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Innovators of Law: Conjuring Your Conference Superpowers

Ab Saraswat

Ab Saraswat

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    Wow! What a fun and informative discussion we had on the latest episode of Lupl’s Innovators of Law Series! If you missed it, you’ve come to the right place.

    Our conversation was aimed at helping people gain confidence and achieve their goals at their next conference or big networking event. Lupl’s Director of Growth, Kalina Leopold, was joined by Stephanie Clerkin, Director of Litigation Support at Korein Tillery, Monica Harris, Product Business Manager at CellebriteES, and Sameena Kluck, CEO and founder of Amplify Your Voice LLC.

    First and foremost, we asked our panel, what is your favorite thing about attending conferences? Overwhelmingly the panel (and the audience!) agreed that networking was our top priority. Coming in a close second was keeping up with industry trends, followed by education / CLEs, and meeting clients or your own team.

    We all agreed that getting to see people face-to-face is still the best way to make connections. One audience member said that even the smiles feel different in person. Stephanie highlighted that for her, peer-based learning is best and who better to learn from than those of us who “have been in the trenches.” Monica and Kalina both have had opportunities to meet colleagues at conferences this year – with so many teams working remote, a multi-day industry event has been the only time they both have spent quality in-person time with the other members of their teams! Sameena loves engaging with peers at conferences because you can find out what all the buzz is about straight from the SMEs themselves!

    Regardless of your goals there’s a lot you can do to prepare for a conference and optimize getting what you want, while still achieving your goals. We’ve compiled a list of all the tips and tricks.

    Tips for building / growing your network:

    • Review the agenda and speakers list.
    • Contact speakers that interest you and let them know you are looking forward to their session!
    • Read the descriptions of the sessions to get a feel for what the main topics of conversation will be during the event, so you have talking points when meeting new people.
    • Check out social to see who is posting about the event. Comment and engage often to boost your visibility online!
    • Post on social and let your network know you’re attending. Don’t forget to use the official conference hashtag!
    • Spend some time in the common areas – they are always a great place to meet attendees and catch people going from one session or meeting to another.

    Tips for optimizing the sessions:

    • Kick it old school and print out the agenda, highlighting which sessions you want to attend.
      • Pro-tip: color coding the sessions helps a lot! You can break them out into groups of sessions that are a must see for you, a would like, perhaps you’re speaking at one or a colleague is speaking at another.
    • If you’re like most of us on the panel, you live and die by your calendar. Schedule the sessions you want to attend in your calendar – making notes or color coding them similarly.
    • Bring a notebook or use your phone / device to take notes during the session.
    • If you can’t take notes during the session (or don’t want to), jot down 5 things you learned or resonated with you after the session is over. This is useful for:
      • Reporting back to your team / organization on industry trends, lessons learned.
      • Posting on social media during / after the conference, sharing key takeaways and providing knowledge to your network.
      • Reaching out to speakers during and after the session to broaden your network.
    • Connect with speakers on LinkedIn during the sessions, letting them know something you appreciated about it! (This also helps as a reminder of when and how you met!)

    Tips for taking care of you:

    • Schedule in downtime. You can use this time to catch up on work, take a walk, meditate, do whatever you need to do to get away from the hubbub and recharge. Maybe you love a good power nap! Schedule time for you – try to give yourself at least 1 hour each day of the conference.
    • Plan for a conference hangover. We don’t mean from alcohol – we’re talking about the emotional come-down a lot of us experience after a conference when all the nerves are settling and you’ve gone from being around thousands of people to all by yourself on a plane, train, or in a car, heading home. What are the things you need when it’s all over to help you recover mentally?
    • Give yourself grace. You are likely not going to be able to get to everything you want to do and that is okay. In fact, it’s why some of us triple book ourselves with events! That way if we miss one, we have a backup.
    • Accept what you can’t change. Right before any big event we all still have hopes it’s going to go perfect. But life has taught us that isn’t how it goes. There are going to be thing that happen that you can’t control. One way to manage expectations (and anxiety) is to pick a moment just before the event kicks off, your Eff-it moment, and anything that goes awry after that you can choose to accept as is. Like rain right before an outdoor event. Or running into traffic 5 minutes away from the venue. Or spilling coffee down your shirt at breakfast. We can’t control everything – accepting that will allow you to be more present for what you can control.

    Tips for introverts:

    Following the tips above will help you with talking points and building confidence, but some of us need more and that’s okay!

    • Remind yourself that if you’re feeling nervous about meeting new people, it’s probable that at least half the room is feeling the same way.
    • You can always go to your room to decompress if need be.
    • Don’t completely skip networking events. For example, stay for 30 minutes so you can flex that mingle muscle just a little bit.
    • For women: if you don’t know anyone in the room, we have found that finding other women in the room and introducing yourself is usually a safe bet.
    • Get a conference buddy! Someone who knows you well and can be a support if you need an assist.

    Tips for crushing your conference…before, during and after the event:

    • Stay positive and pumped! Keep a thought or mantra in your head that lifts you up. What you’re looking forward to? Start there!
    • Leave your hotel room with a smile on your face – it works.
    • Practice what you are going to stay to key people you’re meeting with.
    • Bring outfits that make you feel confident!
    • Choose a home-base (in a common area) so you have a place to go back to if you ever find yourself with nowhere to be or feeling a little out of sorts.
    • Review agenda and social media ahead of time!
    • Map out your strategy and include downtime, work-time, and sleep!
    • Post on social before, during and after!
    • Listen to a positive playlist while you get ready!
    • Use our essentials packing list or make one of your own!
    • Post on social when you get there so everyone knows you’ve arrived.
    • Live tweet during sessions or post a synopsis on social tagging the speakers and using the official conference hashtag.
    • Make sure to hang out in the common areas!
    • Follow up within 48 hours by connecting on LinkedIn.
    • Follow up the following week, where appropriate. You can set expectations during the conference of when you’ll be reaching out next.
    • Write a reflective social post about what you learned, your key takeaways, and your experience overall. Tag peers and new connections and always use the official conference hashtag!

    Meet the panelists!

    Look for the #RedCapes at #ILTACON22

    Monday Night @ the Exhibit Hall Opening Reception

    Want to be notified of our next webinar? Email events@lupl.com to be added to our mailing list!

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      # Lupl Workstream Design Principles: A Practical Guide to Legal Project Management for Lawyers Legal project management works when your setup is simple, ownership is clear, and statuses are unambiguous. This guide shows how to turn existing processes and checklists into a lean, reliable Workstream. Lupl is the legal project management platform for law firms, making it easy and intuitive to apply these principles. It also supports moving your work from Excel, Word tables, or if you are transitioning from Microsoft Planner, Smartsheet, or Monday. You will learn what belongs in a Workstream, a Task, or a Step, and which columns to use. If you want practical project management for lawyers, start here. **Excerpt:** Legal project management works when ownership, dates, and statuses are clear. This guide shows lawyers how to turn checklists into Lupl Workstreams with the right columns, Tasks, and Steps. Use it to standardize project management for lawyers, reduce follow ups, and move matters to done. --- ## How to organize your work with Workstreams, Tasks, and Steps Workstreams, Tasks, and Steps are three different types of objects in Lupl. They form a simple hierarchy. Workstreams contain Tasks. Tasks may contain optional Steps. This hierarchy aligns with standard project management. In project management, you break work into projects, deliverables, and subtasks. Lupl adapts this for lawyers by using Workstreams, Tasks, and Steps. This makes it easier to map legal processes to a structure that teams can track and manage. * **Workstream.** Use when you have many similar or related items to track over time. Think of the Workstream as the table. * Examples: closing checklist, court deadlines, pretrial preparation, regulatory obligations, due diligence, local counsel management. * **Task.** A high level unit of legal work. A key deliverable with an owner and a due date. Tasks are the rows. * Examples: File motion. Prepare Shareholder Agreement. Submit Q3 report. * **Step.** An optional short checklist inside a single Task. Steps roll up to the parent Task. * Examples: Draft. QC. Partner review. E file. Serve. ### Quick test * If it can be overdue by itself, make it a Task. * If it only helps complete a Task, make it a Step. * If you need different columns or owners, create a separate Workstream. --- ## Do you need to track everything in Lupl Not every detail needs to be tracked in a project management system. The principle is to capture what drives accountability and progress. In Lupl, that means focusing on deliverables, not every micro action. * Use the level of detail you would bring to a weekly team meeting agenda. * Position Tasks as key deliverables. Treat Steps as optional micro tasks to show progress. * Example: You need client instructions. Do not add a Task for "Email client to request a call." Just make the call. If the client approves a key deliverable on the call, mark that item Approved in Lupl so the team has visibility. --- ## Start with the Core 5 columns Columns are the backbone of a Workstream. They define what information is tracked for each Task. In project management terms, these are your core metadata fields. They keep everyone aligned without overcomplicating the table. Keep the table narrow. You can add later. These five work across most legal project management use cases. 1. **Title.** Start with a verb. Example: File answer to complaint. 2. **Status.** Five to seven clear choices. Example: Not started, In progress, For review, For approval, Done. 3. **Assignee.** One named owner per row. If you add multiple assignees for collaboration, still name a primary owner. 4. **Due date.** One date per row. 5. **Type or Category.** Show different kinds of work in one table. Example: Filing, Discovery, Signature, Approval. **Priority.** Add only if you actively triage by priority each week. If added, keep it simple: High, Medium, Low. --- ## Add up to three Helper columns Lupl includes a set of pre made columns you can use out of the box. These allow you to customize Workstreams around different phases or stages of a matter. They also let you map how you already track transactional work, litigation, or other processes. Helper columns are optional fields that add context. In task management, these are similar to tags or attributes you use to sort and filter work. The key is to only add what you will update and use. Pick only what you will use. Stop when you reach three. * Party or Counterparty * Jurisdiction or Court * Phase * Approver * Approval, status or yes or no * Signature status * Risk, RAG * Amount or Number * External ID or Client ID * Document or Link * Docket number * Client entity **Guidance** * For Task Workstreams, prefer Approver, Approval, Risk. The rest are more common in Custom Workstreams. * Aim for eight columns or fewer in your main table. Put detail in the Task description, attachments, or Steps. --- ## Simple rules that keep your table clean Consistency is critical in project management. A cluttered or inconsistent table slows teams down. These rules ensure your Workstream remains usable and clear. * Only add a column people will update during the matter. If it never changes, set a default at the Workstream level or set a default value in the column. * Only add a column you will sort or filter on. If you will not use it to find or group work, leave it out. * If a value changes inside one Task, use Steps. Steps show progress without widening the table. * Keep columns short and structured. Use Description for brief context or instructions. Use Task comments for discussion and decisions. Link to work product in your DMS as the source of truth. * One accountable owner per Task and one due date. You can add collaborators, but always name a primary owner who moves the Task. If different people or dates apply to different parts, split into separate Tasks or capture the handoff as Steps. * Add automations after you lock the design. Finalize columns and status definitions first. Then add simple reminders and escalations that read those fields. --- ## Status hygiene that everyone understands Status is the single most important column in project management. It tells the team where the work stands. Too many options cause confusion. Too few cause misalignment. In Lupl, keep it simple and consistent. * Five to seven statuses are enough. * Use one review gate, For review or For approval. Use both only if your process needs two gates. * One terminal status, Done. This is the end state of the Task. Use Archived only if you report on it or need it for retention workflows. --- ## When to split into multiple Workstreams In project management, it is best practice to separate workstreams when workflows, owners, or audiences diverge. Lupl makes this easy by letting you create multiple Workstreams for one matter. Create a new Workstream if any of the following are true. * You need a different set of columns for a chunk of work. * Ownership or cadence is different, for example daily docketing vs monthly reporting. * The audience or confidentiality needs are different. **Signal** * If half your rows leave several columns blank, you are mixing processes. Split the table. --- ## Decision tree, three quick questions Use this quick framework to decide where an item belongs. This is the same principle used in task management software, adapted for legal workflows. 1. Is this a list of similar items over time, or a discrete phase of the matter * Yes. Create a Workstream. 2. Can it be overdue by itself, and does it need an owner * Yes. Create a Task. 3. Is it a step to finish a Task and not tracked on its own * Yes. Create a Step. --- ## Common mistakes to avoid Many project management failures come from overdesigning or misusing the structure. Avoid these mistakes to keep your Workstreams lean and effective. * Wide tables with many optional columns. Keep it to eight or fewer. * Two columns for the same idea, for example Status and Phase that overlap. Merge or define clearly. * More than one approval gate when one would do. It slows work and confuses owners. * Mixing unrelated processes in one table, for example signatures and invoice approvals. --- ## Build your first Workstream Building a Workstream is like setting up a project board. Keep it light, pilot it, then refine. Lupl is designed to let you do this quickly without heavy admin work. 1. Write the Workstream purpose in one sentence. 2. Add the Core 5 columns. 3. Add at most three Helpers you will use. 4. Define clear Status meanings in plain words. 5. Set defaults for any value that repeats on most rows, for example Jurisdiction. 6. Add two light automations, a due soon reminder and an overdue nudge. 7. Pilot for one week and adjust. --- ## Where this fits in legal project management Use these principles to standardize project management for lawyers across matters. Keep structures consistent. Reuse column sets and status definitions. Your team will find work faster, reduce follow ups, and close loops on time. --- ### On page SEO helpers * Suggested title tag. Lupl Workstream Design Principles, Practical Legal Project Management for Lawyers * Suggested meta description. Learn how to design lean Lupl Workstreams for legal project management. Get clear rules for Tasks, Steps, statuses, and columns to run matters with confidence. * Suggested URL slug. legal-project-management-for-lawyers-workstream-design

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