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How to Use Legal Tech to Establish Better Processes

India Preston

India Preston

legal tech better processes
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    Managing a law firm or legal department can be stressful, chaotic, and even overwhelming. A well-designed project management process helps to make things less challenging. According to an article published by JDSupra, “legal project management (LPM) plays a critical role in boosting law firm profitability and enhancing client relationships.” Now is a great time to make sure that your law firm, legal organization, or legal department has the right tech in place.

    At Lupl, we are proud to offer The Collaboration Platform for Legal™. With a newly developed and truly comprehensive platform for legal projects, our team is committed to offering a better and easier way for law firms and legal departments to share documents, communicate effectively, manage matters, and get things done. In this article, we highlight some of the most important things to know about using legal technology to establish better processes in the New Year.

    What is Legal Project Management and Why Does it Matter?

    Broadly defined, project management is a process involving the use of knowledge, skills, tools, and technologies to complete a goal and deliver value to clients/customers. For law firms and corporate legal departments, project management involves some unique consideration. Still, the primary goal remains the same: As described by the American Bar Association (ABA), legal project management (LPM) is about “performing legal work more efficiently” and “managing uncertainty.” Law firms, organizations, and legal departments can benefit from a project management system that is:

    • Systematic
    • Understandable;
    • Flexible
    • Efficient
    • Cost effective.

    Five Key Advantages of Improved Legal Technology

    1. Get Organized and Stay on Track With Your Projects

    Organization is one of the keys to effective project management. Lack of organization can cause serious problems—including missing work, duplicative work, and even poor results. This is an issue across industries—though organization is especially important in the legal field. Our collaborative legal tech platform is designed to help law firms and legal departments stay organized so that they can better keep track of their project. Our highly regarded legal technology achieves this goal in three ways.

    First, all documents and information related to your legal project can be uploaded into a single easy to use platform. You will not have to worry about shifting back and forth from application to application. Next, our legal tech offers a “bird’s eye view” of the entire project—so that you can see exactly what is happening at any given time. Finally, the Lupl legal project management platform allows you and your team to access the information that you need to do whatever remaining work/tasks are necessary. Organization improves efficiency. It can save time and money.

    2. Easier Communication and Collaboration

    Some of the most important projects involve contributions from several legal professionals—often from two or more different departments/organizations. When it works well, collaboration can be hyper-effective. It can make law firms and legal departments more efficient and they will be in a better position to meet key performance indicators (KPIs) and deliver results. At the same time, collaborative projects are complicated. The more legal professionals and law firms/organizations/ departments involved, the greater the risk of problems.

    The Lupl technology platform makes it easier for lawyers and law firms to communicate and collaborate. One of the biggest project management advantages of improved technology is that cross-team communication and cross-org communication can be simplified. We designed a legal project management platform with careful attention to the needs of legal professionals—making it easier to chat and collaborate with people both inside and outside of your organization.

    3. Real-Time Visibility into Projects

    Collaborative legal projects can be stressful. There are often a lot of moving parts. Without the proper system in place, it may be difficult to know what exactly everyone is working on and how much progress is actually being made. The Lupl technology platform includes a useful feature known as ‘The Loop.” With The Loop, you will have access to a real-time, 360 degree view of your project. Among other things, our legal tech can improve the process of your law firm/department by:

    • Allowing you to quickly identify what is (and is not) on track; and
    • Ensuring that you know the specific task that needs immediate attention.

    4. Seamless Integration With Existing Systems

    Many partners at law firms and decision makers within legal departments want to take action to update their technology and improve their project management practices. At the same time, it is likely that you already have some type of existing system in place. You may be concerned that new technology will mean starting over—that you will lose a lot of the work that you already put in.

    Fortunately, the Lupl legal project management platform was designed with this issue in mind. Our state-of-the-art legal project management technology can help you seamlessly integrate your existing systems into a more effective, more efficient new platform. If you have elements of your current project management process that work well, they can be integrated into our platform.

    5. Reliable Security that Allows You to Protect Sensitive Information

    For lawyers, law firms, and legal departments, security is critically important. One of the primary reasons why many legal professionals are wary of adopting new technologies is that they are worried about security. It is certainly an understandable concern: The integrity of the attorney-client relationship is critically important. As expressed by ABA Rule 1.6 Confidentiality of Information, lawyers and law firms have a duty to “safeguard information relating to the representation of a client against unauthorized access by third parties.”

    While the importance of confidentiality has the potential to make project management and collaboration more complicated, the most advanced legal technology can provide a reliable solution. The Lupl project management platform for lawyers and law firms is fully secure. Indeed, the security needs of our customers is one of our highest priorities. We offer a fully secure platform where legal professionals can work and collaborate without worrying about unauthorized disclosure.

    How Lupl Can Help Your Law Firm or Legal Department Establish a Better Process

    Lupl is a comprehensive, collaborative platform designed specifically for the legal industry. Our innovative tools help lawyers, legal staff, and clients communicate and work together—without all of the hassles and complications. We offer a more efficient and more effective way for law firms, legal departments, and legal professionals to:

    • Securely share documents;
    • Communicate proactively;
    • Manage important projects; and
    • Get legal work done together.

    If you are looking for better legal technology to improve the project management system of your law firm, legal organization, or corporate legal department in 2022, we are more than ready to help. You can reach out to us directly to get started now for free, request a demo from our team, or contact us with any specific questions or concerns.

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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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