Analytics
Gain meaningful insights into your practice's productivity with our new Analytics dashboard. Track meeting volumes, monitor file note completion rates, and measure document creation across your entire team.
Each adviser's statistics are displayed with monthly breakdowns and trend indicators that compare recent performance against previous periods - green arrows for growth, red for reduced activity, and neutral for consistent performance. This real-time data updates as your team completes their work, ensuring you always have current information for decision-making.
Improved client list
The clients page now provides a comprehensive overview of your practice relationships at a glance. View essential information including last meeting dates, upcoming meetings, total meetings conducted, finalised file notes, documents created, and assigned adviser - all customisable to show only the properties that matter to your workflow.
Search and filtering preferences now persist between sessions, saving you from repeatedly entering the same criteria. Quick actions via the three-dot menu let you create meetings or documents directly from the list, while client editing has moved to individual client pages for a cleaner interface.