Updates

From personalized filters and customizable list views to more intuitive and controllable tables, you can now shape how information appears

Add approvals to To-Do tasks, keep client notes with files and full activity tracking, focus instantly on active clients, and

You can now view all task discussions, client messages, and email activity in one place, review forms using a structured

In this update, we focused on operational control: preventing missed deadlines across the workspace and making outbound communication personal —

Create reusable User Groups to assign tasks, add processes to active workflows, send surveys, and share files—saving hours every week.

This release brings two significant improvements: “My Work”, your new daily starting point, and a redesigned Clients Menu — both

See when your emails are opened, find files across clients effortlessly, and enjoy an even more accurate AI-credit system—all designed

No more worrying about emails ending up in spam or hunting for filters. This month, we’re introducing Suggested Filters to

Personalized onboarding paths. Simpler form launches. This month’s updates help you get started faster and keep your workflows running smoothly.