Tasks & follow-ups

Tasks and follow-ups for your legal practice

Between one date and the next, there is work to do: a reply to draft, a certified copy to collect, a client to call. Keep it all in the same app as your diary.

Everything that has to happen before the next date

Hearings are fixed in the calendar, but much of the work around them lives in an advocate's head. Writing that work down as tasks makes it far less likely that something is forgotten before a date.

Tasks are one tap away from the home screen, so adding one takes no longer than writing it on a slip of paper.

The Advocate Diary home screen with a Tasks quick action
Benefits

What you get with Tasks & Follow-ups

Quick to add

Add tasks from the Tasks quick action on your home screen.

Next to your diary

Keep your follow-ups in the same place as your hearings.

Covers the daily work

Use tasks for drafting, filing, client calls, and collecting copies.

How it works

How to use Tasks & Follow-ups

  1. 1

    Add a task

    Tap Tasks on your home screen and write down what is needed.

  2. 2

    Work through it

    Check your task list as part of your day.

  3. 3

    Mark it done

    Close each task as you finish it.

FAQ

Tasks & Follow-ups FAQs

Where do I find my tasks?

Tap Tasks in the home screen's quick actions, or open Tasks from your profile.

What should I use tasks for?

Anything that has to be done outside the hearing itself, such as drafting, filing, calling a client or collecting a certified copy.

Will I get notified about tasks?

The app's notifications cover tasks as well as hearing dates and diary updates.

Are tasks the same as hearings?

No. Hearings are your court dates on the calendar. Tasks are the work you need to do around them.

Related features

Works well with

🔔 Notifications

Hearing dates, tasks and diary updates in one place, with push alerts on your phone.

Get The Advocate Diary

Free to download for Android and iPhone.