Constituent Service Institute

Caseload Calculator

Plug in how long your cases take to resolve. See the open caseload your team will carry, how quickly a new office gets there, or how fast a departing office's caseload winds down once it stops taking new cases.

How long cases stay open

Sort your cases into three groups by how long they take to close. Use your CRM's closed-case reports if you have them, or your team's best estimate.

GroupShare of cases %Min daysMax days Fast Middle Long Total100%

Shares are of the cases you open, not the cases open today.

How many cases you open

Month by month

Take it into Sheets or Excel

  1. Click the button to copy a ready-made spreadsheet with your numbers and working formulas. It includes both calculators.
  2. Click cell A1 in a blank Google Sheet or Excel workbook and paste.
  3. Change the inputs in rows 4 to 6 and row 9 for a new or ongoing office, or cells I4 and I5 for a winding-down office. Everything else recalculates. Drag the last row of a table down to see more months.

Constituent Service Institute. A planning estimate, not a prediction: real intake rises and falls with the news, the season and agency backlogs.