You can manage yours or your firm's (access-dependent) upcoming client reviews by clicking on My Reviews in the sidebar menu.
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 Owner or Admin level user looking at upcoming reviews 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 are a member of.
When you’re working on client’s review case, you will see that wherever a case title has the word ‘review’ in it, or the case type is a review type, a blue banner appears which provides you with a quick way to move on a review date to a future date.
Clicking on Set Review will take you to a banner where you can easily move the review date forward as required.
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.