Product Update #1: Any form can now become a case

Forms now fit inside the case model. When Forms as cases is enabled, every sent form can create or attach to a case, with the timeline, contacts, workflow steps, and automations that come with it. Forms shared from campaigns, integrations, or direct links no longer have to live outside your operational workflow.

This means:

• Each form can wrap itself in a case automatically, applying the right case template when one is configured

• Cases now display a short reference in the case list and case header. Click to copy it, share it, or use it when connecting external conversations back to the case

• Email workflows can use case references to route replies and forwarded messages to the right case, so context stays attached instead of getting lost in a separate inbox thread

A new Penbox brand and a redesigned app

Penbox has a new visual identity across the product. The redesigned app introduces our updated color system, including our signature Zen color, refreshed buttons, cleaner surfaces, and a more consistent interface from first login to daily workspace management.

What changed:

• The sign-up and sign-in screens bring the new brand forward while keeping authentication focused on the next action

• The workspace menu has a cleaner structure and stronger hierarchy across navigation, actions, and settings

• New filters across the app, plus updated color and button styles, make common actions easier to scan and important states clearer

Document Intelligence, now in the Connect API

Penbox Document Intelligence is available directly from the Connect API. Send a document to POST /document_intelligence, define the fields to extract, and receive structured JSON back. Built for real-time workflows on the documents your teams handle every day: invoices, ID cards, bank statements, contracts, and administrative forms.