Track Client Homework and Tasks

Stay on Top of Client Tasks with Ease

Our Client Task Tracking feature enables attorneys and paralegals to easily manage client tasks and file requests within the Zapa Client Portal. You can assign tasks to your clients, set due dates, and monitor progress to ensure that your clients are staying on track. This feature helps you communicate more effectively with your clients, reducing the risk of angry clients who don't understand their invoice costs or case progress. With Client Task Tracking, your clients will always know what they need to do, and you can focus on the work that really matters.

Let Zapa Save Your Firm Time, Money, and Resources

With Client Task Tracking, you can:

  • Assign tasks to your clients and set due dates
  • Monitor progress to ensure that your clients are staying on track
  • Upload documents and file requests so that clients can easily provide the information you need
  • Send automated reminders to ensure that clients complete their tasks on time
  • View a complete history of client tasks and file requests
  • Communicate more effectively with your clients, reducing the risk of misunderstandings and unhappy clients.

We know how important it is for you to assign tasks to clients and monitor their progress, ensure that clients are providing you with the information you need, and communicate more effectively with your clients.

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Challenges

Benefits

Zapa customer profile image

Loved by Thousands

ZAPA has made
a MAJOR impact.

We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!

Britt L. Stouffer, Esq.

Managing Partner, Stouffer Legal

Get a personalized business solution

Your personal data will be kept confidential. For more information about how we collect, store, and use your personal data, please read our Privacy Policy and Terms and Conditions.
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Track Client Homework and Tasks

Stay on Top of Client Tasks with Ease

Our Client Task Tracking feature enables attorneys and paralegals to easily manage client tasks and file requests within the Zapa Client Portal. You can assign tasks to your clients, set due dates, and monitor progress to ensure that your clients are staying on track. This feature helps you communicate more effectively with your clients, reducing the risk of angry clients who don't understand their invoice costs or case progress. With Client Task Tracking, your clients will always know what they need to do, and you can focus on the work that really matters.

With Client Task Tracking, you can:

  • Assign tasks to your clients and set due dates
  • Monitor progress to ensure that your clients are staying on track
  • Upload documents and file requests so that clients can easily provide the information you need
  • Send automated reminders to ensure that clients complete their tasks on time
  • View a complete history of client tasks and file requests
  • Communicate more effectively with your clients, reducing the risk of misunderstandings and unhappy clients.

We know how important it is for you to assign tasks to clients and monitor their progress, ensure that clients are providing you with the information you need, and communicate more effectively with your clients.

Challenges

  • Dealing with angry clients who don't understand their invoice costs or case progress
  • Spending too much time communicating with clients about what they need to do
  • Difficulty keeping track of client tasks and file requests

We're here to help:

  • Provide clear homework for clients to know what they need to provide and the status of their case
  • Reduce the need for constant communication with clients about their tasks
  • Make it easy to manage client tasks and file requests in one place

Benefits

  • Increased client satisfaction and confidence in your services
  • More efficient communication with clients
  • Ability to focus on the work that really matters

With Zapa you can:

  • Leverage a secure, centralized platform for managing client tasks and file requests, which increases client confidence in your services.
  • Send automated reminders and clear task assignments to help you communicate more efficiently with your clients, creating a better client experience.
  • Streamline the process of managing client tasks and file requests, so you can spend more time on the work that really matters, which leads to better outcomes for your clients.

LOVED BY THOUSANDS

Zapa customer profile image
Britt L. Stouffer, Esq.
Managing Partner, Stouffer Legal
ZAPA has made a MAJOR impact.

We've seen a major drop in support calls from our clients asking how to upload a file or download their documents. Highly recommend!

Get a personalized business solution
Your personal data will be kept confidential. For more information about how we collect, store, and use your personal data, please read our Privacy Policy and Terms and Conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.