Having a overview widget on the main dashboard, showing number of documents waiting on client approval, and number of documents approved/signed by clients. Having the notifications icon listing all the actions can create a long list to wade throug...

When setting up a ne client, have an option to Auto generate an reference. Have a couple of option, First 4 letters the 3 numbers, or Partner initials and a 3 digit number.

Some thing that I have been meaning to ask, and something that can cause us issues, is that when a member of staff sends a document to a client for e-signing, they might not necessarily be the person that is named as the manager on the system, so ...

It would be useful to be able to select clients and then mass update them. For instance, when you create custom fields in AM, then you would not have to access clients individually and update them one at a time. Obviously, this would only work for...

Feature request: Hide service fees per user settings It is not currently possible to customise staff access to hide service fees. It would be positive to see this feature added, perhaps added as an extension of 'Hide Fees Projection' option under ...

Feature request: 'New Note' button always visible on client landing page. Save time (and page-loads) by adding a feature to enable 'New Note' on the client landing page, instead of having to navigate to Timeline to post a note.

We added some services under the "services required" section that recur every three years. its related to the Limited companies. We are looking to see the task for that service to be renewed every three years. The maximum available frequency perio...

Adding in default lunch / break slots for all staff instead of manually inputting lunch breaks each day

If there is a possible option to create a to-do list within AM based on the jobs i.e. list tasks in a custom order rather than based on deadline date that would be very useful