Workflow Automation

Easily manage your tasks and projects with our intuitive calendar system. Create tasks/events, assign/copy them to team members, set deadlines, reminders and receive

notifications and track progress all in one place. Stay organized and on top of your work with ease.

Workflow Automation

Overview

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.

Key Modules

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.

Benefits

✔️ 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.

How It Works

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. 

Use Cases

📌 Litigation Teams – Track court dates, hearings, and deadlines.

📌 HR Departments – Schedule interviews and performance reviews.

📌 Finance Teams – Monitor reporting deadlines and tax submissions.