2025-05
🚀 New Features
AI-Powered Document Processing
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OCR + AI Analysis: Revolutionary document processing that combines optical character recognition with AI to automatically extract and understand information from uploaded documents
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Smart Data Extraction: Upload any document and let AI intelligently identify and extract relevant information
Lead Management Enhancements
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Assessment Tools for Leads: Extended evaluation and assessment capabilities now available for leads, not just clients
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Custom Form Fields: Hide specific questions in the client questionnaire for a cleaner experience
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Client Agreement: Added optional agreement section at the beginning of client forms
Template Improvements
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Personalized Templates: Use client's first and last names as variables in templates for more personalized communication
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Enhanced Autofill: Additional autofill modifications for better data accuracy
✨ Improvements
User Interface
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Wider Forms: Increased form width for better readability and easier data entry
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Responsive Design: Fixed width issues on custom lead forms for consistent display
Data Management
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Start Date Modifications: Enhanced flexibility in setting and modifying start dates
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Translation Support: Improved translation retrieval for Express Entry profile autofill
🐛 Bug Fixes
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Fixed autofill charging issues
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Resolved form width display problems
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Fixed translation loading errors
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Corrected start date modification bugs