Product / Tasks
Work that doesn't fall through the cracks.
Tasks manages the firm's to-do items with full case context, so work assigned across matters and staff stays visible and accountable.
Every task knows its matter.
A task carries a title and description, the related case and contact, the assigned and creating users, a priority and status, and a due date with optional reminders.
From a message, create a follow-up linked to the right case and client. From a case, see every open task and spot the bottleneck. From a person, view "My Tasks" across all matters to manage workload and priorities.
Standard checklists
Build repeatable steps for a case type — new landlord-tenant, estate plan, guardianship — so every file moves through the same sequence.
Quality control
Consistent, case-linked steps reduce variation and make onboarding new staff easier.
Workload at a glance
See open, in-progress, and overdue work by person or by matter.
