The new features and updates below were added to Firm360 in March 2025! Click on the blue links for more details on each topic.
Enhanced Document Checklist
- Managing Open Document Checklists - The updated Document Checklist now includes additional document selection options: Not Applicable, Provided Above, Uploaded Previously, and Provided Offline. Open Document Checklists can be managed and completed either by your clients or by a user at your firm, offering flexibility in how documents are tracked and processed.
Document Checklist - Check out how to create and send document request checklist.