Client Matter Intake 27.1.202640.6741

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Release Date: September 28, 2026

Summary Summary


  • Clickable matter counts — you can now go straight from the numbers in the creation flow to the actual matters behind them (3734)
  • Hideable tabs — tabs such as Invoicing, KYC and Dimensions can be turned off per CMI template during creation (3734)

New Features New Features

Clickable matter counts, hidden fields when not set up, and hideable tabs per template in CMI (3734)+

In the CMI creation flow, you can now click the fields "Matters as client", "Matters as counterparty" and "Matters as target" to see the actual matters behind the number. Fields for relation types that are not set up, e.g. "Matters as target", are no longer shown at all. The numbers are also calculated earlier — as soon as a CVR/VAT no. has been entered.

On the CMI template, you can turn off tabs during creation, e.g. "Invoicing", KYC or Dimensions.