To share a board you’ll need to add your guests to your Legalboards account. Invite them by going to settings and finding “Team Management”. Or, follow this walkthrough guide.

Legalboards has almost 10 different automations for you to implement in your boards. Setting them up follows essentially the same 3 steps; when, filter by, and action. You can find specific guides on common automations and more information about automations here

Legalboards allows you to manage your practice visually. From matters to client invoices- and everything in between, we free up time lawyers and firms would normally spend on repetitive tasks. Now you can automate your processes and build your workflows to reflect your everyday activities. Legalboards can also be integrated with technology lawyers use like Clio, LayPay, Outlook, etc., so they can be more productive.

You can change the role of an user by following these steps. First, go to Settings> Team Management and then locate the user you want to change and click the green icon next to their name. From there, you can select if that user should have an admin, member, or viewer role.

You can delete a user by going to Settings > Team Management. From there, locate the user you want to delete and click on the red icon beside their name to delete them from your account.