Legal Task Management Software for Plaintiff Law Firms
Assign, prioritize, track, and complete case-related tasks through a centralized workflow designed for personal injury, workers' compensation, mass tort, and plaintiff litigation practices.
Tasks, workflows, calendars, reminders, and checklists — all connected to the matter they belong to, keeping attorneys, case managers, and staff aligned from intake through settlement.
What this really means
Better Task Management Starts With Accountability
Clear Ownership
Every task has an assigned owner and due date.
Matter-Based Work
Tasks stay connected to the case they support.
Complete Visibility
Track progress across attorneys, staff, and departments.
Keep Every Task Connected to the Matter
Track follow-ups, medical requests, document collection, discovery, negotiations, and litigation tasks directly within each case.
Task created on case
Attorney or paralegal adds a task directly to the case it belongs to.
Assigned to team member
The task is assigned to a specific person — attorney, paralegal, or staff.
Due date set
A deadline is attached. The task now has urgency and accountability.
Reminder sent
Lextiff sends email and SMS reminders before the due date.
Completed
The assigned team member marks it complete — logged with timestamp.
Audit trail created
Who completed it, when, and on which case — permanently recorded.
Tasks inside a case
Tasks — Johnson v. Metro Insurance
+ Add taskObtain full ER records from Miami General
Tom K.
🔴 Overdue
Yesterday
Follow up with adjuster Webb — counter offer
Sarah M.
🟡 Due today
Today
Verify Medicare lien amount
Tom K.
⚪ Upcoming
Jan 25
Request grocery store incident report
Tom K.
🔴 Overdue
Jan 18
Schedule client update call
Sarah M.
⚪ Upcoming
Jan 22
Send demand letter to adjuster
Sarah M.
✅ Done
Completed Jan 5
Creating a task
Add task to Johnson v. Metro Insurance
Task description
Assign to
Due date
Priority
Automate the Same Steps, Every Time
Stop rebuilding the same task list on every new case. Build a workflow once, and Lextiff generates the right tasks automatically the moment a case moves into that stage.
- ✓ Pre-built workflow templates by case type
- ✓ Auto-generate tasks when a case changes stage
- ✓ Sequential task chains — one task triggers the next
- ✓ Conditional paths for different case outcomes
- ✓ Standardized process across every attorney and paralegal
- ✓ Editable templates — adapt to your firm's process
- ✓ Workflow progress tracked per case
- ✓ New staff onboarded to your process instantly
Personal Injury Intake Workflow
3 of 6 completeLead qualified
Auto-assigned to intake specialist
Retainer signed
Triggers case file creation
Medical records requested
Assigned to Tom K. — due in 5 days
Case file opened
Auto-created once retainer is signed
Attorney assigned
Routed by caseload balance
Initial client call scheduled
Auto-reminder sent to client
Team task view
Sarah M.
Senior Attorney
Follow up adjuster Webb — counter offer
Johnson v. Metro
Schedule deposition prep
Williams v. City
Review demand letter draft
Chen v. Hospital
Tom K.
Paralegal
Obtain full ER records
Johnson v. Metro
Request MRI scan results
Williams v. City
Verify Medicare lien
Johnson v. Metro
David R.
Attorney
Call expert witness
Garcia v. SafeRide
Review settlement offer
Martinez v. Builder
Assign Work With Clear Ownership
Assign responsibilities, monitor progress, and maintain visibility into outstanding work across your firm.
Without Lextiff:
❌ "I thought you were handling that."
❌ "Nobody told me that was my job."
❌ "I emailed you about it last week."
❌ "I assumed Sarah was doing it."
❌ "It must have fallen through the cracks."
With Lextiff:
- ✓ Every task assigned to a specific person
- ✓ Every person sees their own task list
- ✓ Managers see all tasks across all cases
- ✓ Overdue tasks flagged automatically
- ✓ Workload visible per team member
- ✓ Task history — who did what and when
Keep Important Tasks Visible
Track approaching deadlines, overdue work, and high-priority activities through centralized task dashboards.
- ✓ Overdue tasks flagged red — immediately visible
- ✓ Tasks due today highlighted amber
- ✓ Upcoming tasks shown in green
- ✓ Dashboard sorted by urgency automatically
- ✓ Email reminder the day before due date
- ✓ SMS reminder morning of due date
- ✓ Second alert on the day a task goes overdue
- ✓ Manager view shows all overdue tasks firm-wide
Overdue
Obtain ER records — Miami General
Tom K. · Johnson v. Metro
Request police report
Tom K. · Chen v. Hospital
Due today
Follow up adjuster Webb — counter offer
Sarah M. · Johnson v. Metro
Request MRI scan results
Tom K. · Williams v. City
Upcoming
Verify Medicare lien amount
Jan 25Schedule deposition prep
Jan 28Automated Task Reminders
Lextiff sends reminders to the assigned team member before every task deadline — by email and SMS. No manual follow-ups. No checking in on people. The system does it automatically.
Task created
Task assigned to team member with due date set
Day before due
Email reminder sent to assigned team member
Morning of due date
SMS reminder — "Task due today: [Task name]"
If overdue
Red alert — manager notified, task flagged on dashboard
On completion
Task marked done — logged with timestamp and user
Email reminder
⏰ Task due tomorrow — action required
To: tom@smithlaw.com
From: tasks@lextiff.com
Reminder: Obtain full ER records from Miami General
This task is due tomorrow, January 20, 2026. It is assigned to you on case Johnson v. Metro Insurance.
SMS reminder
SMS to Tom K. · 8:00 AM
See Every Deadline on One Calendar
Tasks, court dates, and SOL deadlines rarely live in one place — until now. See your entire firm's schedule in a single calendar, color-coded by urgency, and synced with the calendar you already use.
- ✓ Month, week, and day calendar views
- ✓ Tasks, court dates, and SOL deadlines in one place
- ✓ Color-coded by urgency and case type
- ✓ Filter calendar by attorney, case, or task type
- ✓ Two-way sync with Outlook and Google Calendar
- ✓ Drag-and-drop to reschedule tasks
- ✓ Shared team calendar visibility
- ✓ Mobile calendar access
Firm calendar — month view
January 2026
Firm task overview — Smith & Associates
LiveOverdue tasks requiring immediate attention
Obtain ER records
Tom K. · Johnson v. Metro
Request police report
Tom K. · Chen v. Hospital
Send lien notification
Sarah M. · Williams v. City
Expert witness call
David R. · Garcia v. SafeRide
Monitor Task Activity Across Your Practice
View outstanding work, completed tasks, overdue items, and team activity through centralized operational dashboards.
- ✓ Firm-wide task dashboard — all cases
- ✓ Filter by attorney, case, or status
- ✓ Overdue count visible at top level
- ✓ Workload distribution per team member
- ✓ Completed task rate tracking
- ✓ Tasks by case type and stage
- ✓ Export task reports for accountability
- ✓ Real-time updates — no manual refresh
Never Miss a Required Step
Some steps aren't optional — a case shouldn't move to litigation until the medical records are in, the lien is verified, and the client is briefed. Checklists make sure the required work is actually done before the file moves on.
- ✓ Pre-built checklists by case type and stage
- ✓ Required items before a case can move stages
- ✓ Checklist attached directly to each case
- ✓ Percent complete shown per case
- ✓ Custom checklists for firm-specific requirements
- ✓ Shared checklist templates across the firm
- ✓ Checklist history — what was checked, by whom, when
- ✓ Fewer missed steps during case handoffs
Pre-Litigation Checklist
6/9 completeJohnson v. Metro Insurance
Maintain Complete Task History
Track assignments, updates, comments, status changes, and completed work throughout the life of every matter.
- ✓ Task created — user, date, assignment logged
- ✓ Reminder sent — timestamp recorded
- ✓ Task opened — tracked when team member views it
- ✓ Task completed — user and exact timestamp
- ✓ Notes added on completion
- ✓ Status changes logged — pending to overdue to complete
- ✓ Manager notifications logged
- ✓ Full case task history — never deleted
Task audit trail
Task history — Johnson v. Metro Insurance
Created task: Obtain ER records from Miami General — assigned to Tom K., due Jan 20
Reminder sent to Tom K. — task due tomorrow
SMS reminder sent to Tom K. — task due today
Task overdue — alert sent to Sarah M. and office manager
Task completed: Uploaded 8 ER records from Miami General — full packet received
Created follow-up task: Review uploaded records and prepare summary
The old way
Common Workflow Challenges
It's never the big dramatic failure. It's always the small forgotten follow-up that compounds into a disaster.
Sticky notes
Fall off. Get thrown away. Ignored after a staff change.
Email chains
Buried in inboxes. Missed when someone is out. Lost on handoff.
Memory
"I'll remember to follow up." You won't. Nobody does.
Paper lists
Left on desks. Not visible to the team. Destroyed in accidents.
Spreadsheets
Not updated in real time. No reminders. No accountability.
Verbal requests
"Can you handle that?" — Who said it? When? Was it done?
Every one of these leads to the same place:
Lextiff prevents all of this.
Every task assigned. Every reminder automated. Every completion logged. Nothing forgotten. Nothing assumed. Nothing missed.
Task management by the numbers.
Visibility across every case and team member
Tasks dropped — everything tracked and reminded
Accountability — every task has an owner
Tasks, workflows, and checklists per case
Updates — no manual refresh or status checks
Calendar — tasks, court dates, and deadlines together
Included in Task Management
Not a to-do list. A complete team accountability system.
Keep Every Task Connected to Every Case
Manage tasks, workflows, calendars, reminders, and checklists through a centralized system designed for plaintiff law firms.
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