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PINNED Intelligent Email Management
Problem: Emails contain important context for jobs and tasks, but manually linking them (and their attachments) to client records or specific jobs is tedious and prone to being missed. Proposed Solution: We’re considering an AI assistant that pars...
PINNED AI-Assisted Prospect Qualification & Onboarding (Charlie)
Problem: Qualifying new prospects and getting them through AML and ID checks is one of the most time-consuming parts of taking on a client — chasing documents, verifying identities, repeating the same intake questions, and keeping everything compl...

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AI-Assisted Task Prioritisation

Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...
James Reilly 11 months ago in Artificial Intelligence 0

Latest Action - Add to CreateTime log - Advanced

Timesheet - create Time log - in the Advanced section could the tasks ' Latest action' dropdown be included as an option for each log. I feel this would save duplication between updating tasks and time log . thks
Guest 11 months ago in Time 3 Need more feedback

TIME OFF IN LIEU

We have staff who have time off in lieu and then make up their time later. We need to see how much time the staff owes or company owes them. We had a meeting with Killian to try and find a way around this but no solution was found as minus hours a...
Guest 6 months ago in Time 0 Need more feedback

Ability to add notes onto Workflow task

Under each element of the workflow, have the ability to add notes, so that if a step is marked as NA, a note can be added to confirm why this task was not required. Or enable note to be added, to prove that steps have been completed (e.g. writing ...
Guest almost 2 years ago in Tasks & Workflow 0

Adding documents for mass clients

Being able to add standard documents that all or selected clients can see without having to enter the document on each individual portal. Similar to how you can with custom forms.
Guest over 2 years ago in Documents 0

Payroll task to show if payroll is monthly or weekly (as it did on the old task list)

On the old task list under each payroll task it would show some useful information to our payroll department (it would say “monthly”, “weekly” etc) whereas when they switch to the new task list this information is not shown - they are not switchin...
Guest over 2 years ago in Tasks & Workflow 0

Receive email for rejected e-signing documents

Currently you have to go to notifications to find if an document was rejected but receiving and email [like the ones received with approved documents] would ensure the reason for the rejection can be dealt with possibly sooner.
Guest almost 2 years ago in Clients 0 Already exists

Audit log for subtasks

It would be useful to be able to view a timestamp or audit log for when each subtask in the workflow has been completed
Guest almost 2 years ago in Tasks & Workflow 0

CIS records request reminders

Just like the system automates paye records reminders it should by default have a CIS records request reminder. If anything , the CIS regime is more punitive than PAYE. I've asked the BM staff and been told 'we aren't planning this..'
Guest over 2 years ago in Administration 1

It should be possible to add multiple contacts to a client.

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...
Guest over 2 years ago in Clients 3