Take a look at some of the exciting features we've released in July.
Added flexibility to File Notes
Introducing a new feature that allows you to edit existing file notes. A log of edits made can be viewed for auditing purposes, making this feature both flexible and transparent.
Execute documents with the touch of a button
A core eSignature solution, powered by Annature, is now available. This is the perfect solution if you’re seeking a fast, secure and streamlined way to send documents and agreements for electronic signatures. Learn More
AI = Your partner for perfect File Notes
AI Assistant is now incorporated into DASH, this feature helps you create more comprehensive file notes, offering the ability to create new content or summarise/expand what you’ve already written. Subscribe to the Ai Assistant App, try it out and let us know what you think!
Multi-entity advice just got easier
We have made improvements to our advice generation process to better accommodate multi-entity advice. Now, advice for all entities can be managed within a single wizard, streamlining the process and saving time. Complete our Beginners course to learn more about Advice Generation or come along to a weekly live session