See TaskWrangler at work

Every morning, before you sit down, TaskWrangler has already read the firm's docket, your calendar and your client e-mail, and written you a briefing. Not a feed of notifications. A briefing.

It tells you what matters today, in plain sentences, and links every matter it mentions.

Court deadlines come first, oldest first. Two have passed: an answer the other side never filed, and an estate inventory the firm owes the court.

Then the work that leads up to what's coming: the affidavit a client still owes, the pretrial statement being drafted, and the date it has to be filed.

It reads your calendar and ties each appointment to its matter: a call with the Lavoie executor about that late inventory, and an exhibit review with a divorce client before her final hearing.

It reads client e-mail and portal messages for what was asked and what was promised, so nothing sits unanswered, and it shows what you're waiting on other people for.

Every row acts: add a task for it, log time on the matter, see what to do about a missed date, or open the matter.

And one timer, always visible. Start it on the task you're about to work on.

It stays in the top bar on every screen, wherever the work takes you.

Stop it, and the time becomes an entry on that matter, ready for review before it's billed.

The morning is already sorted when you sit down. That's your day in TaskWrangler.

Every firm misses a deadline eventually. What matters is what happens in the next hour. Here's how TaskWrangler handles it.

The Lavoie estate. Its court deadlines sit at the top of the matter's tasks, and one of them has slipped: the inventory of the estate is overdue.

Most software would show you a red number and leave it there. TaskWrangler opens a checklist.

First, confirm it really was missed: check the court's docket, and whether anything was filed or extended.

Then cure it, as quickly as the rules allow.

And the part people put off: telling the client, checking whether the lapse puts the firm's interests against the client's, and notifying the malpractice carrier. The New Hampshire Rules of Professional Conduct, right where the mistake is.

If the cure is a motion, Counsel, TaskWrangler's AI assistant, already knows the matter and the deadline.

It drafts from the file: the estate, the court, the date that passed, and why.

What comes back is a first draft for the attorney, with anything it could not verify marked. Nothing is filed until a lawyer says so.

Now the same checklist on the other side of a case. In Merrimack Valley Builders against Sorensen, the firm is the plaintiff, and the defendant's answer is overdue.

Because it's the other side that's late, the advice flips. This isn't a mistake to cure. The question is whether to seek a default, or to allow the other side more time.

The same date means different things depending on whose side you're on, and TaskWrangler knows which side that is. That's how it handles a missed deadline.

Every firm has a pile of work that's stuck on someone else. In TaskWrangler, a task that waits, waits on someone by name.

Here, the associate's review is waiting on Maria, the partner, for a day now. The chip says who, what's needed, and for how long.

Move a card into Waiting on, and it asks who.

The answers are stuck on the store's inspection log, and Priya, the paralegal, has it. Name her, and say what's needed.

Priya is told right away. Cancel instead, and nothing moves. No task waits on nobody.

Waiting on a client works the same way. In the Hartley divorce, the firm is already waiting three days on Susan for her financial affidavit.

The exhibit binder needs something from her too. Choose Client, and Susan.

She has portal access, so she'll be told. The task and what's needed show only inside her portal. The e-mail says something is waiting, and nothing more.

The demo firm sends no real e-mail; its messages land in the outbox instead. Here is the one Susan just got.

Notice what it doesn't say: no matter, no task, nothing about her divorce. Client matters never travel by e-mail.

And here is what Susan sees when she signs in.

What's needed, from whom, and since when. Nothing gets lost in an inbox, and nobody has to chase. That's waiting on someone, in TaskWrangler.

Client conversations belong with the client's file, not scattered across people's personal inboxes. In TaskWrangler, they live in the firm's secure client portal.

Every conversation is here, newest first, with unread messages marked.

Here's Susan Hartley, a divorce client. Each message is tied to the matter it's about.

A client can flag a message as a request. It shows up on the attorney's morning briefing until someone marks it handled.

Replying works the way you'd expect.

Sent it with a mistake? You can edit a message until the client has read it.

After that it's fixed. The earlier wording is kept on the record, and the message says it was edited.

From the conversation, her client file is one click away.

Conversations inside the firm are separate. Team messages are for staff only, and never reach a client.

Private client conversations, tied to the file, with a record of every change. That's messaging in TaskWrangler.

Getting paid is where a lot of practice software stops. TaskWrangler takes an invoice all the way to cash in the bank, and keeps the trust ledger clean on the way.

Here's an invoice to the Whitaker Farm Trust for twelve thousand, seven hundred and fifty dollars, built from the attorneys' approved time and the filing costs.

One click makes a secure payment link and e-mails it to the client, with card and bank transfer both accepted.

The demo firm sends no real e-mail. Every message lands in its outbox instead, so we can see exactly what the client received.

This is the e-mail the trustee sees, with a button to pay.

The button opens the firm's own payment page. In the demo nothing is charged, but the page and the records it creates are the real ones.

The client pays by card or bank transfer, here with a test card.

Back at the firm, the invoice is marked paid, the payment is recorded, and the journal entry is posted, without anyone typing it in.

Card payments that come in through LawPay, from the pay page or anywhere else, are matched to their invoices here.

This is the trustee's charge. It already matches the payment we just recorded, so it is reconciled, not entered twice.

Trust money is kept client by client. Every ledger shows what the firm holds for that client, and one that has fallen below the retainer the engagement requires is flagged, with a request to replenish it one click away.

Each ledger records its deposits and disbursements, and trust money pays an invoice only when the invoice has earned it.

And the firm's picture on one page: what's been billed, what's been collected, and what's still owed.

From approved time to money in the bank, with the trust ledger clean the whole way. That's getting paid in TaskWrangler.

Every firm loses time at the front door. An inquiry comes in, someone reads it, someone else checks for conflicts, and the engagement letter goes out days later. In TaskWrangler, all of that happens on one page: the Front desk.

It's the firm's intake desk: new inquiries, prospects, new clients, and the small jobs around them. Anything marked with a lock needs an attorney. Everything else, an assistant can handle.

Brendan Kearney filled in the firm's website form three hours ago, about a fence his neighbour built on his land. Counsel, the firm's AI assistant, has already read it and written a first evaluation.

It's waiting for a lawyer's decision, and nobody owns it yet. So I take it.

By default I see my own work and anything unassigned, so nobody drowns in everyone else's.

Switch to everyone, and the whole desk is here, with an owner on every row. First, the prospects the firm has already said yes to, each with its next step.

Then the clients who signed in the last two weeks.

Mail from people who aren't clients yet, still to be filed. And consultations still to be booked.

Chasers: scheduling e-mails already drafted, ready for the front desk to review and send.

And the housekeeping: time entries waiting for an attorney's approval, and records requests to follow up.

Let's open Brendan. There's one page per potential client: what he told us, where he came from, and who owns it now.

These are his own words, straight from the website form. Nobody retyped anything.

Underneath is Counsel's evaluation: a recommendation, how confident it is, and scores for practice fit, value, urgency and risk. It's a first read for the attorney, not a decision.

The automatic conflict pre-check found no match. It's labelled preliminary: the firm still records a formal check before going further.

Accepting him doesn't make Brendan a client. It makes him a prospect, with a checklist to finish first.

Five things stand between a yes and a client: the conflict check, the consultation, the engagement letter going out, the letter coming back signed, and the retainer in trust.

The conflict check searches the firm's clients, matters, earlier intakes and contacts, for Brendan and for his neighbour on the other side.

No matches. Recording the result takes one click, and the checklist ticks itself.

Here's the whole pipeline, stage by stage. Every card shows how long it has been sitting there, whether conflicts are cleared, and where the engagement letter stands.

Ridgeline Outfitters has cleared conflicts and had its consultation. The engagement letter is out for signature.

So it can't become a client yet, and the button says exactly what's left: the signed letter, and the retainer. The software won't open the file until both are in.

Owen Pratt signed three days ago. When his signed letter came back, his matter opened on its own, with the conflict check, the consultation and the letter already on the record.

Not every intake is this clean. Denise Tremblay wants her parenting plan changed. A Roger Tremblay was on the other side of a case the firm handled in 2021. It may or may not be the same man.

The software finds the name. Deciding what it means is a lawyer's call, so only an attorney can clear the conflict, waive it, or decline the matter.

One desk, from the first e-mail to the signed engagement. Nothing retyped, every step owned, and the decisions that matter left to a lawyer. That's the Front desk in TaskWrangler.

The most expensive half hour in a law firm is often one nobody bills: reading a new inquiry, deciding whether to take it, and writing back. This is where Counsel, TaskWrangler's AI assistant, does the first pass, and a lawyer still makes every decision.

Heather Lindqvist writes in about her mother's estate. The inbox spots that it reads like a request for a lawyer. That part is a simple rule, not AI, and it only looks at the subject line and the preview.

One click turns the e-mail into an intake. Her name and address are already filled in.

I add what she told us about the estate.

It's a probate matter, and I'm the responsible attorney.

Save, and Counsel starts reading. Her message is handed to the model as material to assess, never as instructions it should follow.

It takes a few seconds. What it writes is the first read an attorney would otherwise write by hand: what she's asking for, whether it fits the firm, and what to ask her next.

The full evaluation has the reasoning: the key issues, the next steps, and whether a deadline might be running, marked for the lawyer to verify.

And it says plainly what it is: an AI triage for attorney review. The formal conflict check still has to be run and recorded.

Even the reply to Heather is drafted, with the language that says we don't represent her yet. It isn't sent. A person reads it first.

The intake that matters most can be the one you turn down. Kevin Lusk wanted to sue the employer who fired him. The firm declined him in September.

Counsel recommended declining: employment law isn't the firm's work. And it noticed that he was fired more than three years ago, so the three-year limit for his claim may already have passed.

It said the letter turning him down should warn him that time limits apply and that he should see another lawyer promptly, without giving him advice. That letter is what protects the firm.

Some drafts need no lawyer at all.

A scheduling e-mail is marked logistical, so the front desk can review and send it. Anything with legal content is marked substantive, and waits for an attorney.

Once a prospect is accepted, Counsel drafts the engagement letter from the firm's own template and what the intake already says. The Holloways are a married couple planning together.

While it works, it looks up the matter, the template and the fee terms. Joint representation of spouses has its own rules, and a good draft says so.

What comes back is a proposal, not a letter. It lists what it assumed, and anything it cited, for the lawyer to check. Nothing is filed or sent until a lawyer accepts it, and an assistant can't accept it at all.

The first read, the first reply and the first draft, in minutes, with every decision still made by a lawyer. That's Counsel at intake, in TaskWrangler.