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...

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...

Problem: Manually tracking and logging time is often forgotten or done in a rush, leading to inaccuracies and missed billable hours. Proposed Solution: We’re exploring an AI feature that tracks user activity across BrightManager and suggests time ...

Problem: Staying on top of task priorities, status updates, and workflow changes can be hard - especially during busy periods or when multiple team members are involved. Proposed Solution: We’re exploring AI functionality that helps prioritise tas...

Problem: Uploading, categorising, and assigning documents to the correct client or job is a repetitive task that takes up valuable admin time and can lead to misfiled documents or inefficiencies in locating the right files later. Proposed Solution...