Product roadmap

What's shipping andwhat's coming next

A transparent view of where CoreCounsel is today and where we are taking the platform — across matter management, document workflows, trust operations, and beyond.

Shipped

Shipped

Available in CoreCounsel today for every customer on every plan.

  • Matter management

    · Q1 2026

    Structured matter intake, centralised records, deadline and task tracking across active files.

  • Document workflows

    · Q1 2026

    AI-assisted drafting, repeatable review steps, and document generation connected to each matter.

  • Trust-aware controls

    · Q1 2026

    Role-based access, approval workflows, and evidence-linked audit trails for compliance-conscious firms.

  • Microsoft 365 & iManage

    · Q1 2026

    Native integrations with email, documents, calendar, and iManage so files stay where your firm works.

  • Accounting integrations

    · Q1 2026

    QuickBooks, MYOB, and Xero connectors to eliminate duplicate entry between operational and financial systems.

In progress

In progress

In active development with a target release inside the next quarter.

  • Client portal

    · Q2 2026

    Secure, branded client access for matter updates, document upload, and two-way communication.

  • Advanced billing & invoice recovery

    · Q2 2026

    Stronger time capture, automated follow-ups, and visibility into outstanding revenue across matters.

  • Operational insights

    · Q2 2026

    Firm-wide dashboards for matter throughput, utilisation, and WIP ageing — without spreadsheet exports.

Exploring

Exploring

Validated with customers, scoped, and queued for the next development cycle.

  • AI research hub

    · H2 2026

    A dedicated research workspace to surface authorities, organise insights, and accelerate analysis.

  • HR hub

    · H2 2026

    Internal staff records, onboarding workflows, and leave tracking inside the same connected platform.

  • Unified inbox

    · H2 2026

    A single inbox for matter-linked email, document approvals, and client portal activity across the firm.

How we build

Built with practitioners, shipped incrementally

We prioritise work based on recurring feedback from customer firms, ship in short cycles, and keep this page current. If there is something missing you need, we want to hear about it.