TimeAxis 3.0 Released: 1-Click Workspace Migration, Multi-Admin Hierarchy & Invoicing Workflow!
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Enterprise Operations
Client Directory

Hierarchical Client, Project & Matter Management

Keep your entire portfolio organized. Structure engagements by Client → Project (or Case Matter) → Task, assign default client rates, and generate unified client billing records.

Organize Clients Free

Core Functional Capabilities

Engineered for precision, speed, and governance.

Three-Tier Work Breakdown

Maintain perfect organizational clarity with Client (Account) → Project (Contract/Matter) → Task (Activity) structure.

Client-Specific Hourly Rates

Override workspace baseline rates with negotiated client rates that automatically apply to all child projects.

Centralized Client History

Inspect all historical time entries, active projects, team members assigned, and generated invoices per client.

Architectural Implementation: Implemented in ClientsTagsView.jsx and backed by ClientsController.cs and ProjectsController.cs.

Frequently Asked Questions

Yes. Archiving a client hides them from daily timer dropdowns while preserving all historical billing records for reporting.

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