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March 10, 2021

Client assignment is our biggest release to date and makes Portal work for larger teams (up to 50 people on a team). With client assignment you can now easily (1) assign a lead to each client and (2) select the team members that can see the client and their information (messages, files, invoices etc.) all from one unified place.

Improvements and fixes

  • Added a sticky sidebar notification for clients who have open invoices. For example, if a client has 2 unpaid open invoices, they will see a "2" beside "Billing" in the sidebar. The notifications only go away when the invoices are paid.
  • Improved the eSignatures user experience.
  • Redesigned avatars, channels, toggles, tags, text fields, and modals.
  • Updated the Portal guide.

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