How does a law firm work in Task Manager?
The firm manages each case as a task with its own thread, keeping client correspondence, documents and deadlines together. The software runs on the firm's server rather than a foreign provider's infrastructure, and the entire thread can be exported to PDF with dates and senders - in a format suitable for the case file.
How does it work?
- 01
A case is a task with a due date, description and assigned lawyers.
- 02
Correspondence with the client takes place in the Mail module, within the case.
- 03
You save attachments from the thread to the case folder with one click.
- 04
You can export the thread to PDF, Word, Excel, CSV or HTML.
What do you gain?
Confidentiality under control: you know exactly where the client's documents are physically stored.
Deadlines in one calendar: hearings, procedural deadlines and tasks side by side.
A document instead of a screenshot: the thread export retains dates and authors.
An everyday example
A client sends three versions of a contract in one thread. The lawyer saves the attachments to the case folder, exports the correspondence to PDF and adds it to the case file - without piecing together screenshots.
Frequently asked questions
Does the data ever leave the law firm's server?
Not unless you use AI. When you use the AI Assistant, your query and the necessary context are sent to your chosen AI provider - this is a separate, deliberate decision.
Can every lawyer see every case?
No, permissions are set separately for each space.
Does the export retain the dates?
Yes, along with the senders.