Matter lifecycle
Statuses, matter types, participants with per-matter permissions, case contacts, files and a full history log. A guided onboarding wizard opens new matters consistently.
Features
Everything in TaskWrangler, as it ships today
This page is generated from the application's feature inventory. Every item is available in the Practice plan; Counsel AI features are listed separately.
Matters and tasks · Google Workspace, natively · Court deadlines and calendaring · Email and correspondence · Documents and agreements · Time, billing and payments · Trust and firm accounting · Client portal and messaging · Dashboards and reporting · Security and administration · Platforms and API · Counsel AI
Matters and tasks
One record per matter, with everything attached to it: people, permissions, notes, files, correspondence and the tasks that move it forward.
Tasks that carry the details
Status, priority, category, assignee, matter, due date, dependencies, tags, estimated and actual hours, and a field-level audit trail of every change.
Kanban and calendar views
Drag tasks between columns or see them on a calendar. Deep links open a task from any email or chat message.
Assignment acceptance
Assignees accept or decline work with a reason. Supervisors see it in their direct-reports rail and get notified.
Recurring tasks
Monthly filings, weekly check-ins and annual reviews regenerate themselves on schedule.
Workflow templates
Reusable step lists with delays and dependencies. Instantiate a template and the task set appears on the matter.
Intake pipeline
Intake forms, a pipeline view, follow-up actions and configurable intake settings. Estate planning intake ships as a ready-made app.
Global search
One search box across tasks, matters, clients and agreements. Results open the record.
At-risk work flagged
Tasks that are slipping are flagged from their due dates and status, with no AI involved.
Google Workspace, natively
TaskWrangler is not synced to Google Workspace. It is installed in it.
Gmail add-on
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.
Google Calendar add-on
Open an event, link it to a matter, create a task from it, log time, view today's tasks and upcoming deadlines.
Automatic deadline sync
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.
Drive, Docs, Sheets and Slides
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.
Google Docs templates
Engagement letters, retainers and NDAs live as Google Docs with merge fields. TaskWrangler detects the fields, fills them and produces the merged document.
Google Contacts
Search, create and update your Google Contacts from inside TaskWrangler.
Sign in with Google
Staff sign in with their Google account, confirm with a code on their phone, and are signed out after 30 idle minutes.
Gemini for Google Workspace
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.
No keys handed to a vendor
Calendar access is granted once by your Workspace administrator. There is no password file or key for anyone to store, rotate or lose.
Court deadlines and calendaring
Deadlines are first-class records, not calendar entries with a note.
Structured deadlines
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.
Reminders
Per-deadline reminder windows and a scheduled sweep that emails the responsible people.
Source linkage
A deadline can point at the filing it came from, and records whether it was manually overridden.
Calendar events on matters
Create and list Google Calendar events from the matter, with firm-level calendar settings.
Email and correspondence
Gmail stays your mail client. TaskWrangler makes the matter the system of record.
Read and send from the matter
List recent mail, open a message, compose with your own Gmail signature and send, all from inside TaskWrangler.
Import threads, not links
A linked thread is stored as content on the matter, with attachments filed to the matter's Drive folder and duplicates skipped automatically.
Correspondence view
Grouped, chronological correspondence on every matter.
Scheduled summaries
Daily, weekly and monthly task summaries to supervisors; pending-hours reminders; assignment and participant notifications.
Email templates
Firm-level templates for client statements, invoices and notifications, with an admin editor.
Wrong-recipient guard
Invoices and statements will not go to an address that is not on the client record unless you confirm it.
Documents and agreements
Documents stay in Google Drive. TaskWrangler adds the matter, the permissions and the signature.
Drive from the app
Browse folders, upload, download, export to PDF, list shared drives and manage sharing permissions.
Agreements
Engagement letters, retainers and NDAs from Google Docs templates. Multi-client agreements and manual upload of pre-signed copies are supported.
E-signature
Clients sign in the browser. The signed document syncs to Drive and a scheduled sweep confirms signature status.
Attachments on tasks
Attach Drive files, photos or uploads directly to a task.
Time, billing and payments
Time to invoice to cash without leaving the matter.
Timers and entries
Live timers on tasks, manual entries, expenses, billable and non-billable flags and per-entry rates.
Approval workflow
Supervisors approve or reject hours with notes before billing.
Hourly and flat fee
Per-task billing type, including flat fees with their own billed-at tracking.
Invoicing
Billing reports, a billing workflow screen, batch invoicing, invoice PDFs and resend.
Online payments
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.
Bank feeds
Plaid account linking, transaction import and an import decision portal.
Client statements
Scheduled overdue reminders and client statements from your templates.
Trust and firm accounting
A real double-entry ledger, with trust accounting built in rather than bolted on.
Trust accounting
Trust accounts, trust transactions, trust fund requests, a trust audit log and nightly balance checks.
General ledger
Chart of accounts, journal entries, account ledgers and accounting periods with period close.
Reconciliation
Bank reconciliation with transaction splitting.
Payables
Vendors, vendor contracts, bills and bill payments.
Financial reports
Profit and loss, balance sheet, trial balance, cash flow, AR aging, client billing, matter profitability and trust summary, with saved report configurations.
Exports
CSV and PDF export of every report.
Access control
Only bookkeepers, administrators and staff you specifically authorize can open the accounting screens.
Client portal and messaging
Clients see their own matter, and nothing else.
Client portal
Clients view and accept tasks, see invoices, pay online, request a payment link, view and upload documents and update their contact details.
Secure messaging
Two-way messaging between client and staff, with a staff inbox for all client conversations.
Documents to and from Drive
File a portal upload to Drive; share or revoke Drive files to a client.
Internal messaging
Staff conversations inside TaskWrangler, tied to the work.
Dashboards and reporting
Twelve dashboards, each built for a job.
Dashboards
Case overview, cases, clients, prospects, my time, workload, firm management, firm analytics, accounting, banking, billing and payments, invoicing and AR, and reporting.
Configurable layouts
Switch dashboards and rearrange them per user.
Security and administration
Tenant isolation, roles and audit trails enforced at the database layer.
Roles
Administrator, attorney, paralegal, bookkeeper, client and case contact, with per-matter read, upload or full permissions.
Two-step verification
A code sent to the user's phone at sign-in, with prompts to enroll.
Firm isolation
Each firm's data is walled off from every other firm's at the database level, and that wall is tested automatically.
Audit trails
Who changed what and when, on tasks, matters, trust transactions, AI activity and outside connections.
Deletion requests
Data deletion requests are logged and reviewed by an administrator before anything is removed.
Credentials and logs
Connections to LawPay, Plaid and Anthropic use credentials kept in Google's secure vault, and client details are scrubbed from system logs.
Platforms and API
One codebase, every device your firm uses.
Apps
Web, iOS, Android, macOS, Windows and Linux. Mobile and desktop apps keep a local cache for reading when the connection drops.
Developer API
Your IT provider or a consultant can connect other tools to matters, clients, tasks and time entries, with access you grant and can revoke.
Custom intake apps
Build your own intake forms and checklists without code. Estate planning intake comes ready to use.