Tasks and workflows
The work behind every date, laid out before it is late
Each type of matter can start with its own workflow, so the steps a conveyance or a suit always needs are on the file with owners and due days from the day it opens.
Who uses it
What each person does with it
- Associate
- Works a list of their own tasks with checklists, comments that mention colleagues and the documents that go with each.
- Partner
- Sees the team's tasks and workload, and which open tasks serve each deadline.
- Administrator
- Keeps the task templates and the workflows, each step due a number of calendar or business days after the matter opens.
What it does
Tasks and workflows, in detail
Marked as in the product today or still being built.
Tasks with checklists and comments
In the productOn a matter or the firm's own work, with advisory dependencies, mentions and a history.
Workflows per matter type
In the productLaid out once when a matter of that type opens, owners named by rule, due days counted against the firm's working days.
Board and workload views
In the productThe team's work by status and by person, with walled matters kept from those the wall shuts out.
A morning list
In the productTasks due and overdue sent to each person at the start of the day.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.