Step 8. Tracking law firm tasks

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Filtering Tasks within law firm workflow Workflow of law firm includes a big number of tasks. These tasks may belong to different cases, matters, processes etc. To track status of documents, processes and cases lawyers need to filter tasks by different attributes. Let's take for example process of legal entity formation. Let's say formation of Limited Partnership. This process may include steps such as "Preparation of LP Agreement", "Review of LP Agreement", "Finalize LP Agreement" etc. In this case drafting of documents can be assigned to legal assistants and verification should be performed by qualified lawyers.
In order to control process of formation lawyers should be able to track what steps from business process are already performed and what steps remain, so lawyers need to filter tasks by client, by process, by performers, by time period etc. Filtering tasks helps to monitor and assess performance of legal assistants and track status of processes. VIP Task Manager is easy-to-use team management software that allows law firm specialists to plan and track tasks. Tasks can be filtered and tracked by task group, by standard and custom task attributes (by priority, by deadline, and so on).
Tracking Status within law firm workflow How execution of law firm tasks and processes can be tracked? It can be tracked with a help of special attributes - Status and Complete (percent of completeness). For example when lawyer needs to know if legal assistant has already drafted Retainer Agreement or Limited Partnership formation checklist he/she should just check the statuses of appropriate tasks. State of tasks in VIP Task Manager can be characterized by these two standard attributes. Status is significant attribute of any task, because it allows tracking tasks by state of performance.
Tracking law firm tasks by status helps paralegals and attorneys to be immediately aware if tasks are "Complete", "Created", "In Progress", "Cancelled", etc. Attribute Complete (percent of completeness) defines grade of task performance. It can be status-related, for example 100% completeness of a task corresponds to status "Complete". Sequence of tasks statuses and their relation to grade of completeness can be modified according to business specificity of law firm.
Overdue tasks within law firm workflow Law specialists need to schedule their tasks - meetings with clients and officials, court hearings and trials etc. When law specialist should perform dozens of planned tasks and each of them has different due date it is necessary to know the time left before due dates in order to be sure that tasks will not be delayed or procrastinated. VIP Task Manager allows law professionals to know how much time is left before due date (or end date) of each task they have. Legal specialists can easily notice procrastinated tasks which are marked out with orange colour. Also VIP Task Manager allows colour-coding custom time periods before task due date, so it is easy to identify by task colour how much time is left before its Due date. In order to avoid procrastination users are able to set tasks reminders to work when custom period of time is left before Due date.
Step 1. Choosing law firm software Step 2. Organizing legal company staff Step 3. Setting law firm workflow Step 4. Customizing law firm tasks Step 5. Planning law firm tasks Step 6. Sharing law firm tasks Step 7. Documenting law firm tasks >> Step 8. Tracking law firm tasks Step 9. Reporting law firm tasks Step 10 Managing law firm KPI


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