Demo Mode

Switch Industry

Professional Services demo

Full 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

2

Langford estate planning intake

Thomas & Beatrice Langford

scheduled

2026-05-19 · 09:00-10:30

J. Morrison, Esq.

Conference Room

Northstar retainer kickoff

Northstar Holdings

scheduled

2026-05-21 · 13:00-14:00

Paralegal

Video Call

In Progress

1

Reeves document review

Diana Reeves

in progress

2026-05-18 · 14:00-15:30

Paralegal

Office

Completed

1

Meridian case strategy call

Meridian Corp

completed

2026-05-17 · 10:00-11:00

J. Morrison, Esq.

Video Call