There’s a new section in your side menus that now helps you to handle your upcoming client reviews.

You can see at a glance which reviews are due in the next 30 days but you can filter by any date range you choose if you want to look further ahead in your calendar.

You can also filter your upcoming reviews by adviser, for example, so if you’re an Ops bod looking at a firm-wide level, you can see what’s due specifically for members of your team. Otherwise the list will return any clients with upcoming reviews for groups that you’re a member of.

Another new feature here is a bit of a nudge system, when you’re working on client’s review case. You’ll see that wherever a case title has the word ‘review’ in it, or the case type is a review, a blue banner appears which provides you with a quick way to move on a review date to a future date.

The suggested date defaults to a year in the future but this is fully customisable by you - you can choose any future date you wish. The bonus also is that where you’re working in a circle, you can bulk-update all circle participants’ ‘next review date’ if you choose to.

Usual support article here if you should need any guidance, or you can reach out to the live chat help team if you need any support.