Hours Worked
—
Billable Hours
—
Non-Billable Hours
—
Amount Billed
—
| Fecha | Profesional | Cliente / Asunto | Descripción | Trabajado | Facturable | Tarifa | Monto | R |
|---|
Facturación pendiente
Billing Run
Preview and issue eligible client documents.
| Cliente | Asunto | Período | Hrs | Monto | Entries |
|---|
Fixed-fee — ready to bill
| Cliente | Asunto | Tramo | Monto | Acción |
|---|
Proyección de facturación
Overdue
—
Ready now
—
Upcoming
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Unscheduled
—
Nothing forecast — no unbilled fixed-fee tranches on file
Overdue
| Cliente | Asunto | Tramo | Expected | Monto | Acción |
|---|
Ready now
| Cliente | Asunto | Tramo | Monto | Acción |
|---|
Upcoming
Unscheduled — no expected date set yet
| Cliente | Asunto | Tramo | Monto |
|---|
Clientes
✕
| Short Name | Legal Name | NIT | Group | Billing Type | Currency | Invoice | Activo |
|---|
Asuntos
✕
| Client | Matter Name | Code | Billing Mode | Amount | Estado | Actions |
|---|
Cuentas bancarias
| Label | Bank | Account | Beneficiary | Currency | Status |
|---|
Documentos
Total Billed
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Facturado
—
Outstanding
—
Paid
—
Written Down
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| Date | Client | Type | # | Period | Amount | Write-down | Status | Sent | Paid |
|---|
▸
Deleted documents
—
| When | Event | # | Client | Type | Amount | Actor | Reason |
|---|
▸
Pending merge requests
—
▸
Merge ledger
—
| When | Event | Target # | Client | Sources | Amount | Actor | Reason |
|---|
Dashboard
—
→
Data health
Checking…
Collected · period
—
Outstanding
—
Overdue
—
DSO · avg collection
—
Margin · period
—
Billed / Facturado
—
Hours worked · period
—
Hours billable · period
—
Hours vs target · selected period
Worked and billable hours against the team Meta lines
Desembolsos — Terceros
Collaborator rates
what you pay and bill for one collaborator, across every client
Pick a collaborator above to see their rates across every client.
Time Registries
▸
| Client | Payee | Period | Cost rate | Status | Sent | Actions |
|---|---|---|---|---|---|---|
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Owed (pending)
—
Paid out
—
By Payee
| Payee | Role | Owed | Paid |
|---|
| Payee | Role | For | Amount | Status | Origin | Date | Actions |
|---|---|---|---|---|---|---|---|
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Rates
Billing rate cards, internal cost rates, and the rate-change log.
Partner authorization required — only an administrator or partner can view and manage rates.
Rate cards tiered billing rates by professional position
| Name | Currency | Active | Tiers | |
|---|---|---|---|---|
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Card backfill bring existing per-client rates onto the rate-card model, losslessly
Generates a NAMED rate card from each client's existing
client_rates rows and attaches it — billed rates are preserved exactly; this never re-prices a single entry. client_rates itself is never deleted.| Client | Status | Entries | Billed unchanged | |
|---|---|---|---|---|
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Matter cards point existing matters at their client's rate card
Pointing a matter at its card does not re-price existing entries — they stay exactly as billed. Only new/edited entries resolve through the card, at the same rates.
| Client | Matter | Target card | Entries | Safety | |
|---|---|---|---|---|---|
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Not eligible for matter-carding
Internal cost rates what our own people cost per hour — not the billing cards above
Only used for internal (non-external) professionals on a rate-carded matter. External collaborators' cost still comes from client rates, unchanged.
| Professional | Position | Type | Cost USD/hr | Cost BOB/hr | Cost BRL/hr |
|---|---|---|---|---|---|
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Change log read-only — every rate mutation, who and when
to
| When | Who | Entity | Field | Old → New |
|---|---|---|---|---|
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Pending approvals administrator-only — partner edits to in-use cards awaiting your decision
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