Applying Agile to Legal Practices
Lesson 8: Client-Centric Operations
https://youtu.be/tw94yCkpDGA
Client-Centric Operations: Automate Updates that Delight
Turn each workflow stage into a client touchpoint. By weaving automated messages into your board, you keep clients informed, set clear expectations, and boost satisfaction—without adding manual work.
Key Points
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Expectation Setting
Fire a welcome email the moment a matter lands in Intake Review; spell out timelines and key policies. -
In-Flow Updates
Trigger “Next Steps” messages when a card moves to Strategy Formulation or Evidence Gathering so clients know exactly what’s happening. -
Proactive Flags
Auto-notify clients of waiting periods (e.g., court scheduling) or unpaid invoices, reducing status-check calls. -
Relationship Wins
Consistent, timely communication builds trust and lets your team focus on legal work instead of chasing emails.
Course Curriculum
Your 9 Agile Lessons
Lesson 1: How to Tell If Kanban Could Work For You
In this lesson, you’ll learn how to identify if you should implement the Kanban methodology and how to get started.
Lesson 2: Applying Agile to Legal Practices with John Grant
An in-depth look at integrating Agile methodologies in a legal setting, guided by industry expert John E. Grant.
Lesson 3: Getting Started
Where and how should you start implementing Kanban? Let’s go over how to use what you already do and translate it into Kanban.
Lesson 4: Building a Board
Let’s walk you through how to build a Kanban board using Legalboards for our example firm.
Lesson 5: Boards As An Overview Of Workflows
Now that we know the framework and how to build a board, let’s step back and examine how to view the work we’ve completed so far.
Lesson 6: WIP Limits
In this lesson, we’ll dive into one of the concepts that John covered in lesson 2, WIP limits. You’ll learn how to apply them for effective management.
Lesson 7: Board Viewing Tips
Tips about how to best view your board so you can ensure you understand everything at a glance.
Lesson 8: Client Centric Operations
One of the most important benefits of using Kanban is the enhanced client experience. Let’s examine how to optimize your operations for clients.
Lesson 9: Conclusion
In this lesson, we’ll wrap up this course and the Agile concepts covered.
