CRM Set 2 + BI batch
v2026.04 · 2026-04-18- Added Case Summary Generator — firm tier, 15 credits
- Added Next Action Prompter — one-line coaching per case
- Added Pricing Optimizer, Proposal / Quote Generator (BI tools)
- Added Client Persona Builder + Competitor Content Analyzer
- Added Compliance Auditor — scans firm against CICC §8 checklist
