I suggest creating a RTM list for each client or matter. Then you’ll easily be able to see what’s going on for each of them.

If you assign individual tasks to different attorneys or staff members, you could tag those. Then create smart lists for each attorney/staff tag to quickly view all tasks for each person.

I’ve been looking for the best method of organizing my calendar/to-dos as an attorney and I’ve been less than satisfied with RTM. I tried tagging my tasks with the client and partner, but when I do a custom list, it doesn’t really organize them very well. I can’t figure out a way to make it work.

I generally don’t organize by due date or by creation date. I just like to have a list of all projects I’m working on and things that need to get done. It makes the most sense for me to organize lists by client/project. Todoist works much better in ordering my list (which is my highest priority in a list app), but doesn’t have great mobile support. RTM is very well supported, and I’d like to use it. Unfortunately this is a deal-breaker. Any thoughts?

Second, how do you envision someone obtaining RTM data?

“Because we keep back-up copies of data for the purposes of recovery from errors or system failure, residual copies of task list contents may remain on our systems for some time, even after you have deleted information or after the termination of your account.”

AND

“Remember The Milk employees do not access the content of any task lists unless you specifically request them to do so (for example, if you are having technical difficulties accessing your account) or if required by law, to maintain our system, or to protect Remember The Milk or the public.”

Note the “if required by law” part in conjunction with “may remain on our system for some time” part.

I don’t know if using this service is such a great idea.