Automated acceptance billing and proposal extensions
2 October 2026
Accepted proposals can now automatically queue your firm's first invoice so fees aren't delayed. You can also extend expired proposals by 15 days with a single click.
New
- Invoices → Billing queue: Accepted proposals now automatically queue the first invoice as ready to bill, keeping your fee schedule moving without manual re-entry.
- Proposals: Easily extend expired proposals by 15 days directly from the proposals list or client page, and block signatures on lapsed offers.
Improved
- Client onboarding: Onboarding checklists now automatically mark steps as complete as registrations, compliance items, documents, and invoicing details are filled.
- Proposals: Sensitive business identity numbers are now hidden from public proposal links to protect firm and client privacy.
- Billing & plan: Plan summaries and upgrade options now clearly state your firm's included document and email storage limits.
- Pricing page: Plan comparison tables now display document storage quotas and per-user email storage allowances.
- WhatsApp messages: Welcome and signup messages now include a quick-reply option for prospects who prefer to follow up later.
