Release Notes

CM# Integrity Enhancements

Enforce CM# requirements, formatting rules, and custom warnings for better compliance and tracking.

Release Date

Jun 14, 2025

Categories

Client Matters

We’ve improved Client Matter (CM#) controls for more ethical walls and governance:

Require CM#s for Vault projects to ensure client association
Enforce custom CM# formats using regex validation
Display custom warnings to users before sharing if a CM# is missing or invalid

These updates give admins more control over how CM#s are applied and enforced across the platform.