A method and system for tracking and auditing activities against a set of guidelines for an Insurance Law Firm. An automatic process, manual process or both, for receive notifications of upcoming and passed guideline due dates with both prospective and retrospective auditing capabilities. The system is customizable to fit the idiosyncrasies of each user firm, such as client type and billing procedures. It also may utilize the industry standard Universal Task Based Management System (UTBMS) task and activity codes. Additionally, the system may utilize a 3.sup.rd party time keeping software database package for the regular input of work time performed and various other data inputs. It also sorts and keeps track of email communications as they relate to specific tasks or matters.