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Every mistake is now fixable

Typos happen. Until now, most of them were permanent — and some were client-visible. This release adds edit and delete across the board:

  • Key dates can be edited or removed, from the workspace pane or the key dates page. Changes to client-visible dates notify the client.
  • Documents can be deleted from the file preview, removing them for both the firm and the client.
  • Document requests can be canceled — the request disappears from the client's list while the case history stays intact.
  • Tasks can be deleted from the edit-task dialog.
  • Cases can be renamed from case settings.
  • Client details — name and email — can be corrected from case settings. Fixing a typo'd email matters: it's how the client claims portal access.

Everything is confirmed before it happens and recorded in the case activity trail.