Last week, our “What’s New in Legalboards — Live Demo & Q&A” webinar offered a deep dive into the evolving landscape of legal workflow automation. It was led by Legalboards co-founder Tai Miranda. The session provided a practical, live exploration of how midsize law firms can enhance their operations. Also, it showcased how firms can foster productivity and gain clearer insights into their cases.
Catch the full session here:
Demystifying Workflow Creation with AI
One of the most compelling demonstrations in the session focused on Legalboards’ AI-powered workflow generation. Tai illustrated how the platform simplifies the often-complex task of setting up new processes. By providing a few key details about your firm’s objectives, practice area, and jurisdiction, Legalboards can present tailored workflow options. This feature aims to reduce the initial setup burden. It allows firms to establish structured processes more efficiently without needing to build from scratch.
Integrating for a Cohesive Legal Tech Stack
Understanding that law firms typically operate within a diverse technology ecosystem, the webinar explored Legalboards’ integration capabilities. Tai explained how the platform can work alongside existing case management systems like Clio, PracticePanther, and MyCase. The idea is for Legalboards to function as an enhancing layer. It provides additional workflow visibility and automation without requiring a complete overhaul of your current tools. Furthermore, it’s designed to operate effectively as a standalone solution for firms seeking a centralized hub.
Gaining Clarity: Visualizing Workloads and Identifying Bottlenecks
The session emphasized the analytical power of Kanban-style boards within Legalboards. Tai showcased how these real-time visual dashboards offer immediate insights into your firm’s workload. For instance, observing a “legal research” column with five active matters but only three assigned team members can quickly signal a bottleneck. This allows for proactive resource allocation. Features like “red flags” and “overdue” indicators further assist in highlighting areas that require immediate attention. Hence, they promote a more responsive approach to case management.
Rethinking Task Assignment: The “Pull” Methodology with Task Pool
A notable new feature was the Task Pool. It encourages a “pull” rather than “push” approach to task management. Tai described how firm leaders can assign tasks to “squads” or teams (e.g., a paralegal squad) instead of direct individual assignments. This allows team members to self-select tasks from the shared pool when they have capacity. It fosters greater autonomy and helps ensure that work is consistently picked up and completed. This reduces the risk of items being overlooked. Overall, it represents an interesting shift in how workload can be managed within a firm.
Open Dialogue: Your Questions, Our Answers
In keeping with its interactive format, the webinar concluded with a dedicated Q&A segment. Tai and Bruna, our customer support specialist, addressed a range of attendee questions. Topics covered included the specifics of Clio synchronization, methods for filtering tasks by client, and how checklist items behave within the system. This live discussion aimed to provide clear, direct answers to common inquiries.
Exploring Efficiency for Your Firm
The webinar served as an informative overview of how Legalboards is designed to support law firms. It aims for more efficient and transparent operations. For practice leaders exploring scalability or operations managers seeking alternatives to manual tracking, this session offers insights. It’s also valuable for anyone interested in the practical application of legal tech.
Discover how Legalboards can fit into your firm’s operational strategy.
