more often than not invouces aren’t sent to the main or secondary contacts so it would be logical to have a dedicated field for email where invoices are sent to

Email summary of upcoming deadlines and/or reminders of work to be completed.

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

If time is logged to a task, Task Progress should automatically move to "In Progress" rather than having to manually update the task.

It would be useful for the staff member who uploaded a document for approval to be notified of its approval, rather than the manager of the job

Currently there is no option to attach files to replies within the BM timeline on the client record, if you need to attach anything you have to create a new email losing the original email thread. Can we please have this added as it means we don't...

The ability to export the timeline as a PDF and/or editable word document. This would be useful where the client requests a history of communication or for any audit purposes.

Make it clearer ID checks are completed

When we are setting up new clients, there is button to AML check on the client page - we should have a button on the client page that invites them into the portal (without going into people section then searching for the client)

Extract all the information is in the portal in one spreadshet