Conti Moore Smith, Esq. at Conti Moore Law was facing a challenge. After a valuable paralegal left her firm, she needed to get someone new up to speed quickly on her processes for family law cases.

She felt overwhelmed and frustrated as to how to achieve this and how to make sure she could prevent being in this situation again. 

“If you are like many other practitioners out there and you have a staff member who’s been with you for a while and they know how to do everything, and then you lose them… you’re going to be lost.”

So, how did Conti approach this problem?

Having someone so valuable leave isn’t an uncommon problem. Conti approached the problem by looking at what her firm was currently doing- what processes were in place, what tasks are commonly associated with cases, and how to explain this to a new team member. 

“Legalboards solved the problem that I was facing. It allowed me to create different phases, different tasks for each phase, and to basically create a template for how each phase of a case should be handled within my firm.”

Legalboards helped Conti solve her firm’s problems by easily documenting her workflow and the phases of cases.

“It allowed me not to have to worry about an employee leaving. It empowered me to say no matter who comes (or goes), this is the process that I need them to be able to follow. “

-Conti Moore Smith, Esq

Getting more efficient with Legalboards

Some aspects of Conti’s work were similar. Like most legal practitioners, similar cases followed the same set of steps. With Legalboards, Conti was able to define certain common phases like intake, discovery, mediation, etc. for her family law practice.

Now she’s able to define the steps and tasks needed for each phase of a case while assigning team members to those tasks. Identifying tasks that are outstanding has never been easier for her firm.

“It’s allowed me to automate different processes within my firm so I always know where each case stands and what tasks are outstanding and still need to be completed.” 

Improved client communication

With the ability to automate aspects of her work, Conti is now able to also provide clients with automatic updates for their case. 

As Conti puts it, “I’m able to have a general email that I send out that allows clients to feel like they’re getting constant communication from our firm whenever their file is moved into a different phase.”

Using Legalboards to grow

Conti found that Legalboards has allowed her firm to be more efficient and grow.

“With Legalboards, you’re able to look as an owner- or anyone, at all of your cases and at a glance, see where each case stands. You can see how long that case has been in a particular phase and make adjustments based on what you’re seeing. It’s been an absolute game changer.”

Conti has this advice, “Take the time to document your processes, take the time to figure out which tasks are needed for each phase, and invest in Legalboards. It has completely changed how my firm operates.”

Ready to start improving how you work?

Schedule a demo with us to see how we can help you solve a problem- whether it’s similar to Conti or not, we can help improve an aspect of your workflow in 15 minutes or less.