features

Tasks: Keep Every Follow-Up Tied to the Case It Belongs To

Legal follow-ups don't always happen at a desk. A task assigned after a hearing gets written on a notepad, added to a separate project manager, or — worse — forgotten entirely. DocketBreeze's Tasks feature brings your to-do list inside the platform, linked directly to cases and clients, with priority, status, due dates, and rich-text descriptions. Follow-ups live next to the matter they belong to.

How It Works

Step 1: Open the Tasks page

Click "Tasks" in the top navigation to see your firm-wide task list. Tasks are sorted by due date — overdue items are highlighted — so the most urgent work always floats to the top. Filter by status (Pending, Active, Completed), priority (High, Medium, Low), case, or client. The summary badges at the top show your task mix at a glance.

Step 2: Create a task

Click "Add task" or use the "+ Create" menu from any case. Enter a task name, set priority and status, pick a due date, optionally link it to a specific case and client, and write a description with the rich text editor. Linking the task to a case means it appears in context wherever you're working in that matter.

Creating a task linked to the Miami Township case — with High priority, due date, and detailed description.

Step 3: Track and filter your list

Back in the Tasks view, your firm-wide list shows every open task with priority badge, status, linked case name, and due date. Filter by case to see all tasks for a single matter, or filter by client to see all work across that client's portfolio. Mark tasks complete when done — they remain searchable with "Show completed" toggled on.

Why It Matters

Legal work generates follow-ups constantly — after every hearing, client call, and deposition. DocketBreeze Tasks keeps those follow-ups organized, prioritized, and attached to the case they came from. No more sticky notes, no more separate apps, no more "I thought someone else was handling that." When every task has a case, a priority, and a due date, nothing falls through the cracks.

Stop managing your legal to-dos in a separate app. Sign up at docketbreeze.ai and bring tasks inside your matter workflow.

The Tasks list — 3 tasks across the Miami Township case, with priority badges, statuses, and due dates visible at a glance.

Documents View: Your Entire Docket Library, Filtered and Searchable in Seconds

Court dockets accumulate fast. By the time a civil enforcement matter reaches year six, you can be staring down 135 filings from multiple parties — and finding the one motion you need shouldn't require scrolling through everything. DocketBreeze's Documents view is your structured docket library: every filing,

Full Case Timeline: Every Filing, Hearing, and Deadline in One Scrollable View

Keeping track of what happened in a case — and in what order — shouldn't require hunting through multiple tabs, physical files, or court websites. Without a unified view, it's easy to miss the connection between a motion filed in June and the order that followed in August.

Key Dates: Never Miss a Hearing or Deadline Again

Missing a filing deadline or showing up unprepared for a hearing can have serious consequences — for your case and your credibility. But important dates are often buried in docket entries, scattered across emails, and forgotten in calendar apps that don't know what case they belong to. DocketBreeze'

Case Notes: Your Private Strategy Journal, Attached to Every Matter

Attorney notes live everywhere — email drafts, sticky notes, Word docs, the back of a court transcript. When you need that call log from three months ago or the strategy point you flagged after a deposition, you're hunting across disconnected apps. DocketBreeze's Case Notes feature keeps all