See what is yours, what you are watching, and what is blocked.

The task view is scoped and shareable, with dependencies enforced and the surrounding tools one click away.

1. 01

   See what is on your row

   A completion toggle, the task name with its status, its matter, and a due date coloured by urgency.

   Your row

   Draft costs agreementSmith Family TrustDue Fri
2. 02

   Or work from a matter's own checklist

   Open a matter and its Checklist tab shows the same tasks scoped to just that matter, with templates you can apply to create a whole checklist in one go.

   Checklist > Smith Family Trust

   Open file

   Draft costs agreement

   Apply template
3. 03

   A dependent task cannot be ticked off out of order

   Mark one task as depending on others, and its completion toggle is disabled until every one of those is done.

   Blocked task

   Issue costs agreementBlocked by 2 tasks
4. 04

   Mark it done, and queue what is next

   Finish a task and open a new one already linked back to it as a dependency, in the same click.

   Task chain

   Draft costs agreementSend for signature
5. 05

   Turn it straight into a time entry

   Push a task into Time and Fees with an AI rewritten description ready to edit, then send it to your calendar too.

   Send to Time & Fees

   TaskDraft costs agreement

   Time entryDrafted the costs agreement for review