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July 14, 2026 · Release v0.8.7
For housing counselors
Agencies get a caseload, a client file, session notes and per-client access controls built for HUD counseling work.
For pros1 update
In this release
new
A full client management system for counseling agencies
Each client now has a file with their intake, sessions and documents, and each counselor has a caseload view. Access to a client file is limited to the assigned counselor and the agency lead, and every look is logged. Counselors can also track leads coming in before they become clients.