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Task Management

Legal Task Management Software

Find efficiency and growth through task management

Maximize your personal injury practice’s success with CloudLex’s Legal Task Management Software. Stay focused, organized and efficient in handling your cases while driving your firm’s growth.

Firm-wide task management made easy

Predefined tasks for every stage

Choose from a comprehensive set of predefined tasks in categories such as Daily Mail Processing, Client Intake Investigation, Medical Record Management and more. No more guessing or forgetting—simply assign tasks and drive your cases toward settlement.

Prioritize, remind and deliver

Prioritize tasks, set reminders for specific users in advance and track progress with percentage completion. Assign additional resources if and when needed to ensure the timely completion of tasks and keep everyone in your firm aligned.

Firm-wide task overview

Get a birds-eye view of all tasks across cases and team members and view them in one place. Identify tasks due in the next 30 days and those already overdue to prioritize immediate attention and meet due dates, thereby preventing missed deadlines and chaos.

Legal Task Management

Transform your firm with task management

Plan, manage and track

Break down complex matters into tasks, assign predefined tasks with due dates and manage them efficiently. Keep track of task history and ensure everyone is aligned with their goals. Stay informed, organized and in control.

Automate routine tasks

Automate routine tasks and save time and reduce errors by creating legal workflow automation. Let our matter management software handle the tedious manual work, allowing you to focus on solving critical problems and providing exceptional legal services.

Measure and improve performance

Gain actionable insights into task management performance with intuitive legal practice analytics dashboards and reports. Measure completion rates and task age to identify areas for improvement, increase efficiency and process cases faster.

Stay ahead with instant task notifications

Stay on top of your tasks with instant notifications. Receive real-time updates in the notification hub, allowing you to filter and view task notifications. Access your current day’s tasks on the LaunchPad and receive prompts ensuring you never miss another action item.

Streamline your case evaluation process
Streamline your case evaluation process

Plan, automate and measure tasks

Experience efficient task planning, automation and performance tracking while staying ahead with real-time notifications. Conquer legal complexities, reduce manual work and enhance service quality, all in one place.

See what your peers are saying about CloudLex!

What your peers are saying about CloudLex.

No more nervous questions like “Have we checked the statute?”

Personal Injury case management made easy! I would recommend it to any personal injury firm!

Easy to collaborate and communicate with the team. Very well thought out program. Notice of critical dates are easily entered, pop up as needed, populate the calendar, and give notification to necessary staff. This is great redundancy for critical tasks and it is easy to input.

Daniel Horowitz

Law Office of Daniel Horowitz | Attorney

Frequently asked questions

What is Task Management Software?


Task Management software is a tool that helps you break down large projects into several actionable activities. These activities can be assigned to a team member with set deadlines, tracked, and reported to measure the performance of the individual and the project.


Legal task management software is a tool that helps law firms break down cases into actionable tasks.

With task management software, lawyers can create, assign, and track the task through various phases of the case. It makes matter management more predictable, repeatable, and efficient.

How can attorneys track the progress of tasks?


The easiest way to stay on top of your deadlines and tasks, and those of your team, is to track the progress of tasks based on their priority. The way to do this is to ask your team members to update the status frequently so you know what % of tasks are completed before they’re due and when you can expect them to be accomplished. This way, you can see if they are stuck with something and can address it immediately.

With CloudLex®, you can remind all the users at once or the ones assigned to a task, or you can select specific users.

You can also choose to remind users on specific days like 1, 7, 15, 30, 60, and 90 days prior to the due date. So the user receives the notification well in advance and then immediately before the task’s due date.

Assigned users can mark the progress of the task in “Percentage complete,” so everyone in the firm knows when to expect deliverables before or after the due date.

So how do you remain efficient and stop wasting time on administrative tasks?

With CloudLex’s legal workflow automation software, you can assign all hearing-related tasks at once.

And it’s not just hearings; you can create custom workflows for any stage of your case that requires repetitive tasks.

Once assigned, your colleagues and staff will get reminders whenever they log in to CloudLex® and follow-up emails as an added protection against missed deadlines. You can even track task status on your dashboard.

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