Professional Services demo
Owner viewFull revenue, workload, and automation view
Retainers: 68% utilizationTime Tracking: $12.6K WIPMatter/Engagement: 9 active
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.