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Features
Performance Dashboards
Fee Earner Targets
Set targets your team can see.
Unbilled Work
No more reminding team leaders to get their WIP in.
Fee Earner Performance
Put everyone on the same page for performance conversations.
Matter Efficiency
Set rules to capture stagnation and address bottlenecks.
Company Dashboard
Keeping your finger on the pulse.
Comparative Reporting
Compare results across periods and teams.
My Portfolio
Your personal portfolio at a glance.
Management
Teams
Set up your teams and see performance at each level.
User Management
Give people the access they need, nothing more.
Leave Calendar
View and manage team leave in one place.
Financial Reporting
Profitability
Track profitability metrics across your firm.
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Integrations
Practice Management Systems
Actionstep
See how Workzilla connects with Actionstep data.
Smokeball
See how Workzilla connects with Smokeball data.
Clio
Coming very soon!
Plugins
Xero
Keep your leave and salaries up to date forever.
Resources
Resources
Videos & Tutorials
Step-by-step guides to help you get the most out of Workzilla.
Knowledge Hub
Guides, articles, and tips to get the most from your firm's data.
Blog
Our Blog
Insights, updates, and practical tips for your firm.
Release Notes
Stay up to date with the latest features and improvements.
Support
Contact Us
Get in touch with our team for support or enquiries.
Security FAQ
How Workzilla protects your firm and client data.
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Blog
How to set up teams in Workzilla
30 Apr 2026
•
Pat London
← How to Invite and set up your users in Workzilla
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