We've been busy — and it's all because of you. Every feature in this update came from feedback we've heard from our community. Here's a look at what's new!

We've given Funding Sources a meaningful upgrade. You can now track balances against each funding source, making it easier to manage how much has been allocated versus what's still available. The new layout surfaces all of your funding sources at a glance — along with available and total balances — so there's no guesswork when recording assistance.
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(Available in: Basic, Plus, and Pro)

We've taken a closer look at how referral-related emails work and made some meaningful improvements. The referral notification email has been redesigned for clarity, and we've added two brand-new emails that didn't exist before — one notifying the referral creator when assistance has been provided, and another keeping them informed when a status update is made. Keeping everyone in the loop just got a lot more automatic.
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(Available in: Plus and Pro)

Managing ROI signatures across a household has always required a bit of manual coordination. We've made that process easier. You can now quickly switch which household member's signature is covering the ROI for other members — all without having to dig through individual records one by one.

(Available in: Basic, Plus, and Pro)

We've all been there — you're editing a case and accidentally navigate away, losing your work in the process. That's no longer a concern. The system will now prompt you before leaving a page if there are unsaved changes, giving you a chance to save or confirm before moving on.

(Available in: Basic, Plus, and Pro)

Getting a client their ID card just got a lot easier. Instead of printing and handing it off in person, you can now send a client's ID card directly to their phone via text message. It's a small change with a big impact, especially for agencies working with clients in the field or remotely.

(Available in: Pro only)

For agencies that require a signature when recording assistance, we've added a safeguard to make sure that step doesn't get skipped. If a signature is required for a particular assistance category and one hasn't been captured, the system will prompt the worker before the record can be saved.

(Available in: Plus and Pro)

Network administrators can now define default steps for each Outcomes goal. When a worker adds a goal to a client's case, those steps will be pre-populated as a helpful starting point. Each case remains fully customizable — this just removes the repetitive setup that was previously done goal by goal.
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(Available in: Plus and Pro)

The [Add Multiple Assistance] feature just got a meaningful upgrade. You can now paste an entire list of Case IDs directly into the tool rather than entering them one by one. If you work with spreadsheets or printed rosters during distributions, this will save a significant amount of time.

(Available in: Plus and Pro)

Viewing documents and images is now faster and more seamless. Instead of downloading a file just to see what's in it, PDFs and images will now open directly in your browser with a built-in preview. Less friction, more efficiency.

(Available in: Basic, Plus, and Pro)

Paying an invoice no longer requires a system login. If your billing contact isn't an active user, you can now send them a direct link to view and pay the invoice from their browser — no account needed. Simple, clean, and one less thing to coordinate.

(Available in: Basic, Plus, and Pro)

These updates are just a snapshot of what we've been up to. Our roadmap is shaped heavily by what we hear from you, and there's a lot more in the works. Below is a preview of what's coming — we're excited to share more as each of these comes to life.