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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
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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