Being able to send out an NPS (net promoter score) survey every time a task is completed will allow a company to work out their NPS and compare this against all other firms and use it to benchmark their own customer satisfaction internally. It wil...

Currently you can only mark client Invoice as paid or not. Allow payment on account and/or part payment of client invoices

Add debtor list export function

When uploading documents I usually want to be able to amend the email that is to be sent notifying the client of the document. It would be useful to go straight that email.

Just wondering if I’m missing something in Bright Manager as I’m uploading documents for clients to sign and then manually marking the task as “awaiting for approval”. Is there any way that this can be automated?

When creating a custom email for VAT reminders it is not showing how many days till deadline like it does with the readymade templates. If this option can be added to the custom emails it will be a great help.

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

I would suggest that you should be able to customise the task progress options, for example add manager review, partner review, etc rather than just to be reviewed and reviewed.

Problem: Onboarding a new client involves repetitive and manual tasks: entering client information, conducting AML checks, and setting up records in BrightManager. This process is time-consuming, error-prone, and often delayed due to data collecti...

When creating a one-off task, have the ability to create a single workflow that is specific to that one task and doesn't get added to the workflow templates.