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March 2024
Updated over a week ago

The following release notes are up-to-date as of April 2, 2024.

Time & Billing

Quick Pay

  • We added a new Pay Now button to all invoice-related emails that are sent to clients. Clients can make full payments on invoices without logging into their Client Portal!

Document Management

Files Interface Redesign

  • We released significant enhancements to the Files tab in a Client Record and Global Files that make managing files smoother and more intuitive.

Improved eSign Flow

  • Our developers released an enhanced eSign flow that you can opt into until 4/29.

eSign Templates

  • You can now create eSign templates to help cut down on time spent on tedious tasks!



  • Our team matched the mobile experience to the automations flow on the web. This applies to automations attached to task and client request templates.


Practitioner Engagement Email Notification

  • We've tied up a few loose ends from our Engagements release by adding a practitioner-facing email notification when a client accepts an engagement.

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