Voice-Activated AI on Mobile

Voice-Activated AI on Mobile

Lawyers and staff are often between appointments or in court, making it difficult to type long queries into a mobile device. Cogent CRM now offers full two-way voice interaction on mobile, allowing you to speak your questions and hear the assistant's response out loud.

1. Open the Ask AI feature on your mobile device.
2. Tap the microphone icon on the message bar.
3. Speak your question or instruction.

You can interrupt the assistant mid-sentence by speaking, and if you use a Bluetooth headset, the system will automatically handle echo cancellation for a smooth conversation.

Customizable Dashboard Widgets

Customizable Dashboard Widgets

Managing firm-wide data can be overwhelming if your dashboard shows every single metric for every user. Cogent CRM now allows you to customize dashboard widgets so you only see the specific data relevant to your role, such as your own assigned leads or specific case types.

1. Navigate to the Dashboard and click Edit dashboard at the top right.
2. Hover over a widget and click the three-dot menu, then select Edit.
3. In the Configure tab, edit the widget title or set a date range override under Advanced Settings.
4. In the Conditions tab, add permanent data filters by selecting a field, operator, and value.
5. Click Save to apply your changes.

Tip: Use Comparison mode to see your current performance side-by-side with the previous period or last year.

Improved AI for Workflows

Improved AI for Workflows

Automated workflows are essential for managing client communications, but inaccurate AI outputs can lead to errors like misrouted contacts or incorrect tagging. Cogent CRM has updated its workflow AI with more advanced models that provide more accurate, cleaner, and more cost-effective responses.

1. Add or open an AI Agent or GPT action within your workflow.
2. Open the Model dropdown menu.
3. Select GPT-6 Sol for complex, multi-step tasks requiring reasoning.
4. Select GPT-6 Luna for high-volume, simple tasks like summarizing or tagging.
5. Save and Publish your workflow.

Using the Luna model for simple tasks can significantly reduce your operational costs while maintaining high accuracy.

Secure Conversation Attachments

Secure Conversation Attachments

Protecting client confidentiality is a top priority for any law firm. To enhance data security, Cogent CRM is updating how conversation attachments, such as email files, are accessed. This change ensures that sensitive documents cannot be accessed via simple, direct links by unauthorized applications.

For most staff members, the day-to-day experience will remain unchanged. However, if your firm uses third-party applications that pull data from your conversations, those developers must update their permissions to maintain access. This transition period will continue until November 30, 2026.

How-to: Preview images in the Media Library

Preview Images in the Media Library

When reviewing evidence or client-submitted photos, downloading every file to your computer just to see if it is the correct image is inefficient. The Media Library now includes an enhanced image preview tool that allows you to inspect files without leaving the application.

1. Open the Media Library.
2. Click on an image to open the preview modal.
3. Use the zoom controls or your scroll wheel to enlarge the image.
4. Click and drag to pan around the zoomed-in image.
5. Use keyboard shortcuts to enter full-screen mode for a detailed view.

Tip: You can reposition the floating toolbar if it obstructs your view of the image.

How-to: Search for files in the Media Library

Search for Files in the Media Library

As a law firm grows, the number of files in your digital library can become overwhelming, making it difficult to find specific documents buried deep within nested folders. Cogent CRM now includes a Global Search feature in the Media Library to help you find files instantly regardless of where they are stored.

1. Navigate to the Media Library.
2. Use the Global Search bar to type the name of the file you are looking for.
3. View the full folder path in the list view to see exactly where the file is located.
4. Select Open Containing Folder to jump directly to the file's location in the folder structure.
5. Clear your search to return to your previous browsing location.