Changelog
A running record of updates as they ship — new features, improvements, and security work.
From a case's Documents, send a PDF for your client to answer. You can add a note they read first, a respond-by date and a folder. Your client reads it to the last page in the portal, types their initials, and accepts or declines, with an optional reason. You're emailed as soon as they answer. The answer is final, and both of you can download a stamped record of it.
Available on all tiers
Settings → Document library holds up to 50 of your practice's PDFs, ready to send from any case. If a PDF has fillable fields named for things like the client's name, the date or the practice name, they're filled in from the case automatically. Any other fields are asked for when you send. Everyone in the practice can send from the library; Owners and Managers decide what's in it.
Available on all tiers
When a client picks a time in the portal, they now confirm it in one step and can add a short note about what they'd like to cover. On Professional and Enterprise they also choose video or voice. You're emailed the moment they book, move or cancel, even if you're signed in, and cases with a meeting booked are marked in your case list. Each email can be switched off in your notification preferences.
Available on all tiers
If you've connected Google Calendar and it can't be reached, the portal now stops offering times rather than offering ones you may already be busy. You get one notice so you can reconnect, and booking resumes when the calendar is back.
Available on all tiers
We've tightened sign-in, client access codes and what the client portal can see, and added more safeguards around account changes. No action is needed on your part.
Available on all tiers
The first time a client opens their portal, they're asked to read and accept its terms of use. They're asked again only if the terms change. Your practice has a clear record that each client agreed.
Available on all tiers
Sam can now walk you around the platform, from the dashboard to Settings, and show you what your clients see in their portal using sample information, never a real case. Start it any time with Take the tour in your account menu.
Available on all tiers
When a client replies to an email the platform sent them, the reply now goes to your practice's contact email address.
Available on all tiers
A practice Owner can download a complete copy of the practice's cases, documents and records from Settings → Your data at any time. If you ever decide to leave, the same screen closes the practice. Closing needs your password, your authenticator code and a confirmation from your email. Nothing is deleted until a copy has been delivered or you've chosen to go without one.
Available on all tiers
When a call ends you're taken back to the case you started from, and leaving a call reliably leaves it. Your branded background now waits for the camera before it appears. Calls are listed on a case's timeline by when they happened.
Available on Professional and Enterprise
Sam now answers questions about Advolutely itself, from where a setting lives to what a message means. If Sam doesn't know, Sam says so instead of guessing. The chat panel shows whether you're getting advocacy help or product help, and when something goes wrong, Sam tells you what happened instead of just asking you to try again.
Available on all tiers
A client's portal now receives only the information it actually shows them. Case notes are also internal by default in every place a note can be written, including the note typed when a case is first created, so nothing reaches a client until an advocate deliberately shares it.
Available on all tiers
Advocates can now send a support request from within the platform instead of composing an email, and they decide separately whether we may open the files on a case while helping. Permission is asked for explicitly, recorded, and can be withdrawn.
Available on all tiers
An Enterprise practice can invite colleagues, give each an Owner, Manager or Member role, and change or remove access as the team changes. Seat numbers are managed in the platform, and a practice can never drop below the number of people currently working.
Available on Enterprise
Settings is now a single screen with the sections down one side and changes that apply as you make them, instead of a long form with a save button at the bottom.
Available on all tiers
Every case note is now internal to the practice by default. Sharing one with a client is a deliberate choice, asked for at the moment you make it, and a shared note appears on the client's own case page.
Available on all tiers
Appointments can now be held as a video or voice call inside the platform, with nothing for a client to install. Clients join from their portal, and can blur their background. Advocates can set one branded background that applies to every call they join.
Available on Professional and Enterprise
When maintenance is scheduled, advocates and clients now see a notice in the portal ahead of time, a banner while the window is open, and a reminder 24 hours before it starts. No more surprise downtime.
Available on all tiers
Availability can now vary by weekday, so a practice that closes early on Fridays or opens late on Mondays can say so. Overlapping windows are rejected at entry rather than showing clients impossible times.
Available on all tiers
Previewing a PDF or Word document inside the portal had stopped working in some environments. Previews are now served directly by Advolutely and open reliably again, including on the second and later openings.
Available on all tiers
A full security review of the past month's changes was completed and every finding addressed. The platform now runs on the current long-term-support runtime, rejects any request that did not arrive through the Advolutely edge, scrubs error logs, and gets a weekly automated security check with dependency updates.
Available on all tiers
A practice can now offer its client portal on its own web address, such as portal.yourpractice.com, with the practice's name, tagline, colors and logo applied at sign-in. Client-notification emails now carry the practice's postal address in the footer as well.
Available on all tiers
Every notification email now includes a one-click unsubscribe and a signed link to a settings page, so clients and advocates can tune what they receive without signing in first.
Available on all tiers
When a client uploads a document, sends a message, or books a time, the advocate is told. Each advocate now picks which of those events notify them and whether by email, text, or only in the portal. Video and voice calls are also logged in the case history with their actual duration.
Available on all tiers
The client side of the portal was rebuilt for small screens. Clients can photograph a multi-page document with the phone camera, watch upload progress, and read the case timeline comfortably. Also fixed: project edits no longer overwrite each other, and the timeline refreshes instead of showing a stale copy.
Available on all tiers
Medical evidence lookups are now stripped of identifying details before the query leaves Advolutely, enforced at the boundary rather than by convention. Uploaded documents are also sanitized before preview, and the clinical vocabulary is built from the official CMS release.
Available on all tiers
From any case, an advocate can look up published clinical guidance and coverage rules for a diagnosis or procedure and attach the sources to the file, with citations rather than summaries.
Available on all tiers
Documents open in a preview without downloading. Advocates get printable case reports and a search that spans every case in the practice. Clients can switch the portal to Spanish, and anyone can reset a forgotten password from the sign-in page.
Available on all tiers
Strengthened login protections and access-code security across the platform, and moved the case audit log to a separate, tamper-resistant record that can be written to but never altered — closing the loop on a fully trustworthy case history.
Available on all tiers
Clients can now request a meeting time directly from the portal, matched against your real calendar availability — with automatic email confirmation, a calendar invite, and a reminder before the appointment. No back-and-forth email required.
Available on all tiers
New accounts now walk through a short guided setup on first login, and every practice can add its own tagline, colors, and logo to the client-facing portal — no request ticket needed.
Available on all tiers