Manage your tasks and close cases swiftly
Get more done—individually and as a team with Clio’s law firm task management software.
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Get insight into how a case is progressing
Clio's law firm task management software gives you visibility into all tasks for a legal matter, organized by due date. Quickly identify the next task to be done, and see which tasks are overdue.
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Collaborate on tasks with anyone
Assign tasks to other users at your firm, or to outside parties through our secure co-counsel portal. Your co-counsel can see the tasks assigned to them, receive task reminders, and mark tasks as completed.
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Set custom task categories
Add as many custom task categories as you want using Advanced Tasks, or pull from existing task categories. Use these categories to standardize your law firm’s processes.
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Stay on top of your to-do list
See your upcoming and overdue tasks on our main dashboard. View and mark tasks complete right from your calendar. Create tasks on your mobile phone, and create multiple reminders that appear minutes or weeks in advance.
Improve your law firm’s productivity
Use Clio’s legal task management software to get more insight into your firm’s work in progress, increase your utilization rate, and forecast staff workloads.
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Create standardized task lists
Build a series of tasks based on how your law firm processes different types of cases. Plus, you can now set relative task deadlines, duplicate lists and assign task lists from inside a matter.
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Predict staff availability and case budgets
Add time estimates to tasks so you can forecast the amount of work needed for a legal case. Track estimates against actual time worked to better predict legal budgets for clients.
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Bill more hours
WIth Clio's legal task management software, you can add time entries directly from a legal task, and see which tasks are missing a time entry.
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Evaluate your law firm’s productivity
Manage processes across your entire firm with progress and productivity reports. See upcoming, overdue, and completed tasks on a per user basis. Filter tasks by category, client, matter, or date.
Frequently Asked Questions
What is legal task management software?
Legal task management software is used to organize, allocate, and collaborate on tasks at your law firm. It also helps with the estimation and scheduling of tasks, so you can make decisions when changes in priorities are necessary.
Can I see tasks assigned to other users?
Yes. Unless the task is marked as private, you can see tasks assigned to other users at your law firm.
Can I sync my tasks to my calendar?
Yes. You can see tasks in your Clio calendar, or have tasks synced to a Google, Outlook, or iCal calendar.
What task statuses and priorities are there?
The following task statuses and priorities are available in Clio:
Status: Pending, In Progress, In Review, Complete
Priority: High, Normal, Low
Can I get notified when another user completes a task?
Yes. When assigning a task, there is an option for the assigner to be notified when the task is completed. You can also see all task updates in the firm feed.
What is the best legal task management software?
Used by more than 150,000 legal professionals worldwide, Clio is the best legal task management software is a solution on the market. Clio is approved by more than 90 bar associations and law societies worldwide, and has thousands of reviews on G2 Crowd, SoftwareAdvice.com, Capterra, and Lawyerist, with an average rating of 4.5 out of 5 stars.
Legal task management resources
Learn more about how Clio's software can help you manage your law firm's tasks.
More Clio Manage features
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Case Management
Stay organized, and access the information you need—from anywhere, at any time.
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Document Management
Edit, store, and organize your legal documents securely, from anywhere.
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Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
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Client Management
Easily organize contact details, documents, and communication logs from intake to invoice.
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Calendaring
Stay on top of deadlines, with legal-specific features like Court Rules.
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Online Payments
Get paid faster and make it easier for client to pay with online payments.
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Time & Expense Tracking
Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.
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Law Firm Insights Dashboard
See how many hours your firm has captured, billed, and collected in one dashboard.
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Client Portal
A desktop and mobile app for clients to communicate and collaborate with their lawyer.
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Law firm communications
Manage client and firm communication all on one platform.
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Personal Injury Case Management Software
Clio’s personal injury case management software helps personal injury firms organize every case detail, close cases close faster, and deliver the best outcomes for clients.
Book a Live Demo
Book a live demo to see how Clio can help your law firm maximize efficiency and increase revenue
Try Clio for Free
Try Clio’s legal software free for 7 days with no obligation. Easy setup. No credit card required. Cancel anytime