Boutique transactional practice. Firm is growing post-COVID. Things are at risk of falling through the cracks. I need an easy way to track matters for status reports with colleagues in the firm without remaking the wheel.

Currently using Clio, which has its limitations for this purpose. I know colleagues that just use an excel spreadsheet.

Suggestions?

Posting as :
works at
You are currently posting as works at

Interested in same thing

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Excel is what I see.

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I like Asana

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I use WIP report.

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