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Emerging Legal Tech Trends of 2023

Matt Pollins

Matt Pollins

Lawyer using the latest legal software
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    The use of new technology continues to spread rapidly in the legal industry. With every passing year we see more and more new innovations. Yet, many firms and departments are still struggling to implement effective technology in their practice, with many in the profession believing that their firm or department needs to do more to keep up with emerging legal tech trends.

    The lack of effective technology is a potential problem: Law firms and legal departments that fall behind in the tech race are at a significant disadvantage when compared to their competitors. At Lupl, we want to empower leaders to take control of their organization’s tech needs. In this article, you will find an overview of some of the top emerging trends in legal technology for 2023.

    Four Legal Tech Trends to Watch in 2023

    1. Enhanced Cybersecurity Practices

    Cybersecurity remains one of the top challenges for the firms operating in the legal industry. As reported by The Washington Post, global financial losses for cybersecurity breaches now exceed $1 trillion per year. Beyond that, a recent report from the United States government estimated that approximately 160 million sensitive records were exposed due to cybersecurity breaches in 2020 alone. For law firms and legal departments, confidentiality is a serious issue that needs to be addressed. Under American Bar Association (ABA) rules and state bar associations rules, lawyers and law firms have a duty to protect the confidentiality of the sensitive information of their clients.

    A top legal tech trend in 2023 is making cybersecurity easier for attorneys, paralegals, and legal staff. Many law firms and corporate legal departments are invested more into their cybersecurity practices. Not only does this mean ensuring that legal professionals are well-trained on basic cybersecurity practices, it also means providing them with the tech-related resources that they need to navigate the fast-changing legal industry. It is imperative that communicative applications, document sharing tools, or collaborative platforms that lawyers and law firms use are fully secure.

    2. Workflow Automation

    Workflow automation is another rapidly-developing trend in legal technology and the business world more generally. Simply defined, workflow automation is the process of using logic-based rules to complete certain tasks without little or no direct human interaction. You may be wondering: How much can workflow be automated in the legal professional? The answer depends on a number of different factors, including the exact nature of the work. Currently, workflow automation technology for the legal industry is focused on making things more efficient by relieving the burden of certain business processes and administrative tasks. It is no secret in the industry that it is easy for attorneys and legal staff to get bogged down with administrative work. Workflow automation tools are great for some of these time-consuming administrative tasks, such as sending email reminders and scheduling meetings.

    Beyond that, workflow automation technology is advancing to meet some of the specific needs of the legal industry. As an example, there is a strong trend towards the partial automation of legal research. While legal research cannot be fully automated, many of the most popular research tools—from Westlaw to LexisNexis—are already implementing improved natural language processing techniques. These types of technologies are designed to make it easier for legal professionals to find the specific information that they need for their case. There are also workflow automation tools for legal work, such as citation checking and citation management.

    3. Remote Work Technology

    The trend towards full or partial remote work has been gradually growing for more than two decades. The COVID-19 pandemic supercharged that trend. In early 2020, many law firms and legal organizations suddenly went fully remote. While many people slowly come back to office, there are still plenty of legal professionals who are still working remotely, either full-time or part-time. In many ways, the legal industry is well-suited for at least part-time remote work. However, there are some challenges. As highlighted by The National Law Review, law firms and legal departments with fully or partially remote staff face potential issues regarding:

    • Management of remote-working attorneys, paralegal, and other legal staff;
    • Changes to the relationship between a lawyer and their client;
    • Change to billable hours and the law firm’s expensing expectations;
    • Virtual meetings, including court hearings, mediations, and arbitrations; and
    • Issues communicating and collaborating between team members.


    Many of the technologies rolling out for the legal industry in 2023 are focused on making remote work easier. The reality is that remote work—and expectations for at least part-time remote work for attorneys and legal staff—is likely to stay in the legal industry. When done well, remote work can be efficient. Law firms, legal organizations, and legal departments must meet the challenges. The potential return-on-investment (ROI) that handles remote work properly is significant. The key to remote work tech in the legal industry is building a system and implementing tools that allow people to communicate and work together even when they are not in the same place.

    4. Collaborative Technology

    Collaborative technology is perhaps the single most important tech development in the legal industry for 2023. Currently, many law firms, corporate legal departments, and legal organizations are still working across multiple different platforms—and it is easier for things to get jumbled up, with key work being duplicated, delayed, or missed altogether. Collaborative tech offers a solution.

    Collaboration tech for the legal industry is designed to make things better for all parties involved in a project, including attorneys, legal staff, and clients. Everyone who has an interest in a particular legal project should be able to easily communicate with each other. It is crucial that collaborative technology tools allow legal professionals to communicate both inside and outside of their organization—from checking on a particular assignment to sharing documents confidentially.

    Lupl is Your Collaboration Platform for Legal™ in 2023

    Lupl is a secure and collaborative work platform created for the needs of professionals in the legal industry. Combining communication tools, project management tools, and document sharing functionality, Lupl makes it easier to get projects done on your schedule—including when you are working both inside and outside of your own organization. Among other things, Lupl offers:

    • A truly intuitive and easy-to-navigate platform through which you and your team can collaborate on projects.
    • One single hub where you can see everything that is important—seamlessly switching between documents.
    • Access to comprehensive dashboards and feeds where you can track all of the information that is relevant to your needs;
    • Full compatibility with third party applications, so that you do not have to stop using the tech tools that you are most familiar with; and
    • Comprehensive cybersecurity and privacy practices that you can truly trust to keep sensitive information confidential.

    Many of the emerging legal tech trends for 2023 are fully integrated into our platform. With Lupl, your law firm or your legal department can comfortably keep pace with all of the latest developing technology. If you are ready to get started with Lupl, you can get started today at no cost or you can request a comprehensive demonstration from our team.

    Connect With Our Collaborative Legal Tech Professionals Today

    At Lupl, we have developed a comprehensive collaborative platform designed to meet the unique technology needs of the legal industry. If you have any questions about our platform or the emerging legal technologies for 2023, we are more than happy to help. Call us now or send us a direct message to find out more information about our legal technology for law firms and legal departments. We look forward to hearing from you.

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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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