The new features and updates below were added to Firm360 in September 2025! Click on the links for more details on each topic.
Task-Level Estimating & Tracking
You can now set and monitor hour estimates at the task level (not just the project level). Time can be logged directly to tasks and rolled up into projects, giving you:
- Earlier visibility into overruns
- More accurate scoping for future work
- Clearer insight into how projects are trending
Client Message Composition Upgrade
Take your client communication to the next level with new formatting tools:
- Formatting Tools – Add bold, italics, bullet lists, and links when composing messages.
Proposal Enhancements: Proposals are now more polished and personalized
- The client’s name now displays automatically beneath the proposal title
- Your firm logo (or firm name, if no logo is uploaded) is included on every proposal
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Basic formatting options—bold, italics, and bullet points—are now supported in proposal items
These enhancements make your proposals more professional, personalized, and client-ready.
Group by Billing Parent Toggle: WIP & Reconciliation Reports
- Billing - Group by Billing Parent in the WIP Report
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Billing – Group by Billing Parent in the Reconciliation Report
- Both the WIP Report and Reconciliation Report now include a toggle to group results by Client Billing Parent:
- Roll up totals to the parent level for a clearer billing view
- Switch seamlessly between Client and Billing Parent perspectives
- Note: When viewing data grouped by Billing Parent, some filters and grouping options (including client custom fields) are disabled to ensure that totals remain accurate.