A large number of new features and feature updates are being released today. These are organized into permission groups. Individual instructional videos will be added

We have launched a new feature for Firms’ Demo Sites. While we have built these fictional sites in the past and they sat in the

Our most recent release sees multiple updates across the platform. Click on the release to view an instructional video and documentation on the changes.

Released today are a series of updates focused on the Firm Admin (Owner) profile. Click on each release for video content and information.

Specifically For Firm Admins and Users: