Demo Mode

Switch Industry

Professional Services demo

Full revenue, workload, and automation view

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

Client Portal Preview

Approvals, payments, documents, and work status from the client role.

Client Engagement Portal

Meridian Corp

Secure link

Open approvals

1

Balance due

2

Documents

3

Progress

24%

Approval

Estate Planning Package

EST-2026-0018 · Thomas & Beatrice Langford

$8,500

Payment

May Billable Hours - Contract Dispute

INV-2026-0055

$18,200

Work Status

Meridian case strategy call

completed

2026-05-17 · Video Call