All case studies
Illustrative scenario

Workload has a shape

An illustrative workload view looks beyond open-matter counts to the next stage of work, its dependencies and the people available to do it.

  • Financial & management visibility
  • Matter workflows

Designed change

A team review that separates active work, blocked work and upcoming commitments before allocating the next tasks.

Illustrative scenario combining common practice needs. Software shown is a suggested stack.

Look beyond the number of matters

Two people can hold similar matter counts and face very different weeks. This design would examine the next substantive stage, upcoming commitments and work waiting on someone else. Estimates would remain staff judgements rather than being presented as precise capacity predictions. The view would support a conversation about priorities and practical constraints.

Make allocation a reviewed decision

Team leaders would review the proposed allocation with the people doing the work, then record ownership of the next steps. Blocked tasks would retain their dependencies rather than disappearing from view. Any reporting feed would use agreed fields and tested updates, with access limited to the information needed for the team review.

The practical lesson

Allocate the next stage of work with the team. Open-matter counts are only one part of the picture.

Recognise the problem?

Talk through the process, the constraints and what a useful change would look like.

Discuss your practice