What’s New at Cover: Fall 2025

The Previous 6 Months

Over the previous six months, we’ve been targeted on unclunking agency workflows, simplifying shopper engagement, and giving your crew extra methods to work smarter.

From main AI-powered upgrades in Sensible Consumption to large wins in Engagements, right here’s a take a look at what’s new in Cover since this Spring.

Sensible Consumption Simply Acquired Smarter

The Sensible Consumption expertise has developed from a strong workflow instrument into a really clever engine for onboarding, re-engagement, and doc gathering.

Right here’s what’s new:

• AI Doc Request Lists (DRLs): Routinely generate customized request lists utilizing information on a shopper’s report, like proforma knowledge.
• Reply with AI + Pre-Fill: Questionnaires can now auto-fill recognized fields and supply steered responses to shoppers, making consumption sooner for shoppers and less complicated for employees.
• AI Doc Matching: Recordsdata at the moment are auto-matched to guidelines objects the second they’re uploaded. No extra handbook checking.
• AI Doc Renaming: Uploaded information are auto-classified after which renamed utilizing world naming guidelines. Consistency and time financial savings, dealt with.
• Questionnaire Enhancements: Now you can ship safe hyperlinks—no portal login required. Nice for hesitant shoppers or these brief on time. Purchasers can evaluate solutions earlier than submitting. And conditional logic bought higher.

Engagements, Reimagined

Our all-new Engagements expertise places your agency’s greatest foot ahead with each proposal.

Right here’s what’s modified:

• Embedded Media: Add welcome messages, movies, PDFs, or brochures instantly into your engagements.
• Ever-Current Preview: See what shoppers will see in actual time – no toggling or test-sending required.
• Tiered Packages: Provide a number of pricing choices aspect by aspect to extend transparency, cut back negotiation, and unlock upsell potential.

Now, your engagements don’t simply get signed, they inform a narrative about your agency’s worth.

Expanded Migration Help

Making the transfer to Cover? We’ve expanded what our crew can assist you migrate:

• Newly Supported: Roles, invoices, and WIP time entries
• Already Included: Purchasers, contacts, customized fields, and information

Whether or not you’re consolidating instruments or switching methods totally, we’ll enable you to convey your knowledge alongside safely and precisely.

(PS: We additionally supply firm-by-firm steerage to make migration simpler than ever.)

Extra Management for Admins

• Agency-Stage MFA Enforcement: Admins can now require multi-factor authentication throughout the agency for added safety.
• Shared Activity Filter Views: Simply construct and share saved activity filters for constant team-wide visibility.
• File Historical past Monitoring: Audit who uploaded, renamed, moved, or deleted a file -complete with timestamps

Different Highly effective Updates You’ll Wish to Know

• Subtask Checklists: Add checklists inside particular person duties for step-by-step work visibility.
• WUWD (Write Up/Write Down): Time entries can now be calculated based mostly on time labored – excellent for value-based or scope-flexible billing.
• Up to date CRM: Observe and group contacts, shoppers, and shopper teams for smarter billing and reporting.
• Safe Hyperlinks for Doc Checklists: Similar to questionnaires, guidelines hyperlinks can now be shared securely – no login wanted.

Up Subsequent? Even Extra Automation.

As we head into the subsequent season, we’re persevering with to push ahead with deeper AI automation, extra workflow intelligence, and higher instruments for managing shopper relationships at scale.