The Previous 6 Months
Over the previous six months, we’ve been targeted on unclunking agency workflows, simplifying consumer engagement, and giving your group extra methods to work smarter.
From main AI-powered upgrades in Sensible Consumption to large wins in Engagements, right here’s a have a look at what’s new in Cover since this Spring.
Sensible Consumption Simply Received Smarter
The Sensible Consumption expertise has advanced from a robust workflow software into a really clever engine for onboarding, re-engagement, and doc gathering.
Right here’s what’s new:
- AI Doc Request Lists (DRLs): Routinely generate customized request lists utilizing recordsdata on a consumer’s report, like proforma knowledge.
- Reply with AI + Pre-Fill: Questionnaires can now auto-fill recognized fields and supply recommended responses to shoppers, making consumption sooner for shoppers and less complicated for employees.
- AI Doc Matching: Recordsdata at the moment are auto-matched to guidelines gadgets the second they’re uploaded. No extra handbook checking.
- AI Doc Renaming: Uploaded recordsdata are auto-classified after which renamed utilizing international naming guidelines. Consistency and time financial savings, dealt with.
- Questionnaire Enhancements: Now you can ship safe hyperlinks—no portal login required. Nice for hesitant shoppers or these brief on time. Shoppers can assessment solutions earlier than submitting. And conditional logic received higher.
Engagements, Reimagined
Our all-new Engagements expertise places your agency’s greatest foot ahead with each proposal.
Right here’s what’s modified:
- Embedded Media: Add welcome messages, movies, PDFs, or brochures instantly into your engagements.
- Ever-Current Preview: See what shoppers will see in actual time – no toggling or test-sending required.
- Tiered Packages: Supply a number of pricing choices facet by facet to extend transparency, scale back negotiation, and unlock upsell potential.
Now, your engagements don’t simply get signed, they inform a narrative about your agency’s worth.
Expanded Migration Help
Making the transfer to Cover? We’ve expanded what our group may also help you migrate:
- Newly Supported: Roles, invoices, and WIP time entries
- Already Included: Shoppers, contacts, customized fields, and recordsdata
Whether or not you’re consolidating instruments or switching techniques completely, we’ll assist you to deliver your knowledge alongside safely and precisely.
(PS: We additionally provide firm-by-firm steering to make migration simpler than ever.)
Extra Management for Admins
- Agency-Stage MFA Enforcement: Admins can now require multi-factor authentication throughout the agency for added safety.
- Shared Activity Filter Views: Simply construct and share saved activity filters for constant team-wide visibility.
- File Historical past Monitoring: Audit who uploaded, renamed, moved, or deleted a file -complete with timestamps
Different Highly effective Updates You’ll Wish to Know
- Subtask Checklists: Add checklists inside particular person duties for step-by-step work visibility.
- WUWD (Write Up/Write Down): Time entries can now be calculated primarily based on time labored – excellent for value-based or scope-flexible billing.
- Up to date CRM: Observe and group contacts, shoppers, and consumer teams for smarter billing and reporting.
- Safe Hyperlinks for Doc Checklists: Identical to questionnaires, guidelines hyperlinks can now be shared securely – no login wanted.
Up Subsequent? Even Extra Automation.
As we head into the subsequent season, we’re persevering with to push ahead with deeper AI automation, extra workflow intelligence, and higher instruments for managing consumer relationships at scale.