Workload, hours and profitability

See who is carrying what, and compare fees with the hours actually spent.

Every client carries two names: the person who handles the work and the account manager who checks it. The Workload page shows, for each person, how many clients they carry, open tasks, returns due in the next 30 days and book months waiting on documents. Open it before promising a client a date.

Monday hours check

Each Monday a dashboard card lists what you completed or filed the week before and asks for the hours spent on each item, plus any other time. Confirming writes the hours back to the task or return, so nothing is counted twice. The task timer adds hours too.

Profitability

The Profitability view compares each client's fee with confirmed hours: budget used, AED per hour, and utilisation for each person each week. Set an hours budget on a client's billing details to compare against.

The Money cockpit dashboard shows billed against collected over 12 months, amounts owed by age, and AED per hour by client.