Targets
Set targets your team can see.
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, a multiple of salary, or a charge-out rate, using either timesheets or matter performance.
- Prorate targets to accommodate part-time staff and leave taken.
Unrealised cashflow
No more reminding team leaders to get their WIP in.
Key features:
- A dashboard with separate 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.
Team Performance
Put everyone on the same page for performance conversations.
Key features:
- Performance screens accessible by managers and fee earners alike.
- Show billable, invoiced and collected statistics.
- Drive accountability and make one-on-ones a breeze.
Team Efficiency
Stagnation — see how matters stack up by type and drill into the list.
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.
Company Dashboard
Keeping your finger on the pulse.
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.
Teams
Set up your teams and see performance at each level.
Key features:
- Create teams within Workzilla that help you view your data according to your organisational structure.
- Set visibility for team leaders, ensuring they can only see the data for their team and no one else's.
- Set targets for teams that get your people pulling together for a collective goal.
User Management
Give people the access they need, nothing more.
Key features:
- Select what pages a user has access to.
- Select whether those pages show a user's own data, their team's data, or organisation-wide data.
- Full control and strict security ensure no one sees data they shouldn't.
Profitability
Understand where profit is created across your firm.
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.
Leave Calendar
Use your Xero integration to view when your team is out of the office and see upcoming public holidays in one place.
Key features:
- Easily plan for public holidays.
- See your team's upcoming leave in a single calendar view.
Comparative Reporting
Compare performance across time periods and teams.
Key features:
- Compare current and historical performance of individuals or teams side by side.
- Customise the key comparable metrics to get a comparative view tailored to you.
- Surface movements and trends with simple visual summaries.
My Portfolio
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Key features:
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