Case Management
Tasks, deadlines, time tracking, and calendar for matters in Ardela.
Case management extends clients and matters with operational tools for tracking work. All features require a Pro or Enterprise plan.
Tasks & deadlines
Create tasks on any matter to track follow-ups, filings, and deadlines.
- Open a matter
- Go to the Tasks tab (or open Tasks from the clients sidebar at
/clients/tasks) - Click New task
- Set title, assignee, priority, and due date
Task statuses: To do, In progress, Blocked, Done, Cancelled.
Assignees receive notifications when tasks are assigned, due soon, or overdue.
Workspace task view
Clients → Tasks (/clients/tasks) shows tasks across all matters with filters for assignee, status, priority, and due date.
Time tracking
Log billable or non-billable time against a matter:
- Open a matter
- Add a time entry with duration, description, and date
- View entries in the matter timeline
Permissions for time entries follow your workspace role. Transcribers can view but not create time entries by default.
Key dates & calendar
Track important dates on matters — hearings, filing deadlines, limitation periods — and view them on the workspace calendar.
- Add key dates from a matter page
- Open Calendar at
/clients/calendarfor a workspace-wide view
Matter documents
Attach documents directly to a matter (separate from pillar documents and recording exports). Upload from the matter page and access files from the activity timeline.
Permissions
| Role | Tasks | Time entries | Key dates |
|---|---|---|---|
| Owner / Admin | Full access | Full access | Full access |
| Member | Create, edit, complete | Create and edit | Create and edit |
| Transcriber | View only | — | — |
Custom roles can adjust these via Permissions.