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For our estate planning firm we oftentimes have married couples as clients. For example, "John and Jane Doe." The current settings where you can only have one main client is frustrating as we're oftentimes left to label one client as a "related" or bundle both of them into the main (Last: Doe, First: John & Jane." It would be nice to allow for two main clients, each of which will get an invoice and all that comes along with it. This would not only be useful for estate planning, but also business planning for those with a business partner, etc.
How often would you use this request?
Daily. A majority of our clients are married couples. |