Please add the option to exclude the (X days until deadline) from the subject line of automated reminders. Clients are ignoring the content of the reminders which may have an earlier deadline, and only see that they have X number of days to action...

We need a report to be able to see which clients have bespoke automation attached to them and the terms associated with that automation At the moment this can only be seen by going into each client individually and clicking on the automation tab

It's wonderful and a tremendous aid to efficiency, unlike its proposed replacement, which is messy and takes up too much screen space.

Our firm has 600+ clients recently input on BM and we are successfully using task function. We now would like to begin to use email automation on a test basis. We have been advised by BM that we would have to turn ON email automation globally (s...

To have the option to generate star recurring task would be helpful.

The system only recognises the names of clients, not their internal reference number, which creates confusion because the wrong task can be attributed to the wrong person, due to not being able to search for the internal reference number/unique re...

Add a “Back to top” button at the bottom of the client and task lists

I would like to see a breakdown of LTD, SA and Partnershio clients