Smart Process Builder: AI-Powered Automation for Workflows

Building robust processes in Practifi just got easier. The new Smart Process Builder leverages advanced AI to transform plain-English descriptions into fully configured process flows. Describe your workflow, and Practifi will generate visual flowcharts, configure tasks with appropriate statuses and priorities and establish logical decision points. It even recommends industry-standard optimizations and enhanced prompts, helping you save time and reduce manual effort. 

If you’re interested in Smart Process Builder, reach out to your Client Success Manager or Practifi contact.

Follow-up Assistant: Intelligent Action Item Generation

Turn meeting notes into meaningful action. The Follow-up Assistant uses AI to analyze your meeting notes, whether written by your team or generated by an AI notetaker, and suggests contextually relevant action items. These recommendations are tailored to your firm’s unique workflows, ensuring that every follow-up is actionable and aligned with your business processes. 

If you’re interested in Follow-up Assistant, reach out to your Client Success Manager or Practifi contact.

Smarter Task Management and Validation

Some firms create process tasks that launch with a status of Completed, often for compliance-related processes that don’t require user action. We’ve refined the experience around auto-completed tasks, suppressing confusing alerts and replacing them with a clear, dark-themed notification that confirms no further action is needed. Additionally, a new validation warning alerts administrators when a task is configured in this manner, adding another layer of clarity and control to the process setup. 

Please note: This validation check is only available at the Process Task level and does not apply to Process Type records. 

Improved Active Form Prompt Support

We’re elevating the Active Forms experience by introducing support for prompts within the Pinned Active Form Sections. Users can now create context-rich messages, ranging from success and error alerts to informational guidance, styled with Salesforce Lightning Design System visuals and dynamic merge language. These prompts mirror the configuration process used for Process Tasks and offer a consistent, intuitive interface, including a redesigned related list and configurable display conditions. Plus, new validation checks across Fields, Prompts and Tables ensure a consistent display order within each section.

Expanded ‘Set As Created By Field’ for Data Integrity

We’ve extended the ‘Set As Created By’ field, previously exclusive to Activities, to include five additional objects: Entity, Contact, Deal, Service and Asset/Liability. This enhancement empowers firms to accurately reflect the original creator of a record during data imports and delta loads. The field works in conjunction with the Set As Create Date field and aligns with trigger settings to maintain system integrity while improving transparency. 

User Permissions: Simplified and More Secure

We’ve streamlined user permissions to make onboarding smoother and system access more precise. License-based permission set assignments are now automatically applied to new Practifi organizations, reducing manual configuration and improving consistency across environments. Key updates include improved alignment between Salesforce user licenses and Practifi’s standard, administrator and console permission sets, as well as enhanced conflict resolution and assignment validation logic. 

We’ve also improved our support for read-only users, introducing broader visibility into both custom and standard objects without compromising data integrity. While these users can’t make changes, they now benefit from unified record access, which is ideal for audit reviews or stakeholder transparency. Although action buttons may still appear in the UI, all permissions are strictly enforced. We’re even exploring interface improvements to make things clearer for these users in future releases. 

Deliverables: Greater Precision and Transparency

We’ve improved how Deliverables interact with inactive Services to provide greater clarity and control to task management. Deliverables will now remain inactive unless their parent Service is in an active state — no more prematurely triggered workflows due to draft, canceled or completed Services. This enhancement ensures Deliverables behave consistently with Service status, keeping teams aligned, reducing confusion and supporting more precise task tracking. 

Better Tracking of Missed and Canceled Items

Missed and canceled Deliverables are appropriately recorded and easily auditable. Missed fulfillments now display a clear status of ‘Missed’, eliminating confusion with ‘Pending’ labels and offering improved reporting and visibility. For canceled tasks, fulfillment records are preserved with a new Task Canceled status and outcome values, complete with traceable links back to the canceled tasks. These changes enhance accuracy, reinforce audit trails and ensure your team has a complete picture of Deliverable fulfillment history. 

Improved Black Diamond Account Name Mapping

We’ve updated our Black Diamond integration to deliver clearer, more client-aligned asset names in Practifi. By prioritizing the Display Name field, an editable, intuitive label used in the Black Diamond portal, asset records now reflect names that are easier to recognize and communicate. This enhancement replaces the previous reliance on system-generated account names, ensuring greater clarity, consistency and confidence across your client-facing data. 

You can read more details about Pinot Meunier product enhancements in our full technical release notes here.