Project Planning and Task Management

Plan Visually and Intuitively with "Blocks"

Construct plans the way you desire and the way you really work, whether top-down, granular, or using innovative Scoping Checklists. Input known scope and assumptions to get started, and revisit throughout the lifecycle of the project.

Flexible project management allows for centralized or distributed project plan updates and feedback.
Innovative "block" concept allows for easy planning and re-use
Pull blocks from scoping checklists and/or prior matters
Attach DMS links and notes anywhere

Project Management

Flexible project management allows for centralized or distributed project plan updates and feedback.

Create detailed or high level plans from scratch or from templates
Easily track percent complete from within the project or on cross-project dashboard widgets
Use innovative "project roles" for task assignments and subsequent staffing
Produce elegant client facing status reports and Gantt charts

Task Management

View tasks for a matter, a resource, or across all matters managed by a resource.

Project team members can view assigned tasks on dashboard and provide completion/notes feedback
Use Kanban to create and manage tasks even if not using a project plan
Associate documents, precedents or any related links to tasks
Project managers can view upcoming and overdue tasks across all projects in a manageable dashboard