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CounselOS

Changelog

What we have shipped.

We update this page as pilot firms go live with new capabilities. Items marked early-access items (e-sign, bank feeds, publisher research) follow your firm’s onboarding — not every firm has them on day one.

ReleaseImmigration & OMARA moduleMay 2026 · v1.3
  • Visa pipeline with lead intake, consult tracking, and stage board from enquiry through lodgement.
  • OMARA compliance hub: Consumer Guide delivery log, service agreements, lodgement gates, and export packs.
  • Dedicated client-money ledger for registered migration agents — separate from legal trust accounting.
  • Portal pre-engagement checklist with magic-link document upload before matter opening.
  • Visa blueprints, family groups, Form 956 tracking, and immigration-specific deadlines.
  • Governed immigration AI: fee proposals, RFI checklists, research memos, and policy digests — agent review required.
  • Compare pages for ImmiIQ and VisaDocket; migration-agent persona and dedicated immigration marketing page.
PilotBilling, onboarding, and knowledgeMay 2026 · v1.2
  • Guided firm setup with saved progress and resume links if subscription checkout is interrupted.
  • Monthly and annual subscription options with clear tier-change pricing before checkout.
  • Client portal invoice payments when your firm has live billing enabled.
  • Precedent import from uploads or cloud file storage (enabled per firm during pilot).
  • Legal research availability aligned to your firm’s plan and publisher arrangements.
ReleaseApproval inbox & intakeMay 2026 · v1.1
  • Unified approval inbox for AI drafts, time, trust authorisations, and portal uploads.
  • Guided client intake with assisted conflict checking and matter opening.
  • Dashboard action queue for principals — including conflict release requests.
  • Citation checks on research and client-update copy guards when risk is high.
  • Compliance calendar list and month views, plus print-friendly weekly summary.
  • Migration validation report and onboarding wizard for new firms.
LaunchGeneral availabilityMay 2026 · v1.0
  • AI-assisted document drafting with lawyer review before anything reaches clients.
  • Time recording in the web app with AI-suggested billing descriptions.
  • Australian trust accounting with state-specific reports and authorisation queue.
  • Compliance calendar with limitation dates for every state and territory.
  • Legal research inside matters with citation checking (publisher feeds per firm).
  • Client portal with secure sign-in and matter-scoped documents.
  • FilePro and LawMaster migration path with a five-business-day target to go live.
  • Firm AI usage policy generated during onboarding.
FoundationProduction infrastructureApril 2026 · v0.9
  • Production infrastructure live in Sydney.
  • First FilePro export migrated end-to-end within the five-business-day window.
  • Trust accounting flows reviewed with an Australian legal accountant.
  • Research citations flagged when they cannot be verified against sample cases.