Tasks
Nothing slips.
Every task has an owner, a deadline and a clear status.Your team and clients always know what happens next.
8/16 Selwick Street, Bondi
Tasks
Upload finance approval
Owned by the client and due 16 Jun. Donna nudges them as the date nears, and the firm sees the same status. Nothing slips between you.
Assignment
Even your client.
Assign a task to anyone on the matter, including the client. They know what is needed, when it is due and who is waiting on it.
Timeline
5 steps · 3 completed
Deadline awareness
See every deadline coming.
The next deadline rises to the top, so your team and client know what needs attention now.
Upload finance approval
Approve settlement statement
Confirm settlement funds
"Upload finance approval" is due in 3 days.
Completion tracking
Watch the matter move.
Every completed task moves the matter forward. No one has to ask where it stands.
Tasks
8/16 Selwick Street, Bondi
Matter is 75% complete. 1 task remaining.
Give the next step an owner.
Everyone on the matter sees what needs to happen next.