Provide an option to view the annual projection fees by partner, not just by manager.

Allow conditional logic in workflows so steps/groups can be skipped or auto completed based on the outcome of another step/task

Manual Emails can currently be sent from a Client File or Task List with the recipient prepopulated which is a great time-saving feature of AM. However, additional recipients must be manually typed - let us know how important adding recipients by ...

BrightManger integrates with the Irish Company Registrations Office (CRO) where it pulls in Annual return date, Incorporation date & Registered Office. The system should also be able to pull in 'Company Secretary' and names of Directors as thi...

It would be useful to have a kanban board to show the tasks that need user input or ones that are with the client

Allow more than one user other than the Client Manager to receive eSign notifications i.e. if the Client Manager is holiday/sick leave, someone else should be able to receive the eSign notification emails

Bright Manager could do with a compact view option, where empty spaces and gaps are kept to the minimum. The idea is to have the maximum volume of useful data on a single screen without the need for extra scrolling/searching. The current layout ma...

Ability to premanently remove staff. BM say they rmeian incase you wish to reactivate them however its is unlikley if the staff meember left several years ago