Weekly compliance tracking and Sent folder in Email Inbox
14 August 2026
You can now schedule and track weekly recurring compliances across your firm, plus view sent messages and clearer reply filters in your Email Inbox.
New
- Compliance: Track recurring weekly compliances with automated schedule dates, task generation, deadline tracking, and calendar reminders.
- Email inbox → Sent: Added a Sent folder to browse all emails sent from your connected firm mailbox, complete with recipient details.
Improved
- Email inbox: Split the pending filter into "Needs your reply" and "Waiting on clients" so you instantly know whose turn it is to respond.
- Email inbox: Handled email threads now display status badges and show which team member marked the conversation as done.
- Dashboard home: The pending emails overview now displays seen and update timestamps for quicker follow-ups.
- Leads: Lead detail sheets now highlight and track your current section as you scroll.
Fixed
- Clients → Compliance: Updating a compliance category on a client profile now saves properly without resetting other schedule settings.