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

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

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

Please can it be possible for the ID expiry date boxes to have an option to be positioned with the ID verified 'sliders' in the Main and Secondary Contact sections so that they are much easier to work with.

when billing clients its helpful to see which clients haev the most time on them and you cannot do this without going through every page.

Each year we need to work out whether we are charging clients correctly. We need to be able to filter chargeable time spent on a client to price the service agreement correctly and for better management reporting of our practice. Without having to...

Allow more specific fields such as VAT Number and UTR to be able to be synced via the Zapier Integration.

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

So we have started to use the job management and workflows more effectively and at present for each new client we take on we are creating a manual task for them and then adding the on boarding work flow, it would be a good idea to have this automa...

The invoicing method via Bright Manager is too restrictive, so we download the Work In Progress and bill via Xero separately - providing the hours, narrative and multiple billing rates. We then have to Archive each client separately perhaps 200 a ...