Smart To-Do Lists for Solicitors

Turn chaos into clarity. Our built-in task manager gives you a single, secure place to capture, prioritise and complete every step of a matter – from initial instruction to final filing.

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Why Task Management Matters

In a fast-moving property or commercial practice, a missed deadline can mean a lost deal, a dissatisfied client, or even professional liability. Traditional spreadsheets or paper-based checklists simply cannot keep pace with the volume of work, regulatory demands and the need for real-time collaboration.

Our Task Management feature is purpose-built for UK solicitors. It beautifully handles the day-to-day administration of a case, ensuring every instruction is recorded, every deadline is visible, and every team member knows exactly what to do next.

Zero-risk compliance: Automatic audit trails satisfy SRA and GDPR requirements.
Real-time visibility: Dashboards surface overdue, pending and completed tasks at a glance.
Team collaboration: Assign tasks, set private or public visibility, and track who did what.
Document linkage: Attach briefs, questionnaires and forms directly to a task.

Intelligent Alerts

Never miss a deadline – email, SMS or in-app notifications keep you ahead of the clock.

Feature Highlights

Create & Customize

Add tasks in seconds, define friendly names, set due dates, and flag them as compulsory. Private tasks stay hidden from clients.

Assign & Track

Allocate each task to a specific solicitor. Ownership is recorded in the audit log, and the assignee receives instant notification.

Priority & Status

Colour-coded icons differentiate Pending, Completed, Overdue, and N/A states. Visual cues let you scan a matter in seconds.

Integrated Notes

Link notes directly to a task and optionally diarise it. Diary entries appear on the central calendar for the whole team.

Attachments & Forms

Upload questionnaires, letters or contracts straight onto the task. The system automatically optimises PDFs.

One-Click Dispatch

Send attached documents to clients or third parties directly from the task view. A complete audit trail records the transmission.

How It Works – From Instruction to Completion

1. Capture

At the point an instruction is placed the workflow is setup and data capture forms are automatically sent to the client(s) as well as documents to read and to sign. All are available via the app and portal

2. Correspond

Select letter-templates and merge them to produce and send case-related correspondence. Communicate directly with clients via the app and portal, or draft and send emails. Clients are always up-to-date via their workflow view

3. Lifecycle

Colour-coded status icons and lists show which items are pending. Real-time filters let you focus on high-risk deadlines. Use the Legal CM diary and workflows to make sure no case goes stale, and nothing is missed

4. Archive

Once a case is completed it goes into cold-storage and can be retrieved as needed. All logs, documents, emails, correspondence and the like are retained for compliance and future reference.

Security, Compliance & Data Integrity

Legal practice demands the highest standards of confidentiality and auditability.

Backups: All data is backed up frequently, stored in the UK and is encrypted at rest
Immutable audit trail: All data and document access is logged

Smart Legal Case Management Software

020 3904 1691