Staff the Right People on the Right Matters at the Right Time
Our resource allocation software helps your firm balance associate workloads, improve utilization, and develop talent with the right work and opportunities.
A smart resource allocation system that addresses underutilization, reduces burnout, prevents attrition, and optimizes capacity.
The right lawyers on every matter
Find lawyers for matters with pinpoint accuracy based on their skills, experience, availability, location, development needs, and more.
Enhanced utilization across the board
Ensure that all lawyers teams, and offices work at capacity and that no one is over- or under-utilized.
A key lever to attract, develop, and retain top talent
Firms that can effectively manage lawyer workloads and work allocation can recruit better talent, engage them, and keep them for longer.
Informed decision making with accurate data
Arm your talent managers and resource allocators with data insights, tracking capabilities, reporting functions, and process workflows. Allocate matter assignments efficiently and at scale.
What our resource allocation software does
Staff every matter with utilization and fit in mind
Put the right lawyers on the right matters at the right time
Access all the staffing data you need in one system, including location, availability, utilization, billable hours, interests, skills, experience level, and more. Submit requests for help on billable and non-billable work. Filter lawyers by matter criteria and search departments, offices, and the full organization to find the best person for each job.
Get a holistic view of each lawyer through in-depth profiles
Searches for available and qualified lawyers will surface detailed individual profiles, which can include photos, availability forecast, billables, utilization rate, and more. You can also track their skills and allow them to indicate areas of interest, making it easier to align work with their development goals. Filter these insights for easy visibility and review relevant stats when allocating work and assigning teams to matters.
See what lawyers are working on and their anticipated availability
By tracking and forecasting each lawyer’s availability to take on work, you can make sure every person works at capacity, without being over- or under-utilized. See the matters each lawyer is working on and how much time they are billing. Prompt them to forecast their upcoming schedule on a daily, weekly, or bi-weekly basis. With forecasts for teams, departments, and offices, you can balance resources across your firm, ensuring that you maximize billable hours, meet your client needs and plan for lawyer absences.
Track lawyer skills and better inform matter staffing choices
Choosing to track each lawyer’s skills will make matter staffing easier and more effective — you’ll identify what skills are required for the matter, filter available lawyers to see who has those skills, and then compare your pool of candidates to determine the perfect fit. You can also create mentoring opportunities by putting more experienced lawyers on matters with lawyers who lack specific skills. Keep skills tracking up to date by having your lawyers update their proficiency as they complete matters or on a recurring basis.
Everything work allocators need in a simple, personalized dashboard
Partners or resource managers can get real-time visibility of their resource allocation and team capacity. They can review the ongoing matters and how many available hours each person or team has. Up-to-date reporting shows them which individuals, practice groups, or offices are being over- and under-utilized so they can distribute work accordingly. Lawyers can see their assigned matters, update their progress, and submit their availability, skills, and interests.
Put the right lawyers on the right matters at the right time
Access all the staffing data you need in one system, including location, availability, utilization, billable hours, interests, skills, experience level, and more. Submit requests for help on billable and non-billable work. Filter lawyers by matter criteria and search departments, offices, and the full organization to find the best person for each job.
Get a holistic view of each lawyer through in-depth profiles
Searches for available and qualified lawyers will surface detailed individual profiles, which can include photos, availability forecast, billables, utilization rate, and more. You can also track their skills and allow them to indicate areas of interest, making it easier to align work with their development goals. Filter these insights for easy visibility and review relevant stats when allocating work and assigning teams to matters.
See what lawyers are working on and their anticipated availability
By tracking and forecasting each lawyer’s availability to take on work, you can make sure every person works at capacity, without being over- or under-utilized. See the matters each lawyer is working on and how much time they are billing. Prompt them to forecast their upcoming schedule on a daily, weekly, or bi-weekly basis. With forecasts for teams, departments, and offices, you can balance resources across your firm, ensuring that you maximize billable hours, meet your client needs and plan for lawyer absences.
Track lawyer skills and better inform matter staffing choices
Choosing to track each lawyer’s skills will make matter staffing easier and more effective — you’ll identify what skills are required for the matter, filter available lawyers to see who has those skills, and then compare your pool of candidates to determine the perfect fit. You can also create mentoring opportunities by putting more experienced lawyers on matters with lawyers who lack specific skills. Keep skills tracking up to date by having your lawyers update their proficiency as they complete matters or on a recurring basis.
Everything work allocators need in a simple, personalized dashboard
Partners or resource managers can get real-time visibility of their resource allocation and team capacity. They can review the ongoing matters and how many available hours each person or team has. Up-to-date reporting shows them which individuals, practice groups, or offices are being over- and under-utilized so they can distribute work accordingly. Lawyers can see their assigned matters, update their progress, and submit their availability, skills, and interests.
Use Cases
One system for tracking all firm work and managing all firm lawyer utilization
Put lawyers on billable and non-billable work
Assemble teams for any type of billable or non-billable work, including pro bono work or client pitch meetings. Develop one system for documenting all your firm’s assignments and never have an issue keeping track of what a department or office is working on.
Delegate assignments and tasks to support staff
This system can also be used to delegate work to staff that directly support your lawyers, or to departments such as IT. Work can be assigned to qualified individuals or self-selected from a pool of tasks that can be picked up by whoever is available.
Manage summer associates and other early career programs
Establish and automate work distribution and progress tracking for early career programs across your firm. Make sure interns and summer associates get a well-rounded experience and equal opportunity to succeed in your programs.