When you manage associates across multiple Work Allocation groups, even a small friction point in how you build review packets can add up fast. Flo is the fastest shipping company in the legal talent industry, and this one went from a specific client request to a shipped feature in short order. Here is what changed.
We heard from recruiting teams that managing associate reviews across different groups was clunkier than it needed to be. Candidate Review already gave teams the tools to build and export PDF packets, but the associate list did not show which group each person belonged to. That meant teams had to track group membership separately, rely on names they recognized, or build packets that included more associates than they actually needed.
For firms that use Work Allocation groups to organize associates, this created extra work. Sorting through a flat list every review cycle, just to isolate the right group of people, gets old quickly when you are doing it across multiple groups and multiple rounds.
Candidate Review for Programs now includes a Group column. The column shows each associate's Work Allocation group directly in the review table, so teams can sort the list by group, select only the associates in a given group, and export a PDF packet for exactly those people.
The PDF itself has not changed. Group information does not appear in the packet details or in the PDF version of the table, so the output reviewers receive looks exactly the same as before. The only thing that changed is how teams build and organize the packet before exporting it.
For firms using Work Allocation, associate groups are an important part of how work and reviews are organized. Being able to sort and select by group inside Candidate Review means teams can create targeted packets in a couple of clicks instead of working around the tool.
This keeps the review process more tightly scoped. Reviewers get a packet built for their group, not a longer list they have to filter themselves. And for talent teams coordinating across multiple groups in a single review cycle, the ability to move through each group systematically and export as they go removes a real coordination burden.
No retraining required, and no changes to how the PDF is read or shared downstream. It is the same workflow with one well-placed addition that makes group-based review management much cleaner.
This is a good example of how Flo works: a specific problem surfaces from a client, we build the fix, and it goes out to everyone who runs into the same wall. If your team is managing associates across groups and there are other rough edges in the review process, keep telling us what is slowing you down.
If you want to see how Candidate Review and Work Allocation fit together in practice, you can book a demo and we will walk through it with you.