Hot on the heels of our 2025.3 release, this update delivers a set of handy improvements and polish across the platform, with a focus on reporting, exports, and everyday quality of life.
Here is what's included đ
⨠Improvements
Export risks to CSV. You can now export a matter's risk assessment straight from the matter card, including inherent and mitigated risk details, in a CSV format that is easy to drop into documents and presentations.
Restricted flag in matter exports. Matter CSV exports now include the restricted flag, so you can see at a glance which matters are restricted when working with exported data.
Accurate historical reporting. Reports can now include regions that have since been removed, so your historical numbers stay complete as your organization structure evolves.
All Salesforce links displayed. Where a matter is linked to more than one Salesforce record, every link is now shown instead of just the first.
đ Fixes
Reports. Fixed reports that were not rendering properly, restored the Small Deals detail view, aligned Business Unit and Region sub filters with the top level filter, and made sure Offering and Industry overview reports honour your filters and no longer show removed values.
Matters and deals. The Offering now carries over correctly when creating an account from a deal, linked small deals open in the updated form experience, and category values display properly on matter emails.
Announcements and banners. Announcements aimed at all regions can be created and edited again, and banners now display correctly.
Display and input. Special characters now render correctly in filter views, multiline tag selection works as before, the workflow view window scrolls properly, and Admins can add multiple items to a category list in one go.
User administration. When editing a user, their current role and industries are now correctly pre selected.
đ Behind the Scenes
This release also includes security hardening and a number of reliability and performance improvements under the hood, keeping BriefBox fast, stable, and secure.
