The Task & Calendar Management system organizes work activities, deadlines, and events. It integrates with casefiles and client records, ensuring no important hearing, filing date, or meeting slips through the cracks.
Task Creation & Assignment – Assign responsibilities to team members on tasks or casefiles.
Deadline Tracking – Set due dates with automated reminders.
Calendar View – View tasks, hearings, and meetings in daily, weekly, or monthly views.
Recurring Events– Automate repetitive tasks like monthly filings.
Integrations– Linking clients, staff with casefiles and communication tools.
✔️ Prevents missed deadlines and penalties.
✔️ Improves teamwork with clear task allocation.
✔️ Provides visibility of workload across staff.
✔️ Enhances efficiency by linking tasks to cases and clients.
✔️ Allows managers to monitor staff productivity.
Users create tasks, assign them to individuals and set deadlines. Tasks appear on both the assignee’s task list and the organization’s calendar. Automated reminders notify staff before deadlines.
📌 Litigation Teams – Track court dates, hearings, and deadlines.
📌 HR Departments – Schedule interviews and performance reviews.
📌 Finance Teams – Monitor reporting deadlines and tax submissions.