Multi-firm billing, branch letterheads, and leads upgrades
6 October 2026
Manage multi-entity practices with branch-specific billing, letterheads, and brochures. The leads module also adds AI email drafting, quick creation, and better deal value tracking.
New
- Invoices: Reissue existing invoices under a different firm branch or sister entity directly from the invoice actions menu.
- Settings: Configure separate letterheads, digital signatures, background covers, taglines, and downloadable brochures for each firm entity.
- Leads: Draft outreach and follow-up email templates directly from your leads pipeline using AI.
Improved
- Clients: When reassigning clients to another branch, review which open proposals and unsent invoices will move over with them.
- Proposals: Select the issuing firm branch when creating proposals, and filter the proposals table with dedicated firm badges.
- Leads: Lead values now sync directly with linked proposal totals, and a quick-add dialog lets you capture new inquiries with fee estimates on mobile and desktop.
- Feedback: Client satisfaction and rating request reminders are now automatically paused for inactive clients.
- Team: Attendance and capacity views now hide inactive team members so headcount and workload reflect current staff.
