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Case & client management

Every task carries an owner and a deadline.

Manage matter tasks and standalone work in one place, with a clear owner and due date. When a task is attached to a calculated matter deadline, it moves when that deadline moves.

Today · tasks2 / 4
Draft discovery response · Delacroix Holdings
Signed off · 3 Mar
Cleared
File motion in District Court
Signed off · 3 Mar
Cleared
Client call · Petrakis estate
Awaiting action
Pending
Review retainer · Halvorsen Pty Ltd
Awaiting action
Pending
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Law Society of NSW certified
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What changes

The firm’s work, under control.

Top three benefits your firm will notice.

One list, whole firm

Matter tasks and standalone work are visible in Task Management, not scattered across personal to-do lists.

Deadlines chase themselves

Reminders fire ahead of the date, and a task attached to a calculated deadline reschedules when the trigger changes.

Cover without a handover

Anyone on the matter sees what is due and who holds it, so covering a file does not require a briefing.

Task Management

It wasn’t forgotten. It was in somebody else’s diary.

Nothing depends on whether the right person happened to be in the room.

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How it works

The mechanism, in order.

No setup screen and no configuration project. This is the sequence a matter actually moves through in Task Management.

01/ 04

Matter or standalone

See it on your own matters

  1. Matter or standalone

    Create a task against a matter or as standalone work in Task Management, with one owner and a due date.

  2. Dates inherit, never copy

    Where the date comes from a calculated deadline, the task inherits it rather than copying it.

  3. Reminders fire early

    Reminders fire ahead of the due date, to the owner.

  4. One firm-wide view

    The firm-wide view shows everything outstanding across every matter, filterable by owner, matter, date or matter type.

    Recorded, attributed, exportable
Task Management FAQs

Your team has questions. We have answers.

Ask us yours

A task carries one owner, though anyone on the matter can see it and its status.

Yes. Standalone tasks appear in the Task Management global tab.

They come across with their original due dates intact, so nothing looks newly overdue just because it changed system. See our migration process

It moves with it, because it inherits the calculated date rather than holding a copy of it.

Yes. The firm-wide view is available in Task Management, though it is not the default view.

Platform

Other platform features

See Task Management in action

A focused 30-minute walkthrough with a specialist who understands legal practice and compliance.