Professional Services demo
Owner viewWatch WIP, realization, retainer burn, and margin by engagement.
Billable WIP
$12.6K2 watch
WIP ready
$12.6K
Retainer burn
72%
Retainers: 68% utilizationTime Tracking: $12.6K WIPMatter/Engagement: 9 activeApproved timeExpense receiptsMilestone approvalSigned SOW
Clients
4 clients in this workspace
OwnerFull access
Role-aware client workspace
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Watch WIP, realization, retainer burn, and margin by engagement.
| Name | Status | Total Billed | Outstanding | Actions | |
|---|---|---|---|---|---|
Meridian Corp (310) 555-0188 | legal@meridiancorp.com | active | $124,500 | $18,200 | |
Diana Reeves (310) 555-0244 | diana.r@email.com | active | $28,600 | $4,500 | |
Northstar Holdings (310) 555-0367 | counsel@northstar.com | active | $67,200 | - | |
Thomas & Beatrice Langford (310) 555-0421 | t.langford@email.com | lead | $0 | - |