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Product Update - June 2026

Clearer questionnaires, documents and ID checks that arrive complete, and continued behind-the-scenes security improvements.

Written by Danielle Park

Welcome to your June update. This month we focused on the everyday moments that matter most to your clients and your teams — making questionnaires easier to complete, ensuring signed documents and ID checks arrive complete and file correctly, smoothing out the app experience, and continuing to strengthen the security of the platform. Here's what's new.

Clearer, easier-to-complete questionnaires

Completing a questionnaire on a mobile device should be effortless, and this month we've made it far clearer for your clients to see exactly what's expected of them. The questionnaire summary screen now includes a progress indicator and completion count, so clients can see at a glance how far through they are and what's still outstanding. Required questions are now much more prominent, with clearer highlighting and a warning banner that draws attention to anything still needing an answer, and validation across the different question types now makes it obvious when a required field has been missed.

We've also polished the finishing experience: a clearer completion prompt, tidier controls for selecting and clearing answers, and the questionnaire name now shown at the top of the screen so clients always know where they are. Alongside these improvements we resolved a handful of issues that were getting in the way — reopening an in-progress questionnaire no longer causes the app to close unexpectedly, free-text answers now save reliably, and clients no longer need to tap twice for an answer to be saved.

Together these changes help your clients complete forms correctly the first time, which means fewer incomplete submissions and less time spent chasing missing information.

Documents and ID checks that arrive complete

We've made a series of improvements to make sure signed documents and identity checks reach your firm complete and file where they should. We resolved an issue that could cause document signing to fail, and another that occasionally delivered duplicate copies of the same signed document. Answers entered on forms now flow through correctly into the generated PDF, and signatures now appear reliably on documents returned to your firm.

On the identity side, completed ID verification reports now reach firms dependably, with client photos and signatures present in the report as expected. Where reports are filed automatically into your case management system, unbundled ID checks now route into the correct matter without manual handling. The result is less manual chasing and greater confidence that the documentation your clients complete arrives with you, complete and on time.

A smoother, more reliable app experience

We've ironed out several everyday frustrations in the app. Clients are far less likely to be signed out unexpectedly, and anyone whose email address hasn't yet been verified is now guided clearly to verify it rather than being met with an error. We also improved the reliability of the verification and notification emails the app sends, and fixed the sign-in path used by introducers. The overall effect is fewer interruptions for your clients and less friction for your teams.

Ongoing security and platform improvements

Keeping your clients' data safe remains a constant priority. Following a full penetration-test review, we strengthened security across the platform — including tighter password requirements, improved session handling, strengthened access controls, and updated web-security configuration — bringing inCase in line with current best practice. We also improved how the app manages sessions behind the scenes for a more dependable experience, and continued our regular programme of dependency updates and platform maintenance to keep inCase secure, stable and fast. None of this changes how you use inCase day to day; it simply keeps the foundations strong.

Questions or Feedback?

We'd love to hear how these updates are working for you. If you have any questions, spot anything that isn't quite right, or have ideas for what you'd like to see next, please get in touch with us through the usual support channel — your feedback directly shapes where we take inCase next.

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