Overview
This quarterly product webinar provides an update on OneLaw’s February 2026 release cycle, with a focus on version 4.3 and the broader 4.3.x roadmap. It introduces penalty interest for Accounts Receivable, enhancements to debtor management and AR statements, and improvements to InfoSheets for more advanced document assembly.
The session also outlines upcoming CDD workflow enhancements, trust payment export functionality, a new Outlook add-in, AI-enabled matter tools, Power Platform and Power BI integrations, and the planned evolution of document management with folder-based structures and improved permissions.
In this video, you'll learn
- How penalty interest works in version 4.3, including enabling interest at firm level, client/matter overrides, bulk processing, reporting, and updated AR statement templates.
- What changes have been made to the Debtor Management module, including improved filtering, personalised column views, enhanced bulk processing, and clearer financial summaries.
- How AR statements can now be generated from configurable document templates, with both summary and transactional formats available.
- How conditional fields in InfoSheets allow fields to show or hide based on user selections, improving usability and document accuracy.
- How repeating and nested InfoSheet blocks support more complex structured data, including lists of conditions, parties, trustees, chattels, and court participants.
- What’s planned for 4.3.1, including a centralised CDD hub at Party level, CDD stops, improved reporting, and better synchronisation of shared contact information.
- How trust payment exports and IBD deposit integrations with major banks are being introduced to streamline payment workflows.
- What the new Outlook add-in will support across New Outlook, Outlook on the web, and Mac.
- How OneLaw is investing in AI tools for matter summaries, investigation support, and workflow improvements, with staged beta releases planned.
- What’s coming in 4.3.2 for document management, including hierarchical folders, folder templates by matter type, enhanced permissions, improved filtering, better version handling, and basic in-platform PDF editing.
- How integrations with AML providers, document assembly tools, document styling (including Docxedo), Power Apps, Power BI, and Microsoft Copilot are progressing.
Watch the webinar below to see the highlights, recent releases, and upcoming roadmap demonstrated in the product.
Presented by Kane Smith, Sales Executive; Bex Craig, Product Owner; and Tony Rogers, Chief Technology Officer
Webinar length: approximately 35–40 minutes
Recorded: 26 February 2026
Key Takeaways
- Version 4.3 introduces penalty interest for outstanding ARs, with firm-level enablement, client/matter overrides, bulk charging, reporting, and configurable AR statement templates.
- Debtor Management has been refreshed with improved filtering, personalised column views, clearer financial summaries, and enhanced bulk processing workflows.
- Penalty interest is applied at AR level without altering original invoices, and can be reversed or written off in line with existing processes.
- AR statements can now be generated using document templates, with both summary and full transactional formats available for customisation.
- InfoSheets now support conditional fields, allowing authors to dynamically show or hide fields based on user selections.
- Repeating and nested InfoSheet blocks enable more advanced document assembly scenarios, including structured party groupings, condition lists, and formatted schedules.
- The upcoming 4.3.1 release will focus on CDD efficiency, including a centralised Party-level CDD hub, improved reporting, CDD stops, and better shared-contact updates.
- Trust payment export functionality and selected IBD deposit integrations will streamline banking workflows for supported banks.
- A new Outlook add-in will support New Outlook, Outlook on the web, and Mac environments.
- The 4.3.2 release will modernise document management with hierarchical folders, folder templates, enhanced permissions, improved filtering, version handling improvements, and basic PDF editing.
- AI-assisted matter tools, Power Platform workflows, Power BI data access, and additional integrations are being developed and released progressively through the 4.3.x cycle.