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Changelog

What's new in OKLegal.

Every improvement, every fix, documented.

v3.4 March 2026

AI Copilot powered by Claude, client portal improvements, and PDF report exports.

New
  • AI Copilot powered by Claude from Anthropic: clause drafting, contract analysis, and legal Q&A in the context of an active case file.
  • Export productivity reports to PDF with a customizable cover page and firm logo.
  • Client activity history view in the portal: clients can see all logged actions on their file.
  • New comparison mode in the Document Builder: view versions side by side with differences highlighted.
Improved
  • Client portal: direct messaging with file attachments up to 50 MB.
  • Global search is now faster: results in under 200ms on databases with more than 10,000 files.
  • Deadline notifications now include the specific procedural code article that generated the deadline.
  • Bulk import of templates from Word (.docx) with automatic variable mapping.
Fixed
  • Fixed a deadline calculation error when the term falls during Holy Week.
  • Resolved an issue where notification emails were not sent with custom SMTP servers.
  • Fixed touch-screen signature rendering on Safari iOS.
v3.3 February 2026

Form Builder v2, form analytics, and a new productivity dashboard.

New
  • Form Builder v2: multi-level conditional logic, file upload fields, and repeating sections.
  • Form analytics: completion rate, average fill time, and fields where users drop off.
  • Firm productivity dashboard: active cases per attorney, documents signed this week, outstanding invoices.
  • New field type: embedded e-signature directly in client intake forms.
  • Automatic reminders for incomplete forms: sends up to 3 configurable follow-up reminders.
Improved
  • Forms can now be linked directly to an existing case file to pre-fill fields.
  • Export form responses to CSV with custom column mapping.
  • Conditional logic editor now features a visual drag-and-drop interface.
Fixed
  • Fixed formatting loss when pasting text from Word into the Document Builder.
  • Resolved a signature status sync issue when using multiple providers on the same document.
v3.2 January 2026

Digital Signature CR v2 integration, improved signature fields, and audit certificates.

New
  • Digital Signature CR (Gaudi) v2 integration: support for certificates issued under the new BCCR v2.0 standard.
  • Downloadable audit certificates in PDF for every signing process: includes document hash, IP address, geolocation, and RFC 3161 timestamp.
  • Positionable signature fields: drag and drop signature fields exactly where you need them in the document.
  • Batch signing: send the same document to multiple signers with a single click and individual tracking for each.
Improved
  • Mobile signing flow completely redesigned and optimized for touchscreen phones.
  • The signers panel now shows real-time status without requiring a page refresh.
  • DocuSign integration updated to API v3.5 with support for high-priority envelopes.
Fixed
  • Fixed validation of Costa Rican national ID numbers with the check digit algorithm.
  • Resolved an issue where PDFs with rotated pages did not display correctly in the viewer.
  • Fixed an error in the signing module when using OpenSign with documents larger than 10 MB.
v3.1 December 2025

Two-way Google Drive sync, performance improvements, and bug fixes.

New
  • Two-way Google Drive sync: documents edited in Drive automatically update in the corresponding OKLegal case file.
  • Automatic Google Drive folders: OKLegal creates and maintains the folder structure per client and case.
  • New billing feature: line of credit and retainer support with full movement log.
Improved
  • Application load performance: 40% faster on slow connections.
  • The Document Builder now auto-saves drafts every 30 seconds.
  • Dropbox and OneDrive sync updated with automatic token refresh on expiry.
  • Calendar view improved with drag-and-drop to reschedule hearings.
Fixed
  • Fixed an intermittent error in client search for names containing accented characters.
  • Resolved a PDF export issue for invoices on accounts with more than 500 invoices.
  • Fixed table rendering in the Document Builder on Firefox.
  • Fixed an error that prevented archiving case files with pending assigned tasks.
v3.0 November 2025

Complete interface redesign, new Document Builder, and dark mode.

New
  • Complete interface redesign: new typography, color system, and redesigned side navigation.
  • Document Builder completely rewritten: next-generation TipTap-based editor with slash commands.
  • Full dark mode: available across all platform pages, synced with system preferences.
  • New global command bar (Ctrl+K): search files, clients, documents, and actions from anywhere.
  • Kanban view for case files: drag cases between customizable status columns.
  • Global activity feed: see in real time what each team member is doing.
Improved
  • Overall performance: the platform is 2× to 4× faster than v2.x across all core operations.
  • Client portal redesigned with a new mobile-first experience.
  • Unified notification system: all alerts in a single panel with type filters.
  • Step-by-step guided onboarding for new users with pre-loaded example templates.
Fixed
  • More than 80 minor fixes and accessibility improvements.
  • Complete migration of all v2.x data: no loss of case files, documents, or history.

Detailed announcements on the blog.

Every major release includes a blog post with context, usage guides, and screenshots of new features.

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