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Enhancing Client Satisfaction with Lupl

Ab Saraswat

Ab Saraswat

In this article

    In the fast-paced world of legal services, fostering effective client communication and ensuring transparency is crucial. As professionals deeply involved in shaping the future of legal innovation, you understand the significance of maintaining strong client relationships and providing a transparent legal service. Lupl, the leading project management software tailored for the legal industry, offers innovative solutions that cater directly to these goals. In this blog, we will delve into how Lupl empowers you to excel in client communication and transparency, providing a strategic tool for the modernization of your firm.

    The Backbone of Client Satisfaction

    Effective client communication is the foundation of a successful legal practice. To offer clients the best possible service, it’s crucial that all stakeholders within the firm be on the same page and have access to the appropriate information at the appropriate time, when providing clients with status updates or answers to their various queries.

    Unified Communication Hub

    Lupl acts as a unified communication hub, consolidating pertinent information, discussions, and even documents in one accessible location. This centralized approach simplifies and streamlines communication, ensuring that all team members involved in a matter are aligned, eliminating the need for digging through countless emails and across multiple platforms, and ultimately saving valuable time.

    This translates to enhanced efficiency in client matters and mitigated risks associated with miscommunication or data loss. It's a streamlined process that simplifies matter management and ensures cases are on track, with all stakeholders working harmoniously.

    Real-time Collaboration

    Client matters often demand real-time collaboration among lawyers, practice support teams, and external parties, such as legal services providers, subject matter experts, and co-counsel. Lupl's real-time collaboration tools allow instantaneous communication, making it easy to share updates, make critical decisions, and collaborate without the need for endless email chains.

    Lupl's real-time collaboration ensures that your firm's legal teams are efficient in their work. The ability to bring in external experts or consultants, when required, can also provide a significant advantage, further elevating the legal services you offer. The firm saves time and money by taking the conversation out of your inbox and into a platform designed for managing the intricacies of legal work.

    The Essence of Transparency

    Transparency in legal services is not just about open communication; it's about providing clients with a sense of confidence in your firm’s ability to handle their increasingly complex legal matters. Your firm’s ability to build trust distinguishes it from the rest.

    Matter Dashboards

    Lupl's matter dashboards offer a comprehensive view of a client's case. When your legal team can access the same information, from case details to upcoming deadlines, this informed approach allows for faster response times to clients and more efficient delivery of information.

    Lupl's dashboards ensure that your firm's legal teams have an easily accessible overview of each matter. This helps prevent misunderstandings and miscommunication and supports your commitment to delivering top-notch legal services to your clients.

    Document Sharing and Collaboration

    Transparency extends to document sharing and collaboration within client matters. Clients can easily share documents with their legal team in Lupl, without ever joining the Lupl matter. Lupl Forms ensure data security by allowing legal teams to extract and collate information and feedback from clients inside a Lupl matter, again without inviting the client into the platform. This streamlined process ensures that everyone is on the same page and that clients feel confident in their legal representation.

    Lupl's document-sharing and collaboration features go even further, allowing your firm to easily track document versions, signatures, and more, which ensures that everyone on the legal team is aligned with the most current information.

    Legal Compliance

    Lupl has achieved SOC 2 Type 1 & Type 2 and ISO/IEC 27001 certifications, and all controls are aligned with these standards. This means that Lupl is dedicated to ensuring the highest levels of data security and privacy. Your clients' sensitive information is in safe hands when using Lupl, and you can trust that legal and regulatory standards are met.

    Lupl is a secure legal collaboration platform that combines powerful native communication, collaboration, and legal project management functionality while maintaining a high level of security and compliance.

    Try Lupl Today

    In a continuously evolving legal landscape, Lupl's unified communication hub, real-time collaboration, and matter dashboards make client communication more efficient and transparent, enhancing the client experience and fostering trust. Its collaboration features facilitate open, clear lines of communication that provide legal teams with the tools they need to excel and appropriately engage with clients.

    By embracing Lupl's capabilities, you will find that it not only modernizes your firm but also sets it on a path to excellence in client satisfaction. In a world where client relationships are paramount, Lupl is the tool that will propel your firm to new heights in client communication and transparency, meeting, and exceeding client expectations.

    Ready to take your firm higher? Book a demo today!

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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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