Run the firm: engagements, people, time and billing on one record
Every engagement carries its work, its deliverables and its people. Time is captured as it happens, becomes work in progress and is billed, and every approval waiting on a partner arrives in one decisions inbox.
Who uses it
- Partner
- Manager
- Practice administrator
- Staff
What it does
- Engagements with their types, deliverables, work items, desks and review hand-offs.
- Automatic time capture and timers, a daily confirmation, and time reports showing which clients pay for themselves.
- Leave and capacity: who has room for the next file.
- Leads, proposals and engagement letters sent for signature; tender quotations and milestone billing.
- Work in progress from time and fees, rate cards, recurring arrangements and invoices paid online.
- The decisions inbox: every approval waiting on a person, from every covered module, in one list.
How it works
- Win the work: a lead, a proposal and a signed engagement letter.
- Run the engagement: work items, desks, reviews and hand-offs.
- Capture the time; it becomes work in progress.
- Bill it: invoices from work in progress, retainers and schedules.
The controls that protect it
- A write-down or write-off of work in progress is decided by someone other than the person who asked.
- The person who asked for an approval cannot decide it; their own items are listed as “asked by you”.
What it does not do (yet)
- Some module-local approvals (for example procurement requisitions and leave) are decided in their own screens, not yet in the decisions inbox.
