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Professional Services

Bill the Time You Earn. Not the Time You Remember.

Engagement tracking, billable hours, retainers, and clean invoices — built for the professionals whose time literally is the product.

HoursTracked live
RetainersDrawn down
InvoicesAudit-clean
ClientsConfidential
§01

Sound Familiar?

The problem
01

Reconstructing the Week From Memory

You finally sit down to invoice on Friday and try to remember what you did Monday. Half an hour gets called twenty minutes. Three calls become "a few."

02

Retainers You Can't See Through

Client thinks they have 8 hours left. You think 4. Without a live retainer balance, every renewal turns into an awkward conversation.

03

Invoices That Look Like a Receipt

A professional engagement deserves a professional invoice. "Consulting — $1,200" doesn't tell the client what you did or build trust for next quarter.

04

Documents Strewn Across Email

Engagement letters in one inbox, signed copies in another, the change order from June nobody can find. Audit-ready, this is not.

§02

Features Built Around Your Time and Your Word

Built for the work
TT

Time Tracking

Start a timer per matter or per client. Pause, resume, switch. End the day with a defensible record of every minute.

Per matter
RT

Retainers

Funded retainers draw down automatically as you log hours. Both sides see the balance in real time. No surprises at renewal.

Live balance
EL

Engagement Letters

Send engagement letters and change orders from inside the app. Track who signed, when, and at what scope.

E-sign · Track
DI

Detailed Invoices

Every line tied to a tracked time entry or a fixed-fee deliverable. Clients see exactly what they're paying for.

Itemized
CC

Client Confidentiality

Encrypted in transit. Export anytime. We don't sell your data and never will — your clients' information stays your clients'.

Encrypted
IR

Income Reports

See utilization, realization, and revenue per client. Make the data-driven decisions that grow a practice.

Reports
§03

Purpose-Built for Professional Practices

21+ trades

Each profession gets tailored engagement terminology, document workflows, and a Day in the Life demo.

Finance & Tax05
  • Bookkeeper
  • Accountant
  • Tax Preparer
  • Financial Advisor
  • CFO Services
Consulting05
  • Management Consultant
  • IT Consultant
  • HR Consultant
  • Marketing Consultant
  • Business Coach
Legal & Notary05
  • Notary Public
  • Paralegal
  • Legal Researcher
  • Mediator
  • Process Server
Real Estate & Other06
  • Real Estate Agent
  • Inspector
  • Insurance Agent
  • Translator
  • Virtual Assistant
  • Recruiter
BookkeeperAccountantTax PreparerFinancial AdvisorCFO ServicesManagement ConsultantIT ConsultantHR ConsultantMarketing ConsultantBusiness CoachNotary PublicParalegalLegal ResearcherMediatorProcess ServerReal Estate AgentInspectorInsurance AgentTranslatorVirtual AssistantRecruiterBookkeeperAccountantTax PreparerFinancial AdvisorCFO ServicesManagement ConsultantIT ConsultantHR Consultant
§04

How a Bookkeeper Uses WrkOrdr

Day in the life
8:00 AM

Open today's matters

Five clients on deck. Each engagement shows hours used vs. retainer balance. The Wednesday review with the dental practice is at 2 PM.

Today view
9:30 AM

Reconciliation, timer running

Start a timer on the law firm's June books. WrkOrdr tags every minute to the engagement. Pause for a five-minute call and resume — both are logged.

Live timer
12:30 PM

Send a change order, signed by 1

Client wants payroll added. Draft a change order in WrkOrdr, send it. Client e-signs over lunch — scope is updated on the engagement.

Change order
3:00 PM

Detailed invoices, end of cycle

It's invoicing day. Generate this month's invoices from logged hours and fixed-fee deliverables. Each line item is defensible.

Invoice batch
5:00 PM

Numbers that tell a story

Glance at utilization for the quarter. Two clients are over their retainer trend — flag them for a renewal conversation next week.

Utilization
Welcome Guide

Professional
Welcome
Guide

PDF · ~3 MB
Free Resource

The Professional Services Welcome Guide

A practical setup-to-revenue playbook for bookkeepers, consultants, notaries, real estate agents, and other professional service providers. Covers retainer structures, engagement letters, and the time-tracking workflows that make WrkOrdr feel natural.

Download the Guide ↓
PDF · ~3 MB · No signup required

Bill the time you actually earn.

See how WrkOrdr brings hours, retainers, and clean invoices into one practice. Try the demo or request early access.