Law Firm CRM Portal
Manage clients, cases, documents, deadlines, billing, and team communication in one secure, self-hosted CRM built for modern law firms.
No credit card required • Self-Hosted • White Label 100%
Case Management – Chat – Documents – Invoices & Many more
Why Task Session?
Everything your law firm needs to handle cases efficiently, keep clients informed, and stay organized in one place.
Why Law Firms Choose Task Session
From case intake to final billing, everything stays structured, organized, and easy to manage within one secure system designed for law firms.
Case & Matter Management
Create cases in one click, add detailed descriptions, assign lawyers and staff, set deadlines, and track progress visually.
Key benefits:
Case & Matter Management
Keep every case organized with clearly scheduled hearings, assigned legal staff, and full visibility into what is happening and what comes next.
Key benefits:
Secure Discussions for Legal Communication
Discuss case details inside the system — not over email or messaging apps.
Discussion features:
Role & Access Control
Set clear permissions for every role in your firm so sensitive case data, documents, and communication stay protected and organized.
Discussion features:
Legal Invoicing & Billing Made Simple
Create invoices per case, notify clients instantly, and track payments with clarity.
Billing features:
Email Notifications
Receive instant notifications for case updates, hearing schedules, client messages, and important actions so nothing gets missed.
Email & Communication
Connect your email accounts and handle all client communication directly inside your system with full visibility and control.
Lead Pipeline
Capture new inquiries from your website, organize them inside a clear pipeline, and move each lead from first contact to consultation and signed client.
Store, Access & Share Case Documents Securely
Every case has a dedicated file area for contracts, evidence, court documents, and correspondence.
Document features:
White-Label Client Portal for Law Firms
Present a professional, branded client portal with your firm’s logo, colors, and domain.
White-label includes:
Built for Performance — Not Heavy Servers
Task Session is only 5 MB, optimized line-by-line, and runs smoothly even on shared hosting.
See why legal professionals rely on Task Session to manage their cases and clients with confidence.
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.
The system helps us stay on top of hearings, documents, and client updates without missing anything important. It has become essential for our firm.
Run your legal practice with clarity, control, and confidence.
Install TaskSession on your own hosting and keep 100% ownership of your data and system.
www.portal.yourdomain.com
Yes. Task Session is designed to help law firms manage cases, clients, documents, tasks, and billing securely in one centralized system.
Absolutely. Each case gets its own dedicated workspace with tasks, files, discussions, and invoices—keeping every matter clearly organized.
Yes. Task Session is fully self-hosted and encrypted, meaning all data stays on your own server under your control ideal for handling sensitive legal information.
Yes. You can assign detailed permissions for partners, associates, paralegals, and clients—controlling exactly who can view or manage cases, files, and invoices.
Yes. Clients can discuss cases, upload documents, and review updates directly inside the portal—reducing reliance on email and unsecured messaging apps.
Yes. You receive instant email notifications, and if you’re offline, email alerts ensure you never miss an important message.
Yes. You can create invoices per case, send instant notifications, accept online payments, and track paid or unpaid invoices with full transparency.
Yes. Once installed, the system is 100% yours. You control the files, database, branding, themes, email templates everything. No monthly SaaS fees, no platform restrictions.
Absolutely. Installation takes only 3 simple steps, and we also provide free installation if you need help. It works on shared hosting, VPS, or any standard PHP/MySQL environment.
Yes. You can replace all logos, change theme colors, customize headers/sidebar, modify email templates, and remove Task Session branding entirely — making it fully white-label.
Self-hosted means you install TaskSession on your own server, giving you:
Your system runs independently — just like your own private SaaS platform.
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.
The entire system is just 5 MB, built with line-by-line optimized code. It runs incredibly fast—even on shared hosting—without needing heavy servers or expensive infrastructure.
