User and Team Management

User and Team Management Empower your firm with robust, flexible user and team management—giving you complete control over individual staff profiles, team structures, and performance drivers to optimize productivity, billing, and collaboration across your practice.

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Our intuitive interface puts everything you need to manage people and teams in one centralized hub, tailored for legal practices with varying sizes, multiple offices, and diverse expertise.

Key features include:

• Comprehensive individual staff profiles — Create and maintain detailed records for every team member:

  • Scheduled working hours — Set standard office hours, part-time arrangements, hybrid patterns, or custom rosters.

  • Practice areas & expertise — Tag solicitors, paralegals, and support staff with practice areas (e.g., Family Law, Commercial Litigation, Wills & Estates, Property) to route matters, tasks, and enquiries intelligently.

  • Billable rates — Configure individual hourly, fixed-fee, or blended rates—apply automatically to time entries, tasks, or client agreements for accurate, defensible billing.

  • Billable goals & targets — Set billable hour targets or revenue goals per staff member. Track progress in real-time with visual gauges, alerts for underperformance, and motivational dashboards.

  • Additional fields like role (Solicitor, Senior Associate, Paralegal) supervisor and custom notes.

• Powerful team creation & grouping — Build dynamic teams based on what matters most to your firm:

  • Expertise / practice area (e.g., "Family Law Team", "Litigation Specialists")

  • Office location (Melbourne CBD, Geelong, Syndey CBD, Remote/Hybrid)

  • Experience level (Junior, Mid-level, Senior, Partner-track)

  • Custom criteria like language skills, court experience, client-facing vs. back-office, or even soft attributes like "strong negotiator" or "tech-savvy"

  • Teams can overlap—staff can belong to multiple teams for maximum flexibility.

• Smart routing & workload distribution — Automatically assign new matters, tasks, or enquiries to the most appropriate individual or team based on expertise, availability, current workload, billable targets, or location—reducing manual triage and ensuring balanced caseloads.

• Performance insights & reporting — At-a-glance dashboards show:

  • Billable hours vs. targets (individual, team, firm-wide)

  • Utilisation rates, realisation, and recovery metrics

  • Team capacity heatmaps to spot bottlenecks or underused resources

  • Exportable reports for partner meetings, performance reviews, or budgeting.

• Security & permissions — Granular access controls ensure staff see only what they need—e.g., solicitors view their matters and billables, reception sees team schedules and availability, partners/directors access full analytics.

• Seamless integration — Everything connects: user profiles feed into matter assignments, task delegation, calendar visibility, billing automation, and team scheduling. Changes (e.g., rate updates, leave) flow through the system instantly.

The outcome? A practice where the right people are doing the right work at the right time—maximising billable efficiency, supporting professional development, improving work-life balance, and helping every staff member and team reach their full potential.

Whether you're a growing Melbourne-based for Syndey-based legal practice or firm with multiple offices or a boutique practice focused on specialised expertise, our user and team management tools give you the structure and visibility to scale confidently, retain top talent, and deliver exceptional client service.

Build a stronger, smarter, more cohesive legal team—starting today.