Professional Services demo
Owner viewFull 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
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
2026-05-17 · Video Call