Track proposals awaiting follow-up and view test filing status
10 September 2026
Stay on top of sent proposals that need client follow-ups directly from your business overview, and easily identify when filing runs are operating in test mode.
Improved
- Compliance bot: Run cards now clearly show when an automated compliance filing run is operating in dry-run mode.
- Dashboard home: The business overview now tracks sent proposals awaiting follow-up so your team can close pending client engagements on time.