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
Costs
Expenses, vendors, bills, and payroll tied back to work and profitability.
Vendor Balance
$9,828
Expenses
$2,808
Payroll
$1,680
Exceptions
2
Vendors / Bills
Open AP and vendor review queue.
Expenses
Receipts linked to jobs, clients, or projects.
Payroll Runs
Approved time converts to payroll-ready runs.