Applying Agile to Legal Practices

Lesson 3: Build Your First Kanban Board in Legalboards

Getting Started: Build Your First Kanban Board in Legalboards

John explained the theory—now see it in action. In this hands-on lesson you’ll create a brand-new board that mirrors the workflow your firm already uses. No process overhaul required; you’ll simply translate what’s in your head (or spreadsheet) into visual columns inside Legalboards.


Key Points & Steps

  1. Begin with What You Have

    • Map today’s real-world stages; don’t design an idealized future process yet.

  2. Board = Canvas

    • Each column represents one existing stage (e.g., Intake → Drafting → Client Review → Filed).

  3. Name Columns in Seconds

    • Live demo shows creating, renaming, and re-ordering columns to match your flow.

  4. Template vs. From-Scratch

    • Templates save time, but building from zero cements understanding—this lesson walks through the full blank-canvas approach.

  5. Immediate Payoff

    • Once stages are visible, bottlenecks reveal themselves and future WIP limits become obvious.

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.