Overview
The Tasks page is your firm’s shared to-do list. Every member sees the same tasks, and each task can carry:- Status — To do, In progress, or Done.
- Priority — Low, Medium, High, or Urgent.
- Assignee — any member of your firm.
- Client — optionally link a task to a client; linked tasks also appear on that client’s Tasks tab.
- Due date — due tasks show up on the firm calendar.
Two views
Work the way you prefer:- List — a sortable, filterable list for triage and bulk review.
- Board — a drag-and-drop kanban board; dragging a card between columns updates its status.
/tasks?task=…) — paste it in a message to a teammate and it opens straight to that task.
AI-created tasks
Lexfill creates tasks for you in three situations:- Review flags — when the AI review of a completed intake finds something that needs attention, a task arrives pre-filled with context and linked to the right client, so review findings turn into trackable work instead of getting lost in a notification.
- Deadline follow-ups — Lex watches your upcoming case and invoice due dates and creates a reminder task for each deadline coming up within the next 30 days. Each deadline is reminded about once, the task’s due date is the deadline itself, and your firm gets an in-app notification when the reminder lands.
- Import follow-ups — when you create a client by uploading their documents, Lexfill leaves a high-priority Invite <client> to Lexfill task, plus one task per document it couldn’t read. An import deliberately sends the client nothing, so this task is how the invitation actually happens: it’s tagged Import and assigned to you, and you’ll get both a task notification and an “import finished” notification so it can’t be missed.