Freed McKeen, LLC is three people. Most of our work is done at a dining room table across from each other. Yet one of the problems we are running into is coordinating tasks between us.
We opted for Clio as our law practice management software. For the most part, we’re happy with Clio. It does a good job at organizing our calendar, billing, and managing our client contact information.
Clio also has a useful task list. Tasks can be associated with matters and assigned due dates. This is useful for individual users. I can assign tasks to other members of my firm.
However there’s no firm task list option. This may sound like a small deal but it’s not.
There are no shortage of tasks for the three of us to complete. For example, today, we had to apply for a Fed Ex account. Ideally, I could add that task to a firm task list, assign it a priority, and then the first person with the time to complete the task would do so.
Unfortunately that’s not possible with Clio.
What we’ve resorted to doing is creating a task list in Evernote and perpetually editing it. That way when one of us is looking for something to do there’s a list of things that need to be done.
I spoke with Clio about this and they said they are working on it. They can’t work fast enough for us.