March 2023

The New Features and Updates below were added to Firm360 on March 24, 2023! Click on the blue links for more details on each topic.

Invoices

• You can now print invoices!

Documents 

• You can now drag and drop documents out of Firm360!

Client

• Option to use "nickname" as the client's name

Projects

• New Period/Year Policy: Previous Year End

Billing Dashboard

• The project name appears as a clickable link

Forms 

• Information Block type to simply display text that can include a link

Reports

• WIP (Work in Progress) Report Now Available! 

The New Features and Updates below were added to Firm360 on March 3, 2023! Click on the blue links for more detail on each topic. 

Print Driver

• Download and install a print driver to print from other applications to Firm360

Documents

• Print PDF document option in the action down menu

Clients

• Ability to search by 'Nickname'

Client Actions

• Ability to Duplicate a Form

Activities

• Send to Client document message save in activities

Client Portal

• 'New' Document label 

Right Signature

• Ability to Add Extra Right Signature Signers