Release notes

SearchWare has a new look, and it is quicker to work in. Every screen now shares one calm design: the most urgent thing comes first, figures line up, every click answers straight away, and almost anything you do can be undone from the message that confirms it. It works on a laptop and a phone and, for the first time, in dark mode. Nothing you've entered has changed, and the only change to who can see what is in the data room, where counterparties now see less.

The new look

🎨 One design, everywhere — A light sidebar with your work on a raised panel; one indigo for "act here"; colours that mean a state (green for done, amber for attention, red for overdue or failing) and nothing else; and deal stages drawn as progress dials instead of a rainbow. Figures share one typeface and line up in columns, and company and people names are set in a serif.

🌙 Dark mode — Choose System, Light or Dark from your account menu, the command bar (⌘K) or Settings → Appearance. It applies before the page appears, so nothing flashes, and it's remembered on this device. The data room, sign-in and public pages stay light.

↩️ Undo instead of "Are you sure?" — Moving a deal, ticking a to-do, removing someone from a deal, deleting a file or answering an expense happens at once, with Undo in the message that confirms it (⌘Z works too). Only what can't be undone asks first, in a dialog that says exactly what will go.

🎉 Small celebrations — Ticking a to-do, closing a deal and clearing your Expenses Inbox each get a short moment. Turn them off in Settings → Appearance; they never play when your device asks for reduced motion.

📱 Made for phones — A bottom bar with Today, Deals, a Create button (Drop CIMs, Add deal, Log meeting, New to-do), To-dos and More. Pages are laid out for the phone instead of squeezed onto it, and the tablet gets touch-sized controls. If your device asks for reduced motion, the interface keeps still.

Today

☀️ Your day, most urgent first — Today opens with a greeting and a one-line summary, then Up next (your next deal meeting, counting down, with Prep), then Needs you: exclusivity ending, legal follow-ups, files Screening needs you for, overdue to-dos and data-room requests, and your Expenses Inbox, in one list ranked by urgency. When it's clear, Today tells you what's next.

✅ One to-do list — Each to-do shows once, grouped Overdue, Today, Next 7 days and Later, with a quick-add that understands "tomorrow", "fri" and "#deal". Ticking one is instant, and Undo puts it back.

📈 Your pipeline at a glance — Beside them: what's asked across your pipeline by stage, deals waiting on a CIM or gone quiet (ask the broker, or nudge yourself in a week), and what last happened on your active deals.

🔁 Revisits come back — When a passed or archived deal reaches its revisit date, it joins Needs you. Reopen it at a stage, snooze it for a week, a month or three months, or clear the date, and Undo takes any of them back.

Deals

🗂️ A board that fits — All six working stages fit a laptop screen. Cards show the ask, earnings, multiple, your max price and the room under it, one offer chip and how long the deal has sat in its stage; a quiet deal says so in words.

✋ Drag and drop — Drag a card to another stage with a mouse, a long press on a phone, or the keyboard (Space to pick up, the arrows to move, Space to drop). Columns preview their new count and asked total as you drag, and a tray offers Closed won, Pass and Archive. Every move can be undone.

🔎 Filters that stay put — Team, In exclusivity, Gone quiet, Has offer and more, each with its count, kept in the address so a shared link or Back shows the same board. The List view is a full table you can sort by any column, with Active, All and Closed.

🚪 Quicker passes and new deals — Pick the pass reason from a grid (keys 1-9), then add a note and a revisit date in the same step. Add deal starts with a drop zone for the CIM and asks for four fields; the rest waits under More details.

📋 Bulk actions on the List — Select rows with a click, a shift-click for a range, the header checkbox or X. Then move up to 50 deals to a stage, pass or archive them with one reason, or export them as a CSV. Moves, passes and archives can be undone.

Screening

🧪 Triage at speed — Screening shows the batch's progress, the files that need you, and one ranked table with each deal's verdict and why, its fit, the ask, earnings, your max price and the room under it. Interested (A) and Pass (P) sit on every row: the deal slides away, and Undo brings it back. Tick deals to compare or pass them together, and step through the side sheet with J and K.

The deal page

🧾 The essentials up top — A compact header with the stage rail (click a later stage to move the deal, with Undo) and a strip of the key figures: asking price, revenue, SDE, the multiple, your max price with how far the ask sits under it, and the LOI's exclusivity. The tabs start near the top of the screen, even on a phone.

📌 Figures and their sources — The Overview leads with a table of the deal's figures, each with its period and where it came from. Hover a source to read the quote and open the page it's on.

⚡ Tabs that open instantly — Tabs keep your place and start loading when you point at them. Switch with 1-6, move to the next deal with J and K, and ask about the deal with ⌘J.

📝 Every tab, rethought — The memo reads like a document, with an outline that follows you. Underwriting shows the live price and coverage as you edit and saves with ⌘S from a bar that appears when you have changes. Documents is one list by folder: drop files anywhere on it, or select several to share or move. Diligence has to-do lists with progress and legal documents with their status and next step. Activity is one timeline with a one-line comment box.

🗃️ Your custom fields — The fields you define in Settings → Custom fields sit on the Overview, and members edit them in place. Each value is checked against its field's type, and one that no longer fits is flagged rather than lost.

Underwriting

🏦 One all-in SBA rate — SBA 7(a) loans are priced at one all-in rate: the one an admin sets in Settings → Underwriting defaults, or 10.00% until then, so nothing waits on Prime. A scenario saved on Prime plus a spread still computes as before, and one click moves it to an all-in rate.

📄 Deal fields from the CIM — Once a CIM has been read, a blank industry, location, description, website, employee count or year founded fills in from its verified facts, including scanned CIMs, CIMs added to an existing deal and files uploaded on Documents. Nothing you typed is overwritten, and a name taken from the file name becomes the company's real one, except on a blind deal.

🔄 Underwrites that keep up — An open deal's quick underwrite updates by itself once new documents are read, and deals that were waiting on Prime are priced. Generate underwrite (or Refresh from documents) on the Underwriting tab runs it straight away.

🤖 The underwriting agent — It reads the deal's documents and suggests assumptions for you to review: replacement salary, maintenance capex, working capital, closing costs, growth, contribution margin and how much of each add-back to accept, each with its reason and the quotes behind it. Accept one, accept all or dismiss, and see how the headline figures would move if you accepted them all. A scenario changes only when someone accepts, values you set are left alone, and viewers can read the suggestions but not act on them.

Contacts, meetings and to-dos

👥 Contacts — One compact table with each person's title under their name, type filters and counts, "last emailed" in words, and Email, Change type and Delete for a selection. A contact's page edits in place and saves your notes as you type. Point at a contact's name on a meeting or a deal to see their card.

📅 Meetings — An agenda grouped by day, with the next meeting marked. A "Synced 2m ago" pill replaces Sync now, suggestions answer one at a time, and one dialog logs or edits a meeting.

☑️ To-dos — Grouped by when they're due, with Mine and Everyone, filters kept in the address, a detail panel with comments, and F to flag one.

🧺 To-dos in bulk — Tick several to complete, reopen, assign or reschedule them together, with Undo; deleting them asks first. On a phone, tap Select.

Analytics and portfolio

📊 Analytics — Overview, Stage flow and Offers. Every number opens the deals behind it. Stage flow brings the old Funnel and Velocity together and shows where deals drop off, and why. The In exclusivity list reads each deal's current LOI, so an exclusivity that was shortened or extended shows its real end date.

🤝 Who sends you deals — A card on Analytics shows the contacts who source your deals: how many each has sent, when the last one arrived, the verdict mix, how far their deals got and who has gone quiet. A contact's page shows the same under Deals sent.

🏢 Portfolio — Each company has six tabs instead of twelve: Overview, Financials, Ownership, People, Documents and Plan. Financials pairs a revenue and margin chart with the P&L, and a plan's items become to-dos in one click. Setup picks up where you left off, and old links still open the right place.

Expenses

💳 The Inbox — Each item says why it needs you and suggests an answer (keys 1-3). Answers apply at once with Undo, and the sidebar count drops straight away. A strip at the top shows what needs you, this month's spend, what awaits approval and the missing receipts.

🧾 All, Reports and Trips — All is a table grouped by month with a total, actions for a selection and filters kept in the address; an expense opens in a side panel. When a filter can't apply to an export, the Export menu says what the file covers. Reports has a period picker, a monthly chart and your top categories, merchants and deals. The trip you're on shows at the top of Expenses.

Settings

⚙️ Settings, regrouped — One page with a list on the left (You, Workspace, Deal flow, AI and Expenses) and a search box. Switches save on their own; forms show a save bar (⌘S) and stop you before you leave unsaved changes. Each section says whether it applies to you or to the whole workspace.

🗺️ Your buy box — Dollar ranges you can type as "2.5m", chips for industries and places, and one table for each criterion's weight and whether it's a must-have. Expense rules read as sentences, with a tester that shows which rule fires.

Drop files anywhere

📥 Drop where you upload — Drop files, or a whole folder, wherever you upload: on any tab of a deal (they go to its Documents), anywhere on Expenses for receipts, and on Contacts to start an import. A Screening file that's waiting takes its file by drop, and so do a legal review, a signed copy, an expense, an Inbox card that needs a receipt and the workspace logo. Whatever you drop on lights up while you hold the files over it, and a check confirms when they're in.

🏢 Portfolio documents — A portfolio company's Documents takes files too, with a category, and opens them from the list.

🛑 Drops land where you meant — A drop on a page with its own upload no longer becomes a Screening batch, and a file dropped while a dialog is open is no longer opened by the browser.

⏳ Uploads that keep going — Move around the app while files upload: a progress message follows them, with View to go back. When a deal's documents have been read, a message and a notification tell you; turn the notification off in Settings → Notifications ("Your uploads finished reading"). Each document's text is read in the background and retried if storage hiccups, so it ends "Ready for AI" or "Not readable" instead of waiting.

The assistant

💬 A calmer chat — Your chats sit in a list on the left, grouped by date, and open instantly. Stop is a quiet button inside the message box, answers aren't boxed in, and an email the assistant sends waits a few seconds behind Undo. Ask about a deal or a company uses the same chat, and a deal's answer keeps coming if you close its panel.

The data room

🏛️ For your counterparties — Data rooms are warmer and clearer. The dashboard leads with what's waiting on them: drop a file on a request to upload it, with progress and Retry. Documents is one browser with one preview, the schedule is an agenda with a small calendar, and Messages shows who's in the conversation.

🔒 What counterparties see — Their activity feed now shows deal progress only (uploads, reviews, workstream updates, shared files and messages), never who signed in or what someone viewed or downloaded. Their own data-room admins no longer see sign-ins, views or downloads in the Activity Log or its export either: those stay with your team. Their bell became What's new, and email preferences moved to the account menu.

🛠️ For data-room admins — Invite several people at once, change a role with Undo, and switches that save on their own.

📬 Review requests from the deal — The deal's Diligence tab lists its data-room requests from every workstream, grouped into To review, Overdue, Waiting and Approved, with how many are approved, and the data room's admins approve an upload or send it back right there, with Undo.

Speed and keyboard

⚡ Quicker pages — Every page shows its outline while it loads, the main content arrives first with the extras filling in after it, lists keep their last results on screen while the next ones arrive, and ticking a to-do on Today no longer reloads the page.

⌨️ A command bar — ⌘K (Ctrl K elsewhere) jumps to any deal, contact, page or setting, your recent records, and actions like New to-do. Start with > for commands, d and a space for deals only, c and a space for contacts.

🎯 Commands for the record you're on — On a deal, ⌘K lists its actions first (Ask, Open documents, the data room, Upload documents, Advance and Pass); on a contact, Email, Call, Log meeting and Add to deal. Create also adds contacts, contact imports, expenses and portfolio companies, every Settings section is listed with the best matches first, and viewers see only what they can use.

🧭 Shortcuts that teach themselves — G then a letter goes anywhere (G T Today, G D Deals, G S Screening, G O To-dos, G M Meetings, G C Contacts), J and K move through lists, and keys show on the buttons they press. Press ? for every shortcut, with this page's marked.

🔔 Notifications — The bell is now a Notifications row in the sidebar: All, Unread and Mentions, grouped by day, with Mark all read.

Getting started

🚀 A focused setup — New workspaces set up in five steps on a page of their own: your firm, your buy box (with a live preview), Gmail and Calendar, your team, and your first CIMs, screened while you watch. Members and viewers see only the steps that apply to them.

Renamed and moved

🏷️ New names — The "Pipeline" stage is now Sourced, the Diligence Portals menu is Data rooms, and Analytics' Funnel and Velocity are Stage flow.

🧩 Settings sections — Integrations is now Connected accounts, the forwarding address has its own section, Buy box & underwriting is now Buy box & screening plus Underwriting defaults, API keys are under Keys & providers, and Expense settings sit in the same list. Old links and bookmarks still land in the right place.

Deals now come in through one front door: drop a folder of CIMs, or forward broker emails and listing alerts to your workspace's own address, and each one is read and screened for you in Deals › Screening. Every deal gets a memo that cites its figures, underwriting for both SBA and funded search, and offers built from your numbers. Meetings from your recorder land on the right deal, and Expenses can now fill itself from your bank and card feeds.

Deals come in by themselves

📥 Drop CIMs — "Drop CIMs" at the top of the sidebar, or drag files (whole folders too) onto the Deals page. Each file is read, matched against the deals you already have (a CIM for a deal you're working on is attached to it, not duplicated), and screened against your buy box: Pursue, Ask first or Pass, with the reasons and the pages they came from. Add Deal's "Upload a CIM" works the same way for one file. A line under each drop says whose AI reads your files.

✉️ A forwarding address for deals — Your workspace has its own address. An admin creates it in Settings → Integrations → Agent access; whatever you forward there (attached CIMs and teasers, links to BizBuySell and other listing sites, or the email's own text) is screened like a drop, and you get a reply when you sent it yourself. Mail from someone who isn't on your team waits for an admin to accept it, and admins can allow whole domains. Gmail's forwarding-confirmation code shows up in Settings, so you can set up automatic forwarding.

🗂️ Deals › Screening — Files fill in as they are read, with the headline number for your buyer profile, the fit, red flags and the AI cost of the batch. Open a deal beside its PDF, with the quoted passages highlighted. Move fast with the keyboard (J/K, A to advance, P to pass, R to ask for information, S to snooze), pass everything the screen suggests in one go with the reasons filled in, and draft the notes to the brokers. A file that didn't read has Retry. Screened deals join the pipeline when you advance them. You get one notification when a batch is done, and Today shows batches still running and files that need you.

🔁 Screen my open deals — Run the screen over the deals you already had, with a cost estimate first.

🧷 Drops that survive a reload — The batch is opened before your files upload, so closing the tab loses nothing. A file that didn't finish shows "Waiting for the file" in Screening; choose the same file again and it carries on (a different file is turned away before it uploads). If it never comes back, the batch still finishes after an hour and tells you what was screened, and the file can be chosen again later.

🎯 Your criteria, weighted — Under the buy box, give each criterion a weight, mark the ones that are required, and set an EBITDA range on the reported or seller-adjusted figure. Deals that meet your required criteria come first in Screening; one that misses a required criterion is suggested for a pass, and one the documents don't settle is "Ask first". Change your criteria and the affected fits are marked stale: "Refresh fit" recomputes them from the figures already read, with no new AI cost.

🔎 The whole backlog, searchable — Search Screening by company, industry or location, filter by verdict or by your required criteria, and page through every deal waiting there: the best deals come first across the whole backlog, not just the page you're on, and sorting a column sorts them all. Compare up to four deals side by side, even from different pages, each figure with its period and source page, and copy the questions for the broker in one click.

The deal page

🧭 Six tabs — Overview, Memo, Underwriting, Documents, Diligence and Activity. Everything from the old tabs is still there: notes, comments, emails and meetings are one Activity timeline with filters; to-dos and legal documents are in Diligence; people and linked expenses on the Overview. Old links and bookmarks open the right place.

💬 Ask about this deal — Deal chat is a button in the deal's header and opens beside whatever you're looking at.

📌 Figures you can trace — Asking price, revenue, SDE and EBITDA show where each came from: the document and page, a person's edit, or the CIM's first read. The Overview leads with the next step (an NDA to send, an offer's exclusivity), the screen and when the deal was last touched.

Deal Memo and the Screen

📝 Deal Memo — A memo written from your documents, where every number is a reference to a figure the documents state or to your underwriting, so it can't drift from them. When figures disagree across documents it says so and suggests the question to ask; it marks itself stale when something changes and refreshes on its own. Previous memos, including the ones written before this release, stay listed.

🔍 The Screen replaces Score Deal — The Memo tab opens with the deal's screen against your buy box. When a figure couldn't be checked against the file, it says "Needs review" until someone marks it reviewed.

📨 Send the requests — The memo's missing-document requests go to the data room, a collection link or your to-dos in one step. Counterparties never see your figures in a request's title.

✅ Diligence checklists are to-dos — Open items from the old diligence checklist are now the deal's to-dos; completed ones stay readable in Diligence. Your diligence templates now create one data-room workstream per category when you launch a data room.

Underwriting

🧮 An Underwriting tab for both buyer profiles — Model a deal as an SBA-financed self-funded search (with or without passive investors) or a traditional funded search: sources and uses, debt, coverage, returns, sensitivity, and the price that meets your coverage or return target. Save scenarios, compare them, and pick the one that leads.

🏷️ Max price on every card — The pipeline, the Screening board and the deal header show the maximum price at your coverage target (SBA) or the value at your target multiple (funded search), with the gap to the ask. SBA numbers carry "8.1 · pending lender review": the SBA rules are built in but haven't been confirmed by a lender yet.

⚙️ Settings → Buy box & underwriting — Your search criteria moved here from General, next to your default buyer profile, financing terms and targets.

Offers

✍️ Make an offer from a scenario — Turn a saved scenario into an IOI or LOI. For SBA deals it checks the offer against the SBA rules first (no earnout, the seller note sized to fit) and blocks one that wouldn't pass. The letter is filled from the offer's terms, not the asking price, and its status follows the offer: sent, countered, accepted, declined. Accepting an LOI offers to move the deal to Under LOI and launch the data room.

⏳ Exclusivity countdown — An accepted LOI counts down its exclusivity on the deal, its card and Today. Analytics → Offers shows LOIs sent and signed, your win rate and how long CIM to LOI takes.

📄 NDAs from the deal — Generate an NDA from the deal's Overview or Diligence › Legal, prefilled from your firm and the seller. Your default NDA template in Settings → Templates is used (or SearchWare's starter, a draft for your counsel to review). Every field the template uses must be filled, then you read the NDA and can edit it before it's saved; the exact text is saved to the deal, and Draft details shows the template, values and edits it came from.

✍️ Confirm execution, with the date it was signed — In Diligence › Legal, Confirm execution records the day everyone signed, who confirmed it, and the signed copy (pick the PDF or Word file, or upload it) or a note saying where it's held. Executed is no longer a status you pick. Details & history shows every change, and the signed copy and executed agreements can't be replaced or deleted. Set a follow-up or expiry date and it shows on Today's Legal follow-ups and the Deals list's "Overdue follow-ups" filter. Accepting an offer confirms its LOI's execution on the day you record; generating a new NDA draft retires the previous one. Agreements marked executed before this release show as a "legacy record" until confirmed.

🖋️ Your letterhead on every draft — NDAs and offer letters are Word files with your firm's name, address and logo at the top, one title, "DRAFT" and page numbers at the foot, and signature blocks that don't split across pages. The Word letterhead needs a PNG or JPG logo: if yours is a WebP, upload a PNG or JPG in Settings → General before generating. An offer letter with a blank left (an NDA date, the governing state) can't be marked sent until it's filled and the letter generated again.

Meetings

🎙️ Connect your meeting recorder — Connect Granola in Settings → Integrations. Your recorded meetings about deals come in and are linked to the deal they're about; you confirm a link, and people SearchWare doesn't know become suggested contacts rather than new contacts. Meetings sync when you open Meetings or press "Sync now".

🔒 Private until you share — A recorded meeting is yours alone until you share it: confirming its deal shares it with the deal team, and "Share with everyone" makes it visible to the whole workspace (only meetings shared with everyone feed the Deal Memo). The transcript stays in your recorder and is read when needed. If you disconnect, meetings you never shared are removed after 30 days. Deal chat answers that could draw on a deal-team meeting are kept to the person who asked.

📅 Calendar: deal meetings only — Google Calendar import now keeps only meetings that belong to a deal, and no longer copies event descriptions.

🔎 Search your meetings — Meetings has instant search, and the Assistant searches and reads your meetings (and transcripts you can see).

Expenses

🔘 Expenses is a module — Workspaces that already used Expenses keep it; others can turn it on in Settings → General (admins, on plans with Expenses). When it's off, Expenses leaves the sidebar.

🏦 Bank and card feeds (rolling out) — Connect your business accounts and cards, and SearchWare files the charges for you: transfers and card payments are skipped, refunds are matched, categories come from your rules and what you've corrected before, and anything that needs you (a missing receipt, business or personal on a mixed card, an approval) goes to your Expenses Inbox. The details of personal charges are erased after 30 days. Feeds are opening to workspaces gradually; until yours is included, Expenses works as before.

🧾 Receipts that find their charge — Where bank feeds are on, snap a receipt on your phone, drop it in, or forward it to your own receipts address, and it's read and attached to the matching card charge. A weekly email lists what has waited for you for a week.

Removed and moved

📥 Deal Inbox — The Deal Inbox and its Gmail label sync are gone: forward broker emails and listing alerts to your forwarding address instead. An alert from a members-only site such as Axial or Acquire.com is screened from the deal details in the email, since SearchWare can't sign in to open the listing. Links to the Deal Inbox open Screening. Deals you added from the Inbox keep their source, notes and history. SearchWare no longer reads your "Deal Alerts" Gmail labels, so you can delete them and their filters in Gmail. For a week, Deals shows a note about the change to workspaces that used the Inbox.

⚖️ The Legal page — Legal leaves the sidebar. Its tracker is the Deals list's "Legal" filter (drafts, out for signature, executed), each row opening the deal's Diligence › Legal, where document status, downloads and Upload for Review now live. NDA templates are in Settings → Templates. LOI templates are no longer used, created or edited, because offers fill their own letter; existing ones stay readable and deletable. The manual LOI form, the Gmail-draft button and the cross-deal review page are gone.

💬 The Slack bot — The SearchWare Slack bot is retired. Where bank feeds are on, they file your charges and receipts come from your phone, a drop or your own receipts address instead; elsewhere, add expenses on the Expenses page. Expenses and receipts you sent through Slack stay, and you can still open, edit, approve and export them. Your admin can remove the SearchWare app from your Slack workspace.

🎧 MeetGeek and the Gmail "Meeting Notes" label — SearchWare no longer imports from MeetGeek or reads a Gmail label for meeting recaps; connect a recorder instead. Meetings you already imported stay. Admins can revoke their MeetGeek API key at MeetGeek.

🧠 Strategy, Negotiate and Score Deal — The Strategy advisor, the negotiation planner and Score Deal are replaced by the Deal Memo, its LOI levers and the Screen. Old Strategy and Negotiate links open the memo's LOI levers.

🧩 Optional deal tabs — Every workspace sees the same six tabs, so the setting that hid tabs is gone. The Batch Import dialog and the CIM review card are replaced by Screening.

Getting started

🚪 A forwarding address instead of an inbox to connect — Today's "Get started" card asks an admin to create the forwarding address, and the empty Deals board links to it. Setup's Gmail step now just connects Gmail: there is no "Deal Alerts" label to enter. Settings → Integrations says what your Gmail connection is used for: your deals' and contacts' email, drafts, and the Assistant.

Plans

💳 What each plan includes — Every plan now lists bulk CIM screening, the Deal Memo and underwriting for SBA and funded search; Pro and Team add meeting recorders, NDAs and offer letters, and Expenses with bank and card feeds as they roll out. Platform AI budgets are unchanged ($20 on Solo, $75 on Pro, $40 per seat on Team), and your own AI keys are never metered.

SearchWare gets smaller so the deal work can get better. Features that sat outside the path from CIM to close, or that never quite worked, are gone, and the Assistant sticks to drafting, replying and scheduling. Signing in asks Google for less, documents are read page by page, and every meeting now reaches the deal's AI.

Removed

📰 News Digest — The daily news and RSS digest is gone. Links to it open Today.

🎟️ Conferences — The conference catalog, bookings and RSVP scanning are gone. Expenses you had linked to a conference are now grouped as a trip named after it, so nothing you logged is lost: the expense list and the CSV export show the trip.

📬 Gmail triage — The email assistant that labelled, archived and drafted replies in your inbox is gone, with its daily digest. Settings → Assistant now holds only what the Assistant chat uses: its name, how you like emails written, your meeting preferences, the default meeting link and the system prompt.

🧹 Inbox clean-up in the Assistant — The Assistant no longer archives, trashes, labels or marks emails as read. It still searches and reads your email, drafts, replies and forwards (you review every draft), and works with your calendar, contacts and meeting recordings.

⚙️ Automation rules and check-ins — Follow-up rules never ran on a schedule, so they are gone, and so are check-in questions. Today's "Gone quiet" list still flags engaged deals nobody has touched in 14 days.

🚗 Mileage — The mileage settings tab, which only ever stored two addresses in your browser, is gone.

⚖️ Legal Compare — The "coming soon" Compare tab is gone. NDA and LOI generation, Red Flag Review, the tracker and templates are unchanged.

Google

🔐 Sign-in asks only who you are — Signing in with Google now asks for your name and email address and nothing else. SearchWare no longer asks for access to Google Drive.

🔗 Connect Gmail and Google Calendar when you need them — Each is connected on its own, with "Connect Gmail" and "Connect Google Calendar" wherever a feature needs one: Settings → Integrations, Meetings, a deal's or contact's Emails tab, the email dialog, Legal and the Assistant. If you already use Gmail or Calendar in SearchWare, your connection keeps working. If Google stops honouring a connection, SearchWare asks you to connect again instead of showing an error.

AI

📊 Your AI usage, month by month — Settings → Billing shows how much of your plan's built-in AI you have used this month. Owners and admins get a notice at 80%. AI you run on your own API keys is never metered.

🔑 The right model for each step — If your firm uses its own API keys, quick steps (processing meeting recordings, Slack receipt replies, chat titles, reading receipts and scanned pages) now run on your provider's fast model: Claude Haiku 4.5, GPT-5.6 Luna or Gemini 3.8 Flash. If "Test key" finds your key can't use it, your own model is used instead. CIM parsing still runs on the model you chose. SearchWare's built-in AI now reads scanned pages with Gemini 3.8 Flash.

🧪 A more thorough Test key — Test key now tries every model your key serves and reads its rate limits, and remembers which models your key can't use.

🤝 A second AI provider only with your say-so — If your firm uses its own keys, CIM parsing checks its figures with a second provider only after an admin turns on "Second AI provider" in Settings → Integrations. Until then it runs on one model. Firms on SearchWare's built-in AI keep the two-model check.

📝 Underwriting memos that finish — Memos are now written on the server, so leaving the page no longer cuts one short. The Analysis tab lists your previous memos, opens one when you expand it, and marks the latest "Stale" once the deal's figures, documents or notes change. The AI's own CIM summary is labelled as AI-written in search and is no longer read back to the AI as your notes.

Documents

📄 Read page by page — PDFs are now read one page at a time. Scanned and table-heavy pages are read by AI in the background after you upload, so their figures reach deal chat and memos. PowerPoint decks are read too (they used to come back empty), spreadsheets sheet by sheet, and Word files at their page breaks. Documents you uploaded before this release are processed in the background.

Meetings

📅 Calendar meetings land on the right deal — A meeting imported from Google Calendar is linked to a deal when exactly one open deal matches it: an attendee is a contact on that deal, or has an email at the company's website domain. Your teammates and personal email domains never count, and a meeting you unlink stays unlinked.

🗂️ Every recap on the deal — Meeting recaps saved on deals by early versions of SearchWare now show on the deal's Meetings tab, with their attendees, and feed deal chat and the negotiation planner like every other meeting.

⚡ Faster meeting lists — Meeting lists show a short preview and load the full notes when you open a meeting.

👥 No teammates in your contacts — Importing a MeetGeek recording no longer creates contacts for people on your own team or at your own company's domain.

Security

🔒 A dedicated key for your secrets — Your AI API keys and MeetGeek key are now encrypted with a key of their own, separate from the one that signs you in.

Plans

💳 What each plan includes — Plans no longer list the News Digest, and now state the platform AI each plan includes every month ($20 on Solo, $75 on Pro, $40 per seat on Team). Your own AI keys are never metered.