AI File Renaming [🧪 Beta], Auto-populated billing address, and More!

We released several new features and improvements recently:

We've rolled out the of our feature!

The tool will automatically rename files your clients upload to match your firm's filing naming convention, so everything in your account stays organized and standardized.

You can enable the current beta build of the feature by going to . More information on how to setup this feature here!

When you select a client, we now automatically pull in the first client contact's billing address under on invoices.

You can still edit it whenever you need to, and switching clients updates the address to match. It's a small change that saves a few clicks on every new invoice.

You can now capture more details when recording a manual payment.

When you mark an invoice as paid manually, you can specify the payment type (Cash, Check, or Other), and set the . This improves the accuracy of your manual payment records in FC.

Adding retainers to your invoices, proposals, and time tracking entries should now be a bit easier!

The dropdown now has separate and tabs, so you can spot retainer items at a glance instead of digging through one long list.

Additionally, when you add a retainer to an invoice, you can hover over the "retainer" icon to see the available balance and can click to apply it to the invoice.

Now you can give team members visibility into proposals without handing over edit access. We added a new permission under that lets users open and review proposal details, while create, edit, send, and delete stay reserved for those with . Anyone who already has Manage Proposals automatically gets view access too, so there's nothing to reconfigure.

Accidentally deleted a document under ? You can now bring it back!

The now supports restoring deleted client files, in addition to the Projects, Tasks, Clients, and Client Task Documents you could already recover. That means an easy way to get back files you didn't mean to remove.

We also expanded our API so that you can now manage project sections and tasks programmatically, including listing and creating sections, adding tasks and client tasks, viewing a section's details, and updating or deleting tasks. For more information, see our API documentation here!