{ "product": "TaskWrangler.ai", "url": "https://www.taskwrangler.ai/features/", "generated": "2026-10-07", "groups": [ { "id": "matters", "title": "Matters and tasks", "summary": "One record per matter, with everything attached to it: people, permissions, notes, files, correspondence and the tasks that move it forward.", "features": [ { "name": "Matter lifecycle", "description": "Statuses, matter types, participants with per-matter permissions, case contacts, files and a full history log. A guided onboarding wizard opens new matters consistently." }, { "name": "Tasks that carry the details", "description": "Status, priority, category, assignee, matter, due date, dependencies, tags, estimated and actual hours, and a field-level audit trail of every change." }, { "name": "Kanban and calendar views", "description": "Drag tasks between columns or see them on a calendar. Deep links open a task from any email or chat message." }, { "name": "Assignment acceptance", "description": "Assignees accept or decline work with a reason. Supervisors see it in their direct-reports rail and get notified." }, { "name": "Recurring tasks", "description": "Monthly filings, weekly check-ins and annual reviews regenerate themselves on schedule." }, { "name": "Workflow templates", "description": "Reusable step lists with delays and dependencies. Instantiate a template and the task set appears on the matter." }, { "name": "Intake pipeline", "description": "Intake forms, a pipeline view, follow-up actions and configurable intake settings. Estate planning intake ships as a ready-made app." }, { "name": "Global search", "description": "One search box across tasks, matters, clients and agreements. Results open the record." }, { "name": "At-risk work flagged", "description": "Tasks that are slipping are flagged from their due dates and status, with no AI involved." } ] }, { "id": "workspace", "title": "Google Workspace, natively", "summary": "TaskWrangler is not synced to Google Workspace. It is installed in it.", "features": [ { "name": "Gmail add-on", "description": "Open any message and see the client, matter and open tasks. Link the email, import the whole thread with attachments, log time, create a task, a matter or a client without leaving Gmail." }, { "name": "Google Calendar add-on", "description": "Open an event, link it to a matter, create a task from it, log time, view today's tasks and upcoming deadlines." }, { "name": "Automatic deadline sync", "description": "Set a due date and an all-day event appears on the assignee's Google Calendar. Move it and it moves. Clear it and it is removed. Reassign it and it changes calendars. If a calendar update ever fails, the task says so." }, { "name": "Drive, Docs, Sheets and Slides", "description": "The add-on also opens inside Drive, Docs, Sheets and Slides so you can link the file you are looking at to a matter and log the work." }, { "name": "Google Docs templates", "description": "Engagement letters, retainers and NDAs live as Google Docs with merge fields. TaskWrangler detects the fields, fills them and produces the merged document." }, { "name": "Google Contacts", "description": "Search, create and update your Google Contacts from inside TaskWrangler." }, { "name": "Sign in with Google", "description": "Staff sign in with their Google account, confirm with a code on their phone, and are signed out after 30 idle minutes." }, { "name": "Gemini for Google Workspace", "description": "Ask Gemini to find a client, matter, contact or task, or to create a task, and it works through TaskWrangler using your own Google identity." }, { "name": "No keys handed to a vendor", "description": "Calendar access is granted once by your Workspace administrator. There is no password file or key for anyone to store, rotate or lose." } ] }, { "id": "deadlines", "title": "Court deadlines and calendaring", "summary": "Deadlines are first-class records, not calendar entries with a note.", "features": [ { "name": "Structured deadlines", "description": "Deadline type (statute of limitations, filing, response, discovery, expert disclosure, motion, hearing, trial, mediation, appeal), trigger event and date, rule source, calculation basis, jurisdiction, priority and tolling periods." }, { "name": "Reminders", "description": "Per-deadline reminder windows and a scheduled sweep that emails the responsible people." }, { "name": "Source linkage", "description": "A deadline can point at the filing it came from, and records whether it was manually overridden." }, { "name": "Calendar events on matters", "description": "Create and list Google Calendar events from the matter, with firm-level calendar settings." } ] }, { "id": "email", "title": "Email and correspondence", "summary": "Gmail stays your mail client. TaskWrangler makes the matter the system of record.", "features": [ { "name": "Read and send from the matter", "description": "List recent mail, open a message, compose with your own Gmail signature and send, all from inside TaskWrangler." }, { "name": "Import threads, not links", "description": "A linked thread is stored as content on the matter, with attachments filed to the matter's Drive folder and duplicates skipped automatically." }, { "name": "Correspondence view", "description": "Grouped, chronological correspondence on every matter." }, { "name": "Scheduled summaries", "description": "Daily, weekly and monthly task summaries to supervisors; pending-hours reminders; assignment and participant notifications." }, { "name": "Email templates", "description": "Firm-level templates for client statements, invoices and notifications, with an admin editor." }, { "name": "Wrong-recipient guard", "description": "Invoices and statements will not go to an address that is not on the client record unless you confirm it." } ] }, { "id": "documents", "title": "Documents and agreements", "summary": "Documents stay in Google Drive. TaskWrangler adds the matter, the permissions and the signature.", "features": [ { "name": "Drive from the app", "description": "Browse folders, upload, download, export to PDF, list shared drives and manage sharing permissions." }, { "name": "Agreements", "description": "Engagement letters, retainers and NDAs from Google Docs templates. Multi-client agreements and manual upload of pre-signed copies are supported." }, { "name": "E-signature", "description": "Clients sign in the browser. The signed document syncs to Drive and a scheduled sweep confirms signature status." }, { "name": "Attachments on tasks", "description": "Attach Drive files, photos or uploads directly to a task." } ] }, { "id": "billing", "title": "Time, billing and payments", "summary": "Time to invoice to cash without leaving the matter.", "features": [ { "name": "Timers and entries", "description": "Live timers on tasks, manual entries, expenses, billable and non-billable flags and per-entry rates." }, { "name": "Approval workflow", "description": "Supervisors approve or reject hours with notes before billing." }, { "name": "Hourly and flat fee", "description": "Per-task billing type, including flat fees with their own billed-at tracking." }, { "name": "Invoicing", "description": "Billing reports, a billing workflow screen, batch invoicing, invoice PDFs and resend." }, { "name": "Online payments", "description": "LawPay charges, payment links and a hosted payment page. Payments post to the ledger immediately and a client can never be charged twice for the same link." }, { "name": "Bank feeds", "description": "Plaid account linking, transaction import and an import decision portal." }, { "name": "Client statements", "description": "Scheduled overdue reminders and client statements from your templates." } ] }, { "id": "accounting", "title": "Trust and firm accounting", "summary": "A real double-entry ledger, with trust accounting built in rather than bolted on.", "features": [ { "name": "Trust accounting", "description": "Trust accounts, trust transactions, trust fund requests, a trust audit log and nightly balance checks." }, { "name": "General ledger", "description": "Chart of accounts, journal entries, account ledgers and accounting periods with period close." }, { "name": "Reconciliation", "description": "Bank reconciliation with transaction splitting." }, { "name": "Payables", "description": "Vendors, vendor contracts, bills and bill payments." }, { "name": "Financial reports", "description": "Profit and loss, balance sheet, trial balance, cash flow, AR aging, client billing, matter profitability and trust summary, with saved report configurations." }, { "name": "Exports", "description": "CSV and PDF export of every report." }, { "name": "Access control", "description": "Only bookkeepers, administrators and staff you specifically authorize can open the accounting screens." } ] }, { "id": "clients", "title": "Client portal and messaging", "summary": "Clients see their own matter, and nothing else.", "features": [ { "name": "Client portal", "description": "Clients view and accept tasks, see invoices, pay online, request a payment link, view and upload documents and update their contact details." }, { "name": "Secure messaging", "description": "Two-way messaging between client and staff, with a staff inbox for all client conversations." }, { "name": "Documents to and from Drive", "description": "File a portal upload to Drive; share or revoke Drive files to a client." }, { "name": "Internal messaging", "description": "Staff conversations inside TaskWrangler, tied to the work." } ] }, { "id": "reporting", "title": "Dashboards and reporting", "summary": "Twelve dashboards, each built for a job.", "features": [ { "name": "Dashboards", "description": "Case overview, cases, clients, prospects, my time, workload, firm management, firm analytics, accounting, banking, billing and payments, invoicing and AR, and reporting." }, { "name": "Configurable layouts", "description": "Switch dashboards and rearrange them per user." } ] }, { "id": "security", "title": "Security and administration", "summary": "Tenant isolation, roles and audit trails enforced at the database layer.", "features": [ { "name": "Roles", "description": "Administrator, attorney, paralegal, bookkeeper, client and case contact, with per-matter read, upload or full permissions." }, { "name": "Two-step verification", "description": "A code sent to the user's phone at sign-in, with prompts to enroll." }, { "name": "Firm isolation", "description": "Each firm's data is walled off from every other firm's at the database level, and that wall is tested automatically." }, { "name": "Audit trails", "description": "Who changed what and when, on tasks, matters, trust transactions, AI activity and outside connections." }, { "name": "Deletion requests", "description": "Data deletion requests are logged and reviewed by an administrator before anything is removed." }, { "name": "Credentials and logs", "description": "Connections to LawPay, Plaid and Anthropic use credentials kept in Google's secure vault, and client details are scrubbed from system logs." } ] }, { "id": "platforms", "title": "Platforms and API", "summary": "One codebase, every device your firm uses.", "features": [ { "name": "Apps", "description": "Web, iOS, Android, macOS, Windows and Linux. Mobile and desktop apps keep a local cache for reading when the connection drops." }, { "name": "Developer API", "description": "Your IT provider or a consultant can connect other tools to matters, clients, tasks and time entries, with access you grant and can revoke." }, { "name": "Custom intake apps", "description": "Build your own intake forms and checklists without code. Estate planning intake comes ready to use." } ] } ], "counsel_ai": { "principles": [ { "name": "Proposals, never actions", "description": "No Counsel tool writes a deadline, a task, a time entry, a document or an email on its own. Every output lands in a review queue as a proposal, and a named person accepts it before it becomes a record." }, { "name": "Rules do the date math", "description": "When Counsel proposes a deadline it picks and cites the rule. The date itself is calculated by a rules engine that knows the federal counting rules, court holidays and your court closures. A date guessed by the AI never reaches the docket." }, { "name": "Your permissions are its permissions", "description": "Counsel reads Drive as the signed-in attorney, never as a system account. It cannot see a document you cannot see, and it cannot open the books unless you could." }, { "name": "Unreviewed drafts stay out of the client file", "description": "Accepted drafts are written to the attorney's private Counsel folder in Drive, not the shared matter folder, until someone moves them." }, { "name": "Source material is evidence, not instructions", "description": "Every document, email and note is wrapped as untrusted content. If a document tries to instruct the model, Counsel reports that as a fact about the document." } ], "capabilities": [ { "name": "Morning briefing", "description": "At the hour you choose, Counsel sweeps tasks, court deadlines, calendar, matter health, inbox, commitments made in correspondence, timekeeping, trust and receivables, client silence and portal requests, then writes one ranked briefing. Follow-ups escalate over days and close themselves when resolved. If the AI is unavailable, the facts still arrive: the overdue list, the deadlines and the follow-ups are assembled without it." }, { "name": "Counsel in Gmail", "description": "From the add-on card: summarize the thread, draft a reply, triage, get matter status or ask a question. Proposals are accepted from the card after a privilege confirmation." }, { "name": "Court filing analysis", "description": "Upload a filing and get the deadlines it creates, each with the verbatim text it came from, plus Q&A over the document. Deadline suggestions arrive pre-checked but unwritten." }, { "name": "Drafting from your templates", "description": "Counsel reads the merge fields in your Google Docs templates and fills the approved document instead of writing from memory. Unknown fields stay as visible placeholders." }, { "name": "Google Docs, Sheets and Slides output", "description": "Drafts become real Google Docs with headings and formatting. Spreadsheets carry real formulas for derived figures. Slide decks include speaker notes." }, { "name": "Redlines, chronologies, privilege logs", "description": "Proposed edits show exactly what text is replaced. Chronologies and privilege logs are assembled from records the firm already holds." }, { "name": "Reads the files your firm actually has", "description": "Google Docs, PDFs, and Word, Excel and PowerPoint files in your Drive, including the older .doc, .xls and .ppt formats. If a file cannot be read in full, Counsel says so rather than quoting half of it." }, { "name": "Semantic search and OCR", "description": "Filings, notes and linked email are indexed automatically. Scanned PDFs, faxes and photographed exhibits get a real, quotable text layer." }, { "name": "Intake evaluation", "description": "A conflict check against your existing clients and parties runs first and blocks the rest if it finds one. Then Counsel scores the intake and recommends accept, decline or refer." }, { "name": "Email to tasks", "description": "Read an email and suggest tasks with context. You confirm before anything is created." }, { "name": "Billing help", "description": "Billing-readiness checks, time-entry triage, proposed time narratives, rate suggestions and trust-anomaly checks. All read-only against the ledger. AI cost is tracked per matter, and firms that choose to can pass it through to clients as a monthly expense entry at their own markup, reviewed before it is invoiced." }, { "name": "Citation checking", "description": "Cited authorities are extracted and mechanically classified as verifiable or not. Unverified authorities are listed on the proposal before you accept it." }, { "name": "Hearing and deposition prep", "description": "Prep packets assembled from the matter's own records, delivered with the briefing." } ], "governance": [ { "name": "Consent gate", "description": "A firm must explicitly accept the data-handling disclosure. Until then every AI endpoint refuses." }, { "name": "Two-layer privilege scan", "description": "Nine categories (attorney-client, work product, common interest, protective order, settlement, sealed, health information, trade secret, confidential markings) are scanned on the device before anything leaves it, and again on the server." }, { "name": "Secret detection", "description": "Social security numbers, payment cards, private keys, API keys and bearer tokens are blocked before a request is sent." }, { "name": "Included usage and spending cap", "description": "Every Counsel seat includes a monthly amount of AI usage. When it is used up Counsel pauses until the next month, unless the firm has chosen to pay for more, in which case the extra is billed at the published usage rate. A firm-level monthly ceiling can be set on top. Both are checked before every request, and the Usage screen shows where the firm stands." }, { "name": "Full activity log", "description": "Every Counsel exchange records who asked, which matter, which model, what it looked at, what it cost and whether it declined. Administrators see usage and activity screens and an AI ethics audit view." }, { "name": "Retention sweep", "description": "Conversation transcripts are purged on a schedule you control." } ], "models": [ { "work": "Drafting, review, redlines, deadlines, chronology, research, briefing", "model": "Claude Opus 5 (Anthropic)" }, { "work": "Intake, email, billing, narratives, digests", "model": "Claude Sonnet 5 (Anthropic)" }, { "work": "Triage", "model": "Claude Haiku 4.5 (Anthropic)" }, { "work": "Document search index", "model": "Gemini Embedding (Google)" } ], "not_included": [ "No client-facing AI. The client portal has no AI assistant.", "No automatic filing, sending or docketing. Every action is a human decision.", "No AI-guessed dates." ] }, "plan_matrix": [ { "category": "Matters and tasks", "feature": "Matters with participants, contacts, notes, files, history", "practice": true, "practice_counsel_ai": true }, { "category": "Matters and tasks", "feature": "Tasks with dependencies, recurrence, tags, estimates, audit trail", "practice": true, "practice_counsel_ai": true }, { "category": "Matters and tasks", "feature": "Kanban board and task calendar", "practice": true, "practice_counsel_ai": true }, { "category": "Matters and tasks", "feature": "Assignment accept/decline workflow", "practice": true, "practice_counsel_ai": true }, { "category": "Matters and tasks", "feature": "Workflow templates that generate task sets", "practice": true, "practice_counsel_ai": true }, { "category": "Matters and tasks", "feature": "Intake forms, pipeline and follow-ups", "practice": true, "practice_counsel_ai": true }, { "category": "Matters and tasks", "feature": "Global search across tasks, matters, clients, agreements", "practice": true, "practice_counsel_ai": true }, { "category": "Google Workspace", "feature": "Gmail add-on: link, import threads, log time, create tasks and matters", "practice": true, "practice_counsel_ai": true }, { "category": "Google Workspace", "feature": "Google Calendar add-on and automatic deadline sync", "practice": true, "practice_counsel_ai": true }, { "category": "Google Workspace", "feature": "Drive, Docs, Sheets and Slides file context", "practice": true, "practice_counsel_ai": true }, { "category": "Google Workspace", "feature": "Google Contacts integration", "practice": true, "practice_counsel_ai": true }, { "category": "Google Workspace", "feature": "Sign in with Google, with two-step verification", "practice": true, "practice_counsel_ai": true }, { "category": "Google Workspace", "feature": "Works with Gemini for Google Workspace", "practice": true, "practice_counsel_ai": true }, { "category": "Deadlines", "feature": "Court deadlines with rule source, tolling, reminders and jurisdiction", "practice": true, "practice_counsel_ai": true }, { "category": "Deadlines", "feature": "Scheduled reminder emails", "practice": true, "practice_counsel_ai": true }, { "category": "Documents", "feature": "Drive browsing, upload, share, export to PDF from the app", "practice": true, "practice_counsel_ai": true }, { "category": "Documents", "feature": "Agreement templates in Google Docs with merge fields", "practice": true, "practice_counsel_ai": true }, { "category": "Documents", "feature": "In-app e-signature and signed-copy sync to Drive", "practice": true, "practice_counsel_ai": true }, { "category": "Billing", "feature": "Timers, manual time, expenses, approval workflow", "practice": true, "practice_counsel_ai": true }, { "category": "Billing", "feature": "Hourly and flat-fee billing, batch invoicing, PDF invoices", "practice": true, "practice_counsel_ai": true }, { "category": "Billing", "feature": "Online payments with LawPay and payment links", "practice": true, "practice_counsel_ai": true }, { "category": "Billing", "feature": "Bank feeds with Plaid", "practice": true, "practice_counsel_ai": true }, { "category": "Accounting", "feature": "Trust (IOLTA) accounts, transactions, audit log, nightly balance checks", "practice": true, "practice_counsel_ai": true }, { "category": "Accounting", "feature": "Chart of accounts, general ledger, journal entries", "practice": true, "practice_counsel_ai": true }, { "category": "Accounting", "feature": "Bank reconciliation, period close, vendors and bills", "practice": true, "practice_counsel_ai": true }, { "category": "Accounting", "feature": "P&L, balance sheet, trial balance, cash flow, AR aging, matter profitability", "practice": true, "practice_counsel_ai": true }, { "category": "Clients", "feature": "Client portal: tasks, invoices, payments, documents, messaging", "practice": true, "practice_counsel_ai": true }, { "category": "Clients", "feature": "Staff messaging and staff-to-client inbox", "practice": true, "practice_counsel_ai": true }, { "category": "Clients", "feature": "Scheduled client statements and overdue reminders", "practice": true, "practice_counsel_ai": true }, { "category": "Reporting", "feature": "Twelve role-specific dashboards with configurable layouts", "practice": true, "practice_counsel_ai": true }, { "category": "Reporting", "feature": "CSV and PDF export of every report", "practice": true, "practice_counsel_ai": true }, { "category": "Administration", "feature": "Roles: administrator, attorney, paralegal, bookkeeper, client, case contact", "practice": true, "practice_counsel_ai": true }, { "category": "Administration", "feature": "Per-matter permissions (read, upload, full)", "practice": true, "practice_counsel_ai": true }, { "category": "Administration", "feature": "Field-level audit trails and deletion-request workflow", "practice": true, "practice_counsel_ai": true }, { "category": "Administration", "feature": "Developer API for custom integrations, with its own activity log", "practice": true, "practice_counsel_ai": true }, { "category": "Platforms", "feature": "Web, iOS, Android, macOS, Windows, Linux", "practice": true, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Morning briefing with escalating follow-ups", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Counsel card in Gmail (summarize, draft, triage, status, ask)", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Court filing analysis and document Q&A", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Deadline proposals with dates calculated by rules, not by the AI", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Drafting, redlines, chronologies and privilege logs as proposals", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Output to Google Docs, Sheets and Slides", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Semantic search with OCR for scanned exhibits", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Intake evaluation, email-to-task, billing readiness checks", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Review queue, firm consent, privilege screening, spending cap, activity log", "practice": false, "practice_counsel_ai": true }, { "category": "Counsel AI", "feature": "Included monthly AI usage per seat, optional pay-as-you-go beyond it, optional client pass-through at your markup", "practice": false, "practice_counsel_ai": true } ] }