Q2 2026

June 4, 2026

Today we've rolled out our Q2 2026 seasonal release — built for firms handling compliance-sensitive work, high client counts, and heavy file libraries. Some features were requested directly by our scaling customers.

Audit Log for Advanced plans

We've launched a searchable, exportable timeline of every important action in your workspace, built for audit trails and security reviews for our Advanced plan customers. It captures 50+ event types, from login and session events to activity across every app. For each event, you'll see:

• What happened: a human-readable label like "Contract signed" or "Invoice paid," with a direct link to the resource.
• Who did it: the internal user, client, automation, or API call that took the action.
• When and from where: timestamp in your local timezone, IP address, browser, and whether the action came from the web app, an automation, or our API.

Find the Audit Log in your settings.

Take action without leaving the CRM

The CRM is where your day happens — so we brought your most common actions to it. Directly from a client's or company's details page, you can now:

• Send a form, assign a contract, or create an invoice or subscription.
• Upload files to a client or company.
• Preview contracts inline, without navigating away.

Creation flows open as immersive modals over your current view and return you right where you started.

Bulk actions in the Files App

You can now multi-select files to download or delete in one action. Note: bulk move isn't supported yet. To move files in bulk, download, delete, then re-upload.

Platform & API improvements

• Events API: The Audit Log is the first feature built on our new Events API, a structured, queryable record of everything happening in a workspace. The List Audit Log Entries endpoint exposes the same 50+ event types you see in the UI, and you can write your own events via customEvent.* to capture activity from custom apps and integrations. It'll soon power Assembly Assistant's context awareness, and later this year, live activity feeds on client and company details pages.
• Update internal users via the API: The Internal Users API now supports PATCH, so you can update a teammate in place instead of deleting and recreating. You can also set client access programmatically, controlling exactly which clients and companies a teammate can see.

Improvements & Fixes

• Across all apps, app settings can now be accessed by clicking on a down caret icon right beside the name of the app. By moving the button, we cleaned up the header and removed the kebab menu on the top-right.
• Client notifications now respect app visibility. Clients no longer receive in-app or email notifications for apps that aren’t visible to them even if an internal user accidentally triggers them.
• In the CRM, the selector on a company details page now defaults to the company rather than an individual contact.
• In the CRM, the “Invite clients to your portal” modal no longer reappears after an invitation is sent, and newly created tags now show as selected immediately.
• In the CRM, the sidebar’s open state now persists as you move between client detail pages, and the default client detail tab no longer opens internal chat.
• In the CRM and embedded apps, fixed a page header regression.
• In the Contracts App, fixed several signature regressions: signatures could lag while being drawn, signature components could render incorrectly, and signature text could be misaligned.
• In the Contracts App, text fields now resize better, the “Back to edit” action works as before, and client date inputs respect the workspace’s selected date format.
• In the Payments App, subscriptions that fail a pre-charge now send a failed-charge invoice notification, and the raw system error previously shown when creating a subscription has been replaced with a clear message.
• In the Payments App, fixed a bug where two subscriptions could switch from automatic to manual after a client updated their payment method.
• In the Messages App, fixed a bug where an internal user’s message notification could disappear if the recipient pressed backspace in the chat input.
• In the Tasks App, fixed attachments on task comments failing to load in some cases, subtasks created by an automation not being shared with clients, deleted tasks not disappearing in real time, and the task view in the CRM refreshing while a comment was being typed.
• In the Forms App, fixed flaky ordering of a form shown in the details page Forms tab.
• In the Helpdesk App, fixed a bug where knowledge base settings failed to save after deleting a tag.
• In the QuickBooks App, fixed duplicate “sync failed” notifications being sent for the same record.
• Fixed a bug where the client sign-up page could throw an error, and another where app library folders could disappear.

Your clients deserve better.

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