Invitation reminder campaigns
Automatically remind invited clients who haven’t signed up yet. Building on Lexria’s client email notifications, the campaign helps reduce the time your team spends following up to get clients registered.
Product updates
Changelog
A simple look at what’s new, what’s improved, and what we’ve fixed to make client intake work better for your firm.
Track the client journey with Progress Audit
Each form’s standard output bundle now includes a Progress Audit with the date, time, and completion percentage at nearly every step of your client’s journey.
Require debtors to submit completed forms
You can now configure any form to require a Submit button. Debtors must complete all required fields before submitting their form for your team to review.
Client documents now have their own tab
The document list has moved from the bottom of the Outputs tab to its own tab in each Client profile, making it easier to find and paving the way for our upcoming document Review feature. More to come on Review!
View client responses without editing them
View responses shows exactly what a client entered, right in the form, in a view-only layout. Unlike Edit on behalf, it lets you review their answers without changing the client’s form.