Feature
Tasks & Follow-ups
Keep important work and follow-ups on track.
Assign and track work across cases so post-listing follow-ups and desk commitments do not disappear into chats.
Tasks & Follow-ups
Keep important work and follow-ups on track.
- Tasks tied to matters and people
- Clear ownership of open work
- Fewer missed follow-ups after court
The challenge
After court, follow-ups live in WhatsApp threads and sticky notes. Work falls through when ownership is unclear or someone is in another hearing.
Why you need this
- Legal work does not end when the listing ends. Affidavits, filings, client calls, and research still need owners and deadlines.
- If follow-ups live in chat, they are invisible to the rest of the desk — and easy to miss under pressure.
- Task tracking turns good intentions after court into completed work the firm can see.
Who it helps
- Associates managing post-listing to-dos
- Partners who need visibility into open work
- Teams that lose follow-ups in group chats
How Joshira helps
Joshira turns open work into visible tasks tied to matters and people. Pending and overdue items stay on the desk instead of vanishing after a hearing.
Associates know what they own. Partners see what is still open. Follow-ups become part of the practice workflow, not a memory test.
The difference is simple: commitments become records with owners, not messages that scroll away.
How teams use it
After the listing
Create the follow-up task while the next step is still clear — affidavit, filing, or client update.
Assign research
Give a junior a matter-linked task with a due date instead of a vague chat request.
Partner check-in
Review pending and overdue work across the desk without asking each person for a status dump.
Close the loop
Mark tasks done so the matter timeline reflects completed commitments.
How it works
- 1
Create the task
Capture the work item and link it to the relevant matter when needed.
- 2
Assign ownership
Give the task to the right person so responsibility is explicit.
- 3
Track completion
Monitor pending and overdue work until follow-ups are closed.
What you can do
- Create tasks tied to matters and people
- Assign clear ownership
- Track pending and overdue work
- Keep post-listing follow-ups visible
- Give partners a shared view of open commitments
Key benefits
- Tasks tied to matters and people
- Clear ownership of open work
- Fewer missed follow-ups after court
- A shared view of what still needs doing
The result
Follow-ups stop vanishing into chat. Open work has owners, deadlines, and a shared place to finish it.