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task management-1
Task Management

Manage daily follow-ups and to-do’s

Intuitive activities and reminders make follow-ups practically zero-touch.

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Tasks

Never miss another to-do

Matter or Contact Tasks

Delegate matter or contact tasks to team members to keep matters on track and clients informed.

Progress Status Update

Keep track of your team’s tasks by the Task Status and ensure that they are completed on time by the Due Date.

Overdue Tasks

Easily manage your daily list of to-do's with a single view of open and overdue tasks.

referral tasks

Advanced task management tools

Referral Tasks

Share documents, request feedback, action tasks and communicate with members of your team via real-time chat, all available in Referral Tasks.

Task Calendar View

Access all current, in progress and overdue daily tasks in a calendar format through the Task listing page.

Task Automation

Create a workflow of Matter Tasks (such as sending an opening letter or contacting the other side) to automatically generate when creating a Matter, or when its Stage is updated.

Explore All Features

  • Matter Management

    Matter Management

  • Group 2911

    Matter Workflow

  • task management

    Task Management

  • Mask group

    OmniSearch

  • contact management

    Contact Management

  • Document Management-1

    Document Management

  • Document automation

    Document Automation

  • Document automation

    Briefs

  • Connect Outlook-2

    Email Management

  • Outlook Addin

    Outlook Add-in

  • Time Fee Expense Management

    Time, Fee & Expense Management

  • Billing

    Billing

  • Mask group (7)-1

    Trust Accounting

  • mobile-2

    Mobile Legal Software

  • Group 2913-1

    Security

  • Reports and Dashboards

    Reports and Dashboards

  • Group 2925-1

    Marketplace Documents

  • Group 2914-1

    Marketplace Integrations

  • Mask group (9)-1

    Marketplace Services

  • Group 2919-1

    Marketplace Modules

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sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape
sunland_legal_logo
Bright side family law
CatcherLegal_logo_1-line
Private mediation
Law ganised get organised
Evans Planning Law Logo_Navy_Landscape

Simplify Your Mattters

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