Project management for law firms that keeps every matter on track
Coavon is legal project management software for firms of every size. Run each matter from intake to close with clear tasks, owners and deadlines, draft and review documents in one place, and keep every client's work private to the people on it.
- Free for one person
- Every app on one bill
- Clients join their matter free
Where law firm work slips
Most missed deadlines and frustrated clients come from the same few gaps, not from a lack of hard work.
Deadlines live in three places
A wall calendar, a spreadsheet and someone's memory. When a hearing moves, only one of them gets updated.
"Any update on my case?"
Clients chase by email because they can't see progress, and an attorney stops billable work to piece together an answer.
Which draft is the final one?
Motion_v4_DW_edits_FINAL.docx, sent back and forth, with comments in the email and changes in the file.
What is legal project management software?
Legal project management software helps a firm plan and run each matter the way a project is run: split into phases, with every task given an owner and a date, and the documents, files and discussion kept with the work. It is not the same as practice management software, which handles billing, trust accounting and client records. A firm needs both jobs done, and many use one tool for each.
In Coavon, each matter is a project in Flow. Its phases are sections, its deadlines sit on one calendar, its drafts are written in Docs and its files kept in Drive, and the team talks it through in Chat. Partners see every matter at a glance; associates and paralegals see exactly what is theirs this week.
IntakeA consultation request arrives through a form and becomes a task.Open the matterStart a project from your template for that kind of matter.
Work the deadlinesEvery filing and hearing on one calendar, with owners.
Draft and reviewWrite in Docs, with suggestions, comments and history.Sign offThe partner approves before a task can be marked done.
CloseKeep the record, with every file in Drive.Law firm project management, one matter at a time
Every matter gets the same shape every time. Set up a template for each kind of work once (a lawsuit, an estate plan, a closing) with its phases, tasks and owners, then open the next matter from it in seconds. Duplicate a past matter when the next one is close to it.
- Sections for each phase, such as Pleadings, Discovery and Trial prep
- Your own statuses, such as Drafting, Client review and Signing (Pro and up)
- Fields for the court, the matter number and the opposing counsel (Pro and up)
- See it as a board, a list, a calendar or a Gantt chart (Pro and up for Gantt)
Every filing, hearing and deadline on one calendar
The calendar shows every matter's dates together, colored by matter, so a crowded week is plain to see before it arrives. Mark hearings and trial dates as milestones, and each person's My Work list puts their own deadlines in order.
New matters start with a form, not an email chain
Put a consultation form on your website, with no account needed. Each request arrives as a task in your New matters project, with every answer filled in and the right person assigned, ready to review and open as a matter.
- Choose where each answer goes: the task name, its description, a date or your own field
- Files people attach come with the request
- Keep prospective and current clients in Scope, with their history in one place
Everything about a task, in one window
Open any task to see what is needed, who has it, when it is due, the files and the discussion. A partner can be set as the approver, so a draft can't be marked done until they have approved it, asked for changes or rejected it.
- Approvals from a partner, or from the client as a guest
- A timer on every task, or time added by hand
- Subtasks with their own owner and date
- Comments, mentions and followers, so the right people hear about changes
Draft, review and keep every document together
Write motions, agreements and letters in Docs. Reviewers suggest edits right in the text and leave comments beside it, and version history shows exactly what changed between drafts. No more files named FINAL_v4.
- Suggested edits, comments and version history in Docs
- A Drive folder per matter, with previews of PDFs and images
- Attach documents to the task they belong to
- A Library for the firm's know-how: checklists, procedures and how you do things
See who is stretched before a deadline slips
Give tasks an expected number of hours, and the Workload page shows every attorney's and paralegal's week against the hours they have, across every matter. A week over capacity turns red, so you can move work while there is still time.
Each client's work, seen only by the people on it
Workspaces are private to their members, so each practice group sees only its own matters. Any matter can be limited further to the people on its list, and a client invited as a guest sees their own matter and nothing else.
A template for every kind of matter
Set up each practice area's phases once as sections in a project template, and every new matter starts the same way. Some examples firms use:
Discovery deadlines, motions and exhibits, with the hearing as a milestone.
Disclosure checklists, mediation dates and the client kept up to date as a guest.
Wills and trusts drafted in Docs, reviewed with the client and signed on schedule.
Contingency dates on the calendar and every closing document in one folder.
Formations from a template, and yearly filings that create themselves.
Evidence collected against a checklist, with each step dated as it happens.
Records requests followed up on time, and the demand reviewed before it goes.
Contract requests from the business arrive through a form and are tracked to signature.
Where Coavon fits in a law firm
Coavon doesn't try to be your billing system. It is the place the work happens, and it works alongside the practice management tool you already use for billing and trust accounting.
| Spreadsheets and email | Practice management software | Coavon | |
|---|---|---|---|
| Every matter's tasks, owners and deadlines | Kept by hand | Often | Yes |
| Phases, templates and duplicating a matter | No | Sometimes | Yes |
| Drafting and reviewing documents together | No | Rarely | Yes, in Docs |
| Each person's workload by week | No | Rarely | Yes |
| Team chat next to the work | No | Rarely | Yes, in Chat |
| Clients see their own matter | No | Often, as a portal | Yes, as free guests |
| Billing, invoices and trust accounting | No | Yes | No: keep your billing tool |
| Court-rule deadline calculation | No | Sometimes | No: you enter the dates |
Comparing project management tools? See Coavon vs Asana · Coavon vs monday.com · Coavon vs ClickUp
Run your first matter this week
Project management for law firms that takes an afternoon to set up, not a consultant and a quarter.
1Set up a matter templateList the phases and tasks of one kind of matter you handle often, with who usually does each.
2Invite your teamAdd attorneys and staff by email or link, and put each practice group in its own private workspace.
3Open your active mattersStart each one from the template and put in its real dates. The calendar and Workload fill themselves in.
Project management for law firms: questions
Legal project management is planning and running each matter like a project: breaking it into phases and tasks, giving every task an owner and a date, and keeping the documents and the conversation next to the work. It helps a firm meet deadlines, spread work fairly across attorneys and paralegals, and tell clients where things stand without digging through email.
A way to set up each kind of matter once and reuse it, a calendar of every deadline across matters, clear owners and review steps, a view of who is overloaded, a place for drafts and documents with version history, and control over who can see each matter. Coavon covers all of these in one workspace, priced per person.
No. Coavon does not send invoices, keep trust accounts, run conflict checks or calculate court-rule deadlines. Practice management software is built for those jobs. Coavon runs the work around them: the tasks, deadlines, drafts, files and team conversations for each matter. Many firms keep their billing tool and use Coavon for the work itself.
Yes. Workspaces are private to their members, so a practice group only sees its own matters, and any project can be limited to the people on its list. Two-step verification protects every account. Roles decide who can create, change and delete work, and on higher plans owners can change what each role may do and see an audit log of who did what. Data is encrypted at rest and in transit. Coavon does not claim any legal or regulatory certification, so check your own obligations.
Yes, if you choose. Invite a client into their matter as a guest: they see only that one project, can comment and answer approvals, and guests are free. Everything else in your firm stays out of sight. Or keep the project internal and post a short status update when you want to report progress.
You enter the dates, and Coavon makes sure nobody misses them: every deadline sits on the project calendar and in each person's My Work list, hearings can be marked as milestones, and the inbox and email remind people as dates come up. Coavon does not work out deadlines from court rules for you.
Yes. Start a timer on any task or add time by hand, and see who logged what, and when. Give tasks an expected number of hours and the Workload page shows each person's week against the hours they have. Coavon records time; it does not turn it into invoices.
Yes. Coavon is free for one person, so a solo practitioner can run every matter, deadline and document in one place, and add people later as the practice grows.
Yes. Import tasks from a spreadsheet in workspace settings, or start each matter from a template and let the work build up from there.
Coavon is free for one person. Paid plans are priced per person per month and include every app: Flow for matters, Docs for drafting, Drive for files, Chat for the team, Scope for clients and contacts, Notes and Calendar. See the pricing page for the current plans.
Give every matter a clear plan
Legal project management with the deadlines, the drafts, the files and the team in one private workspace. Free for one person, priced per person as your firm grows.