Task Management for Law Firms

Template

Delivering tasks is very important for a law firm, and with Pipefy’s Task Management for Law Firms Template, you can categorize and assign the tasks, set deadlines, and monitor the performance of the staff.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  • 1. Assignee

  • 2. Task

  • 3. Client

  • 4. Details

  • 5. Areas of legal practice

    • Corporate Law
    • Criminal Law
    • Family Law
    • Environmental Law
    • Healthcare Law
    • Real Estate Law
    • Trusts and Estates Law
  • 6. Task category

    • Writing
    • Reasearch
    • Investigation
    • Petition
    • Office Management
    • Motion
    • Assistance
    • Cross Examination
    • Affidavit
  • 7. Priority

  • 8. Due date

  • 9. Support material

Inbox

Underway

  • 1. Task status

    • Done
  • 2. Comments

  • 3. Final material

On hold

Approval

  • 1. Approval

    • Approved
    • Rejected
  • 2. If not approved, leave comments.

Done

Canceled

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