Case Study: Retasks achieves easier adoption and stronger retention with Lazarev.agency redesign

Retasks rebuilds recurring work for legal teams with Lazarev.Agency

Retasks, a B2B platform for legal, finance, and accounting firms, faced a challenge with its complex product that forced teams to track recurring client work across email and spreadsheets, leading to missed steps and hours of manual coordination. The company partnered with Lazarev.Agency for a product redesign to rebuild the platform into a tool employees and clients could use without training.

Lazarev.Agency redesigned Retasks to include a centralized dashboard, automated workflow statuses, advanced filtering, and reusable process templates. The solution provided a single place to build, run, and monitor recurring work and introduced secure, password-protected client access. The redesigned platform improved retention by giving firms a system they could run with confidence, eliminating unnecessary complexity and reducing the risk of errors.

Retasks