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viAllocateAderant

Resource allocation software to balance workloads, improve utilization, and develop talent with the right work and opportunities.

Vendor

Vendor

Aderant

Company Website

Company Website

Product details

viAllocate is a resource allocation system designed to address underutilization, reduce burnout, prevent attrition, and optimize capacity within law firms. It helps firms staff every matter with the right lawyers at the right time, based on their skills, experience, availability, location, and development needs. The software ensures enhanced utilization across the board, making sure that all lawyers, teams, and offices work at capacity, avoiding over- or under-utilization. By effectively managing lawyer workloads and work allocation, firms can attract better talent, engage them, and retain them for longer. viAllocate provides talent managers and resource allocators with data insights, tracking capabilities, reporting functions, and process workflows to allocate matter assignments efficiently and at scale. It offers a holistic view of each lawyer through in-depth profiles, tracks lawyer skills, and informs matter staffing choices, all within a simple, personalized dashboard.

Features:

  • Staff every matter with utilization and fit in mind: Put the right lawyers on the right matters at the right time. Access all the staffing data you need in one system, including location, availability, utilization, billable hours, interests, skills, experience level, and more. Submit requests for help on billable and non-billable work. Filter lawyers by matter criteria and search departments, offices, and the full organization to find the best person for each job.
  • Get a holistic view of each lawyer through in-depth profiles: Searches for available and qualified lawyers will surface detailed individual profiles, which can include photos, availability forecast, billables, utilization rate, and more. You can also track their skills and allow them to indicate areas of interest, making it easier to align work with their development goals. Filter these insights for easy visibility and review relevant stats when allocating work and assigning teams to matters.
  • See what lawyers are working on and their anticipated availability: By tracking and forecasting each lawyer’s availability to take on work, you can make sure every person works at capacity, without being over- or under-utilized. See the matters each lawyer is working on and how much time they are billing. Prompt them to forecast their upcoming schedule on a daily, weekly, or bi-weekly basis. With forecasts for teams, departments, and offices, you can balance resources across your firm, ensuring that you maximize billable hours, meet your client needs and plan for lawyer absences.
  • Track lawyer skills and better inform matter staffing choices: Choosing to track each lawyer’s skills will make matter staffing easier and more effective — you’ll identify what skills are required for the matter, filter available lawyers to see who has those skills, and then compare your pool of candidates to determine the perfect fit. You can also create mentoring opportunities by putting more experienced lawyers on matters with lawyers who lack specific skills. Keep skills tracking up to date by having your lawyers update their proficiency as they complete matters or on a recurring basis.
  • Everything work allocators need 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 matters 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. Lawyers can see their assigned matters, update their progress, and submit their availability, skills, and interests.