Tasks Management
Task Management
The system offers an advanced Task Management module that helps organize work and assign responsibilities.
In LexPro, the Tasks Management module represents the central hub for organizing daily work in a law firm. It allows you to create legal and administrative tasks, track their execution by lawyers or staff, and ensure deadlines are met accurately. This module also enables linking tasks to cases, clients, and projects, enhancing coordination between legal and administrative teams while preventing confusion and overlooked details.
The Tasks Management module features real-time data updates and smart deadline alerts, sending automatic notifications before tasks are due or if they are delayed, protecting your firm from legal risks due to missed deadlines. It also provides analytical tools to evaluate task performance through reports and charts showing completed and pending tasks and their priorities, helping improve operational efficiency and intelligently distribute work within the firm.
Key Tools and Services in the Tasks Management Module:
- Create legal and administrative tasks and link them to cases or clients.
- Set task priorities (High, Medium, Low).
- Schedule start and end dates for each task with a clear deadline.
- Assign tasks to team members (lawyers, administrative staff) with specific permissions.
- Smart alerts to remind you of deadlines and delays.
- Real-time updates on task status (In Progress, Completed, Overdue).
- Recurring tasks for regular activities (e.g., contract renewal reminders, monthly reports).
- View tasks in a task list, Kanban board, or integrated calendar.
- Track time spent on each task for billing and performance evaluation.
- Reports and charts to analyze performance (task count, time, completion).
- Comments and collaboration within tasks to enhance teamwork among lawyers.
- User-permission control so each staff member only sees tasks assigned to them.
- Integration with the office calendar to organize tasks, sessions, and recurring activities.
