Request, review, and approve client documents faster
23 October 2026
We've overhauled how you handle document requests so you can ask for files directly from a task and approve or reject them with a click. We've also added a built-in support ticket system and new tools to manage your firm's holiday calendar.
New
- Tasks → Document requests: Request specific documents from clients directly inside a task. The system tracks what's pending and highlights missing files so you never lose track of what you are waiting for.
- Clients → Document review: Review client uploads as they arrive to approve or reject them instantly. Rejecting a file automatically asks the client to upload a replacement.
- WhatsApp messages: Clients now receive automatic WhatsApp and email alerts when you request files, when their uploads are rejected, or when they successfully submit their required documents.
- Settings → Support: You can now view and reply to PracticeStacks support tickets directly inside the app. A notification badge will appear on your avatar when our team replies to your question.
- Dashboard home: Import your firm's official holiday list for upcoming years to see helpful upcoming holiday reminders right on your main dashboard.
Improved
- Tasks → Upload links: Filing document upload links now expire automatically after a set time. If a client clicks a dead link, they can press a button to ask your team for a fresh one.
- Client onboarding: You can now kick off a new client onboarding sequence directly from a task, skipping the need to prepare a formal proposal sheet first.
Fixed
- Settings → WhatsApp: Fixed an issue that prevented dedicated WhatsApp Business connection statuses and disconnect events from updating properly.