Law firm task management the whole team can see
A matter’s tasks show by due date, overdue work is flagged, and your dashboard opens on what’s due today.
Assign with a clear owner
Give each task a named owner and a matter, so responsibility is clear.
Track status and priority
Move tasks through Pending, In Progress, In Review, and Complete, with High, Normal, or Low priority.
Keep sensitive work private
Private tasks stay visible only to the creator, the assignee, and admins.
Bring co-counsel in
Assign work to outside counsel through a secure portal, with reminders and a notice when they finish.
Task lists that repeat what works
Turn your process for each case type into a reusable task list with relative deadlines.
Reuse task lists
Apply a saved task list to a new matter, or duplicate one and adjust it for a variation.
Organize by stage
Set custom stages for each practice area and see matters on a kanban board.
Move with the case
Stage changes can assign the next task list and generate the documents that go with it.
Deadlines slip in the gaps between people. Clear ownership closes them.
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Reminders and calendars that keep tasks in view
See tasks on the calendar
Tasks appear in Clio’s calendar, where you can mark them complete.
Set multiple reminders
Get reminders from minutes to weeks ahead, plus a notice when someone finishes a task.
Add tasks from your phone
Create and update tasks in the mobile app between meetings.
AI task management that suggests, so you can decide
Clio’s AI drafts the matter setup and suggests priorities, and you make the call.
Set up a matter faster
Clio’s AI fills a new matter with tasks, events, notes, and expenses for you to review before you proceed.
See priorities and risks
Get recommended priorities and flagged risks based on matter activity.
Edit or reject suggestions
Change or decline anything Clio’s AI proposes, and its access follows your existing permissions.
Legal task management resources
Legal task management software FAQs
What is legal task management software?
Legal task management software tracks the work on each matter: who owns each task, when it’s due, and what’s done. Clio ties tasks to matters, calendars, reminders, and time entries. Get a demo.
Can I see tasks assigned to other users?
Yes. Tasks on a matter are visible to everyone with access to it, except private tasks, which only the creator, assignee, and admins can see. Start a free trial.
Can I sync tasks to my calendar?
Tasks appear in Clio’s calendar, where you can complete them. A one-way feed sends tasks to external calendars, and changes made there don’t sync back. Get a demo.
What statuses and priorities are available?
Tasks move through Pending, In Progress, In Review, and Complete, with High, Normal, or Low priority. Start a free trial.
Can I get notified when someone completes a task?
Yes. Turn on completion notifications, and set multiple reminders from minutes to weeks before a task is due. Get a demo.
How does AI help manage legal tasks?
Clio’s AI can fill a new matter with tasks, events, notes, and expenses, and recommend priorities and risks from matter activity. You review, edit, or reject each suggestion, and AI access follows the permissions you already set. Get a demo.
How can Clio help plan workloads?
Reports show upcoming, overdue, and completed tasks by user, filtered by category, client, matter, or date, and compare estimated time with recorded time. Get a demo.
Can I track time from a task?
Yes. Add billable or non-billable time from a task, and see which tasks have no time entry before you bill. Start a free trial.
Is legal task management the same as legal project management?
They overlap. Task management covers individual pieces of work and deadlines, while project management looks at the whole matter plan. Clio supports both with task lists, stages, and reports. Get a demo.