Business services
Everything on the platform, plus what a firm billing hours needs: time against the client at the rate that applied then, a client portal for documents and requests, e-signature, and fees that raise themselves.
Time, per client
Recorded against the client as it happens, priced at the rate that applied then, and it walks straight onto an invoice.
The client portal
One place, branded as your firm, where clients send what you asked for and raise what they need — filed against the work instead of buried in an email thread.
You ask, and it appears as a request with a place to put it. They ask, and it lands against their record. Everything either of you uploads is filed where the work is.
Documents and signature
Send an engagement letter, scope or change order through DocuSign or PandaDoc without leaving the client. The executed copy files itself back, with the signing date on the record.
A quote the client just has to say yes to is signed in their browser, no account and nothing to install. Reach for DocuSign or PandaDoc when the document has to stand up somewhere later — not for a $400 piece of work.
Estimates and approval →What ends up on the record
Time
That sounds obvious and it is the structural thing most field-service software gets wrong: every hour has to belong to a scheduled appointment, so somebody on a phone call has nowhere to put twenty minutes. Here it is two ends, an activity and a note, with the rate already filled in.
The screen has to be nearly free to use, because an hour nobody logs is an hour the firm cannot bill, cannot cost and cannot learn from.
The moment that pays for the feature
Outside the agreed scope. The engagement covers year end, accounts prep and the tax return. This entry says advisory.
It is logged, flagged, and not refused — then somebody rings the client that afternoon, while they still remember asking. By billing day that conversation is unwinnable.
Month end
Flagged time gets a third and fourth option that most systems never offer, because most systems only know how to bill something or not bill it.
| Decision | What it actually is |
|---|---|
| Bill as an extra | Revenue the firm would otherwise have lost. The client already agreed, in the call somebody made on the day. |
| We absorb it | A deliberate gift, recorded at the time. The hour is marked non-billable so it cannot slip onto next month’s invoice. |
| Hold | Not this month. It stays in work in progress for the next run. |
| Write off | The firm eats it — and has to say why. Blank will not do. |
An extra is revenue recovered. An absorption is a decision made while the client was still on the phone. A write-off three weeks later is what happens when nobody was ever asked. Reported as one number they all look like “we lost some money”, which is why most firms sit somewhere in the high eighties on realization and cannot say why.
And the number that re-prices a client
Recorded to billed is the biller. Billed to collected is credit control. Recorded itself is whether anybody logged their time at all. And on a fixed fee none of it shows the real problem — a $6,500 year end that took 14.5 hours is an effective $448 an hour, and one that runs long falls through the floor while realization still reads 100%.
Anything not yet billed reads as a dash, never 0%. Unbilled is a different fact from unrecovered, and a false zero would sink every current engagement to the bottom of the table.
Practices
Each arrives with its own work types, its own default rates and the documents that practice actually sends — editable on day one, and never a blank page.
Book a demo
See it billing your firm’s way, not a generic one.
Thirty minutes on data that looks like yours, with your own realisation rate and unbilled hours in the arithmetic.