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Productivity Tips

(The Lean Law Firm Blog)

E190: Case Studies: How to make delegation at your firm easy using a single tool

case study delegation Jul 12, 2023

You’ve got your process. You’ve got your task list. You’re ready to delegate…but how do you make your new process easy for your delegates to follow and you to supervise?

Tip: Project management tools can help you turn a task list into an actionable (and trackable) workflow.  

There are lots of tools out there, but a number of our clients are having great success using Legalboards to delegate, automate, and supervise work in their practices.

Legalboards turn your SOPs into an automated, actionable process you and your team can easily follow.

You’ll be able to:

  •  Create whole workflows and automate them with built-in default automations.
  •  Assign and organize tasks.
  •  Streamline time entry.
  •  Ensure new team members know how to do their work.
  •  Get valuable insight into your matters, productivity and profitability using tracking and reporting tools.
  •  Provide a greater client experience using features like automated email updates.
  •  Toggle between the dashboard view (for an overview of daily tasks) and the task view (to see tasks according to a board, list or calendar).

How are lawyers using it?

One real estate attorney we work with uses Legalboards to simplify, delegate, and supervise the tasks related to condominium board meetings. A clerk now runs the entire process, and he can track the progress for every client just by consulting his Legalboard.

An IP lawyer in our Practice Accelerator coaching program is building Legalboards for administrative processes and his trademark processes. With this tool, he can delegate specific tasks to an associate or paralegal, and by consulting his Legalboard, he knows precisely where each task stands. He can see if the firm is on time and on budget and intervene quickly if tasks are falling behind.

Legalboards integrates with Clio, MyCase, PracticePanther, and other systems, or it can stand alone as a powerful workflow automation tool. We’ve partnered with them for some time now because we believe their product can make your life easier. If you're interested in learning more, click here

Action Item: Legalboards is just one of many project management platforms that can make your life easier and your practice more efficient. Your action item this week is to book a demo with Legalboards to check them out and see how you’d benefit from utilizing this powerful tool.

Remember, if your processes only live in someone’s head, then they’re not really processes at all…and they’re certainly not actionable workflows you can delegate to others. For that, you need a task or project management platform.



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