Task Management
Standardize phases, tasks, owners, and checkpoints to deliver matters consistently from intake to close.
The Challenge with
Task Management
Without a structured task management system, legal matters rely on individual approaches that vary by lawyer, practice group, and matter type. Tasks live in email, spreadsheets, and personal to-do lists. Critical steps get missed when team members are unavailable. Partners lack visibility into progress across matters, and junior lawyers waste time asking what comes next instead of following a proven playbook.
How Lupl Streamlines This Process
Lupl provides matter templates with pre-built task workstreams for each practice area. Each matter starts with a standardized phase structure, task list, owner assignments, and checkpoints. Custom workstreams track task status, due dates, dependencies, and completion evidence. Automations send reminders for upcoming deadlines and notify stakeholders when phases complete. Real-time dashboards show all active tasks across matters, overdue items, and completion rates. Teams can import proven task lists from Excel, refine them in Lupl, and deploy them as reusable templates across similar matters.
Key Capabilities
- Template Matters with standardized phase structures and task workstreams for each matter type
- Custom Workstreams to track task status, owners, due dates, dependencies, and completion checkpoints
- Automations for deadline reminders, task assignments, and phase completion notifications
- Real-Time Dashboards for portfolio-wide visibility into active tasks, overdue items, and team capacity
- Excel Import/Export to bring existing task lists into Lupl and refine them for reuse
- DMS Integration so documents are linked to tasks
- Outlook Integration so you can create tasks directly from emails, or even create tasks by forwarding an email to the unique matter email address
Who This Is For
Task Management with Lupl is designed for law firm teams seeking to standardize matter delivery across practice areas. Whether your team handles high-volume matters requiring consistency or complex matters needing structured coordination, Lupl provides the task management framework to deliver predictable outcomes and develop junior lawyers faster.
Frequently Asked Questions
What is legal task management software?
Legal task management software is a platform that standardizes the phases, tasks, owners, and checkpoints required to deliver legal matters from intake to close. It includes task templates, automated reminders, progress tracking, and team dashboards.
How do law firms manage tasks efficiently?
Law firms use Lupl to deploy matter templates with pre-built task workstreams, automate deadline reminders and status notifications, and provide real-time visibility into task completion across all active matters.
Can we customize task lists for different matter types?
Yes. Lupl’s template library allows you to create matter-specific task workstreams with tailored phases, owners, dependencies, and checkpoints that reflect your firm’s proven approach.
Ready to transform your process?
See how Lupl can bring structure, visibility, and automation to your legal practice.