What's new
at Echelon.
Updates, new features, and improvements to the client experience — as they ship.
AI Readiness Audit, Live Metrics, Partner Program
Free AI Readiness Audit at /audit — personalized score in 2 minutes
Live metrics dashboard on homepage — tasks automated, agents active, and more
Partner referral program at /referral — earn monthly commission
Video library at /video-library — curated AI automation resources
Document Studio & Contract Builder
Document Studio in admin — generate client docs with AI in one click
Contract Builder — create, send, and track contracts from the admin panel
E-signature page for client contract signing at /sign/[id]
Client feedback surveys — star ratings and open-ended responses
Client Portal Launch
Client portal with magic link authentication — no passwords required
Real-time project dashboard for clients — sprint progress, deployed tasks, milestones
Onboarding checklist, time tracking, and project changelog for each client
Admin can preview the portal as any client to verify their experience
Case Studies & Insights
Case studies section with real client results and before/after breakdowns
AI Insights library with 50+ deep-dive research reports
Article system with category filtering across 8 topic clusters
Services & Process Pages
Dedicated pages for all 4 service areas with detailed implementation blueprints
Interactive process walkthrough — click-through phases with real deliverables
Navigation redesigned with clearer, plain-English labels
Website Launch
Initial launch of echelon-advising.com
Homepage, services, about, contact, and pricing pages live
Echelon ships continuously. This log reflects platform and client experience updates.