Overview

Key Features and Functions include:

  • Project and Engagement Management
    Supports planning, budgeting, and tracking of client projects, providing visibility into timelines, milestones, and delivery progress.
  • Time and Expense Tracking
    Captures billable and non-billable time and expenses at the task or project level, linking operational activity directly to financial outcomes.
  • Billing and Invoicing Automation
    Automates invoicing workflows, including time-based billing, approvals, and revenue tracking, helping accelerate cash flow and reduce billing delays.
  • Resource Management and Utilization Tracking
    Enables allocation of staff across projects, monitoring utilization rates and forecasting capacity to optimize workforce planning.
  • Financial Management and Forecasting
    Connects project data with financial metrics such as margins, budgets, and revenue, supporting real-time profitability analysis and forecasting.
  • Reporting and Analytics
    Provides dashboards and metrics-driven reporting to support operational and financial decision-making across the organization.
  • Quote-to-Cash Workflow Support
    Covers the full lifecycle from project scoping and quoting through delivery, billing, and revenue recognition within a unified system.
  • Integration with Financial and Business Systems
    Integrates with accounting platforms (e.g., QuickBooks, Sage Intacct), CRM systems, and productivity tools to synchronize data across systems.
  • Cloud-Based and Mobile Access
    Provides web and mobile access for time entry, project updates, and reporting, supporting distributed and remote teams.
  • AI-Driven Insights (Emerging Capability)
    Incorporates analytics and automation features that surface risks, recommend actions, and improve operational efficiency across projects.
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HEADQUARTERS
US
LANGUAGES
English
OFFICES
US
YEAR FOUNDED
2002
REGIONS SERVED
North America
Latest Funding Round
Latest Funding Round
Total Funding Amount
Total Funding Amount
Areas of Use
TARGET AUDIENCE
Law Firms - 500+ lawyers
Corporate Legal
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