Add detailed descriptions to your services
15 October 2026
You can now add detailed descriptions to your firm's services and packages. These explanations automatically appear on client proposals to clearly define the scope of work.
New
- Services & packages: You can now write detailed descriptions when creating, editing, or bulk-importing services. These details are visible to your team across both the web and mobile app.
- Proposals: Service descriptions now automatically appear on client proposals, packages, and amendment line items to help clients understand exactly what they are paying for.
Improved
- Chrome extension: Updated the store description to more clearly explain how the extension helps your daily workflow.
