Q4 Release Notes: OCR, Keyword Search, and Spreadsheet Annotations

Feature: Search Exhibits by Keywords

For premium subscriptions, all future uploaded documents will be text searchable (if they do not already have text then they will be OCR'ed). Users and participants can search for documents using keywords and phrases in their search queries.

If you would like this on existing cases, please reach out as this will require manual work on our end.

Feature: Annotations for Spreadsheets

Requested by a few customers, you can now add highlight annotations to spreadsheets. This can be useful when wanting to jump to a specific row, column, and/or worksheet during your deposition (by clicking on the annotation in the list on the left). The highlights can also be used as callout annotations while in presentation mode.

Security: SOC2 Type I and Type II

While we have taken security seriously since the inception of the company, we recently decided to solidify that position through a third-party audit. Therefore, as of October 4, 2024, we have officially been awarded a SOC 2 Type I and Type II certification from Accorp Partners CPA LLC. If you would like more information on the security controls we have in place, please reach out to us.

Bugs fixes and improvements

• A case and its documents can be "cloned" (copied) to a completely new case from with the account settings view

• The page "transition type" (single page vs continuous scroller) now saves your preference for future logins

• Fixed issue with multi-page TIFF files only converting the 1st page

• Changed new user workflow - "temporary password" has been replaced with a "one time use" access code and that code plus the link in the user's email is required to login the first time

• Fixed an issue with converting PDFs that had embedded images with a zero height and width

• Fixed an issue with label filters in Mock depositions

• Set the correct the timezone for MSG files that have a sent timestamp in the header

• Fixed an issue with resending activation emails for users with multiple accounts

• Opposing counsel and court reporters are now prompted to create "Participant Only" / Guest accounts when joining a deposition, which eliminates the need to remember the PIN in order to download exhibits post-deposition

• Allow per-user subscriptions to enable / disable users without requiring our support team's assistance

• Improved performance of creating "HTML source" metadata documents from HTML files by clipping base64 encoded image data

Future development

• Check out our product roadmap here: AgileLaw Roadmap

• Make suggestions and/or vote on features here: AgileLaw Feature Requests