Service prefills for tasks, turnaround times, and WhatsApp proposals
18 September 2026
Speed up task creation by starting directly from standard services or compliances, and clearly define expected turnaround times and required client documents on your service packages.
New
- Tasks → Create task: Prefill task details instantly by selecting from your existing services or compliances when creating tasks individually or in bulk.
- Services & packages: Add required client documents and estimated turnaround times directly to services and service packages.
- Services & packages: Bulk import standard services into your catalog from a predefined list.
- WhatsApp messages: Send onboarding proposals directly to clients over WhatsApp using the new pre-formatted template.
Improved
- Compliance: Smart name matching now suggests the closest standard compliance names during client imports to prevent duplicate or ambiguous entries.
- Leads: Client phone numbers are now displayed directly on lead cards for quicker follow-ups.
- Client onboarding: AI-generated service drafts now automatically propose expected turnaround times.
- Website: Added a direct button to create support tickets across help and switching pages.
