Attorney Capacity Dashboard

✦What This Tool Does

The dashboard surfaces three simultaneous data points per attorney: prior month final hours, current month projected pace, and self-reported sense of busyness — displayed as side-by-side RPM-style gauges.

The prior month gauge provides critical context. An attorney with low current-month hours who also had a strong May is likely still productive but behind on time entry. An attorney low in both months may genuinely have capacity — or may have an underlying issue worth investigating.

Updated each time you upload a new Timekeeper Submittal Report.

◈Capacity Zones

Zone	Hrs/Month	Meaning
Green	Under 155	Available — good candidate for new work
Yellow	155–175	Approaching standard capacity
Orange	175–200	High load — above standard hours
Red	Over 200	At/over capacity — discuss before adding work

→How It Works

Prior month hours are loaded from the end-of-month Timekeeper report (complete totals, no projection). This is the most reliable data point and provides a baseline for evaluating current-month pace.
Current month projected pace is calculated as: (MTD hours ÷ business days elapsed) × total business days in month. This normalizes early-cycle data so the gauge reflects trajectory, not just raw hours logged.
Weekly perception check-in — attorneys submit a 1–10 score answering "How busy do you feel?" This maps to the same gauge scale and is visible to their assigned team leader and managing partners.
Team Management tab lets you create named teams, assign a team leader to each, and add attorneys as members. Team leaders see only their own team's gauges in the Supervisor View. Managing partners see all teams.
Biweekly updates — upload each new Timekeeper report and the dashboard is rebuilt with fresh numbers within minutes. In the production version this is replaced by a direct API connection.

★Benefits

Prior month context exposes late time-entry patterns
Projected pace normalizes early-cycle reports
Team assignments give supervisors a focused, relevant view
Perception check-in gives attorneys a voice without requiring a meeting
Three-gauge mismatch surfaces the most actionable situations at a glance
No server required — single HTML file, opens in any browser

⬡Role Summary

Individual Attorney

Sees only their own weekly check-in screen. Cannot see other attorneys' data or billing hours.

Team Leader

Sees three gauges for each member of their assigned team only. Read-only billing data. Cannot see other teams.

Managing Partner / Admin

Sees all teams and all attorneys. Can manage team assignments and update billable hours manually.

Under 155 155–175 175–200 Over 200

Filter:

Attorney View: In production each attorney sees only their own screen after SSO login. This prototype includes a selector to preview any attorney's experience.

Viewing as:

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How busy do you feel this week? Select 1 (very available) to 10 (at capacity). Your team leader sees this alongside your actual billing hours.

1 — Very available10 — At capacity

Recent Check-In History

Admin / Managing Partner View: Create teams, assign team leaders, and add attorneys as members. Team leaders see only their team in the Supervisor View.

Teams

Select a team to manage

Choose a team from the left panel to assign a leader and members.

Admin View: In production only designated administrators see this tab.

Billing integration: Upload each biweekly Timekeeper PDF to update this dashboard. In production, hours pull automatically from the billing system API daily. Manual edits below override report data for this session.

Attorney	Level	May Final	June MTD (Raw)	June Proj. Pace	Zone (June)

✓ Saved

⚙Technical Implementation Notes

This prototype is a fully self-contained HTML file — no server, no internet connection, no installed software required. It is designed to demonstrate the concept, user experience, and role-based access model to your technology team before development begins.

The production version would be embedded in SharePoint, the firm intranet, or your practice management platform. Role-based views (Attorney, Team Leader, Managing Partner/Admin) would be enforced through your existing Microsoft SSO and Active Directory — no separate authentication system needs to be built for this tool. Team assignments made in the Team Management tab would be stored in a SharePoint list or lightweight database table.

⬡Data Sources Required

Billing System API (Aderant / Elite)

Daily pull of MTD hours per timekeeper. Project monthly pace based on business days elapsed.

Active Directory

Attorney roster, staff level, and team/supervisor relationships. Drives role-based view access.

Perception Survey Store

SharePoint list or simple database: attorney ID, week-ending date, 1–10 score, timestamp.

Team Assignment Store

Table linking attorney IDs to team IDs and team leader IDs. Maintained via the Team Management tab.

⬢Phased Build Plan

Phase 1 (Now): Use this HTML file. Upload each biweekly Timekeeper report for refresh. Finalize team assignments and zone thresholds.
Phase 2: Host in SharePoint with SSO. Use AD groups to enforce role-based views. Attorneys submit perception scores via Teams adaptive card or SharePoint form.
Phase 3: Connect billing API for automated daily refresh. Eliminates the upload step entirely.
Phase 4: Automated weekly check-in prompts via Teams/Outlook, supervisor alerts on significant gaps, historical trend views.

◉Design Decisions to Confirm

Zone thresholds (155/175/200) — validate with practice group leaders; may differ by staff level
Whether team leaders can see attorneys outside their team (currently: no)
Whether individual attorneys can see their own billing hours (currently: no)
How to handle attorneys on leave, part-time, or non-standard billing arrangements
Perception check-in frequency and delivery channel (Teams, Outlook, SharePoint widget)
Whether historical trend view (last 3–6 months) should be added alongside current snapshot
Whether paralegals should be included in a future phase

Office-Wide Average — All 62 Attorneys

May 2026 — Final Avg

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June 2026 — Projected Avg

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Perception — Avg Check-In

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Team Summaries

Each row shows one team — three gauges display the team average. Click any row to drill into that team in the Supervisor View.