Starting with Workzilla
Everything you need to configure before you hand Workzilla over to your team. Work through these steps in order to get the most out of your first day.
What you'll have at the end
A fully configured Workzilla account, ready for your team to use.
Before you start
You will have completed this during your trial sign-up.
Connect your Practice Management Software
Actionstep firms require an admin with subscriber rights. Smokeball firms require a firm owner. Once connected, Workzilla will begin populating your data. When the loading screen clears, you are ready to configure.
Do these first
Get the most out of Workzilla on day one.
Actionstep only
Set up the Actionstep daily data extract
Set up the Actionstep daily data extract
Enables high-fidelity reporting. Do this before anything else.
Set up a team
Optional
Teams are used for reporting, team targets, and controlling what team leaders can see. Set these up before inviting staff members so permissions are ready to apply.
Enables salary syncing, leave data, and leave-adjusted targets. Set up before configuring targets if you plan to use leave reduction.
Targets can be based on flat values, salary multiples, or charge out rate multiples. Set up Xero first if you want leave-adjusted targets.
Do these second
Get your team set up and into the platform.
Send invitations from Manage Users. Each staff member receives an email to set up their account.
Controls what each staff member can see and access. Set permissions at the same time as sending invitations.
Required for accurate target tracking for part-time staff.
Do these when you have time
Fine-tune your setup for more precise reporting and targets.
Set up a team target
Optional
Requires teams to be configured first.
Required if you want to set targets based on charge out rate multiples.
Add a salary to a staff member
Optional if using Xero
Required for indicative profitability reporting and salary multiple targets. Skip if Xero is connected — salaries sync automatically.
Configure leave-adjusted targets
Xero only
Adjusts targets to account for approved leave. Requires Xero integration.
Setting up a stagnation rule
Optional
Triggers alerts when matters go quiet. Most useful once your firm has a few weeks of data.
Configure matter referral types
Actionstep only
Maps your Actionstep referrer fields for use in reporting.
Done
Your Workzilla account is configured and ready. Share the help centre with your team so they can get up to speed on their own dashboards.