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.
Phoebe Meares, Head of OperationsBalance & Flow Accounting“You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”
Adam Bird, DirectorDFK Hirn Newey“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.”
Shona Wallace, DirectorLemonade Beach“We were historically reactive to client work and with the data we were starting to see from Link, we quickly realised that we needed to start being more proactive around planning to become more efficient and ultimately see some dramatic changes in our KPIs.”
Cameo Ashe, Director“Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business.”
See for Yourself
See what connected workflow, live capacity and reporting could look like in your firm. Explore Link’s click-through demo at your own pace. No email required. No sales pitch. Just you and the product.