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Professional Services demo

Watch 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

Documents

3 documents in this workspace

Retainer Agreement - Langford.pdf

Agreement · 420 KB

Linked to Thomas & Beatrice Langford

Court Filing - Meridian v. Atlas.pdf

Filing · 2.1 MB

Linked to Meridian Corp

Time Log - May 2026.xlsx

Time Log · 128 KB

Linked to All Clients