PROFESSIONAL SERVICES & FIELD SERVICE VERTICAL

PSA Margin Tracking, Trust Accounting & Van-Stock Scanner

Engineered for consulting practices, law firms, engineering consultancies, and technical field service organizations. Accurate billable realization, compliant trust accounts, mobile truck inventory, and contract document diffing.

Verified Functional Capabilities

Deterministic operational controls for billable hours and field logistics.

PSA Utilization & Project Margin Tracking

Calculate billable staff utilization ratios in real-time. Automatically compute gross margins on time-and-materials and fixed-fee client engagements.

Billable hour ratiosTarget realization ratesFixed-fee milestone burnOverhead absorption

Client Trust Accounting (IOLTA Compliant)

Strict segregation between operating accounts and client trust funds. Prevent overdrafts and automated generation of individualized three-way reconciliation statements.

IOLTA rule complianceIndividual client sub-ledgersAutomated 3-way reconZero-commingling enforcement

Van-Stock Field Service Barcode Scanner

Mobile technician scanner for truck-inventory allocations, customer work-order parts deduction, and automatic warehouse restock requests.

Offline mobile scanningTruck inventory sub-binsWork-order part deductionAuto replenishment

Document Diffing (DMS)

Automated Git-backed document version comparison. Detect clause deletions, additions, and format changes across contracts and architectural submittals.

Side-by-side text diffingClause revision trackingCryptographic file hashesTamper-evident log