Where do Clients fit in?

Welcome, @anon81573953,

Or you might want to use Task Templates. It depends on a number of factors.

To proceed on your own, you might find this useful:

But if you’re generally using Asana throughout a law firm and haven’t really gone through a process to determine how, well, that’s what I and others do for a living, so you might want to consider a consult.

Hope that helps,

Larry

2 Likes