Tasks so smart, they schedule themselves
Lawyering is a notoriously task-oriented profession. Each matter has a unique set of date-specific tasks that must be carried out to ensure all obligations are met and your client is satisfied. And while you know exactly what needs to be done, your practice management solution might not.
To that end, we’re very pleased today to announce another of our robust Clio upgrades to our tasks that will allow customers to create custom templates of common tasks with designated date dependencies that can be assigned to a matter with the click of a button. Find yourself completing the same tasks over and over again for clients?
No problem —simply create a list encompassing what you need completed and have it available at your disposal to apply to future matters as they’re created. The tasks will even assign themselves due dates based on the dependencies you’ve created.
With Clio’s latest task upgrades, you’ll be able to spend less time managing your workflow and more time working. That’s a good thing, right? For more information on how you put task lists to work for you, check out Clio’s useful and up-to-date support articles on creating and managing Task List Templates, assigning Task Lists, asking how do I create and assign tasks? and understanding Task Dependencies.