Refreshed dashboards and custom reports

Cogent CRM has introduced a major visual update to its dashboards and custom reports, unifying the design of headers, charts, filters, and report builders. For a busy law firm, this means a cleaner, more professional interface when tracking case acquisitions, billable hours, and other key metrics, making it easier to digest critical business information without visual clutter.

1. Navigate to the Settings menu in your Cogent CRM account.
2. Click on the Labs tab.
3. Locate the option labeled Dashboard and custom reporting – UI consistency update and toggle it on.
4. Navigate back to your Dashboards or Custom Reports to view the refreshed, unified interface.

Tip: This update only changes the visual styling and does not alter your underlying data, filters, or custom metrics.

How-to: Navigate Contacts Faster on the Mobile App

Managing client relationships on the go is now much faster with the latest updates to the Cogent CRM mobile app contacts interface. Law firm staff can benefit from improved performance, intuitive swipe actions, and smarter navigation, allowing you to quickly look up case details, update client statuses, and access key contact information while at the courthouse or traveling.

1. Open the app store on your mobile device and ensure your Cogent CRM mobile app is updated to the latest version.
2. Open the app and navigate to the Contacts section to experience the faster loading times and refreshed interface.
3. Use new swipe gestures directly on a contact's name to perform quick actions like calling, texting, or editing.

Tip: Take advantage of the smarter navigation to quickly filter your contacts by active cases or lead status, saving valuable seconds when you need to reach a client urgently.

How-to: Control When Contact Fields Update During AI Calls

A new workflow control for AI Voice calls in Cogent CRM allows you to decide exactly when contact fields are updated during an automated call. For law offices using AI to screen potential personal injury clients or schedule consultations, this ensures your database updates at the perfect moment—either instantly during the conversation to trigger live automation, or after the call ends to prevent premature workflow branching.

1. Navigate to your automation workflows inside Cogent CRM and select or create an AI Voice call action.
2. Look for the new Update Contact Field setting within the AI Voice configuration panel.
3. Choose whether you want contact fields to update in real-time during the call or wait until after the call ends.
4. Save your action and publish the workflow to apply the new timing logic to your automated intake calls.

Tip: If you have follow-up text messages or internal staff notifications that depend on the outcome of an AI call, set the fields to update after the call ends so your team receives the complete, finalized summary of the conversation.