Client Compass 1.5 build 8 introduces a complete bilateral delivery workflow. - New Handoff Board separates Our, Client, and Shared accountability lanes. - Handoffs now include state, due date, acceptance criteria, blocker, and acceptance evidence. - Delivery Control surfaces blocked work, overdue handoffs, cadence breaches, and evidence gaps. - Engagements now retain a delivery outcome, review cadence, handoff ledger, and decision register. - Delivery Debrief saves the factual interaction, decision, and next accountable move together. - New delivery-ledger CSV, portfolio review PDF, and engagement packets improve professional handoff records. - Navigation and all App Store screenshots are current for both iPhone and iPad. Existing Client Compass archives remain supported by the versioned backup format.

Client Compass now gives every open relationship a clear handoff instead of an opaque score. - See an explainable Review queue based on your dates, next actions, interactions, and commitments. - Record who owns the next step: you, the client, both sides, or no one yet. - Track commitments with an owner, due date, note, and completion state. - Log an interaction and set the next action in one flow. - Review relationship coverage, activity, channels, categories, and quiet clients in Insights. - Export richer PDF, text, CSV, and JSON records. - Navigate reliably across both iPhone and iPad. Your existing records remain compatible, and your data still stays on your device unless you choose to export it.

See your client work at a glance with the new Insights tab. A simple on-device dashboard charts your follow-up activity over the last 30 days, shows which channels you reach out on most, breaks down your open pipeline by category, and flags the relationships that are going quiet. Never let a follow-up slip again. Turn on optional follow-up reminders and Client Compass will schedule a private notification for each open client on its suggested next-touch day, at a time you choose. Reminders are scheduled right on your device — nothing is sent to a server. Back up everything in one file. Export all of your clients and their full follow-up history to a single JSON file you can keep safe or move to a new device, then restore it whenever you need. As always, your data stays on your device unless you choose to share it, and there are still no accounts, ads, or tracking.

What's New in Client Compass 1.2 Follow-through, made automatic. Client Compass now tells you who to follow up with, when, and what to say. New - Follow-up cadence engine. For each client, Client Compass suggests the next follow-up date using a proven proposal rhythm - a nudge around day 2-3, fresh value around day 7, a new angle by day 14, and a friendly close around day 21. After about four touches it suggests a new angle instead of another nudge. - Follow-up history. Log each call, email, text, or meeting on a client. See how many times you've reached out and when you last did. - "Due now" Follow-ups tab. A dedicated tab that surfaces every open client due for a touch today - most overdue first - with a one-line status and the goal of the next touch. - Copy-ready message templates. Seven short, personalize-yourself scaffolds: day-2 check-in, value-add nudge, new-angle message, friendly break-up, gentle payment reminder, testimonial request, and reconnect note. Tap to copy; the app never sends anything for you. - PDF client brief. Export a formatted, printable packet with your overview, smart brief, and every client's follow-up history - perfect before a call or weekly review. Improved - The Today dashboard now shows how many clients are due a follow-up, and the smart brief calls it out. - CSV export now includes touch count and last-contact date for each client. - Plain-text and PDF exports include full follow-up history. - Sample data ships with example follow-up touches so the new features are easy to explore. Everything stays fully offline: no account, no ads, no tracking, no in-app purchases. Your client notes and follow-up history are stored only on your device.

Updated premium app icon and refreshed the App Store build.