Fulfil a right-to-erasure request in one confirmed click — client, cases, files and consent record, all gone. And preview any uploaded document by hovering it on the case page.
Portal links now expire after 30 days of inactivity and can be regenerated instantly. Plus: step filter pills on the clients table, owner-only team scope, removable optional documents and an editable email preview in the composer.
Clients now give explicit, recorded consent before uploading anything. Workspace creation is invite-only, and joining a team is one click from the invitation email.
A searchable client picker with inline quick-create, multi-profile checklists, free-form custom documents, automatic language selection and an editable email preview.
Rejecting a document now deletes the file and prepares a rejection email with your reasons. The dashboard gained a 'Needs my review' KPI and a per-client activity feed.
The entire app — dashboard, clients, cases, settings, emails — is now available in English, French and Portuguese, with a one-click language picker.
A shared registry of document types your team requests, plus a reworked dashboard: grouped activity bars, rich tooltips, hoverable KPI cards and a progress column on the clients table.
The core workflow is live: build document checklists from reusable blocks, send one private link per client, watch uploads arrive, and validate everything in one place.