This article contains release notes for Insight Legal during January 2026.

During January 2026, we are pleased to be rolling out the latest product release, v1.50, consisting of Searching by Template Title, Matter Transfers Report and Store Regular Payees

1.  Searching By Template Title

• This gives the ability to search by Document Title and has been enabled in the Document Production tab on the Case Enquiry screen. It allows searching by Document Title across templates in keyword-based folder structures, as well as templates outside any folder structure.
• By typing the title in the search bar, you will find all templates with that title. When you select the template, this will add it to your list of already selected templates. 

2. Matter Transfers Report

The Matter Transfers Report has been introduced for scenarios where funds move between Matters under the same bank account and provides visibility and control over inter-matter transfers, reducing risks and aiming to improve compliance and visibility. 

This report focuses on C5 Client Transfers and O5 Office Transfers posting type.

For this report the bank needs to be the same; however, if the bank differs, you’ll still be able to use the existing Bank Transfers report.

Before running the report, the following filters can be included: a Date Range, Department, and Matter Type.

The report includes the following details: Transaction Date, Transaction Reference, Transaction Description, Matter Reference for both Matters, Client Details, Bank, and the Transaction Amount. 

3.  Store Regular Payees

• You can now store regular payees. This feature allows for a quick selection of payees when posting transactions.
• This allows for streamlined processing and fewer manual entries with the intent to save time on repetitive tasks. 

This is currently only available for Postings and will not be present on Posting Requests.

• C2 - Client Debit/Credit
• C4 - Client Disbursement
• D2 - Deposit Debit/Credit
• O2 - Office Debit/Credit
• O4 - Office Disbursement
• N2 - Nominal Debit/Credit
• Invoice Payment