Roadmap
Where HilexX is today, and where it is going
We would rather be clear about what exists than impressive about what does not. This page separates what beta users can use now from what we are building and what we are planning.
Available in the beta today
Capabilities beta participants can use now. They are usable but still maturing, and they will keep changing based on feedback.
Client and service records
Clients, contacts and the services you provide to them, held in one record.
Notes and document records
Notes and document references attached to the client or project they belong to.
Opportunities and proposals
Track potential work and the proposals sent against it.
Engagement records
Record what has been agreed with a client and keep it alongside the work.
Property feasibility workspaces
Structured feasibility projects with cost and revenue lines.
Accountant lookup
Search and reference accounting practice information.
Foundational AI assistance
AI support for summarising and drafting within the workspace.
In development
Work actively underway. These are not available to beta participants yet.
Workflow automation
Recurring work, reminders and rule-based steps.
Expanded AI document tools
AI assistance applied directly to documents.
Client portal
A controlled space for clients to view and exchange information.
Architecture workflows
Project stages and drawing coordination for design practices.
Collaboration improvements
Shared tasks, assignment and team activity.
Reporting enhancements
Clearer visibility across clients, work and pipeline.
Future vision
Direction rather than commitment. These are not scheduled and no delivery dates are published.
Mobile app
A dedicated mobile experience.
Digital signatures
Signing built into the document workflow.
Integrations marketplace
Connections to the tools firms already use.
Public API
Programmatic access for customers and partners.
Advanced business intelligence
Deeper analysis across the business.
Billing and payments
Invoicing and payment collection in the platform.
Broader industry modules
Additional professional disciplines over time.
This roadmap reflects current direction and may change as we learn from beta users. We do not publish delivery dates until they are confirmed.