Use Proxy’s Dashboard to track the status of your most important tasks, deadlines, and documents, all at a glance.
Proxy allows you to prioritize and manage ad hoc requests and formal projects all in a single interface.
Create, update, and delegate tasks from Outlook or Gmail, or simply drag and drop documents—Proxy adheres to the ways you already work.
Request updates on key projects, workflows, and tasks with the click of a button. Highlight a task to see its history and status.
Group tasks into workflows and workflows into projects, see global due dates, manage user permissions, and keep your documents organized.
Eliminate squeaky wheels and fire drills, and provide business users with status updates using importance rankings and due date tracking.
Control your own To Do list and ranks tasks however you like, regardless of priority or due date.
Filter tasks by Importance, Urgency, Priority, or view only those tasks associated with a specific workflow or project.
Update a task’s priority, due date, or status, delegate it to another user, and request progress updates, all from your To Do list.
Proxy makes it easy to stay on-track. Delegate any task to a team member, outside counsel, or within the organization with the click of a mouse in Proxy or your email.
Use Proxy’s built-in reporting tools to monitor and balance the workloads of internal and external team members. Avoid burnout or bottlenecks by easily reassigning tasks.
Never search email again to find the latest update on a matter. Use the task history and audit trail to track progress, or ping the task’s assignee with one click.
Proxy provides a ticketing-style request and reporting system for non-legal personnel, so you won’t have to answer the age-old question: “what’s the status on that thing?”.
Proxy’s permanent search bar allows you to search Projects, Workflows, Tasks, and Documents at any time.
Probably. But you will never find it in email. Use the Notes and Proxy’s audit trail to find it in a Task detail.
Need a report showing everything the in-house legal team is working on? There’s a tab for that.
During this Pilot, you will have the opportunity to request specialized or additional reports. Help us help you.
