Case Study: Accounts and Legal improves planning and reduces stress with Float

Accounts and Legal improves their planning to deliver crucial work using Float

Accounts and Legal, a UK-based consultancy firm specializing in accounting and legal services, faced challenges with prioritization and visibility into team capacity. With strict deadlines and frequent urgent tasks, their previous use of to-do lists was insufficient, leaving the team unsure of what to prioritize and how to manage their growing workload effectively.

By implementing the Float resource planner, the team gained a visual overview of everyone's capacity and schedule. This enabled monthly planning sessions and daily "Float calls" to reprioritize work collaboratively. The transparency provided by Float helped the firm understand its hiring needs, supporting a period of massive growth where they doubled in size over a year. The solution reduced stress, prevented overbooking, and ensured crucial work was delivered on time.

Accounts and Legal

Clara Tooth

Manager