August 2023

The New Features and Updates below were added to Firm360 on August 18, 2023! Click on the blue links for more details on each topic.

Documents:

Create a Dynamic Document Within Firm360! (Example - Create Engagement Letters to upload to clients)

Ability to search for documents that have Client Portal Access Enabled or Not Enabled

Ability to use URL links for documents such as Google documents or Office 365 documents 

Client Messaging:

Message clients through the client portal

Provide your clients with your firm's office email address, and Firm360 will automatically turn your client's emails into messages within Firm360.

Projects:

"${DATE}" variable has been added to the name of the project to reflect the "Start Date"

Time Tracking:

The project  will now display on open time entries when a project has been selected when starting the timer

Reports:

Ability to filter and export Payment Promptness Report

Option to show 500 per page