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v1.1.1

Released 2026-06-02.

The first major feature wave. Relationship Rollups and the Dispatch intelligence engine go live, alongside Classification & Taxonomy, the first Business Development workflows, AI-assisted meeting prep, and the beginning of ERM integration.

Highlights

  • Relationship Rollups went live — activity and relationship signals now aggregate automatically up the account and contact hierarchy, so teams see depth of relationship at a glance. (#80, #81, #103)
  • The Dispatch engine shipped — role-based subscriptions deliver curated relationship and BD intelligence to users, with in-app notifications, throttling, retry, and audit logging. (#146, #114, #120, #122, #132, #116)

New

  • Classification & Taxonomy management gives CV Admin a structured way to tag and organize companies, contacts, and relationships. (#121)
  • The first Business Development workflows arrived: pitch & proposal tracking, trip planning, and smart target identification. (#106, #130, #135)
  • Account Memo AI drafts account summaries from firm data through a Flow and Action. (#100)
  • Meeting-preparation briefs and post-meeting summaries can be generated to ready lawyers before and after client meetings. (#79, #71)
  • A Whitespace Heatmap surfaces coverage gaps across clients and practices. (#113)
  • A Digest data table provides dynamic columns, filters, and CSV export over relationship data. (#117)
  • Records can be shared with collaborators through a dynamic sharing UI. (#125, #82)

Improvements

  • Records now auto-name on creation, for consistent naming across objects. (#99)

Integrations

  • ERM integration began with the Contact Review Engine, reconciling externally-sourced relationship data into ClientVerse. (#102)

Security & Compliance

  • A namespace-safety audit hardened all Apex and LWC for managed-package compatibility. (#154)