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Changelog

Keep yourself informed about the most recent additions and improvements we’ve made to Angelwood.

2026.10Oct 23, 2026

Free templates and guides

  • Template library: Nine free, editable templates with guides, including a statement of work, client intake form, kickoff meeting agenda, creative brief, retainer agreement, website questionnaire and client follow-up emails.
  • Articles: Practical guides on client approvals, sharing documents securely, client portals and client retention.
2026.09Sep 10, 2026
  • Request a file from anyone: Create a link and share it with someone outside your workspace. They can upload a file without signing in, and it arrives in your workspace.
2026.08.3Aug 20, 2026

Agreements and larger uploads

  • Agreements: Send any agreement for e-signature, not just proposals. Upload an existing document, place signature fields, and countersign once the client has signed.
  • Contract room in the client portal: Clients see what is waiting for their signature, what is waiting for your countersignature and what is complete.
  • Change requests: Clients can ask for a change without declining the agreement.
  • 1 GB uploads: Files up to 1 GB in the workspace Documents area and the client portal.
2026.08.2Aug 15, 2026

Support inbox for SMS and WhatsApp

  • Support inbox: Handle client SMS and WhatsApp conversations in Angelwood, linked to the client and contact records they belong to.
2026.08.1Aug 10, 2026

Proposals, time tracking, payments and migrations

  • Proposals: Build proposals from templates, send them by link, follow views and downloads for each recipient, and collect e-signatures.
  • Time tracking: Timers and manual entries, billable and non-billable time, timesheet submission and approval, capacity schedules, utilisation and time reports with exports.
  • Calendar connections: Connect Google Calendar or Outlook and turn meetings into suggested time entries.
  • Online invoice payments: Connect your Stripe account so clients can pay invoices from their portal.
  • Migration Center: Preview and import existing work-management data into Angelwood before you switch.
  • Project detail: Tasks, milestones, team, time, expenses, billing and insights on each project, including hours and expense budgets.
  • Client portal security: Stronger tenant isolation and stakeholder permissions, server-side portal sessions and fixed custom-domain routing.
2026.07Jul 30, 2026

Client onboarding from the signed agreement

  • Onboarding plans from the agreement: Upload a signed proposal, statement of work or engagement letter. Angelwood drafts an onboarding plan with deliverables, stakeholders, required assets, approvals and access requests, with the source passage for each item. Your team reviews and edits it before the client sees anything.
  • Client request portal: Publish the plan as a branded portal with forms, document requests, access confirmations and approvals.
  • Readiness and reminders: See what is still blocking kickoff and send reminders in order of priority.
2026.01Jan 13, 2026

Meeting transcripts

  • Transcript analysis: Upload a meeting recording or paste a transcript on a project, and review the tasks, expenses and decisions Angelwood extracts before adding them.