Track To-Dos Against Each Matter with Tasks

Every active matter carries a quiet list of things that must happen before the next hearing: a reply to file, a clarification to seek from the client, an affidavit to have sworn. Tasks lets you keep that list attached to the matter itself, where it belongs.

What changed

Each matter now has its own Tasks list. The to-dos for a case live alongside the matter's hearing dates, linked drafts, and saved research rather than on a separate note or in your head.

You can add a task with a short description and an optional due date. Mark a task complete when it is done, and it moves out of the active list but stays on the matter as a record. Open tasks are visible at a glance from the Tasks tab, so you can check what is outstanding before a hearing without reconstructing the list from memory.

How to use it

1. Open a matter and go to its Tasks tab.
2. Select Add task. Write a short description — for example, file the rejoinder before the next date — and set a due date if one applies.
3. Work through the matter's tasks as you prepare. Tick off each one when it is done. Completed tasks leave the active list but remain on the matter as a record.
4. Before a hearing or a client call, review the Tasks tab to confirm nothing outstanding has been missed.
5. For team matters, other members with access to the case see the same task list, so delegation and follow-up are visible without a separate conversation.

Why it matters

Missed steps in active litigation are rarely about not knowing what needs to be done. They happen because the to-do lived somewhere other than the case file — in an email, a message thread, a note on a desk — and the connection between the task and the matter had to be maintained manually. Keeping tasks on the matter removes that dependency. The moment you open a case to prepare, its pending work is there with it.

For advocates managing several matters in parallel, the benefit compounds. You are not maintaining a single undifferentiated to-do list where items from different cases sit side by side; each matter carries its own list. Reviewing one case does not require filtering out tasks that belong to another.

For teams, tasks on a shared matter make delegation explicit and auditable. A principal can leave the next step directly on the matter, and the associate picking it up sees exactly what is expected and when it is due, without needing a separate briefing.

Good to know

• Tasks belong to the matter. Archiving a matter archives its task history with it.
• Completed tasks are not deleted. They remain on the matter in the completed section of the Tasks tab, forming a record of what was done and when.
• There is no limit on the number of tasks per matter.
• Tasks currently support a description and an optional due date. Assignee tagging and reminder notifications are planned for a future update.
• This feature is available on any plan that includes Matters. For team workspaces, tasks on a shared matter are visible to every member who has access to that matter.