Product Roadmap
Track our progress toward production launch and see what features are coming next
Current Phase
Pre-Production TestingEstimated Completion Date: November 17, 2025
Production Readiness: 99%
Recent Progress
- Critical bug fixes v0.9.5 completed (November 14, 2025)
- Fixed infinite re-render loop in client creation flow
- Resolved subscription upgrade flow issues
- Enhanced email validation with proper debouncing
Core Features Status (99% Complete)
User Authentication
Complete
Supabase Auth, role-based access
Document Management
Complete
Upload, certification, sharing, verification
Client Management
Complete
CRUD, relationship management, transfers
Firm Management
In Progress
Backend 100%, email integration complete, UI 75% complete
75% complete
Client Transfers
Complete
Request, approve, reject with atomic transactions
Document Sharing
Complete
Granular permissions, expiration dates
Stripe Integration
Complete
Subscriptions, invoices, webhooks, payment methods
Email Notifications
Complete
25 React Email templates, admin settings, preview system
Search & Saved Searches
Complete
Advanced filters, saved searches, history
Admin Tools
Complete
Impersonation, audit logs, user management
Security
Complete
Rate limiting, CSRF, encryption, audit logging
Data Retention
Complete
6-month grace period, automatic archival, compliance tracking
Infrastructure Status (100% Complete)
Database — PostgreSQL with RLS, atomic functions
Storage — Supabase Storage with encryption
Authentication — Supabase Auth with session management
Email Service — Resend with domain verification
Payment Processing — Stripe with webhooks
Rate Limiting — Upstash Redis
Security Event Logging — SOC 2 compliance audit trail
Test Infrastructure — 314 tests with Vitest
What is Next
Upcoming features and improvements
Client Transfer System Testing
Test end-to-end transfer workflows for production readiness
Final Production Testing
Comprehensive end-to-end testing before launch
Production Deployment
Deploy to production environment (Target: November 17, 2025)
Release History
v0.9.5
November 14, 2025
Critical Bug Fixes & Client Creation Flow
Key Highlights
- Fixed infinite re-render loop in email lookup functionality (React Error #185)
- Converted debounceTimer from state to ref in useEmailLookup hook
- Resolved 500 error in user lookup API by removing unnecessary database join
- Fixed subscription upgrade flow issues
- Enhanced email validation UX with better status messages and field organization
- Added graceful error handling for email lookup service failures
- Improved client creation form layout with email field prioritization
- Added comprehensive debugging infrastructure for production troubleshooting
Client creation flow fully operational, subscription management stable
v0.9.4
October 28, 2025
User Optimization & React 19 Stability
Key Highlights
- React 19 hydration and SSR stability improvements
- Fixed barrel exports causing SSR hydration mismatches
- Added fallback handling for undefined RoleIcon components
- Enhanced onboarding with automatic notice refresh after profile updates
- Improved demo data RBAC compatibility across all user roles
- Admin UI refinements (hide support link for superadmin)
- Better error handling for legal page redirects
- Fixed middleware OPTIONS request handling (prevent 400 errors)
- Database migration improvements for legal URL redirects
Focus: User experience optimization and production stability
v0.9.3.1
October 28, 2025
Onboarding Enhancements & Critical Infrastructure Fixes
Key Highlights
- Enhanced welcome modal with demo data generation and product tour integration
- Fixed onboarding status inconsistencies with attorney verification workflow
- Added welcome modal admin settings page for configuration management
- Fixed critical database migration syntax errors (trigram indexes, grace period)
- Resolved Squawk linter CI/CD failures by targeting only new migrations
- Removed deprecated test user authentication approach from E2E tests
- Updated GitHub Actions to use STAGING_* environment secrets
- Applied all migration fixes across all deployment branches
Seamless onboarding experience, migration issues resolved, CI/CD stabilized
v0.9.3
October 28, 2025
Admin Settings & React Email Migration
Key Highlights
- Complete React Email migration - 25 professional email templates
- 9 reusable email components with consistent design system
- Admin settings infrastructure - 12 categories, 50+ configurable settings
- System settings CRUD API with type-safe validation
- Admin UI with category navigation, search, and per-setting management
- Email preview system for admin testing
- Enhanced component variants (Button, InfoBox, Text with custom styling)
- Comprehensive admin documentation and migration guides
60 files changed, 7,053 insertions, 44 deletions
v0.9.2.3
October 27, 2025
Critical Production Readiness & Seamless Onboarding
Key Highlights
- GDPR/CCPA compliant user account deletion (soft delete + PII anonymization)
- Subscription cancellation and downgrade UI
- Admin delete user with comprehensive safeguards
- Enhanced post-payment success UI (impossible to miss)
- Multi-step welcome modal with profile completion
- Immediate login after signup (no email verification gate)
- Demo data auto-loading for new users
8 commits, ~800 lines added, 451 tests passing, 98-99% production ready
v0.9.2.2
October 26, 2025
UI/UX Improvements
Key Highlights
- Header/Footer consistency across all pages
- Public Roadmap page showing production readiness
- Notice component sizing optimization (11.5% vertical space reduction)
- Email confirmation template clarity improvements
- Support menu consolidation planning complete
- Multi-step onboarding modal documentation ready
9 commits, 1,797 lines added, 99.5% test pass rate
v0.9.2.1
October 23, 2025
Data Retention & Email Integration
Key Highlights
- Data retention automation system (6-month grace period)
- Automatic archival after retention period expires
- Firm management email integration (invitations, notifications)
- Firm management backend 100% complete
- RBAC compatibility verification
Production readiness increased from 90-95% to 95-98%
v0.9.2.0
October 22, 2025
RBAC Optimization
Key Highlights
- Complete deprecation of legacy user_type column
- Helper functions for role management and permission checks
- Support for Paralegal signups in handle_new_user trigger
- Circular dependency resolution in RLS policies
- Name extraction fixes in user signup process
Security and authorization system production-ready
v0.9.1.0
Week 3 Phase 2B
Testing & Quality Assurance
Key Highlights
- Unit testing framework established (64 tests, 84.56% coverage)
- Integration testing suite created (86 tests for 7 API routes)
- Security audit completed (26 vulnerabilities identified, 8 critical)
- Performance testing infrastructure established (45+ scenarios, 15 benchmarks)
- Comprehensive documentation (10,391 lines)
Test infrastructure ready for CI/CD integration
v0.9.0.0
October 22, 2025
Performance & Security Optimizations
Key Highlights
- Critical security fixes (8 vulnerabilities resolved)
- Full-Text Search implementation (10-40x performance improvement)
- Lazy decryption (30-50% faster list operations)
- N+1 query prevention with JOIN optimization
- Test infrastructure migration to Vitest (314 passing tests)
- SOC 2 compliant security event logging
Security score: 6.5 → 9.2/10, OWASP compliance: 40% → 85%
v0.8.0
October 21, 2025
Testing & QA Infrastructure
Key Highlights
- Unit testing framework established (64 tests, 84.56% coverage)
- Integration testing suite created (86 tests for 7 API routes)
- Security audit completed (26 vulnerabilities identified, 8 critical)
- Performance testing infrastructure (45+ scenarios, 15 benchmarks)
- Comprehensive documentation (10,391 lines across 15 categories)
- UX testing framework with 9 user personas
Test infrastructure ready for CI/CD integration
v0.7.0
October 20, 2025
Advanced Features & Multi-Tenancy
Key Highlights
- Firm management system (invitations, roles, teams)
- Document sharing with granular permissions and expiration
- Client transfer workflows with atomic transactions
- Saved searches with scheduled runs
- Admin impersonation and comprehensive audit logs
- Multi-tenant data isolation and RBAC enforcement
Multi-tenant architecture production-ready
v0.6.0
October 14-19, 2025
Payment Integration
Key Highlights
- Complete Stripe integration (subscriptions, webhooks, customer portal)
- Attorney tier system (Trial, Tier 1, Tier 2 with client limits)
- Payment method management (add, update, remove cards)
- Automated invoice generation and email delivery
- Subscription lifecycle handling (upgrades, downgrades, cancellations)
- Client setup fees and one-time charges
Monetization engine complete, revenue-ready
v0.5.0
September 29 - October 1, 2025
Authentication & Authorization
Key Highlights
- Supabase Auth integration with cookie-based sessions
- Role-based access control (RBAC) with user_roles table
- Row Level Security (RLS) policies on all tables
- Attorney verification system with state bar validation
- Session management with automatic token refresh
- Secure password reset and email verification flows
Enterprise-grade authentication complete
v0.4.0
August 12 - September 10, 2025
Document Management Core
Key Highlights
- Document upload with file type validation (PDF, DOC, DOCX)
- PDF certificate generation with QR codes for verification
- Public verification portal (scan QR to verify authenticity)
- Document certification workflow (certify/uncertify)
- Supabase Storage integration with encrypted buckets
- Document metadata tracking (hash, size, upload date)
Core document features operational
v0.3.0
July 25 - August 6, 2025
Client & Dashboard Features
Key Highlights
- Client CRUD operations (create, read, update, archive)
- Attorney dashboard with client overview and statistics
- Client dashboard with document access
- Basic document search functionality
- Profile management (avatar, state bar info, contact)
- Billing tab structure and subscription display
Basic attorney workflows operational
v0.2.0
July 16-22, 2025
UI Framework & Components
Key Highlights
- shadcn/ui component library integration (20+ components)
- Tailwind CSS design system implementation
- Dark mode support with theme switching
- Responsive layouts for mobile, tablet, desktop
- Form validation with React Hook Form + Zod
- Toast notifications and dialog modals
Professional UI foundation established
v0.1.0
July 13-15, 2025
Project Foundation
Key Highlights
- Next.js 15 + React 19 project initialization
- TypeScript 5.9.3 strict mode configuration
- Supabase project setup (database, auth, storage)
- Basic routing structure with App Router
- Environment configuration and validation
- Git repository and version control setup
Development environment ready for feature development