Changelog
October 18, 2025
5.2.0
Web & Desktop

Brand NEW ✨ account creation process

We rebuilt the sign in and account creation process.

Remembering to send invites when someone new joins your firm is a pain so this update allows users with a verified email address of your teams domain to Request to join and Auto-join your team if allowed by your administrators.

  • Users with a verified email address can now request to join your team without an invitation. Their request is displayed to Admins and permitted users for approval.
  • You can allow users with a verified email address to auto-join your team by going to Admin -> Configuration -> Security and switching Allow users to join automatically to On.

This update also includes many small improvements throughout the app including, better formatting of AI summaries, and revealing more data on the Records page.