Task Management
Standardize phases, tasks, owners, and checkpoints to deliver matters consistently from intake to close, all within the Lupl platform.
The Challenge
Legal work becomes inconsistent and harder to control when execution depends on individual habits and scattered personal systems. Tasks and next steps get split across email, spreadsheets, and to-do lists, making it easy to miss critical steps during handoffs or absences. Partners lose reliable visibility into progress across matters, and teams spend time chasing status instead of moving work forward in a predictable way.
How Lupl Solves This
Lupl turns proven checklists into reusable Solutions with clear phases, owners, due dates, dependencies, and completion checkpoints – so every matter starts with the right structure. Workstreams become the single source of truth for tracking progress, while automations drive reminders and handoffs to keep work moving. Dashboards provide real-time oversight across matters, and integrations (DMS + Outlook/email-to-matter) keep documents and communications connected to the work, reducing manual coordination.
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
Law firms and legal teams that want consistent delivery across repeatable or complex matters – especially practice groups building playbooks, improving delegation, and increasing visibility without adding administrative overhead.
It’s particularly valuable where teams need to scale execution across multiple lawyers, matters, and timelines while keeping quality and process discipline high.
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.