Reduce leakage, speed up cash flow, and make it easy to track time, manage expenses, and collect faster from a single place.

• Drag and drop time to a calendar or knock out several entries from a list
• Time and expenses tied directly to projects and tasks, no guess work about work codes
• Billable vs. non-billable tagging
• Admin controls so time goes into the right period

Keep teams aligned, work on track, and resources optimized – with full visibility into what’s happening across the firm.

• Automated invoicing based on fixed schedules or work milestones
• Automated delivery, reminders, reconciliation, and aging-based follow-ups
• Custom messaging tools and smart statements
• Unified client portal for invoice viewing, payment management, and transparent interactions

With a clear view of performance, progress, and people, firms have the data to make smarter decisions and the tools to deliver better client service.

• List view for all active and inactive projects
• Task automation with routing and completion workflows
• Reusable project templates with auto-populated roles, tasks, and scheduling rules
• Document sharing, e-signatures, and forms
• Flexible customization for user roles, layouts, and dashboard views

Build stronger relationships and deliver more consistent service with a single source of truth for all client data.

• Unified client records from PM and CRM
• Easy-to-use portal for centralized billing, document sharing, and communication
• Assign many contacts to a client, or many clients to a contact, to eliminate duplicate data
• Connected platform integrations to maintain data consistency across tools

From financial health to team productivity, unlock the insights your firm needs to drive profitability and improve performance.

• Analyze project, client and employee performance in real time
• Advanced reporting capabilities
• Integration with 3rd party analytics tools