Professional Services demo
Owner viewFull revenue, workload, and automation view
Tasks / Projects
Break work into assigned tasks, project stages, and client-visible progress.
Open Tasks
3
Blocked
0
Projects
3
Budget
$58,700
Assigned
2File immigration petition for Reeves
highDiana Reeves
Paralegal
Due 2026-05-22
Draft estate plan for Langford
mediumThomas & Beatrice Langford
J. Morrison, Esq.
Due 2026-05-25
Accepted
0No tasks.
In Progress
1Prepare discovery documents for Meridian case
highMeridian Corp
J. Morrison, Esq.
Due 2026-05-20
Blocked
0No tasks.
Completed
1Review Northstar retainer renewal
lowNorthstar Holdings
Paralegal
Due 2026-05-15
Approved
0No tasks.
Retainers
Track budget burn, included hours, and renewal points before margin slips.
Time Tracking
Turn approved billable time into invoices with audit-ready detail.
Matter/Engagement
Organize tasks, approvals, files, and billing around each client engagement.