Workzilla
How-to

Set up a specialisation

5 minutes Company Customisation Setup Configuration

Group your matter types into the areas of specialty your firm reports on, so you can split reporting by specialisation rather than by person or team.

What you'll have at the end

One or more specialisations holding your matter types, and the option to split reports such as the Company Dashboard and the Estimation dashboard by them.

1
Go to Company Customisation.
2
Open Specialisations, under Dashboards.
You will see two panels: Unclassified matter types on the left, and your specialisations on the right.
3
Click + New specialisation and name it in the pop-up.
Use the name your firm already uses for the area — corporate, wills and estates, family. The name appears wherever reports are split by specialisation.
4
Drag matter types from Unclassified matter types into the specialisation.
Each matter type can belong to only one specialisation, so your specialisations divide your matter types rather than overlapping. Changes save as you drop.
5
Choose a Leader for the specialisation. optional
The leader is recorded against the specialisation and appears in the relevant reports.
6
Repeat for each area your firm reports on.
Any matter types you leave behind stay in Unclassified, which reports as a group in its own right. You do not have to classify everything before the split is useful.

Your specialisations are ready to use — open the Company Dashboard and split by specialisation to see them.