Billing can be tough- whether it’s client-facing or internal, there are various challenges practices face. Organization throughout the process is important to […]
Organization and Making Finances Easier for Law Practices Read More »
In this guide we’ll walk you through how to set up and use our unique feature of custom task statuses. Not all
Custom Task Statuses Read More »
In this guide, we’ll walk you through setting up our newest automation action: Checklist Creation. This automation will allow you to automate
Automation Action: Checklist Creation Read More »
One of the most important components of running a legal practice is managing billing and getting payments. Many lawyers, however, find accounting,
Best Practices for Legal Billing and Getting Paid Read More »
Create unique email notifications personalized to your team, clients, or external consultants by setting up email automation in Legalboards. By creating “Send
Automation Action: Send Email Read More »
In this guide, we’ll walk you through how to set up a card movement automation trigger for increased productivity. This means that
Automation Trigger: Card Movement Read More »
An important part of a team leader’s role is to distribute and organize team members. A team leader has to address who’s
Working in Legalboards- Automation Action: Task Creation Read More »
This guide covers how to create a move card automation action in Legalboards with examples of the automation in use. With this
Working in Legalboards- Automation Action: Move Card Read More »
The Legalboards team has developed a Divorce board template to help legal teams easily get started in Legalboards. This template can be
Divorce Board Template Read More »
