WorkflowTitan Legal
The only legal software that gives strong context to your legal tasks and billing, making them simpler and more precise.
The Hidden Costs of Traditional Legal Practice Management
Legal firms lose an average of 6 billable hours per attorney per week to administrative chaos...
Take Control of Your Legal Tasks and Billing with Unmatched Simplicity and Precision
Streamline Your Legal Operations in Just Three Steps! WorkflowTitan is designed to simplify and elevate your legal operations with unparalleled ease. Here’s how it works:
Step 1: Select a Task from the Legal Task Library
Your Virtual Assistant for Legal Workflows
- Imagine having a personalized assistant that organizes all your legal workflows by category and purpose. That’s exactly what WorkflowTitan’s Task Library does.
- Choose from ready-to-use tasks tailored to legal fields such as Litigation, Contract Law, or Estate Planning. Each task is clearly named and categorized for effortless selection.
Example
Task Category: Litigation: Case Management
Named Task: Case Status Updates
Instance Title: Case Status Updates for Smith v. Jones
- Need to update a case status? Select "Case Status Updates" under "Litigation: Case Management" You’ll instantly have a structured framework ready to go.
Step 2: Track Work with TRC To-Dos
Effortless Tracking of Work, Time, Revenue, and Costs
- Break down tasks into smaller, actionable steps with To-Dos. Each To-Do lets you log time spent, revenue earned, and costs incurred.
- Individual team members—including attorneys, paralegals, and support staff—can log their contributions by recording their resource name (e.g., “J.Doe”) for precise tracking.
- Track contributions individually or in bulk, whether you’re working solo or as a team.
- Break down tasks into smaller, actionable steps with To-Dos. Each To-Do lets you log time spent, revenue earned, and costs incurred.
- Track contributions individually or in bulk, whether you’re working solo or as a team.
Example
Task Category: Contract Law: Drafting and Customization
Named Task: Contract Drafting
Instance Title: Draft and Review Client Contract
- To-Do 1: Draft initial contract terms, incorporating client-provided specifics (2.5 hours, $500 revenue, $60 cost).
- To-Do 2: Review contract revisions with the client via video call (1 hour, $200 revenue).
- To-Do 3: Finalize contract, proofread, and prepare for client signature (1.5 hours, $300 revenue, $30 cost).
Step 3: Generate Reports with Ease
Transform Data Into Actionable Insights
Generate comprehensive reports with just one click. WorkflowTitan consolidates all To-Do data across tasks, cases, and teams, giving you:
- Total time billed.
- Revenue generated.
- Costs incurred.
- Budget performance.
Example
Wrap up your billing cycle in seconds with a detailed report that shows exactly what was done, by whom, and for how much.
Expanded Capabilities for Your Legal Practice
Case Management Reimagined:
Transform every case into a seamlessly organized project with tasks, deadlines, and files intuitively connected for effortless tracking.
Custom Workflows for Every Specialty:
Tailor workflows to fit litigation, estate planning, contract law, and more—no matter your legal focus, WorkflowTitan adapts.
Time and Expense Tracking Made Easy:
Track billable and non-billable hours, associate costs with specific tasks, and generate precise invoices—all in one place.
Streamlined Task Management:
From deposition scheduling to contract negotiation, assign tasks with clarity, track progress, and ensure accountability across your team.
Automated Deadlines and Reminders:
Never miss a filing deadline or client meeting again. WorkflowTitan keeps your schedule on track with automated alerts and reminders.
Seamless Document Management:
Store, share, and retrieve critical documents instantly, with all files automatically linked to the cases and tasks they belong to.
Quality Metrics and Audit Trails:
Ensure every task meets your high standards with built-in quality checks and comprehensive audit logs.
Collaboration Across Teams and Offices:
Whether it’s a single office or a multi-location firm, WorkflowTitan keeps your team in sync with shared calendars, ToDos, and communication tools.
We Never Compromise on the Basics
Client Onboarding Simplified:
Speed up client intake with automated forms, approval workflows, and clear next steps—all fully customizable.
Scalable for Any Firm Size:
Whether you’re a solo practitioner or part of a multi-tenant enterprise, WorkflowTitan grows with you, delivering the same power and precision at every level.
Why Choose WorkflowTitan?
WorkflowTitan isn’t just software; it’s your partner in transforming your legal practice. With tools for task management, time tracking, billing, and collaboration, WorkflowTitan ensures your practice runs efficiently so you can focus on your clients and outcomes.
Ready to transform your practice?
Take control of your legal tasks and billing with WorkflowTitan—get started today!
