Approve Ed's drafts inside the conversation, Ask Max gets a proper home, and one sign-in for everyone
This release is about putting things where they belong. A drafted reply belongs in the thread it answers, so that is where you now review it. An assistant you summon all day belongs beside your work, not on top of it, so Ask Max now docks. And a sign-in page belongs to everyone who uses the product, so staff and clients now start at the same door. Around those three, a long list of small corrections landed across the app and the client portal, the kind you stop noticing precisely because they are fixed.
Read, edit, and approve Ed's draft where the client will see it
The drafted reply is no longer a separate box. It is the last bubble in the thread, marked as a draft, waiting on you.
- →When Ed drafts a reply to a client message, the draft now renders inline at the end of the conversation as a clearly marked draft bubble, with Approve, Edit, and Decline right on it.
- →Approving flips the bubble in place into a sent message, so the moment of approval and the result of approval are the same spot on the screen.
- →Nothing about the rules changed: a draft is still only a draft until a human approves it, and your edits and declines still teach Ed what your firm's voice sounds like.
- →Switching between client conversations and your internal team chat is now a single centered control above the thread, so the two inboxes feel like one surface.
Ask Max docks beside your work
The assistant now opens as a real panel next to the page instead of a floating sheet over it.
- →Opening Max (Cmd+J, as before) docks a panel to the side and the page reflows to make room, so you can read the screen you asked about while Max answers.
- →A drag handle collapses the panel when you want the room back, and the layout returns exactly as it was.
- →The same docked treatment applies in the client portal, so clients asking questions get the same steady surface.
One sign-in for everyone
Staff and clients now sign in from the same page, with one toggle between the two.
- →The sign-in screen is a single clean card with a staff and client toggle, replacing the separate pages, and the same treatment now carries through reset password, forgotten password, and the client welcome screen.
- →Clients set their password once from a secure link, and from then on sign in with email and password like anyone else, with the same two-factor options.
The client portal, tightened
A pass over the portal fixed the small things clients bump into every visit.
- →The portal now shows your firm's name everywhere it should, in the greeting and the messages header, instead of leaving a blank where the name belongs. The preview you open from the firm side shows it too.
- →Messages uses the full width of the page and keeps the composer pinned in reach, so only the conversation scrolls, matching the firm-side communications surface.
- →The list of documents you have asked a client for reads as clean single-line items instead of a wall of boxes.
- →The portal's sidebar and header now stay put while the content scrolls, and the schedule area a client cannot use yet is honestly labeled as coming soon rather than leading somewhere empty.
Fixes & improvements
- •The app's typography moved to an editorial serif with a new page-header style, finishing the look the visual refresh started.
- •The Add Prospect dialog now fits on a laptop screen with its header and footer pinned, so the submit button is always reachable.
- •The quotes surface separates the predictive fee estimate from the quote history, and quotes awaiting review stand out from the list.
- •Filters and headers show people's names and channel names instead of raw internal identifiers.
- •The daily digest posts once per firm, in one channel, instead of repeating in every room.
- •The dashboard's recent activity reads as plain sentences about who did what, and technical entries can no longer leak into it.
- •Global search no longer surfaces prospects you have deleted.
- •Loading and empty states were tuned so pages hold their shape while they fetch, with no flash and no size jump.
- •Portal settings are grouped into clear sections, the session-expired card is centered, and the agents page status gauge sits compactly in the header where it belongs.
- •The visual refresh kept settling across every surface, with dozens of small color, contrast, and alignment corrections.