Review panel refresh, searchable skills, and match automation resilience

Reasoning and citations combined in Review: The cell detail panel in the CoAudit Excel add-in now shows a cell's reasoning and all its citations together in one unified view.
Click-to-view citation evidence: Evidence opens when you click a citation — hovering no longer switches the document view, giving you deliberate control over which citation is displayed.
Long-press cell references to navigate your spreadsheet: Hold a cell reference link in reasoning text for a moment to temporarily jump your spreadsheet to that cell; release to return. The cited document stays in view throughout.
Citation box requires a click to resize: A cited region in the document must be clicked once before its resize handles appear, preventing accidental adjustments while you browse evidence.
Searchable skill picker: Type to filter skills directly in the CoAudit skill picker — find the right prompt without scrolling through your full library.
Create clients and engagements from the upload flow: While uploading source documents in the Excel add-in, you can now create a new client or engagement on the spot without leaving the screen.
Simplified add-in settings: Account and engagement settings are consolidated into a single screen with consistent navigation.
Personalized agent welcome: The CoAudit chat welcome screen now shows tailored suggestion prompts you can edit before sending.

Client directory now paginated: The client list loads quickly with a "Load more" button for large firms, and supports search by client name or external ID.
Client and engagement creation on mobile: The creation flow for clients and engagements has been updated to work well on touch devices.

Workpaper datasource sidebar toggle: Clicking a datasource's column group name now reliably toggles the workflow sidebar open and closed — clicking while the sidebar was already open previously had no visible effect.
Match automation resilience: Individual slow record lookups no longer cause an entire datasource automation to fail; affected rows fall back gracefully while the remaining matches complete normally.
New engagement form: Validation messages now clearly identify each missing field, and the back and cancel buttons return you to the client page you started from.
Administrators can access the client directory: Firm administrator accounts now have full access to client and client-detail pages, matching auditor access.
Skill library reliability: Skills reload correctly after a connection issue, unsaved edits prompt a confirmation before navigating away, and firm skills stay current when switching between accounts.