March 2026 Release Notes
Launching Profile Merge and Automatic Lists
Release Date: March 16, 2026
Applies To:
-
CI People Directory Enterprise Subscribers
-
CI People Directory Enterprise Admin Users
- CI Matter Connector Subscribers
Release Type: Feature Release, Bug Fixes
Release Summary: This release delivers three significant capability areas: a full Profile Merge workflow enabling consolidation of duplicate CI Directory profiles; the Automatic Lists feature set, which surfaces personalized, activity-driven profile lists for faster research workflows; and the restoration data fields in the Expert Witness Retentions module. The release also includes filter and search improvements, administrative fixes, and resolution of several bugs across notifications, search, mail, and data integrity.
New Features:
Profile Merging (CI People Directory): Enables consolidation of duplicate or related profiles under a single canonical CI ID, preserving firm-level data and maintaining link integrity throughout the directory.
|
Who It's For |
What It Does |
Why It Matters |
Availability |
|
Enterprise Admin Users |
Merge duplicate profiles into a single canonical record via a guided workflow |
Eliminates redundant profiles, reduces researcher confusion, and consolidates case experience data in one place |
Flag to add to merge queue |
|
All Enterprise Subscribers |
Merged profiles automatically redirect to the correct CI ID |
Preserves bookmarks and links — no broken references after a merge |
Automatic on merge |
|
Firm Admins & Group Admins |
Private and firm-level data fields carry over during merge |
Retentions and annotations logged by your firm are not lost when profiles are consolidated |
Automatic on merge |
Automatic List (CI People Directory): Introduces system-generated lists that update dynamically based on individual user activity. Three list types are available in this release.
|
Who It's For |
What It Does |
Why It Matters |
Availability |
|
All Enterprise Subscribers |
Track My Edits — auto-list of profiles you have edited |
Quickly return to profiles you've recently updated without searching from scratch |
Enabled by default |
|
All Enterprise Subscribers |
Track My Connections — auto-list of profiles you've connected with |
Maintains a running record of connection activity without manual list management |
Enabled by default |
|
All Enterprise Subscribers |
Track My Reviews — auto-list of profiles you've reviewed |
Surfaces your review history for faster follow-up and evaluation continuity |
Enabled by default |
Enhancements & Improvements:
|
Solution |
Area |
Description |
| CI People Directory |
Expert Witness Retentions |
Restores the Expert Witness Retentions module data fields following a prior regression. |
| CI People Directory |
Clear Filter Button UI |
Revised the visual treatment of the clear filter control to improve discoverability and usability within the search experience. |
| CI Matter Connector |
External API Timeout |
Added a proactive 240-second timeout on all external API calls to prevent indefinite hangs and improve system resilience under degraded third-party conditions. |
Bug Fixes:
|
Solution |
Area |
Resolution |
| CI People Directory |
Automated Notifications |
Resolved automated notifications being sent to users without adequate controls. Notification logic now gates against intended recipient scope. |
| CI People Directory |
Autocomplete Search |
Corrected autocomplete returning incorrect top results for ambiguous company names. |
| CI People Directory |
PTI Email Templates |
Fixed unresolved template placeholders appearing in PTI email subject lines and body content. |
Known Issues:
|
Solution |
Issue |
Detail / Workaround |
|
CI People Directory |
Filter selection lost on quick Enter |
When typing quickly and pressing Enter in a filter field (e.g., Current Organization), a previously selected filter value disappears. It reappears upon selecting another value. Affects multiple filters. Workaround: select values by clicking rather than pressing Enter. |
|
CI People Directory |
Previous lookup results persist |
After selecting a filter value, reopening the filter search bar still shows the prior lookup results until the page is refreshed. Affects multiple filters. Workaround: refresh the page to clear stale results. |
|
CI People Directory |
Lookup results display despite spelling errors |
Misspelled search terms in filter lookup fields (e.g., "Georgetwon" in Law School) still return results. Affects multiple filters. No workaround required — results are valid, but behavior may be unexpected. |
|
CI People Directory |
Admission filter tick mark missing |
Selecting a value from the Admission filter does not display a tick/checkmark confirmation in the filter UI. The filter is applied correctly. Affects multiple filters. |
|
CI People Directory |
Admission filter shows full label prefix |
Selecting "New York" from the Bar Admission lookup displays as "Bar Admission: New York" instead of "New York" in the active filter indicator. |
|
CI People Directory |
Back button after profile delete navigates to filtered URL |
Deleting a private profile and clicking browser back navigates to a filtered search URL (retaining keyword filter) instead of the default Search page. |
|
CI People Directory |
Count mismatch: Edited Profiles vs. search count |
When a directory type is set to private or disabled, the count shown in Edited Profiles does not match the search results count. |
|
CI People Directory |
Location data issues |
Data-related inconsistencies with Location fields are present. Scope under investigation. |
Breaking Changes:
None in this release
What's Next:
Upcoming work is focused on three areas: private data indexing for improved searchability across firm-level records; improved matter tagging to strengthen retention logging accuracy; and a Bloomberg integration to enrich CI Directory profiles with external data.
Questions or Feedback?
Our Customer Care team is here to help. Contact us by email (customercare@courtroominsight.com) or phone (415-593-1499 x405) to get connected with a team member within 24 hours.