Losing track of who’s doing what?
One list, with owners and due dates.
Every task from every matter and team in one list, with who is doing it, when it is due and the time logged against it. Reassign a task and the new assignee is told.
- Hearing preparation
1 hearing date→6 assigned tasks
AssigneeDuePriority
- New matters
1 opened intake→a 5-task checklist
Conflict checkEngagement letterKYCFee setup
- Partner review
38 open tasks→one workload report
By assigneeBy matterOverdue
- Time on tasks
1 task→every hour logged
BillableInternalWho logged it
What Tasks does.
Matter, team or personal
Each task belongs to one matter, one team or just you. Filter the list to mine, my team’s, personal or everything, and search by title.
Owner, assignee, due date
Every task has an owner who is responsible and an assignee doing the work. Overdue tasks are marked in red.
Status and priority
Open, in progress, blocked, done or cancelled; low, normal, high or urgent.
Reassign and notify
Change the assignee and they get a notification linking to the task. If they’re on leave on the due date, you’re warned.
Time logged on the task
Log time straight from the task page. Billable and internal time are totalled, and each entry shows who logged it.
Workload report
Task counts by status, open tasks by priority, assignee and matter, and how many are overdue. Narrow it to a single matter.
On the firm calendar
Tasks with due dates appear as a layer on the firm calendar, next to hearings and deadlines.
Intake checklist built in
Opening a matter from Intake creates its checklist tasks, with the steps already done ticked off.
How it works.
- 1Create or receiveAdd a task to a matter, a team or yourself, or receive one from a colleague or an intake checklist.
- 2Work and log timeMove it from open through in progress to done, logging time as you go.
- 3Review and reassignCheck the report for overdue work and hand tasks over; the new assignee is told.
Enquiry to invoice: intake, conflicts, clients, tasks, time and billing.
See all 33 appsPut your next matter’s to-dos in one list.
Start a 7-day free trial, or see Tasks on one of your own matters with our team. Every plan includes every app.