How Lazarev.agency rebuilt Retasks into a platform teams adopt without training

A weekly report and a six-month engagement are very different jobs, but a firm's team still needs to see both together. 

For Retasks, we made the Dashboard their shared home. When someone logs in, it shows their own tasks by client and due date, a board for work in progress, and live counts of total, done, and urgent tasks. We built the layout around how legal and finance teams move through a day, so employees don’t have to rebuild their to-do list in email and spreadsheets, and managers can read workload and progress the moment they open the platform.

On a job running for months, the hardest question is a simple one: where does this stand right now? Firms used to answer it by pinging colleagues and updating spreadsheets by hand. 

We designed Retasks so every workflow carries its own status and shifts it forward as the work moves. The team can sort the full list by where each job stands, so no one spends the morning chasing updates, and a manager can spot a stuck job before the client does.

When a firm handles dozens of clients and services, the workflow list grows too long to scan. An employee covering three accounts should not have to scroll past everyone else's work to reach their own. 

We added a filter bar to the top of workflows in Retasks. Anyone can narrow the list by client, service, employee, project, or date range. A manager pulls up one client's open items before a call, an associate sees only their own accounts, and the right work shows up in seconds.

Every dissolution or monthly close follows the same steps, but firms rebuild the process by hand each time a new matter comes in. A missed step in a legal filing is not a small thing. 

In Retasks, we ensured that a whole process becomes a reusable template: nested steps, options, sub-items, assignees, and due dates captured once and reused for every client. Steps link in sequence, so a new matter starts from a proven structure, and nothing gets dropped between filing and decree.

Setting up a recurring schedule means making several decisions in one go: how often it repeats, when each round is due, how long the project runs, and which steps depend on others. Crammed into small side panels, that setup invites mistakes, and people put it off. 

We designed a full-screen pop-up to give the entire configuration one focused surface. Someone sets a recurrence from start to finish without losing their place, and the schedule lands correctly the first time.

Clients want to see where their matter stands and hand back deliverables, but a firm cannot open its internal workspace to outsiders. Emailing files around is where sensitive data leaks. 

In Retasks, a firm can now share a single workflow through a password-protected link. The client opens only the tasks meant for them, marks their deliverables complete, and never sees the rest of the firm's operation. Clients get real visibility and a safe way to submit work, while the organization keeps control of everything else.

Our team built a client management module where each client is one record: contact details with custom fields, the services they use, the workflows running for them, budget, notes, and a timeline of every interaction. A status marks each client as active, frozen, or archived, and time tracking ties hours to the account. Anyone can pull a client's history in seconds, and the record stays audit-ready when a regulator or partner asks. 

Legal and finance work does not wait for someone to reach a desk. We rebuilt Retasks' core actions for the phone: the dashboard, task management, workflow editing, client collaboration, and notifications, all designed for touch and not shrunk from the desktop. People approve work or respond to clients from wherever they are, so the tool assists the team throughout the day.