Release Notes
CM# Integrity Enhancements
Enforce CM# requirements, formatting rules, and custom warnings for better compliance and tracking.
Release Date
Jun 14, 2025
Categories
User Experience
General Availability Access
Regional Availability
US, EU, AU
We’ve improved Client Matter (CM#) controls for more ethical walls and governance:
- Require CM#s for Vault projects to ensure client association
- Enforce custom CM# formats using regex validation
- Display custom warnings to users before sharing if a CM# is missing or invalid
These updates give admins more control over how CM#s are applied and enforced across the platform.