Task Tree Mode is the best mode for planning and tracking tasks within law firm.
VIP Task Manager allows law firm specialists to make custom break-down structure of their working processes and share/track performance of tasks via LAN and Internet. Task Tree view of VIP Task Manager is the most convenient mode for management of legal business processes, such as preparation of documents. Also it is useful for planning, grouping and assignment of tasks to lawyers and legal assistants.
Task Tree mode of this law firm software solution allows legal experts to:
- Plan and assign to lawyers their tasks, appointments, objectives
- Place lawyers' tasks to different tasks groups (categories) according to clients, processes, cases, time periods etc
- Set timelines (Start, End, Due dates) of each legal task
- See when legal task is procrastinated (or is close to procrastination)
- See how much time is left before Due date
- See pop-up/email Reminders
- Receive instant notifications when some important events occurred
- Decrease or increase priorities of tasks, set/modify tasks order, remove tasks to archive or replace into different folders, duplicate tasks and folders
- Learn and share results of legal staff work - documents (files and links) attached directly to tasks
- Track, filter, group and store judicial documents
- Track performance of legal business processes and projects
- Track task statuses and percents of completeness
- Track time, costs and other quantitative measurements
- Track productivity and efficiency
- Manage files and process templates
- Give instructions to each task and get quick reports with a help of task Notes section
- Highlight tasks groups on Task Tree view, customize and save layouts
- Analyze legal team work with a help of various printable charts and reports, export reports into formats of HTML and MS Outlook
Task List mode is the best mode for reviewing tasks.
VIP Task Manager allows law firm specialists to use Task List mode that is the most convenient to see, manage and report their tasks (meetings with clients, judicial proceedings, document processing, relations with clients, checklist management and other professional activities). Task List mode of VIP Task Manager allows law experts to:
- Observe their agenda for day, week, month or any time period
- Clearly understand what tasks and juridical documents, when and in what order should be done
- Receive task reminders and see how much time left before the tasks due dates
- Sort and group tasks by priority or any other task attribute
- Filter tasks by task groups, statuses or/and any other task attributes, save filters
- Use flexible filters panel to customize their Task List to see what jobs are planned for certain date and time, for certain clients, cases, processes etc.
- Get various notifications when important events happened within system, for example when new tasks are assigned
- Quickly report about task performance by changing task status, percent of completeness, by writing reports in task notes section and attaching job resulting files or links to tasks
- Customize and save layouts of Task List
Calendar mode (Scheduler) is the best way to manage appointments within law firm Scheduler mode of VIP Task Manager allows all legal specialists to use convenient Calendar view to manage their tasks, meetings with clients, judicial proceedings and other professional activities. Calendar mode of VIP Task Manager allows:
- See legal tasks and appointments on customizable time grid
- Use flexible filter to view scheduled tasks by clients, processes, cases, departments etc.
- Use day view, month view, week view, year view and use date navigator to choose custom time period
- See time length of tasks on time grid (like Gantt chart)