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...

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

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.

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...

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 ...

Clients want to see the number of hours on a project so they see value for money. The transparency is huge and this prevents queries and questions

Currently the only option for the sender of automated record requests is the client manager or task owner, change this to allow users to select which user email the reminders are sent from

When adding additional contacts on a client file i.e additional directors / PSCs there is currently no way of linking them to the client unless they are signed up to other individual services. It would be helpful if under the contacts tab this giv...

Webhook integration should be considered to allow capture of updates to client records. This could include notifications, name changes, date changes or any other hook desired.

Being able to change the Target Date from the task list would be great and save time especially when changing multiple target dates.