Overview

The Employees & Teams category controls how staff are structured within the system.

It defines job roles, access levels, team structure, and performance tracking, supporting clear responsibility allocation and effective workforce management.

Employees & Teams Settings Included

• Fee Targets
• Job Titles
• Roles
• Teams 

Fee Targets 

Fee Targets allow firms to track performance of fee earners against defined KPIs.

What they measure

Fee Targets compare actual performance vs set targets across:

• Billing
• Collected fees
• Work In progress (WIP) 

Visibility: Fee Earners can view targets in the Targets dashboard. Targets are compared against actual billed or collected amount.

Learn more on Setting Up Fee Targets   

Job Titles 

Job titles define how employees are identified within the system.

Key Functions

• Standardises staff role naming across the firm
• Supports billing structure consistency
• Assigned during user creation

Learn more on Setting Up Job Titles   

Roles

Roles define what users can accesss and perform within the system. 

Controls include:

• Feature access
• Financial permissions
• System settings access

Typical Role Types

• Lawyers
• Partners
• Paralegals

Learn more on Roles & Permissions   

Teams 

Teams group users for structured management and reporting.

Used for:

• Access control
• Reporting structure
• Role organisation
• Internal team alignment

Learn more on Setting Up Teams   

Best Practices

To ensure accurate structure, reporting, and system performance, follow these guidelines:

• Ensure Fee Targets are realistic and aligned with firm KPIs
• Maintain consistent Job Titles across all users to avoid reporting inconsistencies
• Assign Roles carefully, ensuring users only have access appropriate to their responsibilities
• Structure Teams logically to reflect how your firm operates in practice
• Regularly review organisational settings to ensure they remain aligned with firm changes

Correct configuration ensures:

• Accurate performance tracking
• Consistent user classification
• Controlled system access
• Reliable reporting structures
• Improved operational clarity across the firm