Hardened portal links, step filters and finer case control

Portal links you can trust

• Sliding expiry — a portal link now expires after 30 days of inactivity. Every upload slides the window forward, so active clients are never locked out, but stale links die on their own.
• Regenerate in one click — rotate a case's link instantly; the old URL stops working the moment the new one exists. The case page shows the link's exact expiry state.

Workflow polish

• Step filter pills — the clients table now has one-click filters for the five steps of the journey: request not sent → request sent → collection in progress → awaiting client → collection completed.
• Clearer wording — the first step is now called "request not sent", which is what it actually means.
• Owner-only team scope — the "All team / My work" toggle is now reserved for account owners; team members see their own case load.
• Remove optional documents — drop an optional item from a sent case when it's no longer needed (required items are protected).
• Composer refinements — expand any block inline to deselect optional items, and edit the outgoing email preview before you send.