When I see an email sent from BM come into outlook it looks very unprofessional. There is an awful lot of spacing for some reason and when replying or forwarding an email from within BM the same happens, blank lines added in and new lines created ...

Can we enable an option so that we can see the Time spent ( with chargeable and also non-chargeable) on a client by individual staff member.

Please consider adding a dark mode to the website.

When I record tax liabilities for a client (e.g. income tax, corporation tax, VAT), once the client confirms that the tax has been paid, there is currently no easy way to mark this amount as “paid”. At the moment, I have to manually go back into t...

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...

Be great for automated chases on Letter of Engagement not signed. sometimes clients sign the T&Cs and not the LoE or portal sign in

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...

I would like to see a Previous Email Feild below the current field. When a client updates their email address, as soon as you change the email address, the history of previous emails are lost from the timeline. If we put their previous/old email a...

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...

Allow the Client File to have more than 2 Contacts who can then have access to the Portal.