The agile matter management platform

game changer for my law firm i was looking for a software in a kanban style to give me quick over vews of my cases. not only was i able to make a board for each matter Type, i was able to add ll my matters and move them along the pipeline. and it links with clio which i am already using ☺links with clio, user friendly dashboard, kanban style pipeline ☹i really have not found anything i dislike. this has been exactly what im looking for

Great way to manage caseload It's a great program and I recommend using it to help with case management. ☺It's easy to sync with existing case management software and allows work to be organized in an easy to follow way. ☹Need more how-to videos to make tech support easier.

Great visual guide to all our team members. Great ☺I really like having all our cases on a few different boards by practice area. IT's good for us all to be able to see how things are going on the fly and during meetings. ☹It's not as intuitive as I thought it would be, but after spending time with the program it's figured out now.

Best Agile board! So far my experience with legal boards has been good. The customer support team has been very helpful and answered any questions I had in a quick manner and other than when I asked for something not currently implemented they have resolved the issue immediately. ☺I have found that the smooth integration with Clio and the automations that are available are the biggest boon for this software. It allows me to set up a system that requires very little manual movements from the primary user (the patent attorney) and allows for just the completion of tasks to keep track of matters on the board. For example, the patent attorney can see what cards are being worked on, mark the task as done, and the card will automatically move to the report column which then emails our reporter to send the client the notice that their matter has been completed. ☹There are not as many automation options as I would like. I would like to have some more cross board automations that are not tied onto a task being completed. There is also a lack of customization options for the information displayed on the cards.

Changed the Way we Organize Our Practice If you can't tell, we love the product. Much cleaner and simpler than Trello or other similar products. I've tried multiple platforms (Trello, Monday.com, etc.). and none worked so well for attorneys. Other services seem to be designed around a product, marketing function, or a major project. This is the first that caters to lawyers with this functionality. ☺We love the kanban functionality and the integration with Clio. We've tried Trello in the past with Zapier, but it was just too complicated for a lot of users. The synergy between Clio Tasks and Notes was a game changer for us. Use the software you have to the fullest extent. This helped us maximize the value of Clio while also putting all our cases on a visual timeline. Customer service has been wonderful as well. ☹As of now, nothing I can readily think of.

Straightforward software for Clio users Overall it is positive - the staff at Legalboards are helpful and communicative. The software has really helped us organize our projects and streamline our work process. However, there are a few little tweaks here and there that would be nice to have done. ☺It is straightforward to use for a visual person. The cards are easy to set up, and it is easy to understand intuitively how the system works. The integration with Clio is extremely useful for those who use Clio, and it was and continues to be one of the biggest benefits for us. ☹The software is a little buggy at times - even after a user moves a card, it still remains in the column upon refreshing. When setting up a card, it would be nice if you could assign the card to a specific user, instead of having to retroactively go back to edit it. Essentially, the overall software works fine, but there are little things here and there that could be improved.

great program for legal practices this has really helped us keep track of our different matter Thank you.pes and clients for each matter. ☺integration with Clio, user-friendly interface, drag and drop kanban style columns ☹sometimes the clio intergration does not work perfectly.

New User Experience Overall, I have had a positive experience. The development team worked with me until I felt comfortable with using the software and how it integrates with my other system. ☺I "grew up" as a Lean Practitioner and am now working with a Law Firm. Kanban is a great Lean tool and helping to organize how clients progress through the system is something really like about Legalboards. I can easily see at a glance if cases are progressing or if there is a hiccup, then make the correction. ☹I was learning another system that integrates with Legalboards at the same time I was learning Legalboards. I was having a hard time making the connection as well as the overall using of Legalboards. That has since been resolved.

Matter Management Made Easier ☺I am a lawyer and Lean practice management consultant. I am a huge advocate of making work visible, and teach a whole Masterclass on using kanban boards (what we call matter management boards) to track and manage work and workflow in law firms and legal departments. I have seen and worked with many different software platforms. That Legalboards has been created BY lawyers FOR lawyers is significant. The platform has been designed specifically to meet the way lawyers think about and distinguish between the different types of work. One of the most powerful features is the ability to track changes in the status of tasks across a variety of different boards, providing a much more holistic and realistic approach to matter management. Legalboards also does an excellent job of automating workflows around the assignment of tasks as matters progress through their lifecycle. And the integration with Clio makes Legalboards an excellent choice for any firm that is looking to improve its ability to manage even the most complex matters efficiently, effectively, on time and on budget. ☹Legalboards is working hard to improve its library of online tutorials.

Amazing Potential for case management AND extensive automations Love it - really hoping I can get everything out of it!!! ☺The flexibility of LB allows for a ton of customization in addition to 2-way syncing to practice management software (clio in our case). The main selling feature for me are the automation features. Not only are they great for the internal / case management process (adding tasks based on a variety of trigger options, etc) but the email automation that allows you to email the client at designated triggers (e.g. card movement, task completion, monthly, etc) makes lb VERY unique and as such combines the perks of multiple software / automation systems that firms use. Oh yah, and I forgot to mention the fillable / likable forms you can create for clients and have it on your website, email whatever - great for lead tracking! Perhaps most importantly is the customer service. Everyone on the team is willing to speak with me as I onboarded and thought through best way to set us up!!! ☹Because lb has SOOO many possibilities of use, it can be overwhelming to set up initially. many many many rabbit holes you can go down when thinking through ALL the automation structures!! If you have ever used trello, etc lb may feel slightly less intuitive for a bit (especially if integrated with practice software) simply as a result of everything the product can do!