TaskPerfect is a complete software solution that will help you manage client information, track case progress, and implement business workflows, enhancing communication and collaboration among stakeholders.
Streamline your law firm’s operations with TaskPerfect, a fully customizable CRM built for the legal industry. Tailored to your firm’s workflows, TaskPerfect simplifies case management, billing, document handling, and more. With secure document storage, automated deadline reminders, and seamless integration with legal tools, it enhances efficiency and client satisfaction. Focus on what matters most — delivering exceptional service and achieving better outcomes with TaskPerfect.
Use TaskPerfect's built-in Google Gemini integration to increase your efficiency and automate some of the most tedious tasks.
All of this functionality can be easily accessed from within the application.
Find out moreTaskPerfect is not your standard CRM. It’s a complete system meant to replace all the disconnected modules and applications you currently use.
Streamline operations with customizable client intake forms, integrated e-signatures, and a robust appointment scheduling tool. Manage documents effortlessly, generate personalized reports, and stay connected with SMS notifications linked to case files. Enhance transparency through a secure client portal and boost mobility with a feature-rich mobile app. Simplify billing with flexible invoicing, payment plans, and time tracking, all backed by top-tier security and compliance protocols.
The key to TaskPerfect’s power lies in the fact that it can act as the hub for all your processes: Discover all it can do by exploring the features below.
The web portal allows you to gather new client information easily, including payment. It goes beyond that and will be the place where your clients can go to view activity, pay invoices, and upload documents.
Our affordable, reliable built-in e-signature system is fully integrated into your web portal, enabling users to electronically sign contracts and legal documents with ease. In addition to our built-in signature system, we are also compatible with Docusign and SignNow.
Our multi-user calendaring system simplifies scheduling with tools to set appointments by availability or location, manage lawyer schedules, and configure business hours, holidays, and recurring slots. Includes built-in financial reports and charts for added efficiency.
Design and publish templates with Microsoft Word or Visual Studio, adding data bookmarks for personalization. Generate PDFs, reports, and contracts seamlessly using Word or SQL Reporting Services. Download documents or export data grids to Excel for streamlined workflows.
Send SMS messages to clients for updates, reminders, or inquiries with options for scheduling. Automatic messages can be sent and logged for record-keeping, ensuring communication stays organized and linked to case files for seamless client interaction.
Experience the most complete and flexible task and workflow manager with customizable issue categories, document sharing, follow-ups, and automatic workflows. Link documents to issues and manage tasks efficiently.
Offer a secure client portal for tracking case progress and accessing documents. Customize the design with responsive CSS, manage user views, and define custom content and policies for a tailored experience.
Access cases, key documents, bills, and calendars from anywhere. In-app time tracker for billable/non-billable time. Create events, notes, tasks, and documents accessible instantly. Real-time updates and offline functionality.
Generate clear, detailed invoices reflecting time tracking and expenses. Clients gain control over payment info, with options to modify dates and view payment history. Boost efficiency and client satisfaction.
Offer multiple payment options including credit cards and ACH. Set up due dates, payment plans, and recurring payments. Automatically calculate fees, schedule disbursements, and track missed, late, or short payments instantly.
A reliable security system with the latest protocols, digital certificate encryption, and compatibility with major antivirus software. Pen-tested, tracks logins, enforces passwords, validates security questions, 2FA authentication via email and SMS.
Accurately log billable hours and expenses, linking them directly to specific cases. Integrate seamlessly with billing and invoicing systems for improved efficiency and streamlined financial management.
TaskPerfect automates communication and simplifies collaboration among case managers, clients, and other stakeholders.
By providing easy access to information and facilitating communication, TaskPerfect will improve client engagement and satisfaction.
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All case-related data is available real-time through all channels (Web, Windows, API, Chat, Mobile, etc...) making it easier to access and share information.
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TaskPerfect can automate repetitive tasks and streamline workflows, saving time and resources.
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TaskPerfect offers data analysis and reporting via interactive reports.
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TaskPerfect records customer feedback and conducts surveys on customer groups.
In addition, our integrated AI can perform analysis of call recordings and messages to rate various aspects of the communication with your rep.
So your organization can track performance and identify areas for improvement.
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TaskPerfect includes features to ensure compliance with relevant regulations and maintain data security.
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TaskPerfect has addressed the needs of the following industries:
At ICCO, we pride ourselves on delivering exceptional service and customized solutions to agencies of all sizes. But don’t just take our word for it—hear from the clients who have successfully transformed their businesses with our software.
"... The finished product is outstanding and the service adjustments were great and timely."
"ICCO has been a tremendous asset in helping us...ICCO is always there when we need them most."
"We have been extremely satisfied with the knowledge and expertise provided by all the staff at ICCO."
Years Operating
Current Users
US-Based Operations
For All Business Sizes
TaskPerfect can be used by a small firm in a single cloud server or small on-premises server.
As you grow you can easily scale to a bigger cloud server or add drives and processors to
your on-premises server.
We use Microsoft SQL Server, the most robust and scalable database engine. So you never have to worry about outgrowing it.
Some of the features you get by using Microsoft SQL Server:
At ICCO Business Software, we understand the unique demands and workflows of the legal industry. That’s why we’ve developed TaskPerfect, a fully customizable system built to streamline your operations, enhance client relationships, and drive better outcomes.
TaskPerfect can be easily configured to match your business model and workflows. We work closely with you to ensure that the system supports your unique way of working, providing a tailored solution that grows with you.
TaskPerfect helps you stay organized and focused on what matters most: delivering exceptional service to your clients.
Experience the power of TaskPerfect — where customization meets simplicity. Let us help you boost efficiency, improve client satisfaction, and stay ahead.
At TaskPerfect, we pride ourselves on being more than just a software provider. We’re a dedicated team of experienced senior developers and real people who are passionate about delivering solutions that work for you. Behind every operation, there’s a team member ready to help you navigate your challenges and ensure your success. Whether you need assistance or guidance, we’re available around the clock to provide support. With us, you’re not just getting cutting-edge technology—you’re gaining a reliable partner who’s always here for you.
CEO and Founder of TaskPerfect
Chief Developer & Engineer
Chief Financial Officer
Stay updated with the latest insights, trends, and updates from TaskPerfect and the world of financial management. Our articles cover everything from industry news to expert advice, helping you stay informed and ahead of the curve. Whether you’re looking for tips on optimizing your business or learning about new features in TaskPerfect, you’ll find it all here. Explore our latest content to keep your agency moving forward.
Discover how TaskPerfect simplifies workflows, enhances collaboration, and keeps deadlines on track, transforming your law firm into a more efficient, client-focused practice.
Read MoreMany law firms still rely heavily on outdated spreadsheets to manage vital client data. Discover the limitations of manual tools and how TaskPerfect offers intuitive, customizable solutions tailored to meet the unique needs.
Read MoreSay goodbye to billing headaches. Learn how TaskPerfect automates time tracking and billing processes, ensuring accuracy and transparency for both your law firm and all your clients.
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We have been Microsoft partners since 1997.
The company started in 1995 as a consulting firm, and our principles still remain the same: We will always look for the best solution that meets or exceeds our customer's needs. Microsoft has provided many of the tools we use, but we use other partners in some of the features we implement when we feel that the customer will benefit more with them.
One thing you can count on is that we know Microsoft server products intimately, as we have been developing, deploying, and maintaining systems on Microsoft Windows Server and Microsoft SQL Server since the first versions three decades ago.