Features

The most comprehensive target capture system in the world.

Key features:

• Publish easy to read targets for all fee earners and teams, allowing them to see their own target progression.
• Base targets on a fixed amount, multiple of salary and charge out rate and on either timesheets or matter performance.
• Pro-rata targets to acommidate for part time staff and leave taken.

Key features:

• A dashboard with seperate age buckets for fees not invoiced, disbursements not invoiced, invoices not collected and WIP+Disbursements on closed matters.
• Click a card to generate an exportable report for WIP, disbursements and invoices within an age bracket.
• Filter the report by team, team member, responsible fee earner and matter type to get the insights you need.

Key features:

• Performance screens accesible by manager and fee earners alike.
• Show billable, invoiced and collected statistics.
• Drive accountability and make one-on-ones a breeze.

Key features:

• Define stagnation rules that match how your firm works (including the default rule).
• View matter mix by matter type, team, or assignee — with the same layout as the live app.
• Give leaders a clear picture of where matters are clustering before bottlenecks spread.

Key features:

• All your cashflow metrics in one place: Billable, invoiced and collected fees on one page.
• Split the data by lawyer responsible, matter type, referrer and more.
• Dig into the data and export reports with the click of a button.

Key features:

• Create teams within Workzilla that helps you view your data according to organisation structure.
• Set visibility for Team Leaders ensuring they can only see the data for their team, no one elses.
• Set targets for teams that get your people pulling together for a collective goal.

Key features:

• Select what pages a user has access to.
• Select what data populates those pages: Their Own, Their Team's or Everything in the Organisation.
• Full control, strict security ensures no one sees data they shouldn't.

Key features:

• Track profitability by user, team, and firm-wide totals.
• Compare profitability between teams and individuals with our comparison panel.
• Drill into profitability with clear summaries & and visualise profitability rankings.

Key features:

• Easily plan for public holidays/li>
• See your teams upcoming leave in a single calendar view.

Key features:

• Compare current and historical performance of individuals or teams side-by-side.
• Customise the key comparable metrics to get a comparative view talored to you.
• Surface movements and trends with simple visual summaries,