This update focuses on fixing key workflow issues and improving search accuracy. We’ve also added AI support to help you get answers faster.
Here’s what’s new:
More Reliable Document Processing
We’ve improved how CaseScribe handles temporary processing errors. The system now automatically retries when issues occur, resulting in:
Fewer processing errors
More consistent document handling
A smoother overall experience when working with large uploads
Improved Client Search
Searching for clients is now more flexible and accurate.
You can now search using:
First name (e.g., “John”)
Last name (e.g., “Smith”)
Full name (e.g., “John Smith”)
Search also works regardless of order (e.g., “Smith John”).
More Reliable Fact Data
We’ve improved how CaseScribe handles fact dates to prevent issues during exports.
Facts will no longer be saved without a date
Missing dates are now automatically filled using the document date when needed
This ensures more consistent data and smoother exports.
New: Built-in AI Support (Fin AI)
You can now ask questions directly inside CaseScribe using Fin AI, available in the lower-right corner of your Casescribe screen.
Get instant answers while working in your case
CaseScribe team members can also jump in anytime to support you further.
This makes it easier to get help, faster.
This update is all about reliability, accuracy, and faster support — fewer workflow interruptions, better search, and immediate help when you need it.
— The CaseScribe Team