New features, improvements, and fixes — all in one place.
The Files page now has a folder dropdown with search so clients can filter by folder and see file counts at a glance. Selecting a folder scopes uploads to it automatically. Clicking a client anywhere in the app now opens a slide-in panel with their profile, access role, and every resource they can reach — no more navigating away from what you were doing.
You can now customize what your clients see when they log in — set a welcome message, upload a banner image, and toggle which quick-action cards and dashboard sections appear. Navigation is smarter too: if a client only has one board or conversation they land on it directly, and a resource switcher in the header lets them jump between items without going back to a list. Clients also now receive in-app notifications whenever something is shared with them — forms, contracts, files, tasks, or widgets — so nothing gets missed.
The client portal got a top-to-bottom redesign — cleaner navigation, sharper typography, and a dedicated Invoice page so clients can find what they owe without hunting. Payment-link copy is also clearer about what each link is actually for.
Workflows can now move folders, upload files into them, and create tasks — all from the automation builder, no manual handoff. Contracts also got reusable templates, so onboarding a new client is a couple of clicks instead of a fresh document each time. And clients who'd rather skip a password can now sign in via magic link.
A new Task-Template action drops a pre-built checklist onto any board the moment a trigger fires — no more rebuilding the same onboarding list for every client. The left sidebar got a refresh that cuts clicks between client workspaces. Productized Services also went live — checkout, automation, and first client message all wired up in a single flow you configure once.
Mollie and Razorpay are now first-class payment providers alongside Stripe — connect either from Settings → Payment Gateways. Recurring invoices generate, send, and reconcile on schedule, so retainers and subscriptions stop being a calendar reminder.
Chat and live updates are noticeably steadier — fewer dropped messages, cleaner reconnects after a network hiccup, and presence indicators that stay accurate across teams. The meeting flow also got a round of polish.
Tell us about your team, we'll come back with whether Almox fits and which tier makes sense.
