What's New in V3.25

A major UI + experience overhaul. Ten modules have been rebuilt, the entire email/notification layer modernised, and several reports rewritten.

Revamped Modules

KYC — New grid, multi-step public form for clients, bilingual PDF download, full audit history, copy-link, and one-click initiate from a Lead or Client.

Clients — Redesigned grid and a new create/edit overlay with dedicated tabs for Contacts, Attachments, External Links, Financials, Email and Matters. Bulk upload (up to 500 rows) with duplicate pre-check.

Leads — New grid and overlay, Log Event with follow-up automation, lead history timeline, plus one-click Conflict Check, Create Client, and Initiate KYC. New Nature of Stage on Lead Stages drives converted/lost reporting.

Contracts — New grid with generate, parameters, version history, manage access, mark-as-signed and archive. Full DocuSign lifecycle is wired in.

Client Reporting — New grid, AI-assisted email drafting, WhatsApp send (with templates), default footer per client, history with detail, pending-update badge.

Document Templates — New grid and create overlay.

Reports — Lead Detailed, Lead Progress, LSR PDF, Daily Hearing, and Grouped Case (Excel) all rewritten. 

✨ Enhanced Integration

DocuSign Integration — Settings, connection test, envelope initiate/cancel/status, copy-to-client, and reliable webhook sync.

Microsoft 365 / Google — Connection settings, contract & project uploads to SharePoint, and SharePoint-backed version history.

Email & Notifications

• Circular, deactivation, document tracker, accounting (invoice/receipt), matter deactivated, hearing/meeting/application updates — all migrated to the new email template (consistent, bilingual design).
• New reminders: Lease Expiry, Payment Due Expense (with dedicated recipient config).

⚙️ App Settings & Access

• Concurrent session control and AI enable/disable toggles.
• SSO Added