Updated all screens for both attorneys and clients to be more mobile-friendly.

Fixed miscellaneous bugs and improved the UX of the app.

New Features

• Added a follow-up email to a beneficial owner or applicant when they don't confirm their information within a few hours.

Bug Fixes

• Made it easier to navigate years in the date picker.

• Added a loading indicator and error messages to the address form.

Features

Added the ability to right-click on a channel and mark all messages as "read".

Bug Fixes

• Resolved some bugs and UI fixes.

Added a workspace settings page to manage notifications and improved the settings layout to clearly distinguish between workspace and user settings.

Updated pages/forms to have a better loading experience with enhanced caching.

Features

• Added a clearer way for owners to add their address if they leave and come back to the identity import process.

Bug Fixes

• Fixed an issue where a successful identity import would get stuck in a pending state.

• Resolved some bugs and made UI fixes.

Bug Fixes

• Improved the experience around adding and removing members from companies.

• Resolved some bugs and made UI fixes.

Bug Fixes

• Improved the expiration time for password reset links.

• Resolved some bugs, UI fixes, and security updates.

Added an embeddable and public version of the exemption checker.

Bug Fixes

• Resolved some bugs and UI fixes.

Features

• Added the ability to cancel a pending filing.

• Added the ability to selectively sync contacts from PracticePanther (contact support for more information).

Bug Fixes

• Resolved some bugs and UI fixes.

Features

• Added the ability to archive companies, in the case that they are not relevant anymore and should not show on reports.

• Added a contact detail page which shows their companies and the ability to enter a FinCEN ID for a contact.

Bug Fixes

• Resolved a bug where a client would not see the latest status of their company filing.

Features

• Added an easy way for attorneys to add themselves as an applicant (or beneficial owner) on a filing, with tasks assigned to add a personal FinCEN ID.

• Added more frequent email reminders for outstanding filings and included the deadline date in the email.

Features

• Added an integration with Practice Panther, which allows periodic syncing of contacts from Practice Panther into Transparency.

Bug fixes

• Small improvements to UI interactions and animations.

Features

• Added a new dashboard experience for attorneys. This includes a visual breakdown of the current status of all filings as well as the current pending companies.

Bug fixes

• Fixed a bug where removing all beneficial owners in the combobox would show incorrectly.

General improvements

• Improved the clarity of the toast messages when a user cannot log in or sign up.

• Resolved an issue where beneficial owners who submit FinCEN IDs continue to get reminders about submitting identity information.

• Added a "confirm password" input to make it easier for users to validate their password.

General improvements

• Enhanced the modal dialog behavior to prevent accidental closure when clicking outside of the dialog area.

• Improved visibility of background contact updates to ensure workspace owners have visibility into the process.

• "Clients" has been renamed to "Contacts" to better reflect their role within the system.

• Modified the validation process for the FinCEN ID to now accept dashes.

• Removed references to not displaying ID information to attorneys to align with updated privacy guidelines.

Email improvements

• Adjusted the invitation email for beneficial owners and applicants to clarify that resubmission of identity documents is not required if they have been previously submitted.

• Revised the final transcript email to include all clients, the main applicant, and the submitter in the CC list, to improve communication transparency.

Fixes

• Resolved some caching issues to enhance system performance and reliability.

• Refined the user interface to make the billing tab more accessible and easier to locate.

Fixes

• Fixed the Clio syncing to show a notification while a sync is ongoing.

• Resolved an issue where Clio would not sync over 200 contacts.

Features

• Added the ability to link a Clio account and sync contacts. Syncing can be set up in Settings -> Linked Accounts.