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.
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.
Van-Stock Field Service Barcode Scanner
Mobile technician scanner for truck-inventory allocations, customer work-order parts deduction, and automatic warehouse restock requests.
Document Diffing (DMS)
Automated Git-backed document version comparison. Detect clause deletions, additions, and format changes across contracts and architectural submittals.