Tasks · Case work
Every next step has an owner. Quick to add, hard to lose, and traced back to where it came from.
Tasks carry an owner, a due date, the case and the deadline they serve. Supervisors see what is overdue, what is waiting and which deadlines nobody is preparing for.
- Quick add with @people, #cases and typed due dates
- Rules that lock fields, require reasons or gate completion
- Repeating tasks, each with a fresh checklist
- Flags deadlines in the next 30 days with no prep task
Today
Wednesday, September 23 · 1,184 open cases
Instead of
- spreadsheets
- a separate task manager
Tasks tied to cases and deadlines, with a full history.
Works with
Weighed against
- PlaintiffStack vs FilevineConfigurable case management with the LOIS AI suite
- PlaintiffStack vs CasePeerPersonal injury case management with published per-user prices
- PlaintiffStack vs Needles and NeosPersonal injury case management from Assembly Software: on-premise Needles and its cloud successor, Neos
The work, rule by rule
Tasks: questions firms ask
In one line: @ a person, # a case and type the due date. The task lands with its owner, case and date set.
Yes. Task rules can lock fields, require a reason for a change or gate completion. Repeating tasks start each time with a fresh checklist.
Tasks link to the deadline they serve, and any deadline in the next 30 days with no prep task is flagged. Supervisors also see what is overdue and what is waiting.
A client's text can become a suggested task, and a person accepts it before it is assigned. Nothing creates and assigns a task from a text on its own.
See Tasks with your case types. Thirty minutes, on your own practice.