Legalboards SOP | Run Your Law Practice Visually

What number of occasions have you ever sat in entrance of your laptop and thought, “Ugh. I do know I simply did this final month. How on earth did I do it?”

You waste time attempting to recollect the steps. You make a mistake and have to start out once more. You notice you could possibly by no means clarify it to another person, so how may you presumably delegate it … It’s irritating, proper?

You Want a Customary Working Process

Customary working procedures (SOPs) codify your customary strategy in a doc or guidelines that’s exact, environment friendly, and simple to make use of even in probably the most tough conditions.

By capturing how you full a specific course of, you’ll be able to:

  • Considerably cut back the time it takes to finish duties.
  • Instantly cut back the psychological power required to do the job.
  • Error-proof work and guarantee issues aren’t forgotten.
  • Lower onboarding time.
  • Empower folks to do their work accurately, with out pestering you with questions.

SOPs are key to efficient delegation and operational effectivity.

It’s simpler than you suppose to create a library of SOPs that seize the processes you utilize day by day in your observe. In actual fact, one in every of our hottest webinars teaches a five-step framework for creating SOPs, so you’ll be able to delegate work extra successfully and streamline your observe. (Keep tuned, we’ll be operating it once more quickly.)

However it’s one factor to have a terrific library of written SOPs. The true magic comes from making them actionable.

One of many best methods is with a mission administration platform. There are loads to select from, however as we speak we wish to discuss Legalboards.

Why? As a result of Legalboards is visible.

You may make SOPs actionable with the Legalboards mission administration platform.

In February, we wrote an article for Legal professional at Work about utilizing visible matter administration instruments in your observe. People course of visible data 1000’s of occasions sooner than textual content. Legalboards gives a visible workflow automation platform you should use to show your SOP right into a repeatable course of, automate key facets, after which handle duties as they transfer by that workflow.  

Consider it as digital Kanban for legal professionals.

Legalboards main workflow page
With Legalboards you construct a visible workflow for issues and duties.

Your SOP is actually a workflow. Quite than retailer it as a static listing of steps in a doc, you’ll be able to construct it out as a phased workflow, add duties with hyperlinks, attachments and checklists, automate emails and reminders, add due dates and extra.

Particular person issues or duties then transfer by your workflow. At a look, you’ll be able to see the place work stands.

Legalboards Turns into Your Visible Administration System

Legalboards turns your SOP into an automatic, actionable course of you and your group can simply observe.

You’ll be capable of:

  • Create complete workflows and automate them with built-in default automations.
  • Assign and set up duties.
  • Streamline time entry.
  • Guarantee new group members know find out how to do their work.
  • Get worthwhile perception into your issues, productiveness and profitability utilizing monitoring and reporting instruments.
  • Present a higher shopper expertise utilizing options like automated e-mail updates.
  • Toggle between the dashboard view (for an summary of every day duties) and the duty view (to see duties in response to a board, listing or calendar).
legalboards dashboard
Dashboard view.
legalboards task view
Process view.

The platform operates as a standalone workflow device, or, should you’re a Clio person, integrates and syncs routinely with Clio. In actual fact, Legalboards received Most Improved App at this 12 months’s Clio Cloud Convention. You may have a Legalboards tab proper inside Clio, combining the advantages of visible workflow administration with Clio’s time-tracking and different observe administration options in a single place.

You may add Legalboards to Clio.

The Kanban-style format in Legalboards gives a way more user-friendly visible show than you get together with your matter and job lists in Clio. Plus, the sleek sync means adjustments you make in Legalboards — together with time entries in your work logs — present up instantly in Clio, and vice versa.

Hearken to how one Legalboards person was in a position to make use of the system to enhance effectivity at her household regulation agency. 

Legalboards additionally integrates with LawPay, DocketWise, Workplace 365 and Google Drive.

Each Law Practice Is a Community of Processes

In case your processes solely dwell in somebody’s head, then they’re not likely processes in any respect. Each time an worker leaves, you’re on trip otherwise you simply can’t bear in mind how you probably did it the final time, you lose money and time.

So begin capturing how you’re employed. Choose one course of you do repeatedly and switch it into an SOP. Then take a look at Legalboards to see how one can flip that SOP into an actionable, automated, highly effective device for you and your group.

Full disclosure: We aren’t compensated in any means for our assist of Legalboards, however we now have been collaborating with Legalboards for a couple of years. We’ve watched the product develop, we discuss it in our Matter Administration Masterclass, and we did a free coaching with them you could watch on Youtube.

Legalboards isn’t the one mission administration platform we suggest, however it’s the one we’re most enthusiastic about.

Picture ©iStockPhoto.com. Screenshots courtesy of Legalboards.

Karen Dunn Skinner and David Skinner assist legal professionals and authorized professionals construct extra environment friendly, productive and worthwhile practices. They’re co-founders of Gimbal Lean Practice Administration Advisors and legal professionals with over 20 years of expertise every in Canada and Europe. They’re the unique International Advisors on Authorized Course of Enchancment to the Worldwide Institute of Authorized Venture Administration. Karen additionally sits on the IILPM’s International Advisory Council. They write and converse repeatedly, facilitate authorized course of enchancment initiatives throughout North America, and have taught Gimbal’s LeanLegal strategy to 1000’s of authorized professionals.

You may additionally like: “Three Causes It’s Simpler to Run Your Practice With Visible Matter Administration”


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