Manage · Firm
See who is carrying the work. Workload by person, with overdue and unassigned work in view.
Manage shows each person's open cases and tasks, what is overdue and what nobody owns. Reassign work from the same page and see completions over the last 30 days.
Today
Wednesday, September 23 · 1,184 open cases
Needs attention
Offer expires in 2 days: $42,500Chen, David · Golden State Casualty
IMR application due in 3 days: lumbar MRINguyen, Thanh · Workers' comp
Records request untouched for 24 daysPatel, Anita · Valley Orthopedics
Client not contacted in 21 days (target 14)Reyes, Daniel · Personal injury
- Open cases and tasks per person
- Overdue and unassigned work, one click away
- Reassign work without leaving the page
- Tasks completed per person over the last 30 days
Instead of
- workload spreadsheets
- status meetings
Workload and gaps across the team, with reassignment built in.
Works with
Manage: questions firms ask
Each person's open cases and tasks, what is overdue and what nobody owns.
Yes. Reassign work without leaving the page.
Manage shows the tasks each person completed over the last 30 days.
The Today page is firm-wide: what needs attention across every case. Manage is by person, so you see who is carrying the work.
See Manage with your case types. Thirty minutes, on your own practice.