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Lemhi Release — Great Falls, MT (Jul 8, 2026)

What's New:

This release is about better connecting your team to the Lemhi platform. Every client gets a named account owner (a VCIO, Account Manager, or Sales team member) who now shows up on the deliverables you hand over, managers get a dashboard scoped to their own book of business, and the new Learn hub cuts the ramp time for anyone new to Lemhi.

Put a Name on Every Client

Clients get a real owner, and your deliverables show it. Until now, an Engage user was just an email address. Profiles, ownership, and a manager-scoped dashboard put accountable people behind every client.

  • Real profiles for your team: Every user now has a full profile: name, title, phone, booking link, and photo. Each person manages their own from a My Profile page, and admins can edit any of them.

  • Assign an account owner to every client: Pick an owner from client settings or right in the clients list, so each relationship in your portfolio has one person responsible for it.

  • Your owner on every deliverable: The account owner's contact card now appears across the AI Planner, Executive Summary, Workshop deck, AI Intel report, and the client enablement page, with a working "Book a meeting" link when they have one. Clients always know who their person is and how to reach them.

  • A dashboard scoped to your book of business: An Account Manager filter on the portfolio dashboard shows one manager's clients side by side with the full portfolio, and it defaults to your own accounts when you sign in.

Learn: Get Your Team Up to Speed on Lemhi

The Documents library in the tenant nav is now Learn: one place to get your team fluent in Lemhi and keep them that way.

  • Chat & Learn Now: A built-in chat answers plain-language questions about Lemhi, grounded in the official knowledge base. Every answer carries inline citations that jump to the exact source document, and each referenced doc is downloadable, so you can verify the answer and keep the source. Around 70 ready-made prompts across 7 categories get you asking useful questions on day one.

AI Intel: Sharper Discovery, Better First Meetings

  • See the third-party AI already in a client's tenant: Lemhi now pulls a live inventory of third-party AI apps straight from a client's Microsoft environment into the client tool list, deliverables, and workshop deck. The shadow-AI conversation starts from what's actually installed instead of what the client remembers approving.

Bug Fixes / Other Additions

  • Fixed license detection undercounting owned licenses when a subscription was in Warning status, so license counts now match what the client actually owns

  • Fixed company lookups occasionally matching the wrong industry, so industry-based recommendations start from the right classification

  • Reports export with names that make sense: The report PDF and its executive summary now download with meaningful filenames, so they're easy to find and forward to a prospect.