CAS 360 Product Update – 2 November 2023

We are excited to announce the latest CAS 360 update!

• Click here to check out the full CAS 360 release notes.

Trust Compliance Workflow: To record the source of funds at a trust level, a new ‘Add Source of Funds’ step has been added to the trust compliance workflow. Learn More

Document Templates: A new long-date format merge field (e.g. 7th day of October 2023) has been created for all document templates, including freeform documents. Learn More

Plus, many more new features and improvements.

Stay tuned for future releases!