Law firm project template

Who this law firm project template is for

It's for law firms, solo attorneys and in-house legal departments that want to organize cases, client documents and deadlines. In law, a missed deadline has serious consequences, and information about each case is usually scattered across email, folders and notes.

The template puts each case and each step on a board, with an assignee and a date.

How the project comes set up

When you create your account and choose the Law template, Tasskee creates the project with five statuses, in this order:

1. New case;
2. In progress;
3. Waiting;
4. In approval;
5. Completed.

The two workstreams are Cases and Clients. The table above shows the four sample tasks: open a sample case, gather client documents, file a petition and track case progress. Three are in Cases and one is in Clients. The template doesn't create a sprint.

How to adapt it to your team

Suggestions for adapting it:

• One task per step, not just per case. Each petition, hearing or court-ordered action is a card with its own due date, and the case number goes in the title.
• A Waiting column for anything that depends on third parties: a client's reply, a court decision, a document from an agency.
• Review by another attorney. Use In approval for the filing that a partner needs to check before it's submitted.
• Workstreams by area of law or by client, depending on the firm's portfolio.

Tasskee doesn't query courts or track publications automatically. Case progress and deadlines are recorded by you as tasks.

Tasskee features that go well with the template

The calendar brings hearings and deadlines together, and automations send a notice before the due date and when a task stalls. Documents hold drafts, filing templates and internal procedures, with versions, and time tracking, from the Start plan, lets you bill by the hour worked and close the client report as a PDF or CSV; Tasskee doesn't issue invoices (notas fiscais).

For firms that want to be transparent with clients, the client portal lets them follow the case without taking up a seat. Also read the page for law firms and the one on security and LGPD (Brazil's data protection law), important for anyone who handles client data.

A simple agreement for the firm

Define who updates what. One rule that works: the person responsible for the case moves the card whenever something changes, and the weekly meeting starts with the Waiting column. In a few minutes the firm sees what's stalled for lack of a reply and who needs to follow up.

How to get started

The template is chosen at signup, when you create your account: in the onboarding step, choose the Law template and the project appears already set up. The trial lasts 15 days with Pro unlocked, no card required.