Changelog
What changed, in the order it shipped.
Updates to the site and the client portal as they go live. Newest first.
- v2.0September 2026Latest
Site rebuilt around the install
- Improvement
Light inner pages, one CTA sitewide, and the four modules at /services
- Feature
Systems page: the infrastructure Echelon runs on itself first, on sample data
- Feature
Three case studies, names withheld, every number from a system in production
- Feature
Sizing tool at /tools/sizing: a tier and a timeline, never a price
- Improvement
Pricing page restated as a policy: one set price in writing after mapping
- Improvement
- v1.6March 2026
Readiness audit, referral page, video library
- Feature
AI readiness audit at /audit: a score in about two minutes
- Feature
Referral page at /referral for introductions
- Feature
Video library at /video-library
- Feature
- v1.5February 2026
Document studio and contract builder
- Feature
Document studio in the admin panel: client documents generated in one step
- Feature
Contract builder: create, send, and track agreements from the admin panel
- Feature
Electronic signature page for client agreements at /sign
- Feature
Client feedback surveys with a rating and open responses
- Feature
- v1.4January 2026
Client portal launch
- Feature
Client portal with magic link sign-in, no passwords required
- Feature
Project dashboard for clients: sprint progress, deployed systems, milestones
- Feature
Onboarding checklist, time tracking, and a project changelog for each client
- Improvement
Admin can preview the portal as any client to verify what they see
- Feature
- v1.3December 2025
Case studies and insights
- Feature
Case studies section
- Feature
Insights library of research reports
- Feature
Article system with category filtering
- Feature
- v1.2November 2025
Services and process pages
- Feature
Dedicated pages for each service area with implementation blueprints
- Feature
Interactive process walkthrough with real deliverables per phase
- Improvement
Navigation redesigned with plain labels
- Feature
- v1.1October 2025
Website launch
- Feature
Initial launch of echelon-advising.com
- Feature
Homepage, services, about, contact, and pricing pages live
- Feature
This log covers the site and the client portal. Changes to the systems we run for a client are reported to that client in the weekly report, not here.
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live. The first build lands in two weeks.
The client portal
See the weekly report and the owner's queue.
What clients see once a system is running: what ran, what it handled alone, what waits on a decision, and who owns it. Sample data.
Preview the portal