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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...
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...

All ideas

Workflow - Allocate Subtask to team/ group of users

Some subtasks can be completed by any individual on a given team so would be useful to be able to allocate a subtask to that team so when it is ready for completion the task can be picked up by anyone on the team
James Reilly about 3 years ago in Tasks & Workflow 0

2nd email address for client

Clients often have a work and personal email. There should be an option for a second email address for the client . This was a request for a second email address for one of teh contacts, not another contact. I don't think this facility exists curr...
Guest 10 months ago in Clients 1

Incoming client emails - prompt to reply to client through BM

When we receive a client email on Outlook, is it possible to get a prompt somehow from BM to email back through BM? It's easy to forget and happens alot that we will reply through Outlook and then your reply is not recorded on the timeline, this p...
Mairéad Swanton 10 months ago in Emailing 0

Email BrightPortal Invoices

Time can be saved on administration if it were possible to recieve automated emails from BrightPortal when a new invoice is generated. It is understood from investigating by the BM support team, this it is currently not possible to set the invoice...
Guest over 1 year ago in Administration 2 Need more feedback

Get rid of the timer please

We never use the timer so it is a pain to have it pop up on the screen. When travelling it takes up a disproportionate amount of a small screen. Just a X to get rid of it would be a great efficiency saving
Guest over 1 year ago in Time 1

Staff permissions - adding clients

Could you add a tick button under staff permissions so that we have the option to allow certain team members only to be able to add clients?
Guest over 1 year ago in Clients 0

Timeline - Update (add note) via API

Timeline is a fantastic feature of BrightManager yet somewhat limited in function for a multi-tech stack enviornment. Could it be considered to provide functionality to allow updates to a client Timeline (adding a note), by the use of an API. This...
Guest over 1 year ago in Integrations 0

Disengagement letter needs to be able to be signed in the system

You set up this new disengagement letter but the clients cannot sign it. Considering we use brightmanager for signing documents it should have software that allows the client to sign it, much like the engagement letter.
Guest over 1 year ago in Clients 3

Re-order Bookmarks and categorise them in sub-folders.

No description provided
Miriam Sackie-Mensah almost 2 years ago in Other 0

Change default increments on timesheet

Being able to change the default increments on our timesheet would give us greater control and make it quicker to make entries.
Guest almost 2 years ago in Time 0