Professional Services demo
Owner viewFull 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
0/6Role View
Retainers: 68% utilization
Time Tracking: $12.6K WIP
Matter/Engagement: 9 active