Understand employee efficiency and client profitability.

Enhance your firm's client communication with this comprehensive overview dashboard.

Manage customer service levels by tracking email volume and response times.

Review your firm’s realization to understand which clients are profitable.

Track repeating work and compare it with performance from previous years.

Oversee your team's capacity, understand workload, and determine when to initiate new work.

Track invoiced amounts, credit notes, and payments to understand revenue generation, monitor cash flow, and evaluate financial performance

Discover which clients each team member is serving and where time is spent.

View currently active work, statuses, and assignees.

Identify process bottlenecks and see how work progresses through each status.

Monitor your work-in-progress (WIP) and identify work to be billed or completed.