Engagement preparation
Bring the client objective, professional responsibilities and agreed scope into the working brief.
Professional Services
Bill what you earn. Earn what you bill.
Time entries, client health, and billing all connected. Stop losing revenue to unbilled work and scope surprises.
Professional Services / Features
Features for Professional Services.
Relate expertise, time, client scope and delivery evidence across an engagement.
Billable-work context
Relate time and work records to the engagement scope and supporting deliverables.
Utilization reviews
Compare commitments, availability and delivery dependencies for resource planning.
Client-review preparation
Assemble progress, deliverables, acceptance evidence and open decisions for the client conversation.
Relevant source context
- Engagement agreements
- Time and work records
- Project deliverables
- Client approvals
These feature patterns use connected, permitted information. Supported systems and authorized actions are confirmed for your deployment.
Example workflow
Professional Services: a decision with its context.
01 / Situation
An engagement review finds work recorded outside the agreed billable scope.
02 / Twin prepares
Twin compares the engagement terms, time records, delivered work and client approval history.
03 / Authorized next step
The engagement and finance owners review the evidence before approving a billing adjustment.
Considering SpineWorkspace for Professional Services? Evaluate this workflow with your team and confirm the supported tools, included capabilities and subscription terms.
Explore subscriptions & pricingBefore and after
A day with and without SpineWorkspace
Illustrative workflow examples, not measured customer results.
Without
Hours logged in the time tracker but never billed because time entries and invoicing live in different systems.
Scope limits aren't flagged until a partner reviews the file. By then, you've already done the work.
A key client decision-maker goes quiet for weeks. Nobody notices until the relationship is strained.
With SpineWorkspace
Unbilled time surfaces automatically as a signal. You see it in real time, not at month-end reconciliation.
AI alerts you when a matter approaches its fee cap — before the work is done, not after.
Champion silence detected in 48 hours. AI drafts a re-engagement note for your review.
Evaluation
Measures to discuss for your workflow
Define success against your own baseline. These are evaluation areas, not measured customer results.
Evaluation area
Higher Utilization
Agree a baseline and target for your workflow.
Evaluation area
Better Renewal
Agree a baseline and target for your workflow.
Evaluation area
Audit-Ready
Agree a baseline and target for your workflow.
A day in the life
How your day flows with SpineWorkspace
8:00
Morning Brief
Open your workspace. See which matters are near billing caps, which clients went quiet, and where WIP is building up.
9:30
Client prep in one click
Meeting in 30 minutes? One click generates a prep sheet — billable summary, open matters, recent communications, and relationship health.
11:00
Scope alert handled
AI flagged a matter approaching its fee cap yesterday. You approved a scope-adjustment email to the client. Done in 2 minutes.
2:00
Billing review
Missing time narratives, unbilled WIP, and matters with declining realization — all flagged for your batch review.
4:30
Re-engage a quiet client
Decision-maker hasn't responded in 10 days. AI drafted a check-in. You edit one line and approve.
Capabilities
Built for your role
See matter profitability in real time
Billed hours vs. WIP vs. estimate — per matter, per client. Know where you stand before month-end.
Get alerts when clients go quiet
AI flags when decision-maker communication drops off so you can re-engage proactively.
Catch billing gaps automatically
Missing narratives, matters near caps, and unbilled work surface as signals for your review.
Scope limits before overages
AI alerts you when a matter approaches its fee cap — before the work is done.
AI thinks. You approve.
Billing adjustments and scope changes route through approval. Every change logged with full context.
Connects with
ClioLeanLawActionstepQuickBooksXeroOutlookGmail
KPIs tracked
Realization RateCollection RateMatter ProfitabilityClient Concentration Risk
SPINE INNOVTECH / WHAT'S NEXT
Build on shared context, not disconnected tools.
Explore how our technology connects business context, human judgment and governed AI capability. Start with the company behind the thinking or meet SpineWorkspace, our flagship product.