See the latest updates to the Hevi platform

🎥 Bullet points in contract training videos

• Toggle on bullet points when creating a new contract training course
• AI will automatically generate key points from the script and add them as a text overlay in sync with the video

👯 Notification groups

• Assign workflow steps and tasks to multiple people at once
• Set up a Notification group on the Operations Portal > Contract Setup > Notifications page

🧩 Enhancements

• Track who has been sent an invitation to take a training course
• Enforce approvals within workflows by adding a subtask and marking it as "Required before changing step"
• Set workflow step deadlines manually, or based on days from beginning of case or days before end of month

🐞 Bugfixes

• All-contracts chat page no longer crashing when user had too many contracts
• All-contracts level chat history can no longer be shared
• Fixed "Extract with AI" buttons getting stuck on processing
• Training course participant lists no longer show removed users
• Decimal places now allowed in case and contract value fields

‍

♾️ Chat across all your contracts at once

• Select "All contracts" from the selector in the Chat Portal to chat or run contract reviews across all your contracts
• Use the contract review toggle "run separately for all contracts" to perform a comprehensive analysis across every contract e.g. build a table showing how each contract deals with fuel rate escalation

⚡️ Interact more flexibly with the chat

• Drag files directly into the chat input for the AI to use in that thread (Agent mode only), this makes it easier to make updates to files over multiple iterations
• Edit past messages you've sent in the chat thread
• Use the @ symbol to easily mention a document name
• Stop the AI response while it is streaming
• Get meaningful AI generated names for threads in Chat History
• Move or delete multiple files at once

👯 Perform Tender Submission Evaluations in a dedicated tool

• Generate a table with a side-by-side analysis of each submission against your evaluation framework
• Upload each submission to a separate subfolder in the chat portal
• Go to the parent folder and click the Tender evaluation tab next to the Contract review tab
• Upload your evaluation framework and Hevi will perform a systematic review answering each question for each submission

🌏 Navigate more intuitively around the platform

• The Contract Portal has been renamed to the "Operations Portal"
• The Operations Portal has subheadings on each module explaining how they work
• The Contract Setup module in the Operations Portal now lets you change the contract location on the map

‍

👯 Compare Key Clauses across all your contracts

• Define the Key Clauses for your organisation in the Contract Setup module
• Extract them for each contract
• Compare them on the Dashboard > Key Clauses page and download everything as a CSV

🤖 Agent Mode is Smarter

• We've made Agent Mode more capable at reasoning and producing files
• Try Agent Mode for complex tasks that require multiple steps

👩‍🏫 Add custom characters to training videos

• Make the presenter in your training videos branded specifically for your company
• Email info@hevi.app to ask for this to be set up and optionally include any virtual backgrounds you'd like used
• The custom characters for your company will only be visible to your company

📅 Sync dates in Hevi with your Outlook Calendar

• Hover over items in the Key Dates page to see the "Add to Outlook" calendar icon button
• All notification and reminder emails now include an "Add to Outlook" button directly from the email

🐞 Bugfixes and Enhancements

• Fixed formatting issues in PDF and CSV outputs for Contract Reviews
• Fixed adding new SharePoint folders

⚙️ Run parallel reviews over multiple sets of documents

• Run the same set of contract review questions over up to 200 contracts at once
• Run tender submission evaluations against multiple submissions at once
• In the contract reviews page, click the toggle "Run separately for all X subfolders"
• Download a single Excel table with the questions down the first column and the answers for each subfolder (contract, tender submission etc.) in each subsequent column

⚡️ Navigate around the chat portal much faster

• Switch between folders more quickly
• Upload documents without any lag
• Move files between folders instantly

🎓 Customise your training videos

• Create training videos in any language by choosing it from the dropdown selector when building the course
• Use a custom avatar specific to your company, reach out to us to get started

📧 Send invitation emails for training courses

• In the "Manage participants" tab you can now select participants and Hevi will send them an email notifying them to take the course
• Participants can click the link in the email to go directly to the course page

⚠️ Receive contract expiry warning emails

• Go to Contract Setup > Notifications tab and choose how far in advance you want to receive contract expiry warnings
• Hevi will automatically send an email ahead of contract expiry

🐞 Enhancements and bugfixes

• Better support for long documents
• Question set limit of 100 rows enforced
• Better support for question sets over large amounts of documentation

📅 Filter by dates when chatting with emails and site diaries

• Expand the Email or Site Diary section in the chat sidebar to only chat with entries from a particular day, month or year
• For example, you can go to October 2025 ask "How many days did it rain this month?" or "Did we have any breakdowns for major plant?"

📝 Draft a notice straight from an AI review

• If Hevi thinks and email or site diary requires a notice to be sent, it now provides a button to draft it with one click
• The draft will be based on the requirements set out in your own contract
• Hevi will also suggest which type of case you should start and provide a button to add it to the register
• It will prefill all the relevant info from the email or site diary when drafting the notice and starting the case

🔄 Sync SharePoint folders directly from the chat sidebar

• Click the sync icon next to each folder in the sidebar to sync SharePoint folders without needing to go into admin settings
• This allows non-admins to sync existing SharePoint connections so they can add documents to SharePoint and see them immediately in Hevi

‍

🎓 AI-Generated Contract Training Courses

• We have a NEW MODULE that reads your contract and generates training videos and assessment questions to ensure your project team understands the contract
• Track which participants have completed the training and set requirements for annual re-training
• Modify the course as you like and re-generate videos based on your edits
• To access the module, go to the Contract Portal and click "Training" in the sidebar

👷 New "Responder" Role

• We've added a new type of contract role for project team members like supervisors who can take training courses and respond to tasks / site diaries but who cannot use the AI chat or anything else in the platform
• There is also a new licence type for "Responder only" users to make it more economical to add Hevi accounts for these types of personnel

🐞 Enhancements and Bugfixes

• SharePoint integration now shows folders for syncing based on app permissions instead of user's "followed sites"
• Better support for long documents
• Set the timezone for each contract

🧩 Import your variation register to Hevi

• Get started more quickly with Hevi's Case Management System by uploading an Excel file with your existing variations, delays and other claims
• Hevi will automatically detect the type of workflow and populate the relevant fields
• Go to the Case table and look for the "Import Register" button at the top

⚙️ Generate a single workflow

• If you've used the "Extract workflows" button and Hevi missed one, you can now add a single additional workflow with AI
• Go to Contract Setup > Workflows and click "Add workflow", enter the name of the workflow and then click "Generate with AI"

🐞 Enhancements and bugfixes

• Better support for uploading long documents (Up to 1GB)
• Warnings before users permissions are removed

♾️ Agent mode

• Agent mode allows Hevi to choose what documents to search
• Chat at the All Documents level and just tell Hevi which files to reference
• Hevi can also run code in agent mode which allows it to solve complex mathematical problems

📊 Create charts and files

• In agent mode, you can now ask Hevi to create charts to visualise data
• Hevi can also create files for you like Word, Excel, PowerPoint and more

🫳 Drag and drop files

• Upload files by dragging them from your desktop straight into the Files tab
• Drag and drop files to move them between folders in Hevi
• Drag multiple files at once using the checkboxes

🐞 Enhancements/bugfixes

• SharePoint integration now handles encrypted files and Word files just like uploading them directly
• Improved ability to process files with large numbers of pages

📄 Generate PDF Contract Manuals

• Download a PDF including a summary of the contract details and scope along with AI generated flowcharts for contractual processes like variations, delays and payment claims
• Also download PDFs of chat responses and contract reviews to quickly convert your answers into a shareable format

📅 Setup Monthly Recurring Workflows

• The "Edit flowchart" tool on the Workflows page has been entirely redesigned to make it more powerful and intuitive
• When creating a workflow (e.g. monthly payment claims) you can now set it to "Recurring" so it automatically starts a new Case each month on a specified day
• The "Extract workflows with AI" button will detect when particular workflows are monthly recurring and set it that way automatically
• Deadlines can be set for a particular day of the month (e.g. the 15th) or of the following month
• Workflow steps can now be directly assigned to users so they receive email notifications to complete the work by the deadline

🧩 Upload Long Excel Files

• There is no longer a size limit on Excel files uploaded
• For very large tabs of data, Hevi will search for the most relevant parts when answering

🐞 Bug fixes and Enhancements

• PDF files opened from document links can now be downloaded from Hevi
• File names on downloaded files are now set to the actual file name (instead of a hash)
• Hevi will prompt you to rename or replace a file if one already exists in that folder with the same name

🥳 Added this "What's new" notification!

• Each time there's a product update you'll see a list of the changes here
• Access the full historical list using the button below

🗂️ Move files and folders between Contracts

• Hover over the file or folder in the Chat Portal > "Files" tab, then click the folder icon that appears on the right
• You can move documents to any contract where you are an owner
• Example use case: you've set up all your pre-contracts projects in folders of the same Hevi "Contract" but now you want to move one to delivery phase and set up Workflows, Mail Monitors etc. Solution: You can set up a new Hevi Contract for it using admin settings, then navigate to the folder where the documents are currently and move it to the new Contract.

🐞 Bugfixes

• Admins who don't have any contract roles are now taken to the Admin Settings page when they log in instead of seeing an error page
• Case numbering always starts from the highest existing case number
• Emails with very long text in the body (e.g. long reply chains) now process more reliably
• Multiple simultaneous Word document conversions are more reliable

📄 Increase document size limit

• Reliably upload documents up to 1GB in size

🔎 Improve search algorithm

• When the algorithm selects a relevant paragraph for the AI, Hevi now includes the previous and following paragraphs for better context

🧩 Features/enhancements

• Significantly speed up document processing
• Increase the amount of context available to the "Extract with AI" buttons

🐞 Bugfixes

• Fix issue where "Extract with AI" buttons were disabled for some users

✨ Extract contract details, workflows and key dates with AI

• Extract contract details like parties, scope summary, key contacts, location etc.
• Extract and auto generate all process flowcharts (e.g. delay claim process, variation process etc.) including deadlines and timebars so Hevi can send reminders
• Extract all key dates from the contract so Hevi can send reminders

📅 Support for "Business days" in deadlines

• Deadlines can be set as being measured in "business days"
• Hevi will automatically skip weekends and public holidays when calculating due dates and sending reminders
• Extract all public holidays with AI for the site location to make "business days" calculations accurate

🔘 Replace three dots menu with hover icon buttons

• Removed all the three dots menus as they were unintuitive and hard to find
• Added icon buttons with tooltips that appear when hovering

🐞 Bugfixes

• Fix excel parsing error messages
• Enable support for encrypted attachments in Mail Monitor reviews

🗂️ Upload folders of documents

• Drag and drop in entire folders with their subfolders
• Hevi will recreate the subfolder structure and allow chatting at any folder level

📊 Dashboard aggregation and exports

• Aggregate dashboard data across all contracts and User Groups
• Export Active Task dashboards as CSVs

📋 Custom Contract Review Templates

• Upload your own CSV as a template to re-use it with one click
• Make that template available to all others in the User Group

🧩 Upload XLSX (Excel) files

• Hevi can now read Excel files
• It will skip any tab that is too long and inform users that this has been skipped

🐞 Bugfixes

• Ensure document processing "Complete" tag only appears once the document is ready for chatting
• Fix issue where login tries to access a contract that has been deleted

🔗 SharePoint integration

• Connect a SharePoint folder and Hevi will sync the files and folders within it
• Chat with the contents of synced folders
• Select SharePoint folders as Main Contract Documents for the Mail/Site Diary Monitor

📁 Use Chat folders for Mail / Site Diary reviews

• Select any chat folder for use as the basis of AI reviews
• No longer need to upload documents twice

✉️ Streamline Mail review notification emails

• Emails are now truncated so they don't include the full email review text

📊 Dashboard improvements

• Dashboards are now the landing page for the Contract Portal
• Now includes a Progress Claims dashboard
• Dashboard calculation logic now compatible with larger datasets

🗂️ Contract Portal module re-organisation

• Settings pages have been moved into their respective module to make them easier to find
• Mail settings formatting aligned for consistency

⚙️ Admin Settings redesigned

• User groups and Contracts moved into a sidebar folder structure
• Allows creating and deleting User groups
• Allows adding and removing Users from User groups

🐞 Bugfixes

• Fixed issue where Task completion buttons were disabled
• Assignees are now mandatory for Tasks
• Allow owners to edit Key Dates
• Document links in AI responses are now more reliable
• Fixed Chat portal issue where changing folders would switch between the Chat and Files tabs
• Fixed Chat portal issue where you needed to click twice to open "All documents" chat
• Fixed formatting in the folder tree when user clicks "Move folder"
• Modals no longer close when you click and drag to a point outside them

✨ Run a contract review from an example document

• Upload a past completed review and Hevi will extract the questions and re-run the analysis on your new contract
• Access this from the Contract Reviews tab in the Chat Portal

📧 Manage emails like an inbox

• Mail monitor emails now show read/unread status
• Archive emails that have been actioned to remove them from the inbox

🧑‍🎨 Improved chat interface

• Wider area for messages to fit more on the screen
• Allows multi-line text for questions
• "Long answer" toggle renamed to "Think harder"

💬 Pre-built prompts for chatting

• When you start a new chat you can click an example prompt for common use cases like comparing documents

🐞 Bugfixes

• Fixed issue where only a maximum of 20 contracts would appear in the dropdown selector