Apr. 2, 2026 — A refreshed workspace and expanded Ask Lex

Summary

This release delivers a major update to the in-app experience, integrations for common PSA/RMM systems, expanded Ask Lex capabilities, and an MCP sever for partners using Claude and Microsoft Copilot.

This is a major milestone ahead of general availability in July 2026.

New features

App experience

Reimagined UX designed for speed
- compact, data-rich with faster context access
Dark mode and light mode
by popular request
New typeface
improved readability across lists and documents
Filters and sort
narrow and order large asset lists faster
Quick View
preview an asset without leaving list context, perform inline edits
Bulk Actions
apply access control settings or archive multiple assets

Ask Lex

Display
Ask Lex
at any time using the icon in the top menu bar
View-aware context
- Ask Lex uses context from your current view, such as a selected asset. Chat history displayed in line with asset context.
Create and update assets and documents
- Ask Lex can perform supported create/update actions with governance, audit, and versioning behavior consistent with manual edits. Explicit Human approve/deny confirmation required before commit.
CTRL + K
to invoke universal search from anywhere. One click to Ask Lex and extend the search

Integrations + MCP

ConnectWise PSA + RMM
Autotask
HaloPSA

Claude and Microsoft Copilot

— documented and supported as MCP clients for this release wave, accessing the same permission-aware Lexful Docs knowledge available in the product UI.

Execution model

Progressive loading
- tools use progressive search/loading to reduce context bloat and preserve response quality.
Bi-directional app hooks
- UI components can pass live context to Lex, and Lex can invoke supported in-app actions.

Bug fixes

Fixed an issue where attachments were duplicated on subsequent IT Glue data imports