The Previous 6 Months

Over the previous six months, we’ve been centered on unclunking agency workflows, simplifying shopper engagement, and giving your staff 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.

The Sensible Consumption expertise has developed from a strong 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): Robotically generate customized request lists utilizing recordsdata on a shopper’s file, like proforma knowledge.
• Reply with AI + Pre-Fill: Questionnaires can now auto-fill identified fields and supply instructed responses to purchasers, making consumption quicker for purchasers and easier for workers.
• AI Doc Matching: Information are actually auto-matched to guidelines objects the second they’re uploaded. No extra guide 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 purchasers or these quick on time. Shoppers can overview solutions earlier than submitting. And conditional logic acquired 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 immediately into your engagements.
• Ever-Current Preview: See what purchasers will see in actual time – no toggling or test-sending required.
• Tiered Packages: Provide a number of pricing choices aspect by aspect to extend transparency, cut 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 Assist

Making the transfer to Cover? We’ve expanded what our staff will 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 methods completely, we’ll assist you deliver your knowledge alongside safely and precisely.

(PS: We additionally provide firm-by-firm steerage 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 Job Filter Views: Simply construct and share saved job 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 based mostly on time labored – good for value-based or scope-flexible billing.
• Up to date CRM: Observe and group contacts, purchasers, and shopper 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 following season, we’re persevering with to push ahead with deeper AI automation, extra workflow intelligence, and higher instruments for managing shopper relationships at scale.