Current as of October 2026.
Setup
- Engagement letters: generating, sending, e-signing, and yearly renewal. Engagements are turned on by an admin clicking Activate. Letters are tracked by hand on the Pipeline stage checklists.
- The Prior period completion trigger can be picked, but doesn’t make the next project. Use another trigger.
- Fiscal year end: there’s no screen to set an entity’s fiscal year end.
- Carrying services and prices from a deal into its engagement. The deal fills in the client only.
- Screens for time categories and rounding. These are set up for your firm behind the scenes.
- Changing your firm’s time zone. It’s set behind the scenes. You can see it on Billing groups, under Scheduled billing runs.
- Cost rates. You can enter them under Bill rates, but nothing in Flows uses them yet.
Tasks and time
- Dragging tasks into any order you like. Order is set with Blocked by and Runs after.
- A workload view showing each person’s assigned hours.
- Setting each person’s weekly hours. Overview and the timesheet use 40 hours a week unless your firm set a target behind the scenes.
- Expense entries. Add them to a bill as a charge instead.
- Notifications.
- Firm-wide limits on who can read internal time notes.
Billing
- Autopay: saved cards and bank accounts charged automatically.
- A client portal for invoices and payments. Clients get the invoice by email and pay with the link.
- Payment reminder emails.
- A refund button. Refunds show up only when they come from Stripe.
- Flat plus hourly billing. You can record a flat plus hourly agreed price, but a service can only be billed as fixed price or time & materials today.
- Tiered pricing.
- Tax calculation.
- Payment terms that set the due date on their own. Set the due date on the draft instead.
- Reports for WIP aging and realization by client, and money figures on Overview.
- Limits on who can price, write off, or issue beyond “admins only”.