In practice
Reporting & smarter search
Reports do not invent a second ledger. Agency, client, and project views reuse profitability, retainer usage, pulse health, decisions, and capacity math you already trust. See pipeline by stage, margin ranked by project, utilization and overloaded staff, at-risk clients, and overdue work in one place. Global search adds milestones, time entries, and notes with the prefixes you already use in the search bar.
Reporting should not invent new math. Felagar composes the calculations you already run for margin, retainers, pulse, and capacity into staff-facing reports, then makes the same entities findable in search.