What's new
Changelog
Every update, improvement, and fix, shipped and documented.
NewImprovedFixed
2026
Workflow automation, two-factor security & account controls
Our biggest release yet, automate your busywork with AI, secure every account with two-factor authentication, and take full control of your data.
- NewVisual workflow automation, build multi-step workflows with triggers, conditions, delays, and approval gates on a drag-and-drop canvas
- NewBuild a workflow just by describing it in plain English, AI drafts it on the canvas for you to review and activate
- NewSmart collections, when an invoice goes overdue, AI drafts a polite reminder you can edit and approve before it sends
- NewTwo-factor authentication (authenticator app) for your team and your clients, with single-use backup codes
- NewOwner/admin can reset a locked-out member's 2FA, plus a guided account-recovery page
- NewNew-device sign-in alerts by email, with one-click steps to secure your account
- NewReview active devices and sign out of all other sessions from your account settings
- NewDownload a full export of your workspace data, and delete your workspace with a 30-day restore window
- NewEmail delivery tracking, see when an invoice or contract email is delivered, delayed, or bounced
- NewGuided first-login product tour of the main areas of the app
- ImprovedCookie consent controls and refreshed Privacy, Cookie, and Terms policies (GDPR & CCPA)
- ImprovedOnboarding checklist now includes setting up your first automation
- ImprovedConsistent, refreshed design across confirmation dialogs and account screens
Kanban milestones, smarter auth & onboarding
A packed release covering project visibility, auth reliability, and helping new users discover key features faster.
- NewKanban board view for project milestones, drag to reorder within and across status columns
- NewClient portal milestone board, real-time project visibility for clients
- NewContract task added to onboarding checklist with AI generation callout
- ImprovedLogin and password reset now show a success banner before redirecting
- ImprovedDuplicate email detection on signup correctly handles Google OAuth accounts
- ImprovedTooltips added to all icon-only toolbar and team management buttons
- FixedKanban drag-and-drop failed with a SQL type error on Supabase pooler connections
- FixedLogin flashed a transient error message on successful auth in Next.js 16
Revenue charts & time tracking analytics
Visual trend data across the dashboard and time tracking views.
- NewRevenue area chart on the dashboard with 3M / 6M range toggle
- NewStaff weekly hours bar chart on the time tracking page
- NewAdmin team hours chart showing top contributors by period
- ImprovedDashboard stat cards now sit alongside chart context
Client portal milestones & project documents
- NewClients can view project milestones directly in their portal
- NewProject document panel added to the portal project view
- ImprovedPortal shell navigation restructured for mobile
- FixedUnsigned contract badge missing on talent and client pages
AI contract generation
Draft contracts from a short brief, review in the editor, then send, without leaving your workspace.
- NewAI contract generation from a guided brief, powered by Anthropic Claude
- NewRich text contract editor with configurable signature fields
- NewBranded PDF download for all contracts
- NewContract templates, save any contract as a reusable starting point
- ImprovedContract send flow delivers directly to the counterparty's email
Time tracking overhaul
- NewWeekly time entry grid with clock-in/out and manual entry modes
- NewAdmin view of all team submissions with approval workflow
- NewLeave request management for staff members
- ImprovedTime entries now linked to specific projects and milestones
Billing & Stripe Connect
- NewStripe Connect, accept card payments on invoices via the client portal
- NewInvoice payment link delivered by email on send
- NewOverdue invoice reminders with a configurable schedule
- ImprovedInvoice PDF redesigned with full white-label branding support
Client portal launch
Clients now have their own branded space to track projects, view invoices, and sign contracts.
- NewClient portal with branded login, project list, and invoice history
- NewPortal invite flow, send clients a secure magic link
- NewReal-time notifications for invoice updates and contract requests
- NewMobile-responsive portal shell with bottom navigation
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