Key Features and Functions include:

Legal Intake & Service Desk
Proxy offers a standardized web-based ticketing system for submitting legal requests from internal and external stakeholders, reducing ad-hoc inquiries and centralizing intake. Customizable forms help teams capture relevant information upfront.

Task & Workflow Management
Create, prioritize, and manage both formal projects and ad-hoc tasks within a unified interface. Users can assign tasks, adjust deadlines, and track progress in real time.

Prioritization Controls
Teams can rank tasks by urgency and importance to focus efforts where needed and reduce the noise of low-priority work. Filters allow users to view work based on custom criteria.

Delegation & Workload Balancing
Assign tasks to internal team members or external counsel with ease, and use reporting tools to monitor workloads and redistribute work to avoid bottlenecks.

Reporting & Search
A global search bar provides quick access to projects, workflows, tasks, and documents. Built-in reporting generates dashboards and visualizations to support legal operations insights.

Integrations
Proxy integrates with existing tools—such as email and other enterprise systems—using APIs and a lightweight architecture, allowing organizations to retain data where it already resides while linking it to Proxy workflows.

Document Collaboration
Documents can be linked or stored alongside related matters, facilitating collaboration and ensuring version control without requiring an onboard document management system.