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
Invoices
3 visible invoices · $22,700 outstanding
OwnerFull access
Invoice workflow controls
Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.
Watch WIP, realization, retainer burn, and margin by engagement.
$18,200
Due 2026-06-01
$12,400
Due 2026-05-10
$4,500
Due 2026-06-05