Get insight into how a matter is progressing
See all tasks for a legal matter, organised by due date, so you can stay on top of legal task management. Quickly identify the next task to be done, and see which tasks are overdue.
Collaborate on tasks with anyone
Assign and delegate tasks to other users at your law firm, or to outside parties through our secure client portal. Your clients can see the tasks assigned to them, receive task reminders, and mark tasks as completed.
Set custom task categories
Add as many custom task categories as you want using Advanced Tasks, or pull from existing task categories. Use these categories to standardise your law firm’s legal task management processes.
Stay on top of your to-do list
See your upcoming and overdue tasks on our main dashboard. View and mark tasks complete right from your calendar. Create tasks on your mobile phone, and create multiple reminders that appear minutes or weeks in advance.
Create standardised task lists
Build a series of tasks based on how your law firm processes different types of cases. Plus, you can now set relative task deadlines, duplicate lists, and assign and delegate task lists to law firm members from inside a matter.
Predict staff availability and case budgets
Add time estimates to tasks so you can forecast the amount of work needed for a legal case. Track estimates against actual time worked to better predict legal budgets for clients.
Bill more hours
Add time entries directly from a legal task, and see which tasks are missing a time entry.
Evaluate your law firm’s productivity
Manage processes across your entire firm with progress and productivity reports. See upcoming, overdue, and completed tasks on a per-user basis. Filter by task category, client, matter, or date.
What is legal task management software?
Legal task management software is used to organise, collaborate on, and delegate tasks at your law firm. It also helps with the estimation and scheduling of tasks, so you can make decisions when changes in priorities are necessary.
Why does a law firm need task management software?
Legal task management software is an effective tool to enable all law firm members to work at their best. Task management for lawyers and other legal professionals can be a challenge: existing tasks can be lost or overlooked when manually tracked and with new tasks coming in all the time, legal task management can be come overwhelming.
Using a legal task management solution, like Clio’s, ensures no task is ever missed in a matter.
Can I see tasks assigned to other users?
Yes. Unless the task is marked as private, you can see tasks assigned to other users at your law firm.
Can I sync my tasks to my calendar?
Yes. You can see tasks in your Clio calendar, or have tasks synced to a Google, Outlook, or iCal calendar.
What task statuses and priorities are there?
The following task statuses and priorities are available in Clio:
Status: Pending, In Progress, In Review, Complete
Priority: High, Normal, Low
Can I get notified when another user completes a task?
Yes. When assigning a task, there is an option for the assigner to be notified when the task is completed. You can also see all task updates in the firm feed. As such, Clio is highly effective as a legal task delegation software for law firms.
What is the best task management app for lawyers?
The task management software you choose for your law firm may depend on a lot of factors, including price, convenience, and portability. Clio’s legal task management software is affordable, with plans starting at £49 per month. Additionally, because Clio is available across devices—on a desktop, laptop or Mac, and mobile phone— it’s considered by many law firms in the UK and globally to be the best task management app for lawyers.