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Commercial: time, WIP and proposals

Track time, work in progress and the proposal-to-engagement flow.

Last updated 12/09/2026

  • Time — log hours against clients and work; billable value is calculated from the hourly rate.
  • Work in progress — the unbilled value sitting in the practice; mark items ready to invoice and create the invoice in one click.
  • Proposals & engagements — send a proposal, convert it to an engagement, and sign it. The signed engagement flows into the work you track.