Transforming Legal Operations with Precision & Automation
See how Strauss Attorneys PLLC improved their workflow precision with Legalboards.
About Strauss Attorneys PLLC
- Legalboards User Since: 2022
- Website: Strauss Attorneys PLLC
- Key Benefits: Workflow precision, automation, process consistency, enhanced visibility
Before adopting Legalboards, Strauss Attorneys PLLC relied on Trello for estate administration workflows. While Trello provided basic task management, it lacked automation, legal-specific features, and deep integrations with their existing tools.
“We were rebuilding our estate administration process and initially structured everything in Trello. But after discovering Legalboards at ClioCon, we realized it was a much better fit.”
– Brad, Partner at Strauss Attorneys PLLC
The Challenge: Limited Precision, Automation, and Integration Capabilities
Why Trello Wasn’t Enough
- Lack of deep integrations with Clio and other legal tools
- Limited automation for repetitive legal tasks
- No built-in visibility for tracking estate administration processes with precision
The Legalboards Solution
By transitioning to Legalboards, Strauss Attorneys PLLC gained better workflow control, automation, and seamless Clio integration, improving precision and efficiency in legal case management.
“Legalboards had more versatility, primarily because of its ability to sync with Clio. That made a huge difference.”
– Brad, Partner at Strauss Attorneys PLLC
Learn more about how automation enhances legal workflows:
How Legalboards Transformed Law Firm Operations
Key Improvements After Legalboards Adoption
1. Increased Workflow Precision & Automation
Legalboards enabled Strauss Attorneys PLLC to automate recurring tasks, ensuring that every estate administration step is tracked with precision.
“We’ve automated a lot of our processes, so we always know exactly where we are in an estate case.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC
Read more about automation in legal workflows:
Visual Mapping and Automating Legal Operations
2. Enhanced Client Communication & Transparency
With a seven-step workflow system, staff can now track progress with precision and provide real-time client updates.
“We can tell clients exactly where they are in the process, how much longer it will take, and what documents are still needed.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC
3. Elimination of Manual Tracking & Guesswork
Legalboards introduced a structured workflow, ensuring precision in every step of estate administration.
“Precision has been the biggest improvement. We’re not missing steps, and every estate’s assets are fully captured.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC
Explore more about process efficiency in legal operations:
The Importance of Process Discovery for Legal Operational Efficiency
Quantifiable Results: Efficiency Gains with Legalboards
- 762 automations per month
- Over 38 hours saved monthly (2,286 minutes)
- $1,217 in average monthly cost savings
What Makes Legalboards Stand Out?
1. Responsive & Personalized Customer Support
Brad and Jessica emphasized the exceptional support from Legalboards’ team.
“We get responses within hours, often from the same team member who knows our setup. If needed, they even jump on a video call to resolve issues.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC
2. Continuous Product Evolution Based on User Feedback
Legalboards actively enhances precision and functionality by implementing feature requests based on user needs.
“We’ve seen new features added that weren’t available when we first started, and that’s been a game-changer.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC
Final Thoughts: A Scalable, Precision-Driven Solution
As Strauss Attorneys PLLC grows, Legalboards continues to support their expanding operations with automation and structured workflows.
“Managing our workflows now takes just 15 to 30 minutes per month—Legalboards runs itself.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC
Explore Kanban and Agile strategies for workflow precision:
Improving Legal Workflows with Kanban and Agile
Key Takeaways
- Seamless transition from Trello to Legalboards, improving workflow precision
- Increased visibility ensures every estate case follows a structured process
- 762 automations per month, reducing manual work
- Over 38 hours saved monthly through automation
- $1,217 in average monthly cost savings
- Exceptional customer support with quick responses & proactive solutions
Watch the Case Study
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