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

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.

Until you develop AI assiteted email management, at least allow to bookmark or pin the important emails and allow a filter button on timeline to see just the bookmarked one. alos an added advantage if i could simple copy that email to Documents wi...

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

it adds another task which can be monitored

I want to be able to request a document/s from a single client only

To be able to move folders and group them within another folder. I have a client where monthly payroll folders have been created and I have a list of 12 monthly folders that I would like to group in one as an annual folder - Can't move them :(

Speed up the moves from one page to the next. It takes too much time to use the system.

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 ...