Product Update - March 2026

Welcome to the March edition of our InCase product update. This month we delivered several improvements that directly address customer feedback — including important updates to the TA Forms ahead of the Law Society switchover, a new digital signing certificate feature, and a range of fixes to improve day-to-day reliability across the platform.

Following the initial release of the updated TA6 (6th edition) and TA7 (5th edition) forms, we received valuable feedback from firms testing the new versions ahead of the 30th March mandatory switchover. We prioritised resolving the reported issues to ensure a smooth transition for your teams.

Improvements include fixes to address lookup functionality, corrections to conditional question logic (such as "Plan attached" versus "To follow" in TA6), resolution of display issues on specific questions, and improvements to how seller and solicitor details pre-populate from your case management system. The TA7 form has also been updated to improve the management party question flow, reducing unnecessary clicks.

We have introduced the first iteration of digital signing certificates. When all required signatures have been collected on a document, a certificate is now automatically generated containing a clear audit trail — including signatory details, timestamps, authentication methods, and IP addresses — in a single PDF.

In this first release, certificates can be viewed and downloaded from the admin panel under the document's certificate section. We have also built in resilience so that if a certificate fails to generate, it will not block the signing process, and the system will automatically retry.

This is the first phase of a broader set of signing certificate improvements we are working on. If you would like to try the feature and share your feedback as we continue to develop it, please speak to your customer success manager to get it enabled for your organisation. Your input will directly shape how we evolve this capability over the coming months.

We resolved several issues affecting the mobile app experience. On Android, the keyboard now correctly adjusts the screen when completing questionnaires, so you can always see the field you are typing in and reach the "Next" button. We also fixed an issue where HTML formatting — such as line breaks and links — was not displaying correctly in questionnaire information sections.

A new "I've read this document" confirmation button has been added for non-signable documents on Android, bringing it in line with the existing iOS experience. This helps ensure that case updates move to "Completed" status accurately, reflecting when your clients have genuinely reviewed their documents.

Several client-reported issues were addressed this month, including a fix for questionnaires incorrectly appearing as completed when underlying items were still outstanding — this was causing delays and confusion for affected firms. We also resolved an issue preventing some users from receiving ID check report emails, fixed a login issue on Android for users with uppercase characters in their email address, and corrected a questionnaire navigation bug that required double-tapping the back button.

Additionally, we resolved middleware errors affecting document service connectivity and addressed an issue where AML checks were failing due to address data formatting when submitting to our identity verification provider.

We completed a round of dependency security updates across the platform, patching identified vulnerabilities in line with our ongoing security scanning programme.

These updates were applied automatically and help ensure InCase continues to meet the security standards expected within the legal sector. No action is required from your side.

We also continued investing in the underlying platform to improve reliability, performance, and the pace at which we can deliver future improvements.

If you have any questions about anything covered in this update, or feedback on the product, please contact your customer success manager or the InCase support team. We are always keen to hear from you.