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Features/Staff management
Staff management

Law firm staff management for your people and your matters, in one place.

Roles, permissions, PTO, and productivity in the same platform as your matters.

Staff management

Your people and your matters, in one system.

Manage who can see and do what, track time off, and understand output without another subscription.

  • Right access. Least-privilege roles per person.
  • Coverage clarity. PTO and scheduling in one view.
  • Real productivity. Output measured from actual work.
Capabilities

Manage the team, not just the caseload.

The people side of the firm, in the same platform as your matters and payroll.

Staff directory & records

One profile per person with photo, contact details, address, and hire and leave dates, plus a place to store HR documents like resumes, offer letters, reviews, and certifications.

Roles & permissions

Four built-in groups, attorney, law clerk, staff, and firm manager, with view, edit, and delete set per resource from cases to payroll.

Time-off requests

Staff submit vacation, sick, and personal leave with dates and a reason. Each request routes to their reporting manager for a quick approve or reject.

Reimbursements

Staff attach a receipt image or PDF to each expense claim. Approvers review the amount, description, and date, then sign off in minutes.

Device accountability

Track laptops, phones, and tablets assigned to each person, plus printers and scanners tied to an office, and flag anything for return when someone leaves.

Staff analytics

See billable hours, active cases, and leads converted per person by week, month, or quarter.

Onboarding & offboarding

Add a hire, assign an office, set permissions, and issue a device in one workflow. On exit, mark them inactive and flag their devices for return.

Approvals

Time off and expenses, in one queue.

Requests land on the right manager's dashboard with everything they need to decide. No forwarded email threads, no chasing paper receipts.

  • Routed automatically. Each request follows the org chart to the submitter's reporting manager.
  • Receipts attached. Expense claims arrive with the image or PDF in view.
  • Cleared in minutes. Approve or reject without leaving CaseFuze.
Onboarding

A new hire, set up in one pass.

Everything a new team member needs, without four separate tools.

01

Add the hire

Create their profile and assign them to an office.

02

Set permissions

Pick a staff group and adjust access per resource.

03

Issue devices

Assign a laptop or phone and log it to their name.

04

Run the checklist

Work through onboarding tasks like email setup and training, tracked per hire.

At a glance

The specifics.

Access model
Role-based, least privilege by default
HR
PTO, scheduling and onboarding in the same system
Productivity
Billable output by person and team
Accountability
Every access recorded against a named user
Built for
One solo attorney up to a 1,000-plus user multi-state firm, on the same plan
Included in
The $49 per user, per month plan — there is no tier above it
Free access
Contact us · conditions apply
Works on
Any device with a browser. Installs from the browser on iPhone, iPad, Android, Windows and Mac, with no app store

Ready to see staff management in action?

It’s included in the $49 plan, with every other CaseFuze feature.

Use our app for free · contact us to see how · conditions apply