AWRA OpsHub Search

For professional services

Know which engagements make money — and keep client funds beyond question

Engagement budgets tracked against real cost, client money segregated and auditable, expenses and procurement governed, and the firm's assets on a proper register — the operational backbone under your practice.

Sound familiar?

If any of these ring true, you are exactly who this was built for.

Busy but not profitable

The firm is full of work, yet nobody can say which engagements actually made money and which quietly ran at a loss.

Client money mixed with firm money

Client and trust funds sit in the same mental space as operating cash — and an auditor or the regulator will ask you to prove they never mixed.

Expenses that appear at month-end

Disbursements, subscriptions, and office buying happen everywhere and reach finance only as a pile of receipts after the fact.

Assets no one tracks

Laptops, servers, and library assets bought, moved, and written off — with a register that was accurate the day IT set it up.

How teams get started

1

Start with engagement costing

Budget your live engagements and route disbursements and expenses to them — the first profitability report reframes the whole book of work.

2

Segregate the funds

Client and trust money tracked apart from operating cash, every movement attributed — the position defensible on demand.

3

Add assets and governance

IT and office registers, approval thresholds, and partner reporting — the operational backbone complete.

Frequently asked questions

Does AWRA replace our practice-management or timesheet software?

No — and we say so plainly. Practice-management and timesheet tools handle matters, time capture, and client billing; AWRA is the operational and financial backbone underneath — engagement profitability, fund segregation, expenses, procurement, and assets. The two coexist, and most firms keep the practice tool they already run and add AWRA for what it does not cover.

How does AWRA keep client and trust funds separate from firm money?

Client and restricted funds are tracked as their own segregated positions, distinct from operating cash, with every receipt and disbursement attributed to a person and a timestamp. That produces exactly what a regulator or auditor asks for — a defensible, verifiable record that client money was never commingled with the firm's.

Can we see whether an engagement is profitable before it closes?

Yes. You budget the engagement and track cost and disbursements against it as the work runs, so margin is visible while the engagement is still live — early enough to manage scope, staffing, or the client conversation, rather than discovering a loss after the final bill.

Is this suitable for a small firm, or only large practices?

Small and mid-sized firms benefit most, because they rarely have a finance function large enough to track engagement profitability, fund segregation, and assets manually. Start with the discipline that hurts most — usually engagement costing or fund segregation — and extend from there.

Bring one engagement and one fund to a demo

See engagement profitability, segregated client funds, and governed expenses — the backbone under your practice.