Task Management
With task management you easily track work items, action items and create processes.
Task orientated approach
Staff can prioritise, action and remain productive
Simple actionable tasks
Advance tasks that track start dates, work hours and end dates.
Add sub-tasks to tasks.
Incorporate documents.
Incorporate workflows.
Task Management Take control of your firm's workload with intuitive, matter-centric task management that keeps every action item, deadline, and process on track—ensuring legal matters progress smoothly and efficiently.
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Our powerful task system is built for legal professionals, combining flexibility, automation, and visibility to eliminate scattered notes, missed deadlines, overlooked orders and unproductive back-and-forth.
Key highlights include:
Seamless client agreement integration — When a client signs on, automatically generate and populate tasks from the agreed services, scope of work, or retainer terms directly into the relevant legal matter. No manual re-entry—your processes kick off instantly and accurately. Tightly couple what you say you will do in your client agreement to the actual steps in the matter. If there are changes, your staff know it's time to issue an amended client agreement.
Task-oriented workflow for maximum productivity — Empower your staff to prioritise, assign, reorder, and action tasks with ease. A focused approach means everyone knows exactly what needs doing next, boosting momentum and keeping cases moving forward without unnecessary delays.
Three versatile task views tailored to how your team works best:
List view — Classic, sortable to-do lists with filters for due dates, assignees, priorities, or status.
Kanban-style board — Visual drag-and-drop columns (e.g., To Do, In Progress, Review, Completed) to track progress at a glance and manage workflows intuitively.
Calendar/timeline view — See tasks overlaid on deadlines, court dates, or milestones for better planning and spotting potential bottlenecks early.
Advanced assignment & prioritisation — Assign tasks to individuals or teams, set high/medium/low priorities, add dependencies (e.g., "complete research before drafting"), attach files or notes, and reorder dynamically as priorities shift.
Automation & reminders — Get overdue alerts and escalation options to keep nothing falling through the cracks.
Integrated time tracking — Log billable time directly against tasks, linking effort to matters for accurate billing and performance insights.
Customisable & collaborative — Add subtasks, comments, tags, color-coding, and progress indicators. Everything lives within the matter's customisable dashboard for a single source of truth—no switching apps.
The outcome? Reduced administrative drag, heightened accountability, fewer oversights, and a team that's consistently productive, proactive and billing. Whether managing routine client services, complex litigation steps, or compliance checklists, our task management transforms chaotic to-do lists into streamlined, defensible processes that drive real results for your practice.
Stay ahead, stay organised, and focus on what matters most—advancing your clients' cases with confidence.