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Level Up Lupl – Febuary 2025

Whitney Stout

Whitney Stout

A screenshot of Lupl's Dashboards and Automations features. On the left, a dashboard displays task management metrics, including total open tasks, unassigned tasks, a pie chart of tasks by assignee, and a workload forecast bar graph. On the right, the Automations interface shows "Popular Recipes" for automating workflows, such as recurring tasks, weekly status updates, and task dependencies, along with assigned automation notifications. The interface has a clean, structured layout with categorized automation options.
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    Welcome to this month’s Level Up Lupl newsletter!

    Each month, we share the latest updates, tips, and insights to help you get the most out of Lupl. This February, explore new features like Dashboards and Workflow Automation, learn how to import your lists from other platforms, and get tips on addressing the root of resistance.

    Want to get this straight to your inbox? Subscribe on the right to receive future newsletters by email.

    What’s New in Lupl

    A screenshot of Lupl's Dashboards and Automations features. On the left, a dashboard displays task management metrics, including total open tasks, unassigned tasks, a pie chart of tasks by assignee, and a workload forecast bar graph. On the right, the Automations interface shows "Popular Recipes" for automating workflows, such as recurring tasks, weekly status updates, and task dependencies, along with assigned automation notifications. The interface has a clean, structured layout with categorized automation options.

    We’re starting the year with some exciting new features, including:

    📊 Matter Dashboards
    🔗 Workflow Automation


    🗂️ Kanban Boards
    🏠 Re-Designed Features Page

    … and more!

    You can see a detailed breakdown of Lupl’s new features in our Q1 2025 Product Update.      

    Speak with our team to learn more or schedule a features demo.

    Feature Focus

    A comparison of an Excel spreadsheet and Lupl’s Workstreams interface. The top-left section shows an Excel sheet titled “Issues & Hurdles,” containing a list of issues with categories, priorities, statuses, and resolution plans. The bottom-right section displays the same data imported into Lupl’s Workstreams in a structured table format, with color-coded categories and priorities, along with options to filter, sort, and group data. This highlights Lupl’s capability to seamlessly import and organize structured data from spreadsheets into collaborative workstreams.

    Can I use my existing checklists or task trackers in Lupl, or do I need to start from scratch?

    You’ve worked hard to stay organized—no need to start over!

    With Lupl, you can repurpose your existing checklists, charts, and trackers by importing them directly into a Lupl workstream. It’s fast, efficient, and gets you up and running without missing a beat.

    Resources to Get You Started:

    Did You Know?

    This feature also allows you to import work from other tools like Monday or Smartsheet.

    Here’s how:

    1. Export your lists or projects from your current tool as an Excel worksheet.
    2. Upload the Excel to Lupl, and your work is ready to go.

    Change Management Corner

    A modern, open-concept office space featuring a large round table surrounded by red and green swivel chairs. The workspace includes additional seating areas with lounge chairs, small tables, and potted plants, creating a collaborative and inviting atmosphere. Glass walls and an upper-level balcony with more workspaces contribute to the open and airy design. The color scheme blends warm and cool tones, emphasizing a dynamic and flexible work environment.

    Change starts with understanding.

    For many legal professionals, asking for help with task management can feel like admitting they can’t handle their workload. Transparency and templatizing processes, while meant to reduce stress, can sometimes heighten anxiety if they’re seen as tools to demand more work in the same amount of time. 

    Take a moment to reflect:

    • Framing the Benefit: Are your team members seeing task management improvements as ways to reduce stress and decision fatigue rather than just a way to increase their output?
    • Management’s Role: Is leadership open to feedback and ready to address concerns about workflows?
    • Emotional Awareness: Has your team considered the emotional side of change? Addressing the “why” behind resistance is often the key to smoother transitions.

    Thoughtful implementation is the key to making task management changes feel like a support system—not an added ask. Build trust by showing your team that these tools are here to help.

     Looking for rollout tips or training Materials? Speak with our success team and we will connect you with the right resources.  

    Mental Health Minute

    A playful, cartoon-style illustration of a traditional balance scale with two smiling, laughing emoji-like faces—one yellow and one teal—sitting in each tray. The scale is slightly tilted, but both faces appear joyful and content. The background features soft pastel colors, with a window letting in light, creating a cheerful and lighthearted atmosphere.

    Research shows that laughter boosts motivation, eases burnout, and builds confidence by increasing dopamine and serotonin levels in the brain. This release of tension promotes more creative thinking, leading to better problem-solving and greater satisfaction.

    Quick Tip: Google the “I am not a Cat” video.

    A banner with a teal gradient background displaying the text "Legal Events We're Excited About" in bold white letters. On the left side, there is an illustrated calendar icon with a grid layout, featuring checkmarks indicating scheduled events. The design is clean and professional, emphasizing upcoming legal industry events.

    Legal Week 2025

    Legalweek is a cornerstone of the legal tech conference scene, recognized as a must-attend event for industry insights, education, and networking. It delivers actionable takeaways through expert-led sessions and provides legal professionals with a firsthand look at the latest innovations shaping the market.

    Reply to this email if you’d like to meet in NYC.

    🇺🇸 New York City | March 24 – 27, 2025

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      The image features a futuristic, abstract representation of change adoption in the workplace. A network of glowing, interconnected pathways flows across the scene, symbolizing seamless transitions and engagement. Soft gradients of blue, green, and white create a sense of clarity, innovation, and adaptability. Subtly integrated silhouetted figures represent collaboration and alignment. The overall aesthetic is modern, fluid, and inspiring, evoking a feeling of positive transformation and ease in workflow adoption.

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