Delegate matter or contact tasks to team members to keep matters on track and clients informed.
Keep track of your team’s tasks by the Task Status and ensure that they are completed on time by the Due Date.
Easily manage your daily list of to-do's with a single view of open and overdue tasks.
Share documents, request feedback, action tasks and communicate with members of your team via real-time chat, all available in Referral Tasks.
Access all current, in progress and overdue daily tasks in a calendar format through the Task listing page.
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.