AI-built deliverables, smarter template matching, and workpaper grid improvements

New Features

• AI-produced files in task chat. The Co-Audit agent can now build custom Excel spreadsheets, Word documents, and PDFs directly in the chat — not just describe what to do, but hand you the finished file. Ask for things like "build a loan schedule with a separate sheet per vendor" or "fill this form from our workpaper data" and a colored download chip appears at the end of the response. The agent can also read evidence and reference files already attached to the task when building its output.

• Move and Copy matched evidence. Right-clicking a matched row in the workpaper now offers a Move or Copy option under "Move to":

  • Move — removes the original match and creates it under the chosen parent row, with a preview of all downstream records that will be affected before you confirm.
  • Copy — adds a second association without touching the original, useful when the same evidence belongs under multiple parents.

• Run on empty match cells. Right-clicking an empty match column cell on a parent row now shows a Run option alongside "Pick document," so you can ask the agent to fill the match automatically rather than picking a file manually.

Improvements

• Template reconciliation is faster and clearer. When applying a template whose document groups share names with groups already in your engagement, the reconciliation screen now:

  • Lets you type a custom name when creating a new group (formula references update automatically).
  • Shows a "Client request · ID" chip next to any reuse option that's already shared with clients, and warns you that client uploads will continue going to the original task — so you know the upload ownership consequence before confirming.
  • Skips the screen entirely when there are no naming conflicts, jumping straight to a one-click Apply summary.
  • Highlights inline when two rows would resolve to the same name.

• First-run modal is simpler. When you open the Run dialog on a scope that has never been run, you now see just the scope description and a single Run button. The breakdown table and duplicate Re-run button only appear after something in the scope has been run.

• Remove Match is consistent everywhere. The consequence preview — showing how many downstream matched rows will be removed — now appears regardless of whether you use the grid right-click menu, the cell-detail panel, or the document-detail panel.

• Document group picker shows more context. The "Use Existing Document Group" panel now displays a file count badge on each group row, and task labels include the short task ID for faster scanning.

• AI artifact sessions start faster. The Co-Audit agent's file-building sessions now reach a ready state noticeably faster than before.

• Better AI model for EU users. The default AI model for auditors in the EU region has been upgraded to match the model used in the US.

Bug Fixes

• Co-Audit sidebar no longer splits in two. Opening "Fix with Co-Audit" from the Problems tab previously rendered a duplicate strip of recent chats below the chat panel. The chat panel now takes the full sidebar height as expected.

• Download chip appears once on saved chats. Reopening a chat that contained an AI-produced file used to show the download chip twice. It now appears exactly once.

• Template column setting for "run on no match" is now preserved. A per-column setting that controls whether the agent runs when no evidence match is found was being silently dropped when saving or applying templates. It now round-trips correctly.