It would be more efficient if we could have the option to add a second signatory when uploading bulk documents for signing. Currently when you select "Request E-SIGN for documents" it only defaults to the main contact! This would be of great benef...

It would be really useful to be able to customise the background colour for each Progress Position. For example, Records Requested in red is very clear, but To Review would be better in green, as the work has been completed and passed on — no furt...

At the moment you can have 10 clients all with the same identical Internal Reference IDs. These internal references should be unique, treated as if they are Client ID's ,

If a client is on stop/hold as they owe money, If there was a way to notify all staff members that a client is on hold BEFORE they do any more work for them that would be ideal, At the moment I am adding this info to Urgent notes but unless you ph...

We are uterlising the tasks system and using it to replace an internal emailing system. It would be useful if it sent notification when the progress note or description was updated.

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...

We assign tasks to different staff members and we would want the completed emails of the task to go from the task assignee not manager

At present, we have to manually check HMRC to confirm whether a client has an outstanding Self Assessment balance. If BrightManager could pull in the SA liability amount directly from HMRC (with client authorisation) and display it within the clie...

We recently signed up a ltd company with two directors, both want to be treated as equals, no buts or ifs, both should get the same email at the same time, same document uploaded at the same time, call it what you will, all in equal measures, alwa...

it would be useful to add to the list of filtering along with deadline or alphabetical order, a latest action date