- Per-staff hourly rates set up in Settings → Billing → Staff Rates per service type - Payment gateway connected (Stripe / Square / PayPal / LawPay / CPACharge) - At least one client and one engagement to bill against

- Click on any task — a timer auto-starts with task context (staff, client, work type, start time) - Live timer banner shows in purple at the top of My Space; live $ amount calculated against your hourly rate - Pause/Resume as you work; click Stop & Save when done — modal opens for description, work type, billable toggle, notes - Manual entries: My Space → + Log Time Manually — full form with date, start/end, billable, notes - View entries in Time Log page: filter by staff, client, work type - Quick Start grid has 6 common task cards for low-friction starts - For invoicing: open Reports → WIP Report — all unbilled time by client → select entries → click Create Invoice - Invoice auto-populates: client, line items from time entries, amounts at staff hourly rates - Add additional line items if needed (flat fees, expenses) - Click Send to Client Portal — client sees invoice with Pay Now button; email notification sent

- Click on a task = timer auto-starts (less friction); click Stop & Save when done - Time entries are PRIVATE until they appear on an invoice (clients don't see your raw hours) - Billable toggle defaults TRUE for client work, FALSE for "Internal / Firm" - Per-service-type rates: Tax Prep / Audit / Accounting / Advisory / Admin — different rates per type

- Live $ shows $200/hr (demo fallback): set up your hourly rate in Settings → Billing → Staff Rates - Timer kept running overnight: stop and edit the duration manually before saving - Invoice doesn't auto-populate: confirm time entries are billable (toggle was on) and the engagement is linked

- Invite team members and assign roles (sets up hourly rates) - (Send an engagement letter — covers fee structure) - Build a custom report