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Need Some Help? Search our guides, resources, and more here or browse them below.

How we can help you?

Getting Started

Here’s how to get started in Legalboards.

Getting Started

Create your account, invite your team, create your first board
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Improve your productivity by setting up automations


Automation triggers, automation actions, notifications.
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How To’s

Learn the basics of using Legalboards.

How To’s

Integrate your other accounts, agile approach, staying organized
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Board Templates

Guidance on board creation through templates, examples, and more.

Board Templates

Immigration board, divorce board, general
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Youtube Channel

Webinars, tutorials, and so much more..

Find all the video guides you’ll need with our YouTube channel.

Frequently asked questions


Kanban is a type of agile methodology created in Japan in 1940 by Toyota. It’s a visual system for managing work and keeping track of tasks as you move through a process. Agile is an approach to project management that enables teams to deliver value through increased productivity. To learn more about agile check out our resource 

You can create workflows and visually develop processes according to how you want your practice to operate. You can also check and manage all tasks of your law firm in 3 different types of views.


To share a board you’ll need to add your guests to your Legalboards account. Invite them by going to settings and finding “Team Management”. Check out this video guide as well.

Creating a Legalboards account is simple, just follow this guide on how to create an account and get started with your first board. Check this video.

Legalboards has almost 10 different automations for you to implement in your boards. Setting them up follows essentially the same 3 steps; when, filter by, and action. You can find specific guides on common automations and more information about automations here

Legalboards allows you to manage your practice visually. From matters to client invoices- and everything in between, we free up time lawyers and firms would normally spend on repetitive tasks. Now you can automate your processes and build your workflows to reflect your everyday activities. Legalboards can also be integrated with technology lawyers use like Clio, LayPay, Outlook, etc., so they can be more productive.


You can integrate your Legalboards account with one of our partner systems (find the full list here: Please note through Zapier we have an expanded list that can be found here:

If you don’t see an integration partner on our website you can send an email to us and our team will check the tech availability of this integration.

When you use Legalboards integrated with other software you’ll have some of the features and data of this software automatically in Legalboards.

Integrations can avoid double register of data and streamline the legal operations.


We have a $24 USD Starter Plan that has some limitations to boards and the amount of automations you can create, a $39 USD Standard Plan that has less limitation, and a $58 USD Professional Plan that is unlimited. You can find more details on our price page (

It’s up to you if you’d prefer paying monthly or annually. You can cancel your subscription at any time. Legalboards price is set per admin/user who has access to the system so if at any time the amount of people on your board changes, we’ll adjust and charge/refund the difference.

The free trial lasts for 7 days with unlimited access.

Yes! We’ve made it easy for you, simply login to your account and click Settings> Cancel My Account (found at the bottom of the screen)

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Need some advanced help setting up?

Let one of our expert consultants help you create and configure personalized boards and automations tailored to your practice.

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