At the moment only the client manager receives an email on the signing of a document, it would be really helpful if more than one person did so that if someone is away there is always a backup.

Provide reporting on estimated vs actual time taken on tasks and analysis of averages etc to allow for review and adjustment of fees.

As our practice has an admin team who oversees tasks it would be very beneficial to have an additional email option who receives ALL notifications of client activity. We also have payroll teams within our practice who can't be allocated the client...

I would like to send an email to directors but BM does not have the functionality to do this.

On our previous document repository system, we could see when a client had downloaded a document as a field on the same page and would know that they had at least acknowledged it's existence. Helps with chasing signoffs and client engagement.

It would be useful to delete of time sheets in bulk, as in I merged two databases together including Timesheets from 2023 that was not needed on the merged Database so it would be nice to have the option to go in and delete them in Bulk instead of...

Either into the timeline or under its own tab. Much more useful than SMS integration. Used by 75% of clients (no matter how much I continue to use email!)

As documents are readable on PDF, it will be great if we can open the documents on Jpeg without downloading that will give great strong positivity to the product. Secondly if we can move the documents that will take lots of work load from our shou...

It would be very helpful if, instead of the standard notification system that is in place (which seems to notify you around 1 day before a task becomes due, you could set up when you want to be notified by the system of upcoming tasks. For example...

Speed up the moves from one page to the next. It takes too much time to use the system.