Your clients, documents and decisions stay with the matter. Everyone works from the same context, with a clear record of what happened and who is responsible next.
Boards that carry the legal work
Use board, list, and saved views to organize tasks and subtasks by stage, owner, priority, due date, dependency, and matter.
Matter-linked or independent
Run a workstream inside a legal matter or as an independent firm project, then turn the proven structure into a reusable template.
Event-driven follow-through
Connect assignments, mentions, status changes, deadlines, and completion events to in-app and email notification rules.
Define the playbook
Set the stages, tasks, ownership, properties, dependencies, and reminders for a repeatable legal process.
Launch with context
Create the workflow from a matter, a template, or an independent firm initiative and assign the responsible team.
Review exceptions
Use views, notifications, activity, and reports to find overdue, blocked, reassigned, or completed work.
Access follows the firm and the assigned work. High-impact actions can require review while routine work remains fast.