What's New in Firmfy

We ship improvements every week. Here's a look at the latest features, enhancements, and fixes.

Mar 2026

v4.0New Feature

•Notes to Self: private notepad with pinning, color-coding, client linking, and reminders.
•Employee Transitions: 5-step departure workflow with cross-platform transfer.
•Team Pulse: real-time employee status monitoring grid.
•Firm Calendar: multi-employee calendar with conflict detection.
•Hiring Pipeline: positions and candidate tracking with Kanban board.
•Onboarding: structured 30/60/90-day programs with templates.
•Compliance Dashboard: firm-wide compliance matrix.
•Revenue Intelligence: financial analytics by attorney and practice area.
•Alert Command Center: Code Red/Orange/Yellow monitoring with 23 automated rules.
•Rewards Admin: full gamification control panel.
•Training Admin: LMS management console.
•Communications Center: engagement metrics for all communications.
•Client Directory: searchable client database with detail panels.
•Audit Log: complete activity trail for security and compliance.
•Daily Brief redesign: smart task summary, timeline, and goal cards.

Jan 2026

v3.0New Feature

•Employee Scorecards: auto-calculated 0-100 performance scores for every team member based on tasks, attendance, training, engagement, goals, and client satisfaction.
•Smart Automations engine with 20 pre-built templates and a custom rule builder. IF trigger THEN action with full activity logs.
•Client Satisfaction NPS tracking: automated surveys after case milestones with firm-wide NPS trend dashboard.
•Reputation management: track Google, Facebook, Avvo reviews. Send review requests. Employee leaderboard for review generation.

Feb 2026

v2.8New Feature

•Performance Reviews with structured quarterly and annual cycles. Self-assessments and manager assessments with 5 rating categories and side-by-side comparison.
•Mentoring program: formal mentor/mentee pairing with session logging, topics, and notes. Points for both parties.
•Certification tracking: bar admissions, CLE credits, notary renewals with automated 90/60/30-day expiry reminders.
•Goals & OKRs with progress rings, auto-tracking from training and task completions, and manager-set targets.

Jan 2026

v2.5New Feature

•Daily Check-ins: 90-second standup replacement with yesterday/today/blockers format. Mood tracking and GitHub-style heatmap.
•Surveys & Pulse checks with multiple question types, anonymous option, NPS gauges, and admin results dashboard.
•Events system with RSVP, auto-generated birthday and anniversary celebrations, and points for attending.
•Company-wide announcement feed with pinned posts, reactions, and read tracking analytics.

Dec 2025

v2.2New Feature

•PTO & Leave management with visual balance rings, request form, manager approval workflow, and team calendar.
•Bonuses with full approval workflow — performance, case settlement, spot, and anniversary bonus types.
•Dual referral system: employee job referrals with pipeline tracking and case referrals with compensation tracking.
•Commission tracking by source, period, and status with monthly history charts.

Nov 2025

v2.0New Feature

•Unified task sync from Clio, GoHighLevel, Practice Panther, and MyCase into one view.
•Live countdown and overdue timers on every task card. One-click Go-To links back to native platforms.
•Board, List, and Calendar view options for task management.
•Smart Calendar with synced events, color-coding by type, and Day/Week/Month views.

Oct 2025

v1.5New Feature

•Full gamification system: points earned across every feature in the app.
•Badges for achievements, streaks with multiplier bonuses (10-day 1.1x, 30-day 1.25x, 90-day 1.5x).
•Firm-wide leaderboard and personal XP/level tracking.
•Reward shop where employees redeem points for gift cards, PTO, bonuses, and more.

Sep 2025

v1.0New Feature

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