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Legal Task Management Software
Onedocx’s legal task management software helps boost the efficiency of your whole legal company. To manage your team’s workload, view task progress, and organize your to-do lists.
Manage your tasks and close cases swiftly
Get more done—individually and as a team with Onedocx’s law firm task management software.
Get insight into how a case is progressing
Onedocx’s law firm task management software gives you visibility into all tasks for a legal matter, organized by the due date. Quickly identify the next task to be done, and see which tasks are overdue.
Collaborate on tasks with anyone
Through our confidential client portal, you may delegate work to other employees at your company or to third parties. Your clients can see the tasks that have been designated, get task reminders, and mark jobs as finished.
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 standardize your law firm’s 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 multiple reminders that appear minutes or weeks in advance.
Improve your law firm’s productivity
Increase your business’s utilization rate, predict employee workloads, and gain greater insight into the work that is currently being done at your firm by using OneDocx’s legal task management software.
Create standardized 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 task lists 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
WIth OneDocx’s legal task management software, you can add time entries directly from a legal task, and see which tasks are missing a time entry.
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.
Evaluate your law firm’s productivity
With the use of progress and productivity statistics, you may oversee activities throughout your whole company. View tasks by user to see what is forthcoming, due, and finished. Sort jobs according to category, customer, subject, or due date.
Customer testimonials
Hear what other law firms have to say about OneDocx legal accounting software.
Frequently Asked Questions
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 Onedocx 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 OneDocx:
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.
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