✨ New Features

• Client Reports Exportable in PDF are here! Many of you asked for this; currently the report is a high-level summary of match results. However, we're working on variat...

CRM Enhancements

• CRM ID visible on the portal
  You can now easily view CRM IDs directly in the interface, improving traceability and client management.

• New Matches Webhook
  We’ve added a...

🌟 New Features & Enhancements

INTRODUCING OUR NEW UI! Let us know what you think!

🧾 Client Management

• Entity Type Added to Downloads: You can now see the Entity Type in downloadable C...

📋 Activity Logs & Case Tracking

• Added detailed activity logs when creating new users, updating records, and inserting via API clients.

• Case status changes now show specific details (...

✨ New Features

• 🔐 Admin-Controlled MFA: Admins now have full control over multi-factor authentication, with options to enforce, enable, or disable it for their teams.

• 🧑🏻‍🏫 Tutorials Sect...

✨ New Features

🎨 Enhanced User Interface

• Our UI has been updated to more accurately reflect our brand and the clients we serve. We hope you like it!

📋 Activity Logs Just Got Smarter

Yo...

🛠️ Platform Security Improvements

• Magic Link Sign-Up: Users are now signed up securely using a secure magic link, no password creation needed at the time of adding users.

• MFA Support ...

🆕 New Features

🔍 Single Entity Client Search
You can now perform a screening search against public watchlists and Nafith and Makken on a client without adding them to your client lis...

✨ New & Improved Features

• Linked Cases Directly from Dashboard
  You can now easily link related cases straight from the dashboard — making case management faster and more intuitive.

• Im...

✨ New Features

Client History Page
We now have a dedicated history page for each client, making it easier to access and review all relevant information in one place. From this page, ...