Legal Task Management Software for Law Firms
Legal Task Management Software for Law Firms
Organize all deadlines, assignments, and to-do items according to their respective matters. RunSensible’s legal task management software assists solo lawyers, paralegals, and firms of all sizes in creating consistent task workflows, automating recurring tasks, and converting completed tasks into billable hours, all within a single connected platform.
What Is Legal Task Management Software?
Legal task management software helps law firms and paralegal practices create, assign, prioritize, and track work for each case. Instead of relying on spreadsheets or generic to-do list apps, your team can use task lists directly linked to clients, cases, deadlines, and billing records. This ensures everything is tracked efficiently and eliminates duplicate entries.
Why Task Management Matters for Your Firm
Disconnected task tracking poses significant risks, including missed deadlines, unbilled time, and a lack of clear visibility into your team’s activities. Managing tasks within RunSensible offers your firm:
Build Consistent, Repeatable Task Workflows
Create task lists that accurately represent how your firm manages different types of cases. Set deadlines for each task, duplicate an existing list for a new matter, and assign a task list directly from within a case. This approach ensures that every new matter begins with the appropriate checklist rather than starting from scratch.
Use RunSensible’s default task categories or create your own to align the software with the way your firm currently organizes work.
Automate Recurring Work
Many law firm processes repeat with each new case, such as client onboarding, intake checklists, and standard filing procedures. RunSensible’s task automation tool automatically generates these recurring tasks on schedules that fit your workflow, so your team can avoid the hassle of recreating the same checklist each time.
Assign, Delegate, and Collaborate
You can assign tasks to members of your team or to individuals outside your firm, such as co-counsel or clients, using RunSensible’s secure client portal. Team members can view the tasks assigned to them, receive updates when a task changes, and mark their own tasks as complete. If a task is reassigned or a deadline changes, the relevant individuals will automatically receive email notifications.
Track Deadlines and Get Reminded on Any Device
Enter time directly from a legal task without needing to re-enter it in a separate billing screen. Utilize RunSensible’s time and expense tracking tools to identify any tasks that are missing time entries before you send an invoice. Since task time integrates with the same platform that manages your billing, nothing gets lost between completing the work and receiving your payment.
Turn Tasks into Billable Time
Enter time directly from a legal task instead of re-entering it in a separate billing screen, and use RunSensible’s time and expense tracking tools to spot tasks that are missing a time entry before you send an invoice. Because task time flows into the same platform that handles your billing, nothing gets lost between finishing the work and getting paid for it.
Measure Team Productivity
Monitor the progress and productivity of your entire firm with our built-in reports. You can review upcoming tasks, overdue items, and completed work for each team member. Additionally, you can filter tasks by type, client, matter, or date to gain a clear understanding of where your team’s time is being spent.
How Tasks Connect Across RunSensible
Task management works best when it integrates with other tools rather than functioning as a standalone solution. In RunSensible, a task created during the client intake process can seamlessly transition into matter and case management. It can also sync with your firm’s calendar, generate time entries, and contribute to your next invoice—all without re-entering the same information in multiple places. You can also automatically trigger task lists as part of your firm’s overall workflow and email automation.
Client Intake
Lead becomes a client and a matter opens.
Task Created
Assigned, scheduled, and tied to the matter.
Time Entry
Logged directly from the completed task.
Invoice
Billable time flows into the next bill.
