Professional Services demo
Owner viewFull revenue, workload, and automation view
Retainers: 68% utilizationTime Tracking: $12.6K WIPMatter/Engagement: 9 active
Schedule / Dispatch
Plan work, assign teams, and preview field updates by role.
Scheduled
2
In Progress
1
Completed
1
Field Steps
5
Filter crew
Scheduled
2Langford estate planning intake
Thomas & Beatrice Langford
2026-05-19 · 09:00-10:30
J. Morrison, Esq.
Conference Room
Northstar retainer kickoff
Northstar Holdings
2026-05-21 · 13:00-14:00
Paralegal
Video Call
In Progress
1Reeves document review
Diana Reeves
2026-05-18 · 14:00-15:30
Paralegal
Office
Completed
1Meridian case strategy call
Meridian Corp
2026-05-17 · 10:00-11:00
J. Morrison, Esq.
Video Call