Keep Your Team Organized and Your Work on Track
Managing your firm’s to-dos just got easier. With tasks in Lawmatics, you can assign work, automate follow-ups, and track your team’s progress—all in one place.
In this recorded Wednesday Workshop, Erika Bertolini demonstrates how to create and manage tasks, automate recurring work, and build reports that give you visibility into your team’s workload. You’ll learn how to create tasks manually and through automations, trigger next steps when tasks are completed, use task tags, and organize your work with custom statuses and Kanban views. You’ll also explore task reporting, scheduled report subscriptions, and dashboard panels, plus a bonus look at using Merlin Copilot for daily briefings.