Case Workload Reporting

Who it is for

Managing partners, practice heads, and legal operations managers in Hong Kong firms who need a clear picture of matter volume without relying on ad-hoc spreadsheets.

What you receive

A recurring reporting pack and live panel views that make caseload imbalance, aging matters, and capacity gaps visible before deadlines slip.

Scope

Discovery of your matter systems and naming conventions, agreed metric definitions, report templates for leadership and practice groups, and a handoff of how to refresh figures each cycle.

Included

• Kick-off workshop to map matter stages and ownership fields
• Metric dictionary for open matters, aging, utilisation proxies, and stage dwell time
• Leadership summary and practice-group detail panels
• Two refinement cycles after the first live reporting month
• Written refresh checklist for your internal admin or ops contact

Not included

• Replacement of your practice management or billing system
• Ongoing staff secondment inside your firm
• Court filing or case strategy advice

How we work

1. Scope call and sample data review
2. Metric and audience sign-off
3. Panel build and first draft pack
4. Walkthrough with partners or ops leads
5. Go-live and refresh training

Timeline and delivery

Typically four to six weeks from signed brief to first live cycle, depending on data access.

Delivered for Hong Kong firms; workshops available in person at your office or ours by arrangement.

What we need from you

Nominate a data contact, share read-only extracts or screenshots of current reports, and list the practice groups that must appear in the first release.

Quality depends on consistent matter coding. We flag gaps early rather than inventing figures.

Fees

Fixed engagement fee based on practice-group count and source systems; quote after the scope call.

Next step

Request a workload reporting brief review via the contact form.