Changelog

Everything we've shipped, newest first.

new

v1.4.0· 28 May 2026

Voice agent (Olivia) general availability

Olivia, the optional AI voice agent, is now GA on Growth and Firm tiers.
Handles after-hours calls, qualifies leads, and books meetings into Calendly.
Full transcript logged to the client record with sentiment summary.

improved

v1.3.2· 12 May 2026

Xero sync performance

Two-way Xero sync is now ~3x faster on firms with 200+ clients.
Background reconciliation moved to a queue; UI no longer blocks during sync.

new

v1.3.0· 28 Apr 2026

Recurring billing & payment links

Set monthly retainers once; ClientFlow raises and sends invoices automatically.
Pay Now link integrates with Stripe for card and Apple/Google Pay.
Late-payment reminders configurable per client.

fixed

v1.2.4· 14 Apr 2026

Document signing on Safari iOS

Resolved a touch-event bug that blocked signatures on iPad Safari.
Improved error messaging when uploads exceed the 25 MB per-file limit.

new

v1.2.0· 31 Mar 2026

Meta Lead Ads integration

Leads from Facebook & Instagram now land in your pipeline within seconds.
Auto-trigger nurture sequences on stage change.