Changelog
What changed. Version by version.
Every release, in plain words. "Not yet tried with the real thing" means it's built but hasn't been used outside our own tests.
In testing
Next
- A 7-day free trial, and monthly and yearly plans.
- Easier setup in five steps, and a clearer home screen.
- A sample firm, the Firm screen and a printable report in every evidence pack.
- Kits for six kinds of firm, and ready-made job ideas.
- A second yes, staff training and insurer answers.
- Names swapped out before AI reads text.
- On this Mac only, and an offline switch.
- Letters and consent forms for clients.
- A console larger firms run on their own servers.
- Built, not yet tried with a real account: Wealthbox, MyCase, Global Relay and HaloPSA.
October 2026
0.6.0
- The evidence pack.
- Warnings before client text is pasted on AI websites, as well as files.
- One set of rules for every Mac.
- Codex CLI for jobs. Gemini CLI and Copilot CLI are watched too.
- Built, not yet tried with the real thing: Clio, Safari and Windows.
October 2026
0.5.4
- Pairing an iPhone is easier.
- A yes from the phone gives the permission it was asked for.
October 2026
0.5.3
- Yes for one file, one job or one client.
- Client pages and monthly pages for each client.
- A backup person.
- Undo for documents.
- An alert when AI touches two clients.
- A warning before a client file is sent to ten AI websites.
Use AI on client work.
Keep the final say.
$49 a month or $299 a year for each person, after a 7-day free trial.
The trial opens when the Mac app is ready to download.
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PricingWhat it doesn't do