generated: '2026-10-09'
method: searched
generator: extract-docs-artifacts.py (local)
source: https://www.cloudlex.com/release-notes/
sources:
- https://www.cloudlex.com/release-notes/
entries:
- breaking: false
  highlights:
  - CloudLex added SSN and Date of Birth access controls, restricted access to private Matter and Intake emails, stronger conflict checks that
    match on SSN/DOB/Address, Matter Grid status-duration and Last Updated Date tracking, companion Tasks, workflow report filters, and a plaintiff
    Retainer Fee field.
  date: '2026-09-01'
- breaking: false
  highlights:
  - 'QuickBooks Online expense sync: Pull expenses straight from QuickBooks Online into Matter Manager, filter by company and date range, then
    import one, several, or all at once, with fields mapped and marked Paid and Disbursable so there’s nothing to re-key.'
  - 'Matter Lifecycle Report: A new Matter Status Timeline report shows every status and substatus a matter has moved through, with the dates
    and days spent in each, the full history of a case in one view.'
  - 'Recurring events: Set a recurrence from any event, synced with Outlook and Google Calendar, so standing dates get created once instead of
    every single time.'
  - 'Automatic lien records: Save a Medical Bill with Lien Bill set to Yes and the lien record is created for you, no duplicate entry, and far
    less chance of a missed lien.'
  date: '2026-08-01'
- breaking: false
  highlights:
  - Outlook attachment auto-save to Matter/Intake, SMS auto-matching to active threads, multi-type Workflow selection, and linked parent-child
    documents.
  date: '2026-04-24'
- breaking: false
  highlights:
  - 'Scheduled email sending: Draft and queue emails for a future date and time—edit, send early, or cancel before delivery.'
  - 'Workflow Template reminders: Set Task and Event reminders within Workflow Templates—they apply automatically whenever the Workflow is triggered.'
  - 'Settlement data correction: Use the Delete icon in Final Settlement to clear and re-enter figures cleanly—no workarounds needed.'
  - 'Automated Intake Form alerts: When a shared Intake Form is submitted, every assigned user gets an email.'
  date: '2026-04-03'
note: The release notes page lists updates by month and year without explicit version numbers; therefore, version information is not available.
docs: https://www.cloudlex.com/release-notes/