# Legal Task & Event Management

End-to-End
Task Management
for Attorneys & Law Firms

Create, assign, track, and report tasks firm-wide. Send reminders, sync calendars, and keep your team organized with CaseFox.

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CaseFox UI Law Firm Task Management Software
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Trusted by 25000+ law firms
across the world

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80% More Efficient Legal Task Management with CaseFox

CaseFox legal task management software provides lawyers with complete access to task status, enables the creation of recurring tasks, delivers real-time updates, and syncs tasks with personal calendars.

Two-Way Calendar Sync

Auto sync your tasks and events with Google Calendar, iCal, and Outlook. Get notified for any task and event-related activities in real-time.

Recurring Task to Save Time

Set up recurring tasks for daily and weekly activities. Save the hassle of task creation, get notified before tasks or for missed tasks.

Task Logs with Progress Records

For every legal task created in CaseFox, the system keeps an ongoing log of all updates, including who made changes, what was updated and the categories, and when.

Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations
Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations Client Intake Custom Fields LEDES Billing Multilingual Bills Conflict Check Client Portals Integrations

Everything You Need to Manage Legal Tasks

With CaseFox, law firms get everything from task creation to reporting and in between. Get a clear status update, team performance, and case progress analysis within clicks.

  • Plan, Organize, and Create Legal Tasks

    Create and organize tasks for retainer renewals, compliance reminders, internal team check-ins, to court filing schedules. Add task priority, task, and filters.

  • Add and Assign New Detailed Tasks

    Add a task, assign it to a team member, link it to a case, set a due date, and choose its priority, all this on the go with a mobile app.

  • Set One-Time or Recurring Tasks

    Automate task planning by setting recurring legal tasks. Whether it's a court appearance, client update, or a single follow-up call, schedule it once.

CaseFox Legal Task Management UI Create & Manage Tasks
CaseFox Legal task management with case tracking, calendar, and integrations

    Sync Every Deadline with Legal Calendar

    Auto-sync your tasks, deadlines, and due dates with third-party integrations like Google Calendar and Outlook in real-time. Add tasks and events related to the case to keep track of progress.

  • Link Tasks Directly to Cases

    Link each task to its related case to keep everything organized. Generate reports and share case progress with clients.

  • Sync with Google, Office 365, and iCal

    CaseFox integrates seamlessly with Google Calendar, Office 365, and iCal. Every task or event you create is two-way synced with your connected calendars.

  • Split View of Tasks and Events

    View tasks and events separately to get a full picture of your workload. Filter task by color, status, or client and get clear picture.

    Real-Time Task Management for Law Firms

    Manage task repository, set automated email reminders, get notification, and generate report for everything. See what’s pending, overdue, or completed, and export time-stamped task lists in Excel or PDF.

  • Export & Tasks by Date & Timestamp

    Export all tasks and events organized by staff, priority, or case in formats like Excel or PDF. All entries are ready for review or internal reporting.

  • Set Automated Email Reminders

    With CaseFox, you can configure automated email reminders for tasks. Get timely alerts that keep your team aligned, responsive, and always court-ready.

  • Get Instant Task Insights

    With CaseFox clear overview of the task, related case, assignee, and due date, and get real-time updates on email and in the app.

CaseFox task management UI with email alerts, real-time updates, and export options

Who Can Use CaseFox Legal
Task and Event Management?

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    Set up a recurring task
    Add priority level
    Deadline tracking
    Reporting and analytics

    Premium Services for All Users at ‘NO’ Additional Cost

    CaseFox is not just another legal software; it creates an experience for all users with personalized demos, advanced training, seamless data migration, and expert support that is available 24/7.

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    1. Data Migration

    Our team seamlessly migrates your data into the system at no additional cost.

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    2. Free Onboarding

    Fast-track your legal operations with FREE online onboarding demo sessions.

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    3. Staff Training

    Onboard staff efficiently with our on-demand training session with a dedicated account manager!

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    4. 24/7 Support

    We are available for you 24/7 via phone, email, or chat to raise tickets and get immediate answers.

    More Than Just a Legal Task Management Software

    Explore all the features of CaseFox within one pricing plan and run your law firm smoothly without any unnecessary add-ons.

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    Legal Case Management Software

    Manage all your cases in one place. Organize files, track progress, and collaborate with your team efficiently.

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    Legal Time and Expense Tracking

    Track billable hours from anywhere, customize rates, and segregate time and expense entries. Log billable hours by simple text with SMS support and more

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    Legal Document Management

    Securely store, organize, and access all legal documents with smart tagging and AI-powered legal drafting tools.

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    Conflict Check Software

    Quickly identify potential conflicts of interest across clients, cases, and contacts to stay compliant and avoid legal risks.

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    Legal Client Portal

    CaseFox offers automatic online payment functionality so that your clients can view and pay invoices online. Clients can view their payment history and the amount due.

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    Legal Trust Accounting

    Manage multiple trusts and operating accounts conveniently. You can also bulk pay invoices from Trust funds. Integration with QuickBooks and Xero.

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    Legal Calendaring Software

    From events, tasks, to time entries, manage all of it with a legal rule-based calendar. Manage firm and staff-wise calendars, send emails for upcoming events.

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    AI Document Generation & Analysis

    Generate legal documents, professional emails, cover letters, contracts, agreements, and more in minutes with AI multilingual support.

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    Automated Billing & Bulk Invoicing

    CaseFox streamlines billing and invoicing by setting recurring billing for cases. And one-click bulk invoicing to generate invoices in seconds.

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    Integrate CaseFox with Tools You Use & Love

    Bring everything together by connecting your calendar, email, Office 365, Google Workspace, accounts, and payments to CaseFox.

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    Trusted by 25000+ Law Firm

    See What Our Clients Are Saying

    Here’s what other legal professionals and law firms are saying about us. Be a part of leading legal tech with CaseFox.

    User 1 User 2 User 3 User 4 User 5
    4.5/5
    Reviews on Capterra & G2

    “CaseFox has made it possible for me to have a case management software while practicing as a part-time solo. Growing the practice is much slower than if it was my primary job/income. I would be using Word for invoices, Excel for time-keeping”

    “I Was very intimidated by all of the software out there and I needed some thing that was gonna be easy to use for all employees. There’s even an app on my phone that makes it even easier to use if I’m out and about or at the courthouse. Love this product.”

    “I use CaseFox every day. It has revolutionized the way I manage my practice's billing and accounting as well as utilized daily to remind me of tasks on my to-do list. Allows me to track time spent on a particular project with ease.”

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    Frequently Asked Questions

    Couldn’t find what you were looking for ?
    Contact us at

    service@casefox.com

    What is task management software?

    Task management is a software tool that can help in managing, organizing, allocating, and collaborating on tasks. You can create, assign, and track tasks. Generate reports for all tasks and manage the complete workflow to stay on track.

    What is law firm task management software?

    Law firm task management software is a tool designed for legal professionals and law firms. The software helps lawyers in creating, organizing, and tracking all their firm-related tasks.

    It ensures that all case-related, billing, and document-related tasks are tracked to ensure the productivity of the law firm. Set reminders for tasks, track due dates, and generate detailed reports for tasks within the firm.

    What is the best task management software for lawyers?

    Although there are multiple task management software available in the industry but CaseFox is one of the best legal task management software for lawyers.

    - It lets you manage and organize tasks from all devices, including mobile phones.

    - Access a dedicated task calendar for law firm.

    - Set role-based access for the task to ensure it's visible to the right people.

    - Sync with Google Calendar, iCal, and Outlook.

    - Export all task calendar data in Excel.

    - Keep real-time track of task status.

    Can I see tasks assigned to other users?

    Yes, if you are an admin, you can view all firm-wide tasks. CaseFox has a role-based access feature for tasks, which allows users to access any task according to their set preferences. If you're an assignor, you can easily view tasks and status, but in other cases, it will depend on your roles and permissions.

    Can I sync my tasks to my calendar?

    Yes, you can sync tasks with the calendar. CaseFox offers a dedicated legal calendar to view all your firm tasks in one place. Apart from that, CaseFox lets you integrate your task calendar with your personal Google Calendar, iCal, and Outlook.

    What task statuses and priorities are there?

    Just like with any other software, with CaseFox also you can also set task priority and view status. You can view the upcoming, late, and completed task status.

    Can I get notified when another user completes a task?

    Yes, CaseFox legal-specific task management software allows you to receive real-time notifications when any task is completed.

    Handle 2x More Cases with Smarter Task Management

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