What’s new

Premium polish across the app, scalable lists, and fully customizable notifications.

• Improved
  Redesigned sign-in, sign-up, and password-reset with a premium split-screen layout.
• Improved
  Refreshed dashboard with a personal greeting, quick actions, and richer at-a-glance metrics.
• Improved
  New header account card (avatar, name, role) and a cleaner sidebar that shows your firm’s branding.
• Improved
  Clients, Requests, and the Review queue now have search, filters, and pagination — built to stay fast with large numbers of records.
• Improved
  Faster, smoother navigation between pages.
• Improved
  Faster-loading, lighter landing-page hero.
• New
  Settings split into Settings, Profile, and Branding — with a custom firm logo and portal accent colour (owner/admin only).
• New
  Fully customizable email notifications: choose exactly which emails go to your clients and to your team.
• New
  Password-strength meter and image upload size limits on profile and branding uploads.
• Security
  Optional hCaptcha protection on sign-in, sign-up, and password reset.
• Fixed
  Profile photos and firm branding now display correctly.
• Fixed
  A single upload no longer sends one email per file — clients get one receipt per request.
• Fixed
  Team management is now reachable directly from the sidebar.
• Fixed
  The “Forgot password?” link now opens the reset page instead of bouncing back to sign-in.

App-wide redesign plus management, exports, and in-product bug reporting.

• Improved
  Premium redesign across the whole app and marketing site.
• New
  Profile, firm, and staff management, with billing-aware roles.
• New
  Firm branding — upload a logo and set an accent colour — plus personal avatars.
• New
  Password reset (“Forgot password”) flow.
• New
  Data exports for clients, requests, and the audit log.
• New
  FAQ page and an Enterprise plan tier.
• New
  Changelog page and an in-product “Report a bug” button with automatic page context.
• New
  Founder-only operator panel for support and oversight.
• New
  Trial-ending reminder emails to the firm owner.
• Fixed
  Two-factor sign-in no longer hangs or wipes saved recovery codes on re-login.
• Fixed
  Sign-out works reliably, and the app degrades gracefully instead of showing a blank screen on errors.

A new premium look and a faster app.

• Improved
  Brand-new slate + emerald design system and a fast, server-rendered landing page.
• Improved
  Snappier app performance from cached sessions and fewer database round-trips.

Billing, trials, and published trust evidence.

• New
  14-day free trial — no credit card required — with plans and clear feature limits.
• New
  Subscriptions via Paddle: checkout, self-serve management, and automatic syncing.
• New
  Self-service two-factor recovery codes and security-alert emails for sensitive events.
• Security
  Published a Trust page, security.txt, and audit-log export, backed by automated security checks in our pipeline.
• Security
  Hardened database access controls.

Security and pre-pilot hardening.

• Security
  Malware scanning and quarantine of uploaded files before they can be reviewed or downloaded (fail-closed).
• New
  Configurable data retention with automatic deletion, plus permanent delete on request.
• New
  Copy-link sharing and client upload-receipt emails.
• Fixed
  Automated reminders now run reliably on schedule.

Initial release — secure document collection for firms.

• New
  Client document requests with reusable templates and an item checklist.
• New
  Secure client upload portal with short-lived signed links — no client account needed.
• New
  Review queue: approve or reject each submission with a reason shown to the client.
• New
  Automatic reminders for outstanding items, with pause/resume.
• New
  Dashboard with request health and one-click ZIP export of completed packages.
• New
  Team management with roles and invitations.
• Security
  Mandatory two-factor authentication for staff.
• Security
  Database-level tenant isolation (row-level security) so firms never see each other’s data.