Professional Services demo
Owner viewFull revenue, workload, and automation view
Retainers: 68% utilizationTime Tracking: $12.6K WIPMatter/Engagement: 9 active
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
activeJ. Morrison, Esq.
Partner · Legal
2
Tasks
2
Schedule
3
Hours
Day capacity38%
P
activeParalegal
Paralegal · Legal
2
Tasks
2
Schedule
2
Hours
Day capacity25%
CM
activeCase Manager
Case Manager · Operations
0
Tasks
0
Schedule
0
Hours
Day capacity0%