Every task. In the right context.
Manage firm responsibilities, client work, and matter-specific tasks in one connected workspace — with ownership, priorities, deadlines, and context built in.
Obtain medical records
Review client documents
Prepare filing package
Draft engagement letter
Trust reconciliation
Firm. Client. Matter. All connected.
One task system powers every level of your firm. Tasks inherit context from the client and matter they belong to — so nothing feels disconnected.
Firm
Your entire practice
Client
Rivera Family
Matter
Custody Modification
Not every task belongs to a matter
Keep operational work visible alongside legal work. Office administration, compliance, onboarding, and general firm responsibilities — managed in the same system, never forced into a client matter.
Office administration
Software renewals, supply orders, facilities
Staff onboarding
New hire setup, training, equipment
Compliance
Bar renewals, insurance, firm registrations
Renew office software subscription
Office Manager
Complete Q3 compliance filing
Compliance
Onboard new paralegal
HR
Review firm insurance policy
Managing Partner
Request updated passport copies
Paralegal
Confirm consultation availability
Attorney
Follow up on outstanding documents
Intake
Send engagement package
Admin
Work that belongs to a client, not a single matter
Some tasks relate to the client relationship itself — document requests, follow-ups, onboarding — without being tied to one specific case. Keep client-level work organized and visible.
Client onboarding
Engagement letters, intake documents, contact info
Document collection
Passports, IDs, supporting evidence across matters
Follow-ups
Client communication, status updates, availability checks
Every task inside a matter — connected to the work
Tasks live inside matters with full context — client, case status, documents, deadlines, and assigned staff. Nothing feels disconnected.
Johnson — Estate Plan Review
Estate Planning · Active · 3 pending tasks
Every task has an owner
Assign tasks to specific team members, multiple assignees, or even an entire office. Everyone knows exactly what they own.
Single assignee
One owner per task — clear responsibility
Multiple assignees
Collaborate when a task needs more than one person
Office assignment
Assign to a role (Intake, Paralegal, Accounting) for flexible routing
Auto-escalation
Unassigned or overdue tasks surface to the responsible office
Prepare I-130 petition
Bennett Family · Immigration · Due Aug 29
Assigned to
Maya Chen
Paralegal
James Park
Paralegal
Organized by urgency and progress
Four priority levels and six status states give you full control over task workflows — with visual clarity across every board and list.
Priority Levels
Urgent
Stop everything. Needs immediate attention.
High
Do next. Time-sensitive or high-impact.
Normal
Standard work. Scheduled and tracked.
Low
When there's time. Won't block other work.
Task Statuses
Not Started
3
In Progress
5
Completed
12
All Statuses
Overdue
Submit RFE response
Due today · Immigration · 1 day overdue
Today
Review client documents
Rivera Family · By 5:00 PM
Prepare filing package
Wilson Holdings · By 5:00 PM
Upcoming
Draft engagement letter
New Client
Trust reconciliation
Firm
Attorney review
Johnson Estate
Every deadline, tracked in one place
Every task has a due date. Overdue and same-day deadlines surface immediately — with visual urgency across every view. Calendar integration means due dates show up on the calendar too.
Due dates on every task
Required when creating — no more forgotten deadlines
Overdue highlighting
Late tasks turn red across board, list, and calendar views
Calendar sync
Due dates appear on the calendar automatically
Reminders
Smart notifications before deadlines, not after
Task Dependencies
Break work down — and sequence it
Complex matters need more than a single task. Create subtasks, track progress on each piece, and set dependencies so the right work happens in the right order.
Subtask hierarchy
Break any task into smaller pieces — each with its own owner and status
Three dependency types
Finish-to-Start, Start-to-Start, and Finish-to-Finish — with blocking
Auto-blocking
When a dependency is incomplete, the dependent task is automatically blocked
Completion cascades
Marking the last subtask complete updates the parent task status
Tasks never live in isolation
Every task shows its full context — the client, the matter, the documents involved, and the communications that led to it. No switching tabs to figure out what needs to happen.
Matter context
Case status, type, and related tasks in one view
Client context
Client contact info, relationship, and cross-matter history
Document context
Related files, forms, and evidence attached directly
Email context
Communications linked to the task — no hunting through inboxes
Prepare mitigation package
Doe — Misdemeanor Arraignment
Criminal · Active · Client: Doe
August 29, 2026
2 days remaining
See tasks the way your firm works
Board view, list view, tree view — plus powerful filtering by status, assignee, matter, priority, and office. One search bar to find anything.
Board View
Not Started
3
In Progress
5
Completed
12
List View
Tree View
"Based on the car accident checklist, you may also need to add a task for obtaining the remaining medical records."
Create from anywhere — with intelligence
Create tasks from the board, from an email, from a matter, or from a checklist. AI suggests tasks based on context — like what documents are still needed or what deadlines are approaching.
Manual creation
Set title, assignee, priority, due date, and matter context
AI-suggested tasks
System recommends tasks based on matter type and checklist gaps
From email
Convert an email into a task with one click — context attached automatically
Subtask creation
Break large tasks into subtasks with dependencies and status tracking
Full audit trail on every task
Every change — status updates, comments, assignments, completions — is logged with timestamps and user attribution. Know exactly what happened, when, and by whom.
Status changes tracked
Every transition logged with before/after state
Comments preserved
Internal notes, feedback, and instructions attached to the task
Edits logged
Any change to priority, assignee, due date, or description is recorded
Auto-escalation
Overdue tasks automatically surface to office managers
Maya Chen
Updated status to In Progress
2 min ago
Sarah Kim
Added comment: "Opposition draft looks good, needs minor edits"
1 hour ago
Maya Chen
Created task "Draft opposition to motion to compel"
3 hours ago
James Park
Completed "Review motion papers"
Yesterday
Maya Chen
Assigned James Park to "Collect contract correspondence"
Yesterday
System
Auto-escalated "File certificate of service" — overdue by 1 day
2 days ago
Wheretaskmanagementfits
Tasks sit on top of matters, deadlines and the audit trail — each one feeds the same work queue.
Start managing tasks the right way
One task system for your firm, your clients, and your matters — with ownership, priorities, deadlines, and full context built in. No spreadsheets. No disconnected tools.
No credit card required · Free for small firms · Schedule a walkthrough