Your firm does not need another tool.It needs a workflow that actually works.
We map, design, and implement one workflow end to end so your team can execute with clarity and consistency.
No obligation - 30 minutes - Walk away with clarity
You are in the right place if...
Your firm is growing but work still moves through email, spreadsheets, and follow-up chaos.
You want to add AI or automation but your current process is not ready yet.
You already have Legalboards, but workflows were never fully implemented.
One workflow. Four steps. A working system at the end.
This is hands-on implementation, not a strategy deck.
1 Workflow
Deep implementation over broad theory.
4 Steps
Diagnose, Design, Implement, Enable.
1 System
A working, documented workflow in production.
A structured process, not open-ended consulting.
Click each step to see exactly what happens and what you walk away with.
Diagnose
We map how work actually moves today, including handoffs and blockers.
What happens
- Stakeholder mapping session across one full case lifecycle
- Current stage and owner audit
- Friction and rework analysis
- Tool and spreadsheet dependency review
You walk away with
A current-state map with concrete friction points and priority fixes.
You do not leave with a plan. You leave with a working system.
Current workflow diagnosis
How your workflow runs today and where it fails.
Configured Legalboards setup
Built around real cases, live in your account.
Documented workflow
Every stage, owner, and trigger documented.
Automation layer
Triggers and handoffs that remove manual chasing.
Delivered by certified legal operations specialists.
Bruna Goncalves
IILPM CertifiedLegal Operations Specialist - Certified LPM Consultant - U.S. and Canada
View Bruna profile
What changes when the workflow actually works.
Legalboards lets us set up our workflow so we always know where every file is at any given time. It made us much more efficient.
Start with a free 30-minute diagnostic call.
We will review your workflow bottlenecks and determine if this engagement is the right fit.
Prefer email? Reach us atconsulting@legalboards.com