Legal Case Management & Client Tracker

Law practice is deadline-driven work where missing a filing date isn't just inconvenient - it's malpractice. Whether you're handling 30 active matters or 300, you need to track case status, court deadlines, client communications, document production, and the thousand tasks that move each matter forward. Without proper legal case management software that shows everything at once, critical deadlines slip and matters fall through the cracks.

t0ggles is the project management tool that gives lawyers everything they need to manage matters, track deadlines, and coordinate work. See all your cases on a single board with color-coded matters, never miss a filing deadline, document client approvals, and collaborate with your team in real-time. All for $5/user/month with every feature included.

#The Challenge: Why Lawyers Need Better Tools

Legal practice is project management with consequences. Generic business tools don't understand the legal workflow:

You manage many matters simultaneously. A busy attorney handles 30-50 active matters at any time. Each case has its own deadlines, opposing counsel, client requirements, and case stage. Keeping track of what needs attention - without a visual system - means constant anxiety about what you might be missing.

Deadlines are non-negotiable. Court filing deadlines, discovery responses, statute of limitations - legal practice runs on drop-dead dates. Miss one and you face sanctions, malpractice claims, or irreversible harm to your client. You need deadline tracking that actually works.

Client communication requires documentation. Every client interaction, approval, and decision needs recording. When disputes arise or ethics questions come up, you need contemporaneous documentation of who said what and when.

Matters have complex task dependencies. You can't file the motion until research is complete. You can't respond to discovery until the client provides documents. You can't schedule deposition until written discovery closes. Understanding these relationships prevents wasted work and missed deadlines.

Collaboration is constant. Paralegals, associates, partners, support staff - legal work requires coordination. Who's handling the document review? When is the brief due? Who needs to review before filing? Without clear assignment and tracking, work falls through cracks.

#How t0ggles Helps Legal Professionals Succeed

#Multi-Project Boards: All Matters In One View

The signature t0ggles feature for lawyers is multi-project boards. Instead of separate matter files or scattered to-do lists, you see all active cases on a single board with color-coded projects.

The Smith contract dispute in blue sits next to the Johnson personal injury in red and the corporate formation in green. All tasks, deadlines, and milestones visible in one Kanban view. You see the full picture: what motions are due this week, which discovery requests need responses, which clients are waiting for updates.

Need to focus on one matter? One click on Focus Mode filters the board to that case alone. Prepare for a client call with complete case context, then zoom back out to see your entire docket.

This eliminates the mental overhead that exhausts lawyers. Your docket stays visible. Your deadlines stay tracked. Your practice stays organized.

#Calendar View: Never Miss A Deadline

Legal practice is calendar-driven. Court dates, filing deadlines, discovery cutoffs, statutes of limitations - every matter has time-sensitive requirements. t0ggles' Calendar view shows all your deadlines across all matters in one place.

See your entire month: which filings are due, what court appearances are scheduled, when discovery responses are due. Identify deadline clusters before they become emergencies.

Reminders provide advance warning. Set reminders for court rules calculation - 30 days before a motion is due, 14 days before a response deadline, 48 hours before a hearing. Never rely on memory for critical dates.

Sync with Google Calendar to see t0ggles tasks alongside court appearances, client meetings, and firm commitments. Two-way sync keeps everything coordinated.

#Gantt View: Matter Timeline & Dependencies

Complex litigation and transactions follow sequences. Pleadings before discovery. Discovery before dispositive motions. Depositions before expert reports. Understanding these dependencies is essential for planning.

t0ggles' Gantt view shows your entire matter timeline visually. See how tasks connect across months of case development. Task dependencies define relationships explicitly - summary judgment can't be filed until discovery closes.

When scheduling changes - a deposition reschedules, discovery extends, a hearing moves - you see exactly how it impacts downstream deadlines. Plan for continuances and adjust workload proactively.

For transactions, Gantt view shows deal milestones and dependencies. Due diligence before commitment. Commitment before drafting. Signing before closing. Each step visible in sequence.

#Custom Properties: Track What Lawyers Need

Every matter has metadata beyond basic status. t0ggles' custom properties let you add fields specific to legal practice:

• Matter Type: Litigation, Transaction, Advisory, Immigration, Estate Planning
• Case Stage: Pre-Litigation, Pleadings, Discovery, Motions, Trial Prep, Post-Trial
• Priority Level: Court Deadline, Client Deadline, Internal Target
• Responsible Attorney: Track assignments across matters
• Billing Status: Active, On Hold, Closing, Closed

Filter and sort by these properties to answer questions instantly. What matters have court deadlines this month? Which cases are in discovery? What's your current workload by attorney?

Create saved filter presets for daily workflows: "My Tasks This Week," "Court Deadlines," "Client Follow-ups," "Discovery Open."

#Full Change History: Document Everything

Legal ethics require documentation of client communications and approvals. When disputes arise about who authorized what, you need records.

t0ggles maintains full change history for every task: who created it, who modified it, what changed, and when. Every comment, approval, and edit is logged with timestamps.

When a client asks about a decision or a bar complaint requires response, you have contemporaneous records. The date the client approved settlement strategy, when you sent the document for review, who made the final revision - everything documented automatically.

This isn't just good practice - it's protection for you and your firm.

#AI Task Creation: Capture Matter Details Instantly

Client calls and court appearances generate action items constantly. "Client agreed to extend discovery two weeks. Need to research statute of limitations on the fraud claim. Opposing counsel will send witness list by Friday. Schedule deposition for March."

Instead of scribbling notes, type naturally into t0ggles' AI task creation:

"Smith v Jones: client approved two-week discovery extension, research fraud SOL under state law by Wednesday, follow up with opposing counsel on witness list Friday, schedule Martinez deposition for early March"

The AI creates structured tasks with due dates, matter assignment, and proper categorization. Capture action items in real-time during calls, hearings, or depositions.

The AI text assistant helps draft client communications, summarize research, or outline brief sections.

#Notes: Legal Research & Case Documentation

Every matter has accumulated knowledge - case facts, legal research, strategy notes, key documents, client preferences. t0ggles' Notes feature organizes this information.

Create notes for each matter containing: case summary, key facts, legal issues, research memoranda, opposing counsel information, and client communication logs. The rich text editor supports headers, lists, links, and formatting appropriate for legal documents.

Organize notes in folders by matter, practice area, or attorney. Build a searchable knowledge base of your firm's work product. Reference past research when similar issues arise in new matters.

#Task Templates: Standardized Matter Workflows

While every case is unique, many follow patterns. New litigation matters have standard opening tasks. Transactions have standard due diligence checklists. t0ggles' task templates capture these workflows.

Create templates for matter types: "New Litigation File Opening," "Discovery Phase Checklist," "Contract Review," "Corporate Formation." Each template includes standard tasks with relative deadlines.

When a new matter opens, generate tasks from the template. Conflict check, engagement letter, document collection, initial research, case analysis - every step has deadlines. Nothing gets forgotten. Your intake process runs consistently.

#Team Collaboration: Coordinate Legal Work

Legal work involves teams. Paralegals handle document management. Associates research and draft. Partners review and strategize. Support staff manages calendaring and filing. Everyone needs visibility into their responsibilities.

t0ggles' real-time collaboration means everyone sees current matter status. Assign tasks to team members. Use @mentions in comments to request review or notify about changes. Track who's working on what across all active matters.

When you're preparing for hearing and need status on document production, it's visible. When an associate needs guidance on research direction, they comment on the task. Work flows smoothly across the team.

#Legal Workflows In t0ggles

#Daily Matter Management

Start each day in List view reviewing today's priorities across all matters. What deadlines are approaching? What client follow-ups are needed? What tasks were assigned overnight?

Switch to Kanban view to work through your list. Complete research - drag to review. File motion - move to filed. Receive client documents - update status and move forward.

End the day reviewing tomorrow's calendar. What's on the court docket? What deadlines need attention? What client meetings need preparation?

#Litigation Case Lifecycle

Create a project for each new matter. Generate tasks from your litigation template: conflict check, engagement letter, initial client interview, document collection, fact investigation, legal research, case evaluation memo.

As the case progresses through stages, tasks flow through statuses. Pleadings file, discovery opens, depositions schedule, motions brief, trial prepares. The visual progress shows you and your team exactly where the matter stands.

Use subtasks for complex tasks: "Discovery Responses" contains individual response items. "Trial Prep" contains witness preparation, exhibit organization, and motion in limine tasks. Hierarchy keeps complex matters organized.

#Transaction Coordination

Deals require coordinating multiple parties toward a closing date. Create the transaction as a project with phases: due diligence, negotiation, documentation, closing.

Gantt view shows the transaction timeline with dependencies. Due diligence findings inform negotiation points. Negotiated terms drive document drafting. Documents must be finalized before closing.

Share progress with clients through guest access. Clients see their transaction status - key milestones, pending items, upcoming deadlines - without seeing internal work product or other client matters.

#What Lawyers Need vs What t0ggles Delivers

What Lawyers Need	How t0ggles Delivers
See all matters in one view	Multi-project boards with color-coded matters
Never miss deadlines	Calendar view with reminders and Google sync
Understand case timeline	Gantt view with task dependencies
Document client communications	Full change history with timestamps
Capture action items quickly	AI task creation from natural language
Track matter metadata	Custom properties for case type, stage, attorney
Store research and case facts	Notes with rich text and organization
Coordinate team work	Real-time collaboration with assignments

#Why Choose t0ggles Over Alternatives

Legal professionals have tried various tools. Here's how t0ggles compares:

vs legal-specific software: Dedicated practice management systems (Clio, MyCase, PracticePanther) cost $39-89/user/month and bundle billing, CRM, and calendaring. If you already have billing software, you're paying for features you don't need. t0ggles focuses on matter and task management at a fraction of the cost.

vs spreadsheets: Spreadsheets can't remind you about deadlines, don't track changes, and require manual updates. No collaboration, no automation, no accountability. Managing a docket in spreadsheets is malpractice waiting to happen.

vs Asana: Asana works but costs $10.99/user on Starter, $24.99/user for timeline view. Built for tech companies, not law firms. The learning curve delays adoption.

vs Trello: Trello's simplicity becomes a limitation. No calendar view, no dependencies, no custom properties for matter tracking. Managing 30+ matters requires workarounds.

vs ClickUp: ClickUp has features but overwhelming complexity. Lawyers need to practice law, not configure project management software.

t0ggles gives lawyers the case management they need without enterprise complexity or enterprise pricing. One board, all matters, total control.

#Simple, Law Firm-Friendly Pricing

Legal software often carries premium pricing. t0ggles doesn't.

$5 per user per month (billed annually) includes:

• Unlimited boards, matters, tasks, notes, and files
• Calendar view with reminders and Google Calendar sync
• Gantt view with task dependencies
• Custom properties for any tracking needs
• AI task creation and text assistant
• Full change history for documentation
• Task templates for matter types
• Board automations
• All integrations (Google Calendar, Zapier)
• Guest users for client access
• Real-time collaboration

For a solo practitioner, that's $60/year total. For a firm of 10, that's $600/year for complete matter management. No feature tiers. No per-matter charges. No surprise costs.

14-day free trial - set up your active matters and see the difference immediately.

#Get Started Today

Legal practice is demanding enough without fighting your tools. t0ggles gives you the clarity to see every matter, every deadline, and every task - plus the automation to reduce overhead and the documentation that protects your practice.

Stop worrying about what you might be missing. Start practicing with confidence.

Start your free trial and transform how you manage your cases.