Case Access Restrictions (formerly Ethical Walls) can now be applied to the following list screens: 

• All Matters 
• All Tasks 
• All Families 

This allows systems to ensure restricted cases are consistently hidden across core list views. 

To enable: Go to System > System Preferences > Matters > Case Access Restrictions and tick any of the following options: 

• Restrict: All Matters List 
• Restrict: All Tasks List 
• Restrict: All Families List 

For full setup guidance, please refer to the System Configuration section of the Help Centre. 

A new Feature Version Notification will now appear when users log in after a new feature release. 

The pop-up appears in the top-right corner of the screen and allows users to: 

• View the release notes in the Help Centre 
• Dismiss the message 
• Disable future notifications via: System > User Preferences > “Hide new version notification pop-up” 

A new merge code is now available for Standard Invoices (Combined and Monthly): 

#GROUPED_OVERVIEWTABLE#  

For systems using custom invoice grouping, this merge code automatically applies the grouping to the overview summary table. This removes the need for custom development work to achieve grouped invoice summaries. 

A new standard merge code is now available for letters and invoices -  

#WHOPAYS_LEGAL#  

This prints the Legal Name from the Address Book Location record. 

To enable the Location Legal Name field in your system, please contact the Equinox Helpdesk team. 

New Documents endpoints are now available via the Equinox REST API v2, allowing external systems to retrieve, upload, update, and manage documents linked to matters. 

New routes include: 

• GET /documents?matter={id} – List documents for a matter 
• GET /documents/{documentId} – Retrieve document metadata 
• GET /documents/{documentId}/content – Download document content 
• POST /documents – Create a document record 
• POST /documents/{documentId}/content – Upload document content 
• PATCH /documents/{documentId} – Update document metadata

You can explore and test the full REST API v2 using interactive documentation generated from the OpenAPI specification.

• ReDoc
• Swagger UI 

To view the API routes for your own Equinox system, enter your API specification URL into Swagger using:

https://[your equinox domain]/products/api/documentation/api.yaml

For example:
https://workanyware.co.uk/products/api/documentation/api.yaml

A number of enhancements and consistency improvements have been made to the Matters endpoints: 

• Added new dropdown endpoint: GET /dropdowns?type=matterstatus 
• Removed timestamps from history date fields in GET /matters/{id} 
• Included custom case date fields in GET /matters/{id}, using h{hid} as key names 
• Updated GET /matters responses to use structured objects 
• Aligned PATCH request field names with GET /matters response properties for consistency 

The Tasks endpoints have been enhanced with improved defaults and new filtering options: 

Default behaviour change: 

• GET /tasks now returns open/live tasks only by default 
• Status filters available: open, done, all 

New filters added to GET /tasks: 

• Fatal Importance 
• Due Date Range 
• User 
• Team 
• Matter Client (OID) 
• Task Type 

PAVIS Integration