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, or this guide.

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 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.

The free trial lasts for 7 days with unlimited access.