The new features and updates below were added to Firm360 in July 2024! Click on the blue links for more details on each topic.
Dashboard:
- Firm360’s Custom Dashboard empowers you to craft a personalized dashboard, organizing and prioritizing your chosen widgets according to your unique priorities
Client Search Criteria:
- “Referred By” Search: Do you give bonuses based on referrals? Now you can curate a report for all the clients that have a specific referred by field value or that simply have any referred by value.
Client Portal:
- Restricted Portal Document Access: You can now restrict document access for specific contacts within a client.