This is another installment of our new series of monthly Aiwyn platform updates. Each note will spotlight newly launched capabilities that are designed to help your firm accelerate cash flow, streamline operations, and elevate the client experience across the entire Aiwyn platform.
Firm staff can now use a dedicated batch management screen to update details, move statuses, or remove engagements across multiple records at once.
Why this matters
This saves time and reduces manual work when managing engagements at scale, especially during busy seasons.