SmartAdvocate case IDs to leads during approval or after the fact
- ImprovedLead stats now show actionable metrics: needs review, new this week, and signed counts
- FixedIntake fields disappearing from PDF editor after uploading a new document
v1.12.0
Communications and Instant Notifications
Send instant email and SMS notifications when leads are approved or rejected. View all communications history on any case or lead, and configure follow-up rules at the organization level.
- AddedCommunications history viewer showing all emails and SMS sent for a case or lead
- AddedInstant notification rules that fire when leads are approved or rejected, with auto-generated PDF attachments
- AddedFollow-ups tab on lead detail page to track all automated communications
- ImprovedFollow-up configuration is now managed at the organization level instead of per intake form
- ImprovedLeads page loads faster with simplified styling and reduced animations
- FixedSearch crashing when filtering by phone number
v1.11.0
SmartAdvocate Integration and Sync
Automatically sync approved leads to SmartAdvocate with configurable field mapping. View synced cases in SmartAdvocate directly from Caisely, and retry failed syncs with one click.
- AddedSmartAdvocate integration that automatically syncs approved leads to your case management system
- AddedConfigurable field mapping between Caisely intake fields and SmartAdvocate case fields
- Added"View in SmartAdvocate" link on synced leads for quick cross-reference
- AddedRetry button for re-syncing leads that failed to push to SmartAdvocate
- ImprovedReferral submissions now accept partial data and only require a phone number or email address
- ImprovedReferrals with data matching your intake form fields skip the conversion step for faster processing
v1.10.0
Faster Homepage and Team Invitations
The marketing homepage now loads instantly with server-rendered content and a redesigned navigation bar. Invite team members by email with role selection, manage pending invitations, and reset forgotten passwords.
- AddedTeam invitation emails with role selection, pending invite management, and resend or revoke options
- AddedForgot password flow for account recovery
- AddedRedesigned homepage navigation with a floating pill-style menu that adapts to desktop and mobile
- ImprovedHomepage loads instantly with server-rendered content and deferred loading for below-the-fold sections
- ImprovedDashboard layout adapts automatically based on which features are enabled for your organization
- FixedHomepage hero content invisible for several seconds on slower connections
v1.9.0
Form Builder and Referral API
Design custom intake forms with a visual drag-and-drop builder, now accessible directly from the leads page. Accept leads from external sources via a new referral API with automatic data conversion, and reach clients by SMS alongside email.
- AddedVisual form builder for intake forms and request-for-info templates with drag-and-drop fields and sections
- AddedReferral intake for receiving leads from external sources with automatic data conversion
- AddedSMS notifications for intake signing requests alongside email, with configurable message templates
- AddedLead approval workflow with approve, reject, and request-more-info actions, plus a timeline of all events and status changes
- ImprovedIntake form builder and follow-up configuration moved to the leads page for easier access
- FixedIntake form displaying in dark mode when the user had a dark system preference
v1.8.0
SMS Follow-Up Reminders
Reach clients by SMS in addition to email for follow-up reminders. Follow-ups now schedule around your client's timezone and include direct signing links so recipients can pick up right where they left off.
- AddedSMS follow-up reminders sent alongside email when a client phone number is available
- AddedCustomizable SMS templates with character count tracking for each follow-up rule
- AddedFollow-up events displayed in the case timeline with channel and attempt details
- ImprovedFollow-up scheduling now respects the client's timezone instead of defaulting to UTC
- ImprovedFollow-up emails include a direct signing link so clients can resume where they left off
- ImprovedConsistent color theming across the application with automatic dark mode support
v1.7.0
Follow-Up Automation Management
A complete management interface for follow-up automations. Create rules with drag-and-drop reordering, monitor active sequences, and view detailed analytics on response times and email performance.
- AddedFollow-up automation management with rule builder and drag-and-drop reordering
- AddedActive sequences monitoring with search and filtering
- AddedFollow-up analytics dashboard with response time and email performance charts
- AddedPrivacy Policy and Terms of Service pages
- ImprovedEmail template preview directly in the rule editor
- FixedMobile navbar text invisible on the homepage hero section
v1.6.0
Lead Management Dashboard
A dedicated dashboard to track leads from first contact through conversion. See where your leads are coming from, how they progress, and where they drop off.
- AddedLead pipeline view with drag-and-drop stage management
- AddedLead source tracking and conversion analytics
- ImprovedIntake submissions now automatically create leads
- FixedDuplicate leads created when a client submits the same form twice
v1.5.0
Automated Follow-Up Rules
Automate client follow-ups based on case events. Set up rules to send emails, create tasks, or update statuses when milestones like intake completion or document signing occur.
- AddedRule-based follow-up engine triggered by case events
- AddedEmail sequences for automated client communication
- ImprovedEvent log now shows all automated actions taken on a case
- RemovedLegacy manual reminder system replaced by automation engine
v1.4.0
Case Management Overhaul
A completely rebuilt case management experience with better organization, filtering, and bulk actions. Manage hundreds of cases without losing context.
- AddedAdvanced case filtering by status, assignee, date, and custom fields
- AddedBulk actions for updating status and assignee across multiple cases
- ImprovedCase list performance improved for firms with 1,000+ cases
- ImprovedSearch now includes case notes and document contents
- FixedCase export to CSV missing some custom field values
v1.3.0
PDF Editor for Document Prep
Prepare and annotate documents before sending them for signature. Highlight key sections, add notes, and redact sensitive information without leaving Caisely.
- AddedBuilt-in PDF viewer and editor for case documents
- AddedRedaction tool for removing sensitive information
- ImprovedDocument upload now supports drag-and-drop and batch uploads
- FixedLarge PDF files failing to upload on slower connections
v1.2.0
Intake Form Builder
Design custom intake forms with a visual drag-and-drop builder. Add conditional logic, file uploads, and e-signature fields to capture exactly the information your firm needs.
- AddedVisual form builder with drag-and-drop field ordering
- AddedConditional logic to show or hide fields based on answers
- AddedFile upload and e-signature field types
- ImprovedForm submissions now validate in real time on the client side
- FixedForm preview not rendering correctly on mobile devices
v1.1.0
DocuSeal Integration for E-Signatures
Send documents for electronic signature directly from a case using DocuSeal. Track signing status in real time and automatically attach completed documents to the case file.
- AddedDocuSeal integration for sending and tracking e-signature requests
- AddedReal-time signing status updates as recipients view and sign documents
- AddedSigned documents automatically attached to case records
- ImprovedDocument list now shows signing status with progress indicators
v1.0.0
Caisely Initial Launch
The first public release of Caisely. A streamlined legal case management platform built for small and mid-size firms, featuring client intake, document management, and team collaboration.
- AddedClient intake with customizable questionnaires
- AddedCase creation and status tracking
- AddedDocument upload and organization by case
- AddedTeam member roles and permissions
- AddedEmail notifications for case updates
