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Changelog
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Reporting
Integrations
Access
Experience
1 September 2026
Reporting
Improved
A clearer People Performance review
Targets, variance and activity now read as one management review — with clearer ownership and cleaner exports.
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31 August 2026
Experience
Improved
Faster report navigation and dependable deep links
Reports open faster, and shared links retain the report, period and filters selected by the sender.
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30 August 2026
Reporting
Improved
Billing history that opens faster
Billing histories now open faster, including reviews across longer reporting periods.
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30 August 2026
Integrations
Reliability
More accurate Clio collection reporting
Clio payment reporting now treats unapplied payments separately, keeping collected revenue and outstanding balances honest.
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30 August 2026
Integrations
Reliability
A more resilient Smokeball connection
Smokeball connections now prevent duplicated collection totals and require fewer unnecessary reconnections.
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28 August 2026
Access
New
Reporting access shaped around each role
Members, managers and partners now enter reporting at the level their role requires.
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28 August 2026
Experience
Improved
Onboarding that picks up where you left off
Sign-up, connection and checkout can now continue from the last completed point.
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27 August 2026
Reporting
New
People Performance, from target to activity
A focused workspace now brings availability, billable targets, recorded work and individual activity together.
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