All release notes
v2026-03-23

Lucius side rail, downloadable data room documents, and claim deletion

Summary

The Lucius AI assistant now opens beside your claim instead of over it. Data room documents are downloadable and SR&ED claims can be deleted directly from the directory.

Highlights

Lucius now opens as a side rail

The Lucius AI assistant on SR&ED claim pages opens as a side rail instead of a modal popup. You can read claim content and chat with Lucius at the same time, and conversations are isolated per project so context stays clean.

Download documents from the data room

Click any document uploaded to a claim’s data room to view it inline or download it directly. No more re-uploading just to share a file.

Delete SR&ED claims from the directory

Claims can be deleted from the SR&ED Claim Directory. Associated data is cleaned up automatically.

Connections page: new Notifications section

Slack, Teams, and Webex integrations live under their own Notifications section on the Connections page, separate from data integrations.

Improvements

  • Lucius conversations carry more context, so responses match what’s actually happening in your claim.

Bug fixes

  • Fixed GitHub commit synchronization by upgrading to a more reliable API strategy.

Coming soon

  • AI-generated time entries. The platform can generate time entries from project activity. Not yet enabled. Turning on after additional testing.

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