Assign second administrators and track unbilled revenue
23 September 2026
Firm owners can now grant administrator privileges to trusted colleagues, track revenue leakage directly inside Invoices, and use the AI assistant to capture tasks from photos of handwritten diaries.
New
- Team: You can now assign an Administrator role to additional team members when inviting, editing, or bulk-importing staff, granting managerial control without transferring firm ownership.
- Dashboard home: The AI assistant can now read tasks from photos of handwritten diary pages and spreadsheets, complete with quick-add buttons to create and link missing clients on the spot.
- Dashboard home: Added the ability to pin the navigation sidebar to keep your menu stable as you navigate through firm workspaces.
- Website: Added an interactive live demo firm to the homepage so new visitors can explore full firm workflows before signing up.
Improved
- Invoices: Revenue leakage indicators have moved directly onto the Invoices dashboard, keeping unbilled work visible right next to your billing queue.
- Clients: Client groups now display their related businesses grouped underneath in collapsible lists for faster navigation.
Fixed
- Team: Resolved permission conflicts where newly appointed administrators could not view team rosters or manage reinvitations properly.
