BriefBox

Release 2026.1 brings a 100MB email attachment limit, Risk CSV import, richer CSV exports and report filters, smarter Launchpad filtering, and a round of workflow and visual fixes.

Product Release 2026.1

A small maintenance release with a fix for risk assessment saves when multiple people work on the same matter, plus reliability improvements.

Product Release 2026.2

Release 2025.9 introduces the redesigned Launchpad Dashboard v2, with faster module navigation, a friendlier capacity update experience, and a round of fixes and polish.

Product Release 2025.9

Adds internal notes on workflow requests, including notes in CSV exports, plus a fix for Sirion contract ID lookups.

Product Release 2025.8

Workflow requests now capture an Offering, with routing and filtering support, plus fixes to form display and terminology.

Product Release 2025.7

Filter Workflows by Request Type, the new Legal Function label, and fixes for workflow emails, Launchpad filters, and multi-select fields.

Product Release 2025.6

Salesforce Opportunity link editing on matters, a new Risks CSV export, extra Matter CSV fields, and a fix for Matters filters.

Product Release 2025.5

A patch release following 2025.3 with risk export to CSV, reporting improvements, and a round of fixes across reports, matters, and admin settings.

Product Release 2025.4

Product Release 2025.3

A patch release following Product Release 2025.1, with fixes for account scores, workflow country filters, and a range of interface polish across the platform.

Product Release 2025.2

Product Release 2025.1

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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