Task creation
Define the next action.
Turn the next step into visible work.
Use a dedicated task area to organise the work that keeps matters moving.
Pending work visibility
Agree who will perform the work.
Team coordination
Review pending tasks during the team’s daily check-in.
What you can try
- Switch between the complete task list and the sample attorney's tasks.
- Filter by status and priority, or search for a task.
- Add a task with a matter, owner and due date.
- Change status and see the dashboard and report counts update.
How the information fits together
Information used
Task title, matter, assignee, priority, due date and notes.
Result
A visible next action with an owner and a completion state.
Demo task updates do not send email, calendar invitations or push notifications.
Suggested practice workflow
Put tasks into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Define the next action.
- 2
Agree who will perform the work.
- 3
Review pending tasks during the team’s daily check-in.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Related modules
Client management
Keep client information, contacts and history organised so the team can find the context behind the work.
Explore moduleMatter management
Track legal matters, deadlines and progress from a dedicated practice workspace.
Explore moduleCalendar
Schedule appointments, court dates and events alongside day-to-day practice operations.
Explore module