Monthly streak recaps and refined team management
7 August 2026
Track your firm's monthly activity streaks with new automated WhatsApp and email recaps, along with smoother team management and client onboarding controls.
New
- WhatsApp messages: Receive a monthly streak summary on WhatsApp showcasing your team's active days and performance at the end of each month.
- Emails: Get an automated monthly streak wrap-up email summarizing your firm's consistency and overall progress.
Improved
- Dashboard home: The streak indicator now displays your current monthly streak alongside your all-time best streak.
- Team: Updated the team action menu with clearer icons and a quick trigger to resend employee login links.
- Client onboarding: Clicking a business name in the onboarding list now reliably opens its quick summary sheet.
- Settings: Added an action menu to invitation settings for faster management of pending team invites.
Fixed
- Notices: Fixed an issue where closing the notice quick sheet manually would sometimes leave the panel open.