See the pressure before it shows.
Two fee-earners can carry the same number of files and be in completely different positions. Workload puts open work, dates and recorded effort side by side, so a promise to a client is made with the firm’s real capacity in view.
One honest picture of the week
Every fee-earner on one screen
Open matters, live tasks and approaching dates together, so overload shows up as a pattern rather than as one person quietly falling behind.
Cover planned, not improvised
Leave and absences sit next to the work they affect, so cover is arranged before a client notices rather than after.
Unbilled effort in the same view
Recorded but unbilled hours appear beside the workload, which is usually where the real pressure is hiding.
What changes at the Monday meeting
- Dates are promised against capacity. You can see who genuinely has room before agreeing to a completion date or a hearing timetable.
- Overload is a decision, not a discovery. Work is moved between fee-earners while there is still time to move it, rather than after a deadline is missed.
- Leave stops being a surprise. The effect of an absence on live matters is visible when the request is made.
- Training needs show up early. Someone consistently carrying work above their level is visible before it becomes a retention problem.
This view reads the work the firm has recorded. Time that is never entered, or tasks that live in someone’s notebook, will not appear — which is the honest limit of any workload view.
How a firm uses it
Monday morning
The partner opens workload before the week’s commitments are confirmed. Two fee-earners are carrying three live hearings each; a third has capacity.
Rebalance
Two matters are reassigned with their tasks and dates. The client is told the same day, not three weeks later.
Leave request
A request comes in for the end of the month. The matters it touches are listed, and cover is agreed in the same conversation.
Month end
The picture is compared with recorded effort — and with what was billed — so next month’s allocation starts from evidence.
Look at your own firm’s week
Bring last month’s matter list to a walkthrough and we will show what the same week looks like inside the system.