Who works on what, when, and in what order.
Rather than a manager re-sequencing work manually each morning, the work list maintains itself from data the firm already produces. This is the component that most changes how an engagement season is managed.
Five signals, one score
Each open task is scored on deadline proximity, the client’s tier, projected cost against budget, the risk level on the project, and how long it has been waiting. These five are the factors that materially affect a sequencing decision in a firm.
How a score is built
Illustrative weighting. The engine applies the rules configured by your firm.
Recalculated six times a day
A ranking established once a week is out of date for most of that week. Scores refresh six times daily, so a prerequisite cleared in the morning is reflected in what the team sees that afternoon.
Rule-based, by design
No language model is involved in prioritization. The score derives from stated rules applied to your own data, which makes it reproducible, explainable and capable of being documented. When a partner asks why a given client ranks where it does, the calculation can be set out.
What it does not do
It does not reassign staff on its own and it does not override a partner’s judgment. It produces an ordering. Every decision remains with the firm; what changes is the time spent assembling the information needed to make it.
Prioritization is rule-based. No language model is involved and no part of the calculation is probabilistic, so the reason a file holds its position can be explained precisely to a partner or documented in the engagement file.
Evaluate TrackBeam over a full engagement cycle.
Eight weeks, up to seven users, at no charge. Every record entered during the pilot is retained, and carries over if your firm continues.
No payment details are required to begin the pilot.