Released September 27, 2026
- Meet Brio, your AI delivery assistant — it drafts engagement status summaries from your delivery data, and you review and publish.
- Ask for documents in plain English instead of assembling filters — "the Acme scope doc from last spring".
- Ask Brio about any engagement and get answers grounded in your own delivery data.
- Your firm's daily brief now opens the Analytics tab, summarising what needs attention today.
- Choose exactly which events email your team — document intake, status changes, client comments and more, per firm.