It would be useful if the staff associated to the client in staff tasks were notified of clients uploading documents not just the manager of the client as it is more relevant to them.

It would be better if when the client lands into the portal from the email link, that they can see straight away what we have just uploaded for them, either by them clicking on a notifications bell/button, that has a number of 'unread' notificatio...

We incur 3rd party fees/invoices/costs on behalf of our clients. We require Bright Manager to be able to allocate these costs to clients in the wip ledger, to enable these costs to be included in invoices when issuing client invoice/fee

Need to be able to place the e-signature field in specific sections of PDF, such as on the Directors report and balance sheet in annual accounts. It's not adequate to have a client simply e-sign the end of the document. That might do for authorisa...

Currently you can only mark client Invoice as paid or not. Allow payment on account and/or part payment of client invoices

Add debtor list export function

It would be very useful to add the total WIP figure as an option on the client list screen for reporting. It would help understand at a glance client status and lockup.

Would it be possible to have the manager name next to the client name when the search bar brings up suggestions when searching for a client

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.