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We’re excited to introduce a brand-new analytics report in Jusnote – the Lawyer Workload Report – designed to help you understand, balance, and optimize your team’s performance.
With this new report, law firm partners and managers can instantly see how effectively each lawyer’s time is being utilized, identify workload imbalances, and make informed staffing and billing decisions.
The Lawyer Workload Report gives you a clear picture of how your team’s time is distributed and how close each lawyer is to meeting their utilization targets.
It combines planned, actual, and forecasted data into one interactive table.
| Metric | What it means |
|---|---|
| Planned Utilization (hours) | The normalized number of billable hours a lawyer is expected to work during the selected period, based on their daily and annual settings. |
| Scheduled (hours) | The total planned time across tasks and calendar events. |
| Actual (hours) | The total billable time entries recorded for that period. |
| Workload (%) | The ratio between scheduled hours and planned utilization. |
| Utilization (%) | The ratio between actual hours and planned utilization. |
| Forecast (%) | How likely the lawyer is to reach their utilization goal by the end of the period. |
| AI Indicator | Jusnote’s smart status label that classifies each lawyer as Overloaded, Optimal, or Underutilized. |
Tracking lawyer workload has never been easier.
With the new report, you can:
Identify imbalances – see who is overbooked and who has free capacity.
Improve billing discipline – monitor utilization against actual billed hours.
Plan resources smarter – forecast performance based on each lawyer’s average pace.
Strengthen accountability – measure productivity transparently across the team.
⚖️ The Lawyer Workload Report helps transform time tracking from a routine task into a strategic management tool.
The report uses a working-day coefficient to ensure that every utilization plan reflects real-world working time – not just calendar days. It also leverages a 21-day rolling window to calculate the average pace of each lawyer, making forecasts more accurate and responsive to recent activity trends.
The Lawyer Workload Report is available under
Reports → Productivity Reports → Lawyer Workload.
Visit the Jusnote Knowledge Base to explore how utilization, workload, and forecasting metrics are calculated in detail.
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