VAT Returns, Realization Rate & Archivable Chats
eFirm gained a VAT return workflow, per-client VAT treatments, browser PDF export for every financial report, and the Realization Rate report - plus a Drive-style Files view with file history and a single settings hub. A dedicated security pass closed several access and link-expiry gaps, and the Budgets module was retired. HAQQ AI can now archive and restore chats on web and mobile, Projects was redesigned, sign-in on web and mobile moved to one-time codes, and the mobile app is roughly half its previous size.
eFirm - VAT & Tax
Prepare and review VAT returns without leaving the firm.
- VAT Return screen for preparing and reviewing VAT returns.
- Per-client VAT settings, so different clients can be billed under different VAT treatments.
eFirm - Reports, Export & the Ledger
Every financial report exports to PDF, and the Ledger became a first-class report.
- Export any financial report to PDF from the browser, with a column chooser.
- Realization Rate report - see how much recorded work turned into billed revenue.
- The Ledger is now a full financial report, with the same toolbar, filters, export, and print as every other report.
- Financial reports load as you scroll instead of paging through.
- Reports render 500 rows at a time and clearly flag when a report is only partly loaded.
- Financial reports now refresh immediately after any ledger change, instead of showing stale data.
- Financial setup is now opt-in, and builds a leaner ledger.
- Printing a report now prints every row, not just what's on screen.
- Trial Balance and Balance Sheet layouts polished.
- Report dates, numeral formatting (including Arabic-Indic numerals), and RTL details cleaned up across reports.
- Discounts now render in standard accounting parentheses.
eFirm - Trust Accounts & Invoicing
Minimum-balance protection on trust accounts, cleaner chart-of-accounts search, and invoice figures that reconcile.
- Trust account minimum balance, with a visible warning when a client's balance drops near it.
- The low-balance warning fires exactly at the threshold, not one cent below it.
- Chart of accounts can now be searched by code as well as name.
- New workspaces are now prompted to set up their chart of accounts.
- Invoices show the correct pre-discount subtotal everywhere.
- Chart-of-account pickers now search your full list, not just the first page.
- Payment form fixed - searchable receiptable field, required account, trust auto-select, and contact sub-type all restored.
- Expense statements download as real PDFs with selectable text, not images.
eFirm - Files, Settings & Contacts
A Drive-style file view with file history, one settings hub, and contact pages you can search, label, and link to.
- Drive-style table view for Files.
- File History - a chronological timeline of every file on a legal matter.
- One settings hub, with every setting pulled into a single, bookmarkable area.
- Payments and Trust Account tabs on contacts, and every contact view now has its own shareable web address.
- You can now open workspace users directly from global search.
- Empty People and Organizations pages now have a direct "create" action.
- You can now create a contact label straight from the Labels chip on a contact's page.
- Image attachments open in a lightbox instead of a new browser tab.
- Settings module is now usable on small screens.
eFirm - Matters, Tasks & Time
Clearer day-to-day work surfaces across tasks, matters, and hearings.
- My Tasks redesigned, with both a list and a table view.
- Dashboard matter cards now show who's the client and who's the opponent.
- Hearings auto-fill the client from the linked legal matter.
- Leads regained their file manager, currency, notes, and probability limits.
- Firm timesheet can be filtered by timekeeper, and exports match what's on screen.
- Expense-form dropdowns and SharePoint uploads fixed.
- Unreadable import files now show a clear error instead of failing silently.
- Smaller polish fixes across calendars, the notification panel, contact forms, and folder management.
eFirm - Reliability Fixes
Smaller corrections across sign-in, invoices, notifications, and settings.
- Invoice discounts can now actually be removed once applied.
- Fixed three additional invoice discount bugs, resolved on the server.
- Fixed a race condition where two simultaneous sign-in attempts could fail to sign you in.
- Fixed a bug where one bad notification could break the entire notifications feed.
- Fixed a bug where an unrecognized country code could make a workspace unreadable.
- Timesheet visibility is now gated by the correct permission, instead of borrowing the calendar one.
- Fixed billing sync for subscriptions that exceed the individual seat cap.
- Deleting your profile picture now actually removes your avatar.
- Fixed a settings navigation loop.
- Seven additional smaller financial and trust accounting fixes.
eFirm - Security & Retired Features
Closed access and link-expiry gaps, and retired the Budgets module.
- Removed workspace members can no longer act in a workspace after leaving.
- Fixed a bug where folder lookups in Storage could return results from another workspace.
- Password reset links now expire, and failed resets are reported honestly instead of claiming success.
- Signed file links now expire instead of remaining valid indefinitely.
- Strengthened the randomness used to generate account passwords.
- Sign-in no longer reveals whether an email has an account.
- Sign-up now rejects emails that the provider itself won't vouch for.
- Fixed a privilege-escalation bug where creating a role could grant workspace admin access.
- Fixed invoice links that could expose the underlying case file instead of just the invoice.
- Fixed a bug that could let one user's device registration be taken over by another.
- "Log out everywhere" now actually closes your active chat connections too.
- The Budgets module has been retired and is no longer available.
HAQQ AI - Chats & Projects on Web
Archive what you're done with, and stop an answer you no longer need.
- Archive and restore chats.
- Stop a streaming answer part-way through.
- Knowledge Search and Web Search results now show as a compact one-liner, like memory tool results, with Web Search sources reachable on hover or by click.
- Rename, archive, or delete a chat directly from its row in the sidebar.
- Projects redesigned - clearer setup wizard, new detail page, and linked-object display.
- Message loading, the message meta row, and tool result cards restyled.
- Tooltips added across projects and the file explorer.
- Collapsible sidebar now collapses without shifting the rest of the layout.
- Citation markers no longer render as empty boxes.
- Usage is now measured against your subscription allowance, not inflated by top-ups.
- Composer text box now grows with your text.
- "Default Agent" setting hidden for workspaces with only one agent.
- Web sign-in now uses one-time codes only; magic links have been removed.
- Improved chat reliability - better tool selection and recovery when a stream breaks.
HAQQ AI - Mobile
One-time-code sign-in, a native share sheet, and one less decision per chat.
- Archive and restore chats.
- Priority mode toggle in the chat composer.
- Native iOS and Android share sheet.
- Sign in with an emailed one-time code, replacing magic links.
- Your email is now shown on the profile screen.
- Chat simplified - the agent selector was removed, so starting a new chat is one less decision.
- Icons migrated to the Phosphor set for a lighter, more consistent look.
- Dark mode polish throughout, including a proper dimmed overlay behind sheet dialogs.
- Composer tidied up - message meta info now sits inside the input card.
- Onboarding is now confirmed by the server, so it can't be skipped or repeated incorrectly.
Mobile - Half the Size, Fewer Surprises
A much smaller app, and credits that warn you before they run out.
- App size cut roughly in half, with faster startup.
- You're now warned before running out of credits, and blocked from sending once they're gone.
- Interrupted sends are verified before showing an error; replayed streams no longer duplicate answers.
- Document export now routes correctly through the AI service.
- Credits balance view now reopens correctly after buying credits.
- Removed a duplicated credits unit shown in the balance copy.
- Fixed ID collisions that could crash a response when creating multiple documents or attaching a file with your first message.
- Streaming errors now show the actual backend message instead of a generic one.
- Two Android stability fixes.
Platform & Accounts
Less setup on the way in, and clearer seat usage for admins.
- Each new workspace is created automatically on first use.
- Admins can now see when each team member last used their paid seat.
- Owners and admins now get alerted about paid seats nobody is using.
- Onboarding progress is now remembered per person, per portal, across every workspace.