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Tool 019

Workload Balancer

Compare accessible staff task counts, overdue work and priority coverage without treating those counts as complete capacity estimates.

What it does today

Explicit own-assigned or all-accessible task scan, staff workload counts, overdue/priority/date coverage and known-matter counts. Does not infer hours, roles, leave or full firm capacity.

How to use

  1. In Clio, open Matterevo and choose Workload Balancer from the Tool Library. Use the search box or the Tasks & calendars family filter to find it.
  2. Enter the details the planner asks for.
  3. Review the proposed outcome, item by item.
  4. Edit or remove anything that is not right.
  5. Confirm to create the reviewed records in Clio.

Before you rely on it

Compare overdue tasks and future workload among attorneys and paralegals before assignment. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.