Release Notes

Version: 2026-01-16

Release Date: January 16th, 2026

OVERVIEW

This release delivers improvements across data points, documents, conversations, tasks, and admin tools. It also introduces bulk case creation, enhanced CARA capabilities, cleaner navigation, and multiple bug fixes to improve reliability and usability.

NEW FEATURES

• Bulk Case Creation
  • A new bulk case creation feature allows you to upload a spreadsheet template (provided by the app) to create multiple cases at once, streamlining the onboarding process for organizations managing large caseloads. This option is available from the Case List page.

IMPROVEMENTS

• Data Points
  • When viewing data points collected after a conversation or document, the display has been improved so that it is easier to tell the difference between which value was collected during analysis versus what the value is currently (if the value has been updated since the time of analysis).
  • When viewing data points on a case details page, you now have the option to sort data points so that those with formatting errors are put at the top of the list.
  • When you see a red icon with a number on a case’s data points section, this has been updated to indicate how many data points either have formatting errors or have expired and need to be re-collected.
  • Data points that are marked as containing sensitive information will now be hidden to protect privacy. If you choose to view this information, your access will be securely logged.
  • When viewing the history of a data point, you can now see the name of the individual who made manual changes to the value.

• Documents
  • When uploading documents such as driver’s licenses or other documents that typically display information in all caps, common things like names and addresses are now recorded with regular casing rather than all caps for improved readability.
• Conversations
  • The date of a conversation and the name of the individual who recorded the conversation is now displayed below the title of a conversation for better readability.
  • Conversation summaries are now written from the first-person perspective and refer to clients by name whenever possible to add a more personal tone.
  • You now have the option to take manual notes while recording a conversation. These notes can be accessed along with the rest of the data that was collected during a conversation. 
• Documents and Conversations
  • For both documents and conversations, you can now view which state a case was in, as well as which programs they were a part of, at the time of the document upload or conversation. This will provide a better understanding of why certain data was or was not collected at that time.
• CARA
  • When CARA is performing multiple tasks before responding, these tasks are collapsed into an expandable tab in order to declutter the chat messaging experience.
  • A keyboard shortcut has now been added for the ‘Go to Search’ button that CARA can provide when you are looking for a specific case – just press Alt + S.
  • CARA now knows when you are visiting a specific case’s page and can retrieve any information about a  case that you can see about a case, including but not limited to: a case’s summary, priority level, tasks, programs, data points, and more.
• Tasks
  • When viewing tasks as a global case manager, the ‘Assigned to Me’ checkbox now says ‘Assigned to My Clients’ on the list of client tasks for improved clarity.
    • This checkbox will no longer be visible if you do not have the global case manager role.
  • Tasks can now be edited directly from the Case Overview page, eliminating the need to navigate to the main Tasks tab to make changes.
• Admin Settings and Configuration
  • The admin settings has been re-organized and a search bar has been added for easier, more efficient navigation.
  • Admins can now define a ‘maximum’ number of days a case should be in a certain state in order to help keep track of when cases may be nearing or over deadlines.
  • You can now decide whether data points marked as containing sensitive information are included when generating conversation and case summaries.
  • When creating a template from a data point definition, you must now save any pending changes first to prevent confusion about which field values are included in the template.
  • The naming for data point types has been improved on the data point configuration page. The changes are as follows:
    • Single Line String -> Text (Single-Line)
    • Multi-Line String -> Text (Multi-Line)
    • Object -> Complex
    • Single Select -> Single Choice
    • Multi-Select -> Multiple Choice
    • Date Only -> Date
    • Date Time -> Date & Time
    • Boolean -> True/False
• Lists
  • When viewing lists of data (cases, data points, programs, documents, etc.), the horizontal scrollbar will always be visible in case there is more data than can be displayed on the page at once; you no longer have to scroll to the bottom of the page to find the horizontal scrollbar. 
  • All filters for any of our lists (e.g., the filters for program, case state, case priority, and user on the case list page) are now hidden inside a filter icon to remove visual clutter. Just click the icon and a new row will appear with all available filters.
• Navigation Bar
  • Items on the vertical navigation bar (left side of the screen) are now ordered so that most commonly used features are at the top.

BUG FIXES

• CARA
  • When a new case summary is generated, the page no longer requires a refresh to display the newest summary.
• Case States
  • Fixed an issue where the number of days spent in a case state sometimes differed when viewing the value from the case list page versus a case’s detail page.
• Data Points
  • Fixed how complex data points are displayed in the data points list so that they are easier to read.
  • Fixed an issue where uploading documents would sometimes result in data points with no values.
  • Data points gathered during a conversation no longer disappear when zoomed in or viewing the page on a smaller screen size.
• Forms
  • Fixed the display of documents on the Forms page so that, when viewing a form on a screen with smaller resolution or zoomed in more than 300%, the PDF no longer disappears.
• Suggested Tasks
  • Fixed a problem where adding an AI-suggested task would add more than just the selected task to case worker/client task lists.
• Tasks
  • When viewing tasks on a case detail page, the button used to drag and re-order tasks now works.
• Programs
  • Fixed an issue when viewing programs from a case detail page where program requirements (data points required to be eligible for the program) were not properly displayed.
• Grants
  • Fixed an issue where searching for grants by name did not work if you searched by partial names, both on the Grants page and when associating grants with payments.

FEEDBACK & SUPPORT

We’d love to hear from you! If you have any questions or feedback, reach out to our support team.