LedgerWorksOS

Practice Analytics summarizes workspace activity across engagements, portal requests, SOPs, deadlines, billing, and review controls. It supports management visibility while keeping professional judgment and client-specific review in control.

Revenue

Revenue and billing posture

Track active engagement value while keeping invoice review connected to delivery and closeout.

Engagement revenue

Three active engagements contribute to tracked monthly revenue.

Good

Review engagement value

Billing readiness

Billing is active, but invoice review should remain tied to engagement closeout.

Watch

Review billing records

Client Health

Client and delivery health

Client health combines portal requests, document controls, and review dependencies.

Portal requests

Two client-facing requests remain open and should be resolved before closeout.

Watch

Open client portal

Document controls

Document controls are ready, but intake review should stay connected to engagement status.

Good

Open documents