2025-05

🚀 New Features

AI-Powered Document Processing

  • OCR + AI Analysis: Revolutionary document processing that combines optical character recognition with AI to automatically extract and understand information from uploaded documents

  • Smart Data Extraction: Upload any document and let AI intelligently identify and extract relevant information

Lead Management Enhancements

  • Assessment Tools for Leads: Extended evaluation and assessment capabilities now available for leads, not just clients

  • Custom Form Fields: Hide specific questions in the client questionnaire for a cleaner experience

  • Client Agreement: Added optional agreement section at the beginning of client forms

Template Improvements

  • Personalized Templates: Use client's first and last names as variables in templates for more personalized communication

  • Enhanced Autofill: Additional autofill modifications for better data accuracy

✨ Improvements

User Interface

  • Wider Forms: Increased form width for better readability and easier data entry

  • Responsive Design: Fixed width issues on custom lead forms for consistent display

Data Management

  • Start Date Modifications: Enhanced flexibility in setting and modifying start dates

  • Translation Support: Improved translation retrieval for Express Entry profile autofill

🐛 Bug Fixes

  • Fixed autofill charging issues

  • Resolved form width display problems

  • Fixed translation loading errors

  • Corrected start date modification bugs