Role-based client staffing and cleaner client books
6 September 2026
Managers and partners now hold client staffing controls, unconverted leads no longer mix into active client lists, and firm owners can quickly copy login links for staff.
New
- Team: Firm owners can now copy a direct sign-in link for any team member to help staff log in without waiting for email delivery.
Improved
- Clients: Restricted client staffing permissions so only managers and partners can assign relationship managers and team members.
- Clients: Unconverted leads no longer appear in active client lists or duplicate checks until they are officially converted into clients.
- Dashboard home: Total client and contact numbers now exclude unconverted leads so firm metrics reflect only active clients.
- Notices: Refined section selectors for smoother navigation when filtering through compliance notices.