Automated Work Allocation
Automated Work Allocation removes the most time-consuming part of managing workflow.
Every task needs three things to work properly: who’s responsible, when it’s due, and how long it should take. Without this, workflow breaks down, deadlines get missed, and budgets become guesswork. The problem is, setting this up manually across thousands of jobs takes days.
Link solves this with genuine automation. Using historical data, we suggest allocations, due dates, and estimates for every task in just a few clicks. What used to take days can now be done in minutes, giving you a complete, structured workflow that also powers capacity and reporting automatically.
Why Choose Link for Work Allocation?
Most practice management apps stop short when it comes to work allocation. They may automate task creation or assign work to people, but they ignore one of the most critical inputs: time. Without estimated hours, there’s no control over budgets, no visibility over performance, and no foundation for accurate capacity.
That’s not by accident. These platforms can’t support true capacity or WIP reporting, so they avoid the inputs required to power it. The result is predictable: poor write-off control, limited visibility, and reporting that doesn’t reflect reality.
Link takes a different approach. Every allocation includes who, when, and how long, because those three inputs power everything else. Automated Work Allocation feeds directly into Perpetual Capacity and WIP, giving you accurate reporting across workflow, team, client, and financial performance.
This means you’re not just allocating work faster, you’re building a system where every decision is backed by real data.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Stuart Lowe, DirectorBennetts Proactive“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
Maria Livingstone, DirectorStrettons Chartered Accountants“Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.”
Daniel Britten, DirectorSP Solutions“Automated reporting, clearer visibility and an easier way to keep the team informed without adding administrative overhead.”
Daniel Izzo, Operations Manager“Instead of guesswork, the team now has immediate visibility across the business. “Productivity reports across staff, clients and the firm's performance” are now readily available, alongside the “ability to track WIP and assist with invoicing and workflow,” which Daniel describes as “a huge win".”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.