April 4 '25 - Update

We’re excited to roll out the April 2025 update—packed with powerful enhancements to help you work faster, stay organized, and give your clients an even smoother experience.

💳 Smarter Invoice Management

You can now send invoices and receipts as PDFs, or download and share them however you like. Plus, online payments via Square are fully integrated—once your client pays, your app automatically updates the invoice status. No more manual steps!

📝 Export Journal Entries

Need a record of your work? Easily export journal entries for any date range as a PDF or in their original format. Great for audits, backups, or sharing with clients.

🤖 Ask AI for Instant Help

Under the Menu, you’ll now find “Ask anything”—your built-in support assistant. Just ask any question about the app, and get quick, reliable answers based on our extensive documentation.

📅 Smarter Appointment Handling

Appointments are now even more powerful:

• Assign roles to each participant (like payor, witness, interpreter), making follow-ups and communication more efficient.
• Create journal entries directly from appointments to auto-fill details and save time.

That’s it for this month! These updates are all about saving you time and reducing busywork—so you can focus more on your clients and less on admin.