Features
One platform for the whole practice
From the first client message to the final invoice, Margin keeps every part of the work connected and visible.
Unified work queue
Every engagement, task, and deadline in one prioritized view.
Recurring automation
Set workflows once and let recurring work run itself.
Client portal
A secure space for documents, requests, and approvals.
Time & WIP
Capture time and watch work in progress in real time.
Billing & payments
Invoices, subscriptions, and ACH or card payments.
Proposals & e-sign
Draft, send, and close engagement letters in minutes.
Document vault
Encrypted storage with a virtual drive and file exchange.
Insight & reporting
Utilization, realization, and margin, always current.
How it works
Up and running in three steps
01
Connect your stack
Bring in the tools you already use — billing, storage, comms — in a few clicks.
02
Work in one place
Run engagements, conversations, and billing from a single workspace.
03
See what’s next
Get early signals on risk, capacity, and margin before they cost you.
See it on your firm's data
Book a walkthrough and we will show Margin running the way your practice actually works.