Task Session has completely streamlined how we manage projects and clients. The Kanban board and reporting features keep my team on track, and the invoicing system saves us hours every week.

Private Notes
Create private notes, collaborate with shared notes, and manage your to-dos in one powerful workspace built inside your CRM.

Capture ideas, reminders, and project details instantly with an easy-to-use rich text editor. Format your content, add checklists, organize thoughts, and keep everything structured in one place.
Organize your thoughts the smart way. Change note card colors or add your own custom shades to highlight priorities, group ideas, and make important notes stand out effortlessly.


Easily share any note with selected team members and control exactly what they can do—view, edit, or download. Perfect for collaboration while keeping sensitive information protected.
Key Highlights:
Keep everything organized with a private notes space inside each project and every client profile. No more scattered information—store ideas, updates, reminders, and important details exactly where they belong.
Key Highlights:

Install TaskSession on your own hosting and keep 100% ownership of your data and system.
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Check out what these customers have to say about us.

Task Session has completely streamlined how we manage projects and clients. The Kanban board and reporting features keep my team on track, and the invoicing system saves us hours every week.

I’ve tried a few CRMs before, but none were as simple and effective as Task Session. The installation was smooth, and the white-label option is a big plus for my business branding.

Our team loves the flexibility of Task Session. From workload management to milestone tracking, everything is in one place. It has made collaboration much easier and stress-free.

The best thing about Task Session is its self-hosted nature. I have full control over my data and can customize branding to match my business. Highly recommended for professionals.

As a growing startup, Task Session helped us stay organized without the heavy costs of bigger CRMs. The system is lightweight, fast, and perfect for managing multiple clients.

We switched to Task Session recently, and it has already boosted our productivity. The dashboard is clean, the reports are insightful and support has been excellent so far.

Task Session finally brought order to our workflow. Our team moves faster, clients stay updated automatically and managing tasks and files has never been this effortless.
Task Session has completely improved how we manage our cases and client communication. Everything is organized, and our team always knows what needs attention next.
The ability to track cases, assign attorneys, and manage billing without confusion has made our firm more efficient and professional.
From hearing schedules to case notes, everything stays structured. It has helped our team stay focused and avoid missed deadlines.
Task Session has brought clarity to our case handling and improved how we communicate with clients. Everything feels structured and easy to manage.
Managing multiple cases used to be overwhelming, but now everything is organized in one place. It has made our daily workflow much smoother.
All your projects, payments, and updates… beautifully organized.

Show professionalism with every project update. Give clients full visibility, keep them engaged, and build long-lasting relationships with transparency and trust.

Send invoices, track payments, and set reminders — all in one place. Task Session makes sure you get paid on time, every time.

Cut through the clutter of endless emails. Manage tasks, files, and feedback in one system so you can focus on work — not on searching for it.












Self-hosted means you install TaskSession on your own server, giving you:
Your system runs independently — just like your own private SaaS platform.
Yes! We offer a one-time lifetime license, allowing you to use TaskSession forever without recurring fees.
This includes:
A perfect option for long-term savings.
TaskSession is built with enterprise-level security, including:
Your data stays private, protected, and fully under your control.
Yes. All users including lifetime license holders — receive:
We actively develop and expand the platform based on real user feedback.