October 2023

The New Features and Updates below were added to Firm360 on October 30, 2023! Click on the blue links for more details on each topic.

Documents:

• Bulk update your documents from the global documents tab in the black ribbon

Billing:

• Filter the billing dashboard by location

Time Tracking:

• Timers - edit or add to the description when you pause a timer

Client Portal Messaging:

• Filter the firm client messaging dashboard by read and unread messages
• Paper clip symbol displays when a message has an attachment

Client Portal:

• Option to NOT display invoices on the client portal 

Reports:

• Client Realization Report - group by industry