Create multi-level approval workflows with escalation and notification rules
Approval flows: multi-level chains, parallel approvals, escalation rules, and audit trails.
Deliver higher quality client work with AI-assisted research, creation, and analysis.
New integration connectors
New integration connectors — see release notes for details.
3/18/2026
UI improvements and bug fixes
UI improvements and bug fixes — see release notes for details.
3/18/2026
Impressive accuracy
The accuracy is remarkable. Catches things we consistently miss.
Build partner portals with deal registration, content sharing, and commission tracking
by SecureAI
Monitor competitor pricing changes with alerts and historical trend analysis
by TranslateAI
10x productivity boost
Not an exaggeration — our team is genuinely 10x more productive with this.
Identify VIP customers based on spending, tenure, and influence for priority support
by ScheduleBot