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Professional Services demo

Full revenue, workload, and automation view

Retainers: 68% utilizationTime Tracking: $12.6K WIPMatter/Engagement: 9 active

Welcome to your Professional Services workspace

Financial, operational, and automation activity across the business.

Revenue YTD

$35,200

+12%vs last period

Outstanding A/R

$22,700

Active Clients

3

Open Estimates

3

Active Jobs

3

Workflow Pipeline

1

Leads

2

Estimates

2

Invoices

2

Payments

Quick Actions

Recent Activity

Invoice INV-2026-0055 sent to Meridian Corp - $18,200

1 hour ago

Northstar Holdings paid INV-2026-0052 - $12,400

Yesterday

Diana Reeves viewed invoice INV-2026-0056

Yesterday

Court filing submitted for Meridian v. Atlas

3 days ago

Guided Workflow

0/6

Role View

Retainers: 68% utilization
Time Tracking: $12.6K WIP
Matter/Engagement: 9 active

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