Reference

Change log

Notable releases, newest first. A high-level summary, not every change.

May 2026

Time, profitability & access control

  • Access control: seven-role model, firm membership + partner invites, assignment-driven record scope, partner-only Firm cockpit, and database-enforced economics protection.
  • Time tracking: weekly grid + timer at /timesheet; per-person rate tiers with automatic rate snapshots.
  • Profitability: per-engagement value / cost / margin; firm Time analytics; service-line library of actuals.
  • Labour analysis tab (partner/senior-manager): utilization, client profitability, retainer burn, month-end projection, configurable targets, auto signals, CSV export.
  • Proposal pricing estimator (/pricing) wired to pursuits; pursuit revenue split into project vs recurring (MRR × term).
  • Agency bolt-on: firm vertical toggle, engagement kinds (retainer / project / internal), and retainer burn.
  • Docs portal launched at /docs.
Earlier 2026

Core platform

  • Clients workspace: engagements, file health, deliverables, client requests, Xero invoicing.
  • Firm reporting cockpit: financials, forecast, monthly review, A/R aging.
  • BD engine: Referrals and Pursuits, with auto-capture of email and meeting touches.
  • Meeting capture with action-item extraction into tasks.
  • Multi-tenant foundation: per-firm isolation via row-level security; Google, Microsoft, Xero, and email integrations.
Related: Docs home · Glossary