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Everything You Need To Know About Law Firm Task Automation

Task automation

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

With a legal task app, lawyers can create, assign, and track tasks through various phases of the case. It makes case management more predictable, repeatable, and efficient.

Which is the best task management software for law firms?

Task management is usually a feature integrated into your case management software so that cases can be broken down into tasks allowing the progress of each case to be managed efficiently.

We don’t recommend having a separate legal task delegation software; it should always be a native part of your case management because when you have two separate systems that aren’t deeply integrated, then you are creating silos of information and a lot of manual and duplicate work. This means you are spending $ and time fixing the issues instead of investing in the growth of the firm.

If you are looking for task management software, we recommend subscribing to CloudLex’s case management package, where you get the power of Matter Manager, which features native task management.

CloudLex(R) is the perfect personal injury case management software because it is the one unified platform that allows you to build, manage, and grow your practice. A unified platform that seamlessly integrates all the apps such as Intake Manager, Matter Manager, Client communicator, Digital Archiver, Referral Engine, and Microsoft Office Online in one place. So you can manage every stage in the case journey, right from client intake, to client service, to closure, in one platform.

How to Measure a Law Firm’s Performance Using Task Management Software?

What is the point of executing the tasks if you can’t measure your performance? Because when you measure, you know where you stand, hence you know where to improve.

With the best legal project management software, Dashboard and Reports in CloudLex® give you intuitive analytics to measure individual and firmwide task management performance.

With legal analytics , you can measure Completion rate % – (Number of tasks completed vs. the number of tasks assigned in a given period), and Task Age – How many days it took to complete a particular task.

These two KPIs give you an actionable insight as to how you can improve efficiency as a firm and process cases faster, enabling you to allocate resources to the right cases at the right time.

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, 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(R), 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 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.

Can Tasks Be Automated?

Yes, with CloudLex(R), routine tasks can be set up as a legal workflow automation and assigned to the necessary team members. Once set up, you can assign these repetitive tasks with a click of a button every time you start a new case so that nothing gets missed. Your staff will receive updates and reminders, and you’ll have an overview of all outstanding tasks and deadlines, so your firm never misses an important date again.

For example, you have a hearing coming up, which means the lead attorney needs to be assigned critical events (e.g., a notice of hearing filing or hearing date) and corresponding tasks need to be delegated (e.g., send courtesy copies, prepare a digital hearing folder, print document binders, converse in good faith with opposing counsel, and arrange a court reporter).

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

With CloudLex’s legal workflow automation tools, 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(R) and follow-up emails as an added protection against missed deadlines. You can even track task status on your dashboard.

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