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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

Team / Employees

Role-aware workforce view with assignments, time, permissions, and payroll readiness.

Active Team

3

Assigned Tasks

4

Logged Hours

5.0

Payroll Ready

$875

JM

J. Morrison, Esq.

Partner · Legal

active

2

Tasks

2

Schedule

3

Hours

Day capacity38%
P

Paralegal

Paralegal · Legal

active

2

Tasks

2

Schedule

2

Hours

Day capacity25%
CM

Case Manager

Case Manager · Operations

active

0

Tasks

0

Schedule

0

Hours

Day capacity0%