Automated Timekeeping
- Overview & Getting Started (enabling the Chrome/Edge extension, what gets captured) — ready
- Reviewing & Approving Captured Time Entries — ready
- How AI Matter-Matching & Narrative Suggestions Work — blocked (needs accuracy benchmarks from Product)
- Data & Privacy: What Gets Captured — blocked (needs privacy/data-scope confirmation)
Your Daily Command Center
- Overview — ready (pending only the public feature name from MarComms)
- Using the Needs Attention Widget — blocked (needs signal-source/customization confirmation)
- Using the Planner Widget — blocked (needs calendar-integration confirmation)
- Understanding Your My Practice KPI Snapshot — ready
Insights Dashboard Collection (Enterprise Insights/Plus)
- Overview & Plan Eligibility — ready
- Firm Performance, Staff Performance, Revenue Forecasting, and Staff Turnover Dashboard Guides (4 articles) — ready on content, but hold on refresh-cadence and export/customization claims until confirmed
CARET Pay: Recurring Retainer Payments
- Setting Up Recurring Retainer Payments — ready
- Managing, Pausing & Canceling Recurring Payments — blocked (needs failed-payment/retry behavior)
CARET Pay: Multiple Trust & Operating Accounts
- Registering Multiple Trust/Operating Accounts — blocked (needs account limits/types)
- Routing Payments by Matter/Jurisdiction — ready
- Reconciling Disbursement Reports Per Account — ready
Batch AP Vendor Bill Processing
- Paying Multiple Vendor Bills in One Batch — ready
- Printing Batch Checks — blocked (needs batch-size limits and payment-type support confirmed)
Advanced Custom Allocations
- Allocating Payments by Timekeeper — ready
- Batch-Processing One Payment Across Multiple Invoices — blocked (needs exception-handling confirmation)
New Microsoft App Accounts (Released 7/31/2026)
- What Changed & What You Need to Do — blocked (needs reauthorization steps and permission-scope confirmation; likely IT-facing, not end-user)
Left-Hand Navigation Refresh
- What's New: Navigation Panel Refresh — ready (low-stakes, cosmetic)
Quick Nav (Ctrl+K)
- Overview: What Quick Nav Does — ready (concept only)
- Full Command Reference — fully blocked until Andy Cummins confirms the supported command list; this is the single biggest KB gap right now
Single Sign-On Foundations
- Logging into Zendesk Support with Your CARET Credentials — ready
- Managing Billing via Customer Center with SSO — ready
- What's Changing About Your Login (exact experience/credential changes) — blocked