What you can do
Retainer periods with per period budgets, history, and overage projection.
Renewal dates and signature trails on every contract.
Invoices generated from approved time, milestones, and reimbursables in one document.
Expense capture with policy routing, categories, and reimbursable vs corporate flags.
In this capability
Contracts
Versioned, dated, and renewal-aware. Master agreements, SOWs, and retainers, finally in a system that knows what to do with them.
Invoices
Pull billable hours, fixed-fee milestones, and expenses straight onto an invoice. Send, remind, and reconcile without leaving the project they came from.
Expenses
Submit with a receipt photo, route by policy, and reimburse on a schedule. Categorize against the right project, the right client, the right cost code.
Pairs well with