Practice Management,
Simplified.
Because spreadsheets aren’t a personality.
| Project | Stage | Progress |
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The features you want. Minus the stuff you hate.
Resource planning, without the guesswork.
See availability, leave, and workload by week or month so you’re not staffing projects off memory.
Everything that matters, in one view.
Track stages, priorities, deadlines, rates, and budgets alongside the schedule so nothing slips quietly.
Catch overload early. Fix it fast.
Spot capacity issues before they become problems. Adapt to changing workloads in seconds.
Updates when you need them.
Get alerts for meaningful changes, without turning your day into notification cleanup.
Built for the way your business actually works.
Know who’s around. Always.
See team availability, planned leave, and capacity in one multi-week view. No more chasing answers across emails and calendars.
- Multi-week timeline
- Group by team, role, or project
- Click leave bars to preview details
Nothing slips through the cracks.
Spot missing time entries across the team at a glance. Click any status dot to cycle through missing, submitted, leave, and overhead.
- Visual status across the whole team
- Auto-flag missing submissions
- Drill into any cell for details
Plan capacity weeks ahead.
Allocate people to projects in a grid that actually makes sense. Click rows to highlight capacity and use the view tabs.
- People, projects and invoice views
- Fast allocation editing
- Excel export when you need it
Plan resources, cost, and time in one place.
Build a project plan from resource allocations, totals, and forecast performance so everyone can see what is planned and what has already happened.
- Project totals without weekly interval columns
- Planned, actual, and forecast totals
- Simple performance chart with key hour totals
Track future work from first lead to signed project.
The business development page gives your team a live pipeline for leads, prospects, opportunities, converted work, and lost bids before they enter delivery.
- Kanban view for business development stages
- Revenue, probability, and opened date at a glance
- Convert won opportunities into live projects
