We are in the process of inviting our existing clients to register for the portal, however the list of clients is not searchable - can this function be added to save us scrolling through every unregistered client?

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...

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

It would be useful to snooze tasks where you are awaiting information from clients, or where a task cant be progressed for another reason. This would make it clearer which tasks are actionable

Add a field to flag clients by priority and be able to filter them so you can see the priority tasks.

Currently we can select to be automatically BCC into manual emails but this does happen when the manual email is sent as a reply from the client’s timeline

In order to replace a document signing platform we need the functionality of them such as adding in a signature box, a checkbox etc