Time & expense
Review, edit, and approve with confidence
Guardrails and approvals keep utilization high, while clear notes make client billing painless.
- Simple, accurate time entry with notes
- Expense sheets routed to the right reviewer
- Turn tasks on/off for time entry
- Expense items to specific projects
Expense tracking
Stay on top of spend
Track firm expenses as billable or non-billable, allocate to projects, and keep vendors organized.
Clear categorization
Billable vs. non-billable, with vendor and project assignment.
Reviewer routing
Expense sheets move directly to the assigned approver.
Bill-ready detail
Notes and receipts stay attached for client visibility.
Controls
Flexible rates and approvals
Protect margins with rate controls and approvals that keep work inside budget.
Multiple billing rates
Assign the right rate per employee, per project, or per task.
Approval flows
Review time and expenses before they hit billing.
PTO visibility
Track PTO usage and accrual with manager visibility.
