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<p>Agencies can now prepare client work the moment an invite goes out, and nothing is lost when the client joins.</p><p></p><h3 id="new">New</h3><ul><li><strong>Prepare client work while an invite is still pending</strong> — Inviting a client now creates a pending workspace right away, so your team can start building reports before the client accepts. When the invited person signs in with the matching email, that workspace is securely linked to their new account instead of creating a duplicate.</li></ul><p></p><h3 id="improved">Improved</h3><ul><li><strong>Pending client work carries over when the invite is claimed</strong> — Claiming an invite migrates compatible historical data into the linked client account, and pending client names and emails stay visible across your client and integration screens in the meantime.</li></ul>

Start agency work before a client accepts their invite

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Start agency work before a client accepts their invite

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