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.
Simon Ward, DirectorWiZDOM Accounting“We had no reliable way to know how much work we actually had on, what reasonable turnaround times looked like, or where we sat relative to our true capacity ceiling.”
Andrew Lyddiard, Senior AccountantDrive Accounting“It's much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance is at our fingertips.”
Emma Kenny, DirectorSP Solutions“The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush.”
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.