A task enters once,
travels the whole chain,
and stays on the record.
Whether it’s an associate assigning a paralegal or a GC routing a request across legal ops, the work becomes one governed task — delegated, reviewed, and closed, with every hop on the record.
ISO 27001 certified · MeitY empanelled · Deployable on-premise
However it’s raised,
it lands the same way.
A voice note between hearings, a message on the client thread, a document that needs turning into work, or a blueprint that spins up a whole matter’s worth of tasks — all converge on one governed create.
Voice note
Whisper
Text + reply
From a document
OCR
Blueprint
Multi-task
One governed task
Owner, priority, and deadline extracted on the way in — not a free-text note someone has to triage later.
Not a to-do.
A record.
Attach it to a client matter, set the priority and the deadline, and it becomes the row everything else hangs off — the subtasks, the documents, the time logged, and the history of who touched it.
Work the list, or work the board: Todo, In Progress, In Verify, Done, with status enforced rather than just labelled.
- Matter
- Acme Corp · W.P.(C) 8842/2024
- Assignee
- Priya Singh
- Delegated by
- Rohan Mehta → Priya Singh
- Due
- 28 Aug 2026 · High
- Attached
- 3 documents · 4 subtasks · 6h 20m
Delegation is a relay,
not an overwrite.
A task can pass through as many hands as your matter or your approval policy needs. Every hop is appended to an event log — so the question “who had this, and when” always has an answer, and a task can be sent back up the chain without losing the trail.
Delegate
An associate delegates to a paralegal, or a GC routes a request to the right function — each hop appended, never overwritten.
delegation_events
Review
Moving a task to In Verify routes it straight to the delegator's review queue. No separate approval step to wire up.
review queue
Complete
The delegator marks it done or sends it back. The creator is notified, and the ownership timeline closes the period.
ownership period
Everything else
hangs off the task.
Subtasks
Break a matter or a request into nested tasks, each with its own owner and progress.
sub_tasks
Custom fields
Capture what a generic task can't — matter type, client, filing date, cost centre — with workspace field templates.
custom_fields
Documents + OCR
Attach a filing or a contract and its text is OCR-extracted automatically, searchable on the task.
task_documents
Time tracking
Log time manually or run a persistent timer that survives navigation — attributed to the task, ready to bill.
time_entries
History
Comments, change history, and the ownership timeline sit beside the task as one attributable record.
recent_activity
So nothing has to be
chased down.
Notifications where you work
Assigned, done, overdue, CC'd, follow-up — nine notification types, delivered in-app and over WhatsApp, not just email.
Deadlines on the calendar
A due date pushes into a connected Google or Outlook calendar, and every task deadline overlays the in-app calendar automatically.
An audit that holds up
Who was assigned, who delegated to whom, and when each hop happened — reconstructable for a client, a partner, or a review.
Every task becomes
a number you can read.
The same tasks, read back as completion rate, throughput, cycle time and a balanced score per person — computed live from the work your team is already doing, scoped to what you can already see.
See how reporting works- Completion
- 84%
- Overdue (open)
- 6
- Cycle p50 / p90
- 3d / 11d
- Top score
- 88 / 100
Computed live · nothing written back
Governed at
every hop.
The chain above is only worth having if each hand-off is accountable. Delegation is event-sourced, access follows your firm or department hierarchy, and the whole thing can sit inside your own perimeter.
- Delegation recorded in an append-only, tamper-evident event log
- Role-based access mapped to your firm or department hierarchy
- Ownership timeline per task — every hand-off attributable
- ISO 27001 certified information security management
- On-premise and private-cloud deployment available
Follow one task, hand to hand.
Bring a workflow your firm or team actually runs, and we’ll walk it through the whole chain — intake to audit — on your own data.
ISO 27001 certified · MeitY empanelled