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
Payments
2 visible payments · $35,200 collected
OwnerFull access
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