Release Date: January 20, 2026
Release Summary
Option to insert a help page link for risk assessment.
New field for registering deposits on general client accounts.
New Feature
Field for recording payments on general client accounts
A new field, “Gen. Client Acc. Payment”, has been added to the CMI pages.
This field allows users to record whether payments are expected on the general client accounts.
The following options are available:
Blank
Expected
Processed
The field is informational only, and the actual processing must still be carried out manually. (3204)
The field is transferred to the client card when the client is created from the client/matter creation process. There is no synchronization after the client card has been created.
Link to risk assessment help
It is now possible to set up a link to a help page about risk assessment on New Client Matter Intake (the requester page).
A new field has been added to the CMI Setup, where this link can be entered.
If the field is empty, the link will not be shown to users. (3244)
By default, the link can be set to:
