Features
19 feature areas spanning the full revenue cycle. Click any tile to jump to its User Guide section.
Dashboard
Personal home screen. Action items + KPIs + activity feed. Customizable per user, role-aware server-side.
Time tracking
Weekly grid + timer + mobile PWA. Flexible duration formats. Overtime tagging. Cross-midnight shift handling.
Kiosk clock-in
Dedicated tablet PWA at the front door or job site. PIN-based clock-in, first-of-day selfie or per-session job photos, auto-submit on clock-out, recovery PIN for stuck kiosks.
Clients & projects
Per-client billing cycle + OT multiplier. Project teams. Per-project task toggle.
Approval workflow
Submit / approve / reject by week. Scoped per role. Withdraw + resubmit.
Messaging
Announcements + per-topic direct threads. Role-aware contact list. Email backup on every send.
Invoicing & billing
Generate from approved hours. OT split. Inbound POs auto-applied. Additional charges + expenses on the same invoice.
Expense tracking
Multi-receipt upload. Approval matrix per role. Bundle into invoices as reimbursable lines.
Document management
File cabinets per client / vendor / PO. 25 MB cap, MIME allowlist. Sensitive-read audit on every download.
Vendors & contractors
Agency-routed and 1099 sole-prop. Outbound POs. Vendor invoices + payment allocations.
Contracts & signing
In-app + magic-link signing. Template library. Audit trail with body hash + IP.
Bank reconciliation
Plaid read-only. 5-rule auto-matcher. Categorization rules. QuickBooks IIF export.
Reports & analytics
Time, Revenue, Cost, Profitability, Utilization. CSV / XLSX / PDF export per tab.
Legal-specific features
LEDES 1998B / 2000. UTBMS task/activity codes. Matter sidecar. Billable-hour rounding. Retainers.
HR & compliance
Document catalog + per-role requirements. Expiry reminders. Vendor compliance matrix.
Mobile PWA
iOS / Android web app. Add to home screen. Email reminders. Offline-tolerant.
Administration
6 roles. Module toggles per tenant. Audit log on every mutation. SQLite-file backups.
Branding & identity
Your firm name + contact + address flow into every PDF + email. Frozen at send time so historical artifacts never rewrite.
Licensing & deployment
Online / offline-customer modes. Windows native / macOS / Docker. Bundled Caddy for HTTPS.