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Team & capacity

The firm's people and hours, in one place.

Invite partners, managers, article assistants and staff into seats, decide what each role may do, see whose week is overloaded and move the work, and turn the day's activity into time entries.

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Built forCA firms
Team & roles
4 rows
RightPartnerManagerArticle
Clients & engagementsYesYesNo
BillingYesYesNo
Approve client messagesYesYesNo
CertifyYesNoNo
Capabilities

What you can do with Team & capacity.

Five roles

Owner, partner, manager, article assistant and staff, each with sensible defaults.

Rights you set

The owner switches each right per role, including approving client messages and certifying.

Seats and invites

Invite members by e-mail into a seat, with a department and weekly hours for each.

Weekly capacity

Remaining effort per task in its due week, set against each member's weekly hours.

Time that fills itself

Timers and entries, plus suggested entries built from what each person worked on.

Audit log

Approvals, sends, signatures, reassignments and setting changes are all logged.

Capacity

See the overload before the due date.

Each task's remaining effort comes from its estimate, the practice's usual time for that rule or a service default, less the time already logged. Risks are scored from overdue work, missing documents, overloaded assignees and waiting clients, and Xegality suggests a teammate with room. Reassigning is one click, and it is logged.

Capacity · week of 16 Nov
  • Rohan Verma52 h planned · 40 h capacityOver
  • Kavya Menon28 h planned · 40 h capacityRoom
  • GSTR-3B · Sharma TradersSuggested: move to KavyaReassign
How it works

How Team & capacity works.

  1. 1.

    Invite the team

    Send seat invites from the Team page and set each member's role, department and weekly hours.

  2. 2.

    Set the rights

    Adjust what each role may do in Team & roles; the owner always keeps every right.

  3. 3.

    Balance the week

    Check capacity, reassign at-risk work, and approve the timesheets members submit.

Xegality prepares and checks the work, and a member of your practice reviews and approves it before anything reaches a client. Returns and forms are filed by you on the government portals: Xegality is not a GSP or ERI and never asks for your clients' portal passwords.

Team & capacity, explained.

Still curious? Talk to our team.

How do seats work?
The CA Firm plan is priced per member, and every member is covered by the owner's plan. Add seats from Settings → Plan & billing; prices are on the pricing page.
Can article assistants see every task?
By default, article assistants and staff see their own and unassigned tasks, while owners, partners and managers see everyone's.
Where do suggested time entries come from?
From activity in Xegality, such as task updates, documents opened and reviewed, drafts, AI runs and sends, grouped into sessions per client and task. Members accept or dismiss them.
Can approved time be changed?
Approved entries are locked for everyone below manager.
Can a solo practice become a firm later?
Yes. The owner can switch the practice to a firm; on a paid plan, move to CA Firm to add seats.

Works well with.

Team & capacity shares its work with the rest of Xegality.

All CA features

Run your CA practice on Xegality.

Try every CA tool free for 7 days, no card needed, or book a demo and we will walk through it with work like yours.

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