ADD A NEW IDEA

Pinned ideas

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...
Share feedback 7
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...
Share feedback 0

All ideas

    Timeline (Deleted comments)

    Feature request: 'Include Deleted' in Timeline. When a Timeline entry is deleted, the entry should remain searchable upon request. Provision to include a tick box to 'Include Deleted' would be the simplest way, ,highlighting deleted comments as 'd...
    Guest over 1 year ago in Clients 0

    Tasks filtering - Workflow deadline filter

    It would be useful to add to the tasks filter a worfklow calendar filter. For accounts preparation tasks, we use workflows and some worfklow deadline dates are sometimes 4 to 5 months before the actual clients' accounts filing deadlines. So having...
    David Martinelli over 2 years ago in Tasks & Workflow 3

    Include Public Holiday in dropdown for time recording

    No description provided
    Guest over 1 year ago in Time 0

    Why can’t we manually turn ON email automation individually for select few clients ONLY?

    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...
    Guest over 1 year ago in Emailing 0

    Last call - make the field visible under the client record

    Currently you can view Last Call value while applying filters. Can the field be visible under the client record (Internal?) as well?
    Guest over 1 year ago in Dashboard 0

    Payment reminders

    can it please not have data reminding just the date - when there are too many reminders left let’s say 100 weeks cannot go through them on the same date with let’s say 20 days reminding left - then if we do it 2 days later - we need to change all ...
    Guest over 1 year ago in Emailing 0

    Inviting Clients into the client portal

    You can carry out an AML check on a client without going to the AML Page - there is a button on the client page as a shortcut. Instead of searching for the client in the People page, there should be a button on the client page which invites them i...
    Jay Wilson over 1 year ago in Client Portal 0

    CREDIT CONTROL

    Add a column in the Invoices tab for notes to be made against invoices (i know you can have notes in timeline but these would be spefically for invoice chasing) Potentially an option to send an email / statement from bright manager chasing those i...
    Jay Wilson over 1 year ago in Clients 0

    FreeAgent PAYE Integration

    FreeAgent and BrightManager have an integration, BM should be able to pull through a liability balance for the PAYE to then send automated payment reminders to clients.
    Guest over 1 year ago in Integrations 0

    Set date for Letter of Engagement resign

    Clients are not punctual. Letters of Engagement are generally designed to last only one year. I suggest that in addition to the option of automatically resign letters of engagement so many days after they were originally sign, it would be nice to ...
    Guest over 1 year ago in Administration 0