Digital transformation of the legal sector has been slow in the past decade. But now, it’s finally picking up the pace. Take a step forward and get ahead of your competition by using Taskeo’s integrated practice management software.

Taskeo is a all-in-one online platform for comprehensive legal practice management. Use it to manage essential aspects of your business such as: Time Tracking & Billing, Case Management, Documentation Management, Appointments Scheduling and Customer Relationship Management.

Manage everything in one place. Control your business from anywhere. It doesn't matter if you are in the court, on a meeting with a client, in your office or at the beach in the Bahamas. So long you got Internet access, your whole law firm is at your fingertips.

Taskeo’s practice management software gives you all the tools you need to manage your law firm:

- Time Tracking & Billing
- Case Management
- CRM
- Appointment Scheduling
- e-Discovery
- Client Portal / Data Room
- Marketing (Q2 2020)

Keeping track of all the hours worked is a daunting task. It’s a common problem that touches not just everybody, but legal specialists in particular.

Answering the high demand we have developed a simple and highly effective Time Tracking module designed with lawyers in mind.
Use Taskeo’s practice management software to check how much time you have spent working for your clients in a given timeframe. Group and filter information by team members, clients, projects or tasks. Generate reports for your clients or accountants.

Track time on any device - desktop, tablet or mobile. Switch between devices and control the situation wherever you are. Start tracking time in your office from your desktop computer, go to court and stop it when you have lunch using your mobile. All your devices will connect to the cloud service that synchronizes data across them.

Preparing all billing information and reports for invoices is one of the most crucial tasks. Without it, there is no cash flow and no revenue.
Taskeo offers an excellent billing function to make this process easier than ever before.
Sum up all your tracked time and turn it into a spreadsheet report. Each time log is editable. Your admin staff can quickly and easily add, remove and edit records.

Need more flexibility? It’s also possible to set custom costs for tracked time, independent from an hourly rate of your team member. Moreover, for every record, you can add comments and point the person behind the time tracking request.

Case management isn’t only for the corporate lawyers. Your law firm can operate smarter and get more done with Taskeo’s case management features.

Assign tasks, set up reminders and recurring assignments or create task and project templates. Whether you’re working solo or in a team, Taskeo helps you get more done with less effort.

Make your case tasks visual

Taskeo also allows you to quickly check the case progress. Kanban view, list view, calendar view and burndown chart. This way, you’ll always know what’s the current case status and what should be done next.

Secure case and project sharing

Sharing cases with your employees and partners? You can now be extra detailed about their permissions.
Define who can access your data and to what extent they can apply changes to it.

Taskeo’s CRM is created with legal specialists in mind. It’s not just another CRM tool available online. It’s made for lawyers like you to streamline your contact,management as well as client acquisition, nurturing and retention. It's a simple and flexible CRM system designed to help you manage your practice successfully with a variety of industry-focused features.

Contacts Database

CRM allows you to collect necessary information about your customers and contacts, so you will never lose the opportunity to expand your client base.

Increase Sales

A well-planned sales process, visualized on the Kanban board, will shorten the sales cycle, improve conversions, and increase sales in your business.

Flexible Legal CRM

Benefit from fast deployment, advanced self-configuration capabilities, and ready-made templates for your industry.

Online appointment scheduling is transforming the way people interact with law firms. It provides an entirely new way to engage with your clients. This simple, yet powerful technology is steadily changing how meetings are arranged across the world.

Taskeo is now leading this revolution with the most flexible, scalable scheduler for legal professionals. Our appointment software uses the most modern, secure technologies to help your law firm improve efficiency, save time, reduce costs, and generate more revenue through smarter meeting management.

Tired of unreliable OCR software?
Looking for something that will allow you to work seamlessly with all your case file scans?

Taskeo comes with a full package of tools that will help you read and analyse all the scans and pictures you’re working with.
Type in your query and Taskeo will tell you where to find it!

Why waste time looking for files when you could be doing something that truly matters?
All your case files, agreements and contracts safely are now stored in one place for easy access.

In competitive markets, delivering a customer experience that goes above and beyond the norm is essential to catching and keeping consumers. Your law firm reputation is built upon the experiences your customers had with it. Providing easy access to essential information and self-service tools, is key to establishing your law firm as a modern digital enterprise.

Cases and projects can get messy. It can become a real headache to keep track of files, tasks and deliverables. If you email most of your files, these can quickly get buried in both yours' and your clients' inbox.

Taskeo is solving this problem. Keep your client files in one, safe place. Keep your communication clear with our integrated mailbox.

Taskeo offers a suite of email marketing tools designed to deliver tailor-made messages to your contacts when they need it the most. You can build an effective email marketing strategy for your law firm in just a few simple clicks.

Newsletters

Send one-time email broadcasts announcing updates and offers.

Automated emails

Trigger emails after meetings, website visits, and more.

Segment-specific sends

Get higher engagement rates through highly-targeted recipient groups.

You worry about your company data, your clients data and case files. We understand this. That is why we made your security our priority.

• - Double backups. Nothing ever gets lost with the double copy of your data secured in two server locations.
• - IP restricted access. When locked behind an IP address, nobody unwanted will access your sensitive data.
• - Two Factor Authentication (2FA). It’s not just email and password. Secure your account with a second level for maximum protection
• - Private cloud. Rest assured your data is well-protected and protected from unauthorized access.