Firm Health for partners, bills that arrive as first-pass cards, and time that drafts itself
This release is about the firm running itself with less typing and more visibility. Partners get one dashboard that answers how the firm is actually doing, without pulling five reports. Bills forwarded to the firm arrive as pre-read cards you correct rather than forms you fill. The time you would have forgotten to log gets proposed for you, from the day you actually had. And the agents page tells the whole truth about the background work, including when there is none.
Firm Health, the partner's one screen
A partner-only, firm-wide dashboard for the numbers that run the firm.
- →Firm Health shows revenue, margin, utilization, pipeline, and AR and WIP aging in a single firm-wide view.
- →It is partner-only, so firm economics stay with the people who own them.
- →It reads from the same live data the rest of the platform runs on, so the number a partner sees is the number the work produced.
Accounts payable, first pass already done
A forwarded bill becomes an editable card, with the source PDF right beside it.
- →Forward a bill PDF and it lands in Approvals as an editable first-pass card, with the vendor, amount, due date, and GL account already filled in.
- →The source PDF sits side by side with the card, so checking the extraction is a glance, not a download.
- →Nothing posts until you approve; the first pass is a head start, not a decision.
Time that drafts itself
Max proposes your time entries from the day you actually had.
- →Max proposes time entries from your emails, transcripts, and calendar, so the small tasks that usually go unbilled get captured.
- →A Draft my time now button runs the pass on demand, whenever you want to close out the day.
- →Every proposed entry queues for your review; nothing books itself.
Every agent, on one page
The agents page covers all the background work, and is honest about quiet.
- →The agents page is now a live activity view of every background agent: drafting, categorization, lead monitoring, and accounts payable.
- →Idle states are honest: an agent with nothing to do says so, rather than dressing up activity.