Platform / Tasks
Put people on the steps that need judgment
Automation handles the predictable. Tasks handle the rest: the demand letter that needs a lawyer's eyes, the client call that needs a human voice. Each task has an owner, a due date, and the case attached.
How it works
- 01
Created by hand or by workflow
Anyone can add a task to a case. Automations create them too, so the records request task appears the moment the retainer is signed, assigned to the right person.
- 02
Owned, dated, and visible
Every task has one owner and a due date. Staff see their own list for the day. Managers see what is overdue across the firm without asking around.
- 03
Connected to the case
A task opens straight into its case, with the fields, contacts, and history right there. Completing it can trigger the next automation, so finishing one step starts the next.
The difference from a to-do app
A standalone task app knows nothing about your cases, so someone has to translate between the two. Tasks in SimplyConvert are part of the case record: they are created by case events, they carry case context, and their completion is part of the case's history.
The practical effect is that nothing lives only in someone's head or personal list. When a case manager is out sick, their open tasks are visible and reassignable, and the audit trail shows what was done.
See your team's day in one list
Book a demo and see how tasks, automations, and the case workspace fit together for a team your size.