Tasks Management

Comprehensive Task Management

The Task Management system in Prima.Law is designed to ensure that no deadline or critical action item is ever missed. By centralizing all firm activities, the system provides a clear overview of work-in-progress, while maintaining a direct link between every task and its corresponding record.

The Three Pillars of Task Visibility

Prima.Law organizes tasks into three distinct views, allowing you to manage your workload from different perspectives:

1. Firm-Wide Task List

The Tasks Management dashboard provides a "master list" of every action item across the entire firm.

• Global Overview: From this central hub, you can view all tasks, their priority (e.g., Emergency, Medium), status (Pending or Completed), and the assigned team member.
• Smart Filtering: You can sort and filter the entire list by specific team members, priority levels, or custom tags to focus on what matters most at any given moment.

2. Contact-Level Tasks

When viewing a specific Contact Page, you will find a dedicated Tasks section.

• Personalized History: This view shows only the tasks associated with that specific individual or organization.
• Direct Context: It allows you to see the history of work performed for a client, regardless of which specific case the task might be tied to.

3. Case-Specific Tasks

Inside each Case Page, the Tasks tab isolates the action items strictly related to that active legal matter.

• Matter Tracking: This is essential for ensuring that specific case requirements—such as evidence gathering or form completion—are moving forward on schedule.
• Integrated Workflow: Because tasks are linked directly to the case, you can jump from a task to the Forms or Package Assembly tabs seamlessly.

Key Features for Efficient Teams

• Priority Status: Clearly label tasks as "Emergency" or other priority levels to manage time-sensitive filings.
• Assignment & Accountability: Assign tasks to specific staff members and track their "Updated At" timestamps to monitor progress.
• Custom Tags: Use visual tags (e.g., Support, DevTeam, New Lead) to categorize the nature of the work beyond the standard case status.
• One-Click Printing: Need a physical list for a meeting? Use the "Print All" function on any task view to generate a hard copy of the current list.