Taskeo is a cloud-based, all-in-one practice management platform that consolidates case management, CRM, time tracking, billing, appointment scheduling, e-discovery, and client portal functions into a single application. It is designed for law firms and professional services teams that need to manage workflows, client relationships, and billing across multiple devices and locations.
Key Features and Functions include:
Case and Project Management
Matters and projects are organized through multiple views including kanban board, list, calendar, and burndown chart. Tasks support subtasks, tagging, filtering by user or deadline, progress estimates, recurring assignments, and task templates.
Time Tracking and Billing
Time can be logged across devices and synced via cloud. Records are editable and can be filtered by team member, client, project, or task. Billing supports multiple rates and currencies, and reports can be generated for clients or accounting purposes.
CRM
A built-in CRM module supports contact storage, lead tracking, and client acquisition workflows. A kanban-style pipeline view is available for managing sales and follow-up processes. The module includes pre-configured templates for legal practice use.
Appointment Scheduling
An integrated scheduler allows users to share booking links and create branded meeting forms. Contacts captured through scheduling can be imported directly into the CRM for lead tracking and client management.
e-Discovery and Documentation Management
Taskeo provides centralized storage for case files, scans, contracts, and agreements. Search functionality allows users to locate content within uploaded documents by keyword query.
Client Portal and Data Room
A secure client portal allows law firms to share files and communicate with clients in a dedicated space. Permission controls enable administrators to define access levels for individual users and teams.
Workload and Team Management
A workload view supports task distribution across team members. Activity feeds, user mentions, reminders, and push or email notifications support team coordination. Team member availability, timezone, and login status are visible within the platform.
Security
Data is stored in dual server locations, including a German ISO/IEC 27001:2013-certified data center operated by Hetzner Online GmbH. Additional security features include two-factor authentication, IP access restriction, private cloud hosting, and GDPR compliance.
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