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2024-07-30 Release Notes
2024-07-30 Release Notes

Export wizard and ui enhancements

Updated over a month ago

Hi all. We continue to work on 3 primary areas in the product:

  1. Exporting info to where you need it to go.

  2. Making the experience in the CaseScribe UI easier by focusing on the key jobs to be done.

  3. Improving AI classification and summarization

Export Center

We've heard everyone loud and clear. Our users want the optionality to use CaseScribe but also get their information into other systems and/or archive info. We've enhanced the export options to include the following:

  1. Export a combined PDF of all docs in a claim file

  2. Export individual docs organized in folders by type

Here is a short video on using this feature:

UI Enhancements

We've made several small but hopefully helpful UI updates.

Remember Filters When Moving between Tabs

If you set filters on case facts or documents, we now remember them if you move from one tab to the other.

Switching Document Details and PDF Viewer

We watched as many people who wanted to open a PDF but were clicking on the name to open rather than the icon.

One-click to apply tags and claim flow

You can now click to apply a tag and then the selection window will close. No need to click away to get it to close.

Improving AI

We have continued to improve AI classification and summarization. We have some big changes underway to keep getting better.

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