Case Management Made Simple
Juggling multiple cases can get overwhelming without a structured system. TaskOPad ensures every case is properly documented and tracked.
How it Works
- Create a dedicated Project for each case
- Add related tasks, subtasks, and timelines for filings, research, or client meetings
- Link supporting documents directly within the case file
- Track overall progress via Kanban boards, calendar view or dashboards
Real-Life Example
A litigation team creates a “Case File – XYZ vs. ABC” project, with tasks for research, drafting, hearing prep, and follow-up actions.
Benefits
- Centralized case tracking
- Easy access to all case-related details
- Reduced risk of missed steps
Client Task Tracking & Confidential Notes
Client commitments often involve sensitive tasks that require clear tracking and security.
How it Works
- Assign tasks to team members handling specific client requests
- Add confidential comments visible only to involved users in the task
- Monitor task completion and provide updates to clients as needed
Real-Life Example
An associate is assigned to draft an agreement for a client; only the partner and associate have access to confidential comments on that particular Task.
Benefits
- Better client accountability
- Secure handling of sensitive information
- Transparency in work allocation
Deadline & Hearing Reminders
Missing a court date or filing deadline can be disastrous. TaskOPad ensures you’re always on time.
How it Works
- Set up recurring reminders for hearings, filings, or client updates
- Configure automated alerts well before deadlines
Real-Life Example
Set a recurring reminder for monthly compliance filings for multiple clients, ensuring deadlines are never missed.
Benefits
- Zero missed deadlines
- Reduced dependence on manual tracking
- Improved compliance and client trust
Document Management & Secure Storage
Organizing legal documents securely is essential for law firms. TaskOPad centralizes and secures all files.
How it Works
- Upload case files, agreements, contracts, and evidence documents directly to tasks
- Store them securely with role-based access controls
- Retrieve any document instantly during hearings or client discussions
Real-Life Example
A contract draft is uploaded to the “Case – Client A” task; partners can edit, and paralegals can view but not delete.
Benefits
- Centralized document repository
- Secure, role-based access
- Faster retrieval during critical moments
Team Collaboration & Workflow Automation
Law cases involve multiple stakeholders. TaskOPad enables seamless teamwork and automated workflows.
How it Works
- Use comments and mentions for quick discussions on tasks
- Automate workflows from case-to-case (e.g., drafting → review → filing → hearing)
- Define subtasks to break down complex legal procedures
Real-Life Example
A drafting task automatically generates a subtask for senior review before being marked ready for filing.
Benefits
- Faster collaboration
- Consistency across cases
- Reduced manual follow-ups
Time Tracking & Billable Hours
Accurate billing is crucial for law firms. TaskOPad tracks time spent on every task and case.
How it Works
- Log hours spent on drafting, hearings, or research
- Generate time-based reports for billing clients
- Compare time spent vs. value delivered for each case
Real-Life Example
The principal receives daily progress reports on syllabus completion and upcoming events.
Benefits
- Transparent billing
- Better client trust
- Resource optimization
Mobile Access for On-the-Go Updates
Court schedules and client meetings keep lawyers constantly moving. TaskOPad’s mobile app ensures you’re always connected.
How it Works
- Update tasks, notes, or documents directly from mobile
- Access case files securely from anywhere
- Receive instant reminders and notifications on the go
Real-Life Example
A lawyer updates case status immediately after a hearing, ensuring the team gets real-time updates.
Benefits
- Always stay connected
- Faster communication
- Increased responsiveness
