Title: Mar 2026, Version 1.167.x
Mitratech CaseCloud Matter Management Release (version 1.167.x)
CaseCloud has adopted a continuous development model, where releases are made available monthly. Each release may include new features, bug fixes, and/or minor improvements. The releases are not automatically pushed to your organization, but can be updated from the AdvoLogix Setup tab within our application. Click here for instructions on how to upgrade your organization to Mitratech CaseCloud Matter Management's latest release.
🚀Enhanced Activity Plan Template Organization
Activity Plan templates can now be categorized using categories and subcategories, making it easier to manage and apply templates. An enhanced tree-view selector allows users to browse and search templates when applying them to matters or other objects.
Key enhancements:
- Added Category and dependent Sub-Category fields to Activity Plan templates.
- Introduced a tree-view selector with improved navigation and search.
Security Fixes
Enhancements have been made to the Lightning components to align them with the SLDS2 framework. This update prepares the components to ensure continued compatibility with Salesforce’s evolving UI architecture.
New Fields Added
These fields must be manually added to the object's respective page layouts.
AdvoLogix has added the following new fields:
ACTIVITY PLAN TEMPLATE OBJECT
- Category (advpm__Category__c)
- Type: Picklist
- Value: General, Internal, Litigation, Marketing, Sales, Transactional
- Sub-Category (advpm__Sub_Category__c)
- Type: Picklist
- Controlling Field: Category
- Value: Client Onboarding, Discovery, Email Campaign, Estate Planning, Motion Practice, Proposal Development, Staff Training, Trial Preparation, Wills & Living Trust, Other
Bug Fixes
Version 1.167.0
- Resolved an issue in the AdvoDoc Templates due to which MS Word document output was ignoring margins.
- Resolved an issue in Basic MM where users were unable to view or access the Participants subtab under the AdvoLogix Setup tab.
- Resolved an issue in Basic MM where users were unable to view or manage rates within matters.
- Resolved an issue in the AdvoLogix Setup > Status Configuration where all Status and Stage picklist values were not displayed.