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PROFESSIONAL SERVICES BUSINESS DEVELOPMENT AND MARKETING INSIGHTS

| 2 minute read

PRODUCT UPDATE: What's new from Passle in September 2026?

Our latest sprint is named after the cocktail 'Hawaiian Iced Tea'. This release introduces a new Lateral Dashboard to help Business Development teams track how new lateral hires are building their network and integrating into the firm, plus AI Helper, giving authors AI-assisted editing right inside the post editor.

If you want to learn more about the updates or have any questions, please feel free to contact the Passle Client Success Team.

Here is an overview of our new features and enhancements

Lateral Dashboard

We've introduced the Lateral Dashboard, giving Business Development teams a clear view of how each newly hired lateral is building their network. Every lateral gets their own dashboard, with progress tracked automatically against the review milestones your firm sets.

Suggested follows & introductions

To help BD teams find the right people for a lateral to meet, it also includes suggested introductions based on genuine content engagement, with similar profiles as a backup, and a 'Who's missing?' view that flags any gaps in their network early.

It also lets teams record success stories and other notes as they happen, and sends a regular review reminder email, so integration progress stays visible and easy to support from day one.

If you'd like to learn more about how Passle can help with lateral integration or discuss access for your team, get in touch with the Passle Client Success Team.

AI Helper

Post creation now includes AI Helper, giving authors a quick way to adjust their writing without leaving the editor. A new toolbar dropdown offers four actions:

  • Rewrite – rephrases the selected text in the same voice, at a similar length
  • Expand – develops the selected text with a sentence or two, staying on topic
  • Tighten – shortens the selected text, cutting redundancy and filler
  • Conclude – writes a closing paragraph for the whole post – no selection needed

Other key changes in this update, including enhancements or minor tweaks to our existing features

User provisioning: Okta integration

You can now use Okta with Passle as a user provisioning option. It works in a similar way to our existing Entra ID integration, managing name, surname, email address and (optionally) job title centrally. 

If you would like to know more, including a full list of minor updates in this release, read our Release Notes: 25 September 2026 - 3.18 (Hawaiian Iced Tea).

We value your feedback, it helps guide our future updates and ensures Passle keeps meeting your needs. Please feel free to share any ideas or suggestions for new features or improvements with the Product Team.

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Tags

e2e, marketing, professional services