WorkflowTitan Legal Operations Forecasting
Stop guessing. Start knowing. Turn your everyday legal tasks into a crystal ball for your firm's future.
The Problem You Know Too Well
Your firm runs on estimates. Every task, every case, every project starts with someone guessing:
- How long will this take?
- What will it cost?
- Who's available to do it?
But those estimates disappear into daily chaos. You're flying blind on capacity, caught off-guard by overruns, and making critical decisions based on gut feelings instead of data.
How It Works (Surprisingly Simple)
Step 1:
Create any legal task (select Account, Team, Case/Project from dropdowns)
Step 2:
Add TRC (Time, Revenue, Cost) todos with your normal estimates
Step 3:
Select your date range, choose your filter (client, team, case, attorney), and generate instant forecasting reports across your entire pipeline
That's it. No complex setup. No additional data entry. No workflow changes. Just your normal task creation turned into strategic intelligence.
What You Get: Operations Forecasting That Actually Works
Resource Planning You Can Trust
See exactly who's overloaded and who's available 2-4 weeks out. Make staffing decisions based on real upcoming work, not guesswork.
Financial Visibility Before Problems Hit
Track projected vs. actual costs in real-time. Spot budget overruns before they happen. Give clients accurate timeline and cost updates.
Capacity Management Made Simple
Know exactly when you can take on new clients. Understand your true capacity across teams, practice areas, and individual attorneys.
Data-Driven Growth Decisions
See patterns in your workload. Identify bottlenecks. Make informed hiring, training, and resource allocation decisions.
The Power is in the Simplicity
Your team already creates tasks. They already estimate time and costs. WorkflowTitan simply captures this information you're already thinking about and turns it into firm-wide operational intelligence.
No workflow disruption. No learning curve. No complex implementation.
Just better decisions from the work you're already doing.
What This Is (And What It's Not)
This IS:
- Operations forecasting that shows what's coming down the pipeline
- A bridge between your daily task management and your accounting systems
- Strategic visibility into resource allocation and capacity planning
- An enhancement to your existing practice management investments
This is NOT:
- A replacement for your accounting software
- A new invoicing or billing system
- Another practice management platform trying to do everything
- A complex system that disrupts your current workflows
WorkflowTitan fills the critical gap between your daily task management and your financial reporting. It gives you forward-looking operational insights that your accounting reports cannot provide while leveraging the task precision you already have.
Built for Legal Practice Reality
Handles unpredictable legal work
Update todos as cases evolve
Respects confidentiality
Sensitive financial data stays restricted
Integrates with existing systems
Enhances your current practice management
One-click reporting
Generate forecasts and export to spreadsheets instantly
Why This Matters For Your Role
Partners:
Get firm-wide visibility without micromanaging. See capacity, profitability trends, and resource needs at a glance.
Associates:
Know what's coming in your pipeline. See equitable work distribution across the team.
Operations Teams:
Identify workflow bottlenecks before they impact clients. Optimize efficiency with real data.
Client Service:
Proactively communicate about timelines and budgets. Build trust through transparency.
Your Competitors Track What Happened. You'll See What's Coming.
Transform your legal operations from reactive to strategic. Make informed decisions about resources, capacity, and growth based on real pipeline data rather than intuition.
Streamline Your Legal Operations in Just Three Steps!
WorkflowTitan is designed to simplify and elevate your legal operations with unparalleled ease. Here’s how it works:
Step 1: Select a Task from the Legal Task Library
Your Virtual Assistant for Legal Workflows
- Imagine having a personalized assistant that organizes all your legal workflows by category and purpose. That’s exactly what WorkflowTitan’s Task Library does.
- Choose from ready-to-use tasks tailored to legal fields such as Litigation, Contract Law, or Estate Planning. Each task is clearly named and categorized for effortless selection.
Example
Task Category: Litigation: Case Management
Named Task: Case Status Updates
Instance Title: Case Status Updates for Smith v. Jones
- Need to update a case status? Select "Case Status Updates" under "Litigation: Case Management" You’ll instantly have a structured framework ready to go.
Step 2: Track Work with TRC To-Dos
Effortless Tracking of Work, Time, Revenue, and Costs
- Break down tasks into smaller, actionable steps with To-Dos. Each To-Do lets you log time spent, revenue earned, and costs incurred.
- Individual team members—including attorneys, paralegals, and support staff—can log their contributions by recording their resource name (e.g., “J.Doe”) for precise tracking.
- Track contributions individually or in bulk, whether you’re working solo or as a team.
- Break down tasks into smaller, actionable steps with To-Dos. Each To-Do lets you log time spent, revenue earned, and costs incurred.
- Track contributions individually or in bulk, whether you’re working solo or as a team.
Example
Task Category: Contract Law: Drafting and Customization
Named Task: Contract Drafting
Instance Title: Draft and Review Client Contract
- To-Do 1: Draft initial contract terms, incorporating client-provided specifics (2.5 hours, $500 revenue, $60 cost).
- To-Do 2: Review contract revisions with the client via video call (1 hour, $200 revenue).
- To-Do 3: Finalize contract, proofread, and prepare for client signature (1.5 hours, $300 revenue, $30 cost).
Step 3: Generate Reports with Ease
Transform Data Into Actionable Insights
Generate comprehensive reports with just one click. WorkflowTitan consolidates all To-Do data across tasks, cases, and teams, giving you:
- Total time billed.
- Revenue generated.
- Costs incurred.
- Budget performance.
Example
Wrap up your billing cycle in seconds with a detailed report that shows exactly what was done, by whom, and for how much.
Ready to see your firm's future?
Contact us for a demonstration and discover how WorkflowTitan turns your everyday tasks into your competitive advantage.
Better decisions start with better visibility. WorkflowTitan delivers both.
