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.
Gemma Heaney, DirectorBennetts Proactive“What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm.”
Maria Livingstone, DirectorBalance & Flow Accounting“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.”
Adam Bird, Director Arcus Advisory“Link has helped with our pricing of our fixed fees, as we have a clearer idea of what is involved and where the leakages are.”
Terri Gamble, Director“We can quickly see where every team member is up to, which allows us to allocate work to the best person for the job at any given time.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.