The design refresh continues. Following the update to Audits, Complaints and Breach Reporting earlier this year, we're now bringing the same modern, more intuitive experience to PII Claims and Undertakings.
Everything you already know still works the way it did. All your data, settings and permissions stay exactly as they are, and you choose when to switch over, you can move to the new design at your own pace, and switch back to the classic interface at any time during the rollout.
What's new
Both modules now share the refreshed layout you've already seen across the earlier modules:
Refreshed navigation – modules are listed directly with icons in the left-side navigation, accessible from every page. Fewer clicks to get anywhere.
Insights at the top of each module – visual charts for status, type, value and trends, each with a clear legend, and a "View Data" option to see the figures behind them.
Tabbed records, tasks and reports – the three areas share one consistent component, with search, sortable columns and filters for status, type and assignee.
Section-based forms – Add Claim/Circumstance and Add Undertaking are grouped into clear sections with consistent dropdowns for Office, Department and Practice Area.
Read-only record view – completed records open in a clean read-only view with record details, Notes, Attachments and History tabs.
Module summary
Common across both modules: a new Insights area at the top with visual charts, a tabbed records / tasks / reports layout, and the refreshed navigation and task list. Here's what's changed in each module:
PII Claims – Insights cover Claim Status, Claim Type over time (Circumstance / Claim / Unknown split) and Claims by Fee Earner, each with a "View Data" drill-through and a date-range filter. The Add Claim/Circumstance form has been regrouped into clear Claim Information and Claim Details sections, with consistent dropdowns and refreshed status badges (Open, Closed, Unknown). A "How is this module?" feedback option lets you tell us what you think as you go.
Undertakings – Insights support a Carousel/Grid view with a date-range filter, and cover Undertakings by Status, Undertakings by Type, and a Value Count showing discharged vs outstanding value over time. The Add Undertaking form has been regrouped into Undertaking Information, Internal Parties and Undertaking Details sections, with a dedicated Undertaking Value field and refreshed status badges.
How to access this update
The new design is opt-in. Users will see a banner on the homepage and a "Try the New Look" option in the side navigation, allowing them to switch to the refreshed interface at their own pace. They can switch back to the classic interface at any time during the rollout.
No action is required from firm administrators. All firm configuration, permissions, user groups, workflow setup and historical data carry over unchanged. The new design option is available to every user role.
What stays the same
Every record, task, attachment and historical entry is preserved exactly as it was. All permissions, module access, and firm configuration (offices, departments, practice areas, user groups and workflow setup) carry over unchanged. Supervisors continue to see everything they always had; standard users only see their own records and tasks. Only modules your firm has enabled and the user has been granted will be visible.
What's next
The refresh continues across the remaining modules and areas, with our next focus on the Risk Register and Account Settings. We'll let customers know as each one is ready.