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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

Payments

2 visible payments · $35,200 collected

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Payment workflow controls

Revenue, receivables, approvals, clients, automations, and all workspace actions are visible.

Watch WIP, realization, retainer burn, and margin by engagement.

Collected

$35,200

Pending

$0

Transactions

2

INV-2026-0052completed

Northstar Holdings

ACH Transfer · 2026-05-09

$12,400

INV-2026-0048completed

Meridian Corp

ACH Transfer · 2026-04-18

$22,800