WhatsApp attendance tracking and tighter client data privacy
3 September 2026
Staff can now punch in and out directly over WhatsApp with optional location tracking. We have also reinforced data scoping across the app so team members only see records for their assigned clients.
New
- Dashboard home: Track daily punch-ins, punch-outs, and shift durations across your firm with the new Attendance module.
- WhatsApp messages: Staff can now record their attendance directly using interactive punch-in and punch-out prompts on WhatsApp.
- Settings → Working calendar: Optionally require staff to share their location when punching in or out for field and office shifts.
Improved
- Clients: Stricter practice scoping ensures team members only see and access client files, proposals, leads, and invoices assigned to them.
- Invoices: Expand recurring contract series directly on the billing screen to inspect individual scheduled invoices.
- Invoices → Settings: Configure whether firm email and phone contact details appear on generated invoice PDFs.
- Team: Enjoy faster loading times and clearer partner section headers on the team management screen.