Effective and equitable allocation of work to your people

Staff the right associates on each project, give each person the right quantity and quality of work, and ensure everyone has equal opportunities to develop and advance.

A smart resource allocation system that improves utilization while decreasing burnout and attrition​

Equitable distribution of work to your people​

Give each individual equal opportunity to do quality work and advance in their career.​

The right professionals on every project

Find associates for projects with pinpoint accuracy, based on their availability, location, demographics, interests, and skills.​

Improved capacity planning across the board

Ensure that all associates, teams, and offices work at capacity, and that no one is over- or under-utilized.

A key lever to attract, develop, and retain top talent​

Firms that can effectively manage associate workloads and work allocation can recruit better talent, engage them, and keep them for longer.

Cross-office work allocation for better utilization

Our centralized, online system allows you to allocate work across multiple offices and departments, saving time and improving accuracy in staffing.

What we do

Staff every project effectively and manage each associate fairly

Find professionals for projects A one-stop shop for staffing decisions

Put the right professionals on the right projects at the right time

Find all the staffing data you need in one system, including location, availability, utilization, billable hours, demographics, interests, skills, experience level, and more. Partners or project leaders submit requests for help on billable and non-billable work. Assigning partners or resource managers can filter associates by project criteria and search departments, offices, and the full organization to find the best person for each job. You can also guide employees in self-selecting tasks from a pool, which is great for summer programs or support staff.

Explore individual profiles Availability, demographics, skills, and more

Get a holistic view of each associate through in-depth profiles

Searches for available and qualified professionals will surface detailed individual profiles, which can include photos, availability forecast, billables, utilization rate, demographics, diversity data, internal ratings, and real-time feedback on past projects. You can also track their skills and allow them to indicate areas of interest, making it easier to align work with their development goals. All of this can be filtered for easy visibility and to review relevant stats when allocating work and assigning teams to projects.

Track and forecast availability Individual availability and workloads

See what associates are working on and anticipate their availability

By tracking and forecasting each employee’s availability to take on work, you can make sure every professional works at capacity, without being over- or under-utilized. See the projects each employee is working on and how much time they are billing. Prompt them to forecast their upcoming schedule on a daily, weekly, or biweekly basis. With forecasts for teams, departments, and offices, you can also balance resources across your firm, ensuring that you meet your client needs and plan for absences.

Allocate work based on skills The ideal skills for each project

Track associate skills and better inform project staffing choices

Choosing to track each associate’s skills will make project staffing easier and more effective — you’ll identify what skills are required for the project, and then filter available associates to see who has those skills. You can also create mentoring opportunities by putting more experienced associates on projects with associates who are lacking in skills. Keep skills tracking up-to-date by having your associates update their proficiency as they complete projects or on a recurring basis.

Improve equity in allocation Equitable opportunities for everyone

Manage the quantity and quality of each person’s work

Ensure that every employee is getting equal access to the opportunities they need to advance, such as being assigned to important projects, working with partners, and building relationships with clients. Eliminate conscious and unconscious bias with comprehensive and objective data. Give your professionals the opportunity to opt in and share their diversity data so that it can be filtered and considered in work allocation.

Dashboards for each role All their data in one place

Everything each person needs in a simple, personalized dashboard

Partners or resource managers can get real-time visibility of their resource allocation and team capacity. They can review the ongoing projects and how many available hours each person or team has. Up-to-date reporting shows them which individuals, practice groups, or offices are being over- and under-utilized so they can distribute work accordingly. Associates can see their assigned projects, update their progress, and submit their availability, skills, and interests.

Put the right professionals on the right projects at the right time

Find all the staffing data you need in one system, including location, availability, utilization, billable hours, demographics, interests, skills, experience level, and more. Partners or project leaders submit requests for help on billable and non-billable work. Assigning partners or resource managers can filter associates by project criteria and search departments, offices, and the full organization to find the best person for each job. You can also guide employees in self-selecting tasks from a pool, which is great for summer programs or support staff.

Get a holistic view of each associate through in-depth profiles

Searches for available and qualified professionals will surface detailed individual profiles, which can include photos, availability forecast, billables, utilization rate, demographics, diversity data, internal ratings, and real-time feedback on past projects. You can also track their skills and allow them to indicate areas of interest, making it easier to align work with their development goals. All of this can be filtered for easy visibility and to review relevant stats when allocating work and assigning teams to projects.

See what associates are working on and anticipate their availability

By tracking and forecasting each employee’s availability to take on work, you can make sure every professional works at capacity, without being over- or under-utilized. See the projects each employee is working on and how much time they are billing. Prompt them to forecast their upcoming schedule on a daily, weekly, or biweekly basis. With forecasts for teams, departments, and offices, you can also balance resources across your firm, ensuring that you meet your client needs and plan for absences.

Track associate skills and better inform project staffing choices

Choosing to track each associate’s skills will make project staffing easier and more effective — you’ll identify what skills are required for the project, and then filter available associates to see who has those skills. You can also create mentoring opportunities by putting more experienced associates on projects with associates who are lacking in skills. Keep skills tracking up-to-date by having your associates update their proficiency as they complete projects or on a recurring basis.

Manage the quantity and quality of each person’s work

Ensure that every employee is getting equal access to the opportunities they need to advance, such as being assigned to important projects, working with partners, and building relationships with clients. Eliminate conscious and unconscious bias with comprehensive and objective data. Give your professionals the opportunity to opt in and share their diversity data so that it can be filtered and considered in work allocation.

Everything each person needs in a simple, personalized dashboard

Partners or resource managers can get real-time visibility of their resource allocation and team capacity. They can review the ongoing projects and how many available hours each person or team has. Up-to-date reporting shows them which individuals, practice groups, or offices are being over- and under-utilized so they can distribute work accordingly. Associates can see their assigned projects, update their progress, and submit their availability, skills, and interests.

Use Cases

One system for tracking all firm work and managing all firm staff

Put associates on billable and non-billable work

Assemble teams for any type of billable or non-billable work, including pro bono work or client pitch meetings. Develop one system for documenting all your firm’s assignments and never have an issue keeping track of what a department or office is working on.

Delegate assignments and tasks to support staff

This system can also be used to delegate work to staff that directly support your associates, or to departments such as IT. Work can be assigned to qualified individuals or self-selected from a pool of tasks that can be picked up by whoever is available.

Manage summer associates and other early career programs

Establish and automate work distribution and progress tracking for early career programs across your firm. Make sure interns and summer associates get a well-rounded experience and equal opportunity to succeed in your programs.

Our clients manage their people better with our help