Questions law firms ask before choosing TaskWrangler
Direct answers, including where the product stops. If a question is missing, email us and we will add it here.
What is TaskWrangler.ai?
TaskWrangler.ai is law practice management software for firms that run on Google Workspace. It handles matters, tasks, court deadlines, time and billing, trust and firm accounting, agreements with e-signature and a client portal. It integrates with Gmail, Google Calendar, Drive, Docs, Sheets, Slides and Contacts through native add-ons. An optional AI assistant named Counsel is available as a fixed monthly per-seat add-on.
How much does TaskWrangler cost?
Standard Seat - Monthly is $54.99 per seat per month, or $598 per seat per year. AI Premium Seat is $129.95 per seat per month, or $1,398 per seat per year. A seat is a staff login. Client portal users are free and unlimited. Each Counsel AI seat includes $15 of AI usage a month; Counsel is never billed per question, and usage beyond the included amount is billed at cost, with no markup only if your administrator turns that on.
Is there a free trial, and do I need a card to start?
Yes. Both plans start with a 14-day free trial. You add a bank account or card at sign-up so service continues without interruption, and the first charge happens only when the trial ends. Cancel from Admin → Subscription & Billing before then and nothing is charged.
What happens when we use up the included AI usage?
Each Counsel AI seat includes $15 of AI usage per month, pooled across the firm's Counsel seats and measured at the published model rates. Administrators see the running total under Admin → Subscription & Billing and in Counsel settings. When it is used up, Counsel pauses for the rest of the month by default and every other part of TaskWrangler keeps working. If your firm would rather keep going, an administrator turns on usage billing with one switch; usage beyond the included amount then appears as a separate line on the next invoice, billed at cost, with no markup. You can also set your own lower monthly ceiling at any time.
Can we bill Counsel AI usage to our clients?
Yes, if your firm chooses to. Counsel attributes the cost of every matter-scoped request to that matter, and the Usage screen shows AI cost by matter. Turn on client pass-through in Counsel settings and set your own markup (or none). After each month closes, TaskWrangler adds one pending expense entry per matter for that month's AI usage, described the way you chose, with the amount already marked up. A person reviews and approves it before it can appear on an invoice, the same as any other disbursement, and firms that would rather absorb the cost simply leave pass-through off. Whether and how AI costs may be passed to clients is governed by your jurisdiction's rules of professional conduct and your engagement agreement; TaskWrangler gives you the record and the switch, and the decision stays with the firm.
Can some people in the firm have Counsel AI and others not?
Yes. Every staff member is either a Practice seat ($54.99) or a Counsel AI seat ($129.95). An administrator switches a person between the two with one toggle, and the bill adjusts pro rata. Client portal users are never seats.
What happens if a payment fails?
Stripe retries for two weeks and we e-mail your administrator. If the balance is still unpaid after 14 days the account moves to read-and-export mode: everyone can sign in, read every record and export, but nothing can be created or edited until the balance is settled. Records are never deleted because of a payment problem. A canceled firm keeps read-and-export access for 90 days.
How does the referral program work?
Every firm has a referral code under Admin → Subscription & Billing. A new firm that signs up with your code gets one extra free month. When they complete their first paid month you receive a one-time $49 credit for each seat they are paying for, applied to your next invoice.
Who counts as a seat?
Attorneys, paralegals, bookkeepers and administrators who sign in to TaskWrangler. Clients and case contacts who use the portal are not seats.
Do we need to change how we use Gmail, Calendar or Drive?
No. TaskWrangler installs as Google Workspace add-ons and reads and writes your existing Gmail, Calendar and Drive. Documents stay in your Drive. Mail stays in Gmail. Deadlines appear on the Google Calendar you already use.
Does it work with every Google Workspace edition?
The add-ons work with any Google Workspace edition. For automatic calendar deadline sync, your Workspace administrator approves calendar access once in the Google Admin console. There is nothing to install and no key file.
Does TaskWrangler use Zapier or another connector?
No. The Gmail, Calendar and Workspace add-ons call TaskWrangler directly using the signed-in user's Google identity. Failures are shown on the affected record rather than in a third-party dashboard.
Which AI models does Counsel use, and where does the data go?
Counsel runs on Anthropic's Claude models (Opus 5, Sonnet 5 and Haiku 4.5), called from TaskWrangler's servers in Google Cloud. Document search uses Google's embedding model. A firm must accept the data-handling disclosure before Counsel will run at all, and a privilege screen runs on your device before content leaves it, then again on the server.
Can Counsel file, send or docket anything on its own?
No. Every Counsel output is a proposal in a review queue. A named person accepts it before it becomes a task, deadline, time entry, document or email. Deadline dates are calculated by rules, not guessed by the AI.
Is there an AI assistant for clients in the portal?
No. Counsel is available to firm staff only.
Does TaskWrangler do three-way trust reconciliation?
TaskWrangler includes trust accounts, trust transactions, a trust audit log, nightly balance checks and bank reconciliation with Plaid feeds. Counsel adds a read-only three-way check and reconciliation-gap explanation for firms on the AI plan. Your bookkeeper still reviews and signs the reconciliation.
Can we migrate from Clio, MyCase, PracticePanther or Smokeball?
Yes. Matters, clients, tasks and time entries are loaded from your export with our import tools, and email history is imported per thread from Gmail. Your documents already live in Drive, so they do not move. Onboarding includes a guided migration.
Does it work offline?
The iOS, Android, macOS, Windows and Linux apps keep a local cache for reading when the connection drops. The web app requires a connection.
Is TaskWrangler SOC 2 certified?
Not yet. TaskWrangler runs on Google Cloud and Firebase, which hold their own certifications. TaskWrangler itself has not completed a SOC 2 audit and does not claim one. Security controls that are in place are documented on the Security page.
Where is our data stored?
In Google Cloud data centers in the United States. Your documents remain in your Google Drive and your mail in Gmail. TaskWrangler stores records, links and search indexes.
How does TaskWrangler help with professional-responsibility obligations?
It gives you firm-level data isolation, role-based access, two-step sign-in, audit trails, firm consent before AI use, privilege screening and a review queue so a lawyer supervises every AI output. Whether a particular workflow satisfies your jurisdiction's rules is your firm's judgment; the Security page lists the rules most firms consider and how TaskWrangler's controls relate to them.