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Q2 2023 Product Update

Morgan Hedges

Morgan Hedges

Lupl's Q2 2023 Feature Updates
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    The Lupl Team has been diligently working on refining our platform to elevate user experience and broaden its applications. We are thrilled to share the advancements made in our recent development cycles and are eager to unveil a host of new features and enhancements.

    The Lupl product team works in 3-week sprints, enabling us to swiftly implement impactful modifications based on user feedback, solidifying Lupl’s position as the leading legal project management software for law firms.

    In this post, we provide a detailed overview of the key recent enhancements, organized by feature categories.

    Task Management

    We’re thrilled to introduce features that will significantly enhance the efficiency and convenience for legal professionals and lawyers.

    We’ve implemented the ‘Import Tasks’ feature. This allows you to seamlessly import your matter tasks from our global knowledgebase or from any of your previous matters. Whether you’re working on a case that mirrors a previous one or utilizing our comprehensive matter templates, you can now populate your task lists with just a few clicks.

    We’ve also improved this feature by giving you the flexibility to choose which task lists you wish to import from a template or matter. This means you can now tailor your task lists to fit the unique needs of each case, ensuring that you have all the necessary tasks at your fingertips.

    Additionally, we understand the importance of having access to your tasks offline or in a format that can be easily shared with others. That’s why we’ve introduced the ‘Export Tasks/Tasklist’ feature. Users can now export their Lupl tasks into an Excel or Word table, providing a convenient way to review, share, or archive your tasks.

    These enhancements are designed with the aim of making Lupl an even more powerful tool for legal project management, helping you manage your caseload more effectively and efficiently.

    Document Management

    In our continuous effort to streamline your legal workflow, we’re introducing several new features and improvements that we believe will greatly enhance your Lupl experience.

    One of the key updates is the ‘Automatic Email Attachments’ feature. This new option will automatically import relevant document attachments from emails sent into the Matter Channel directly into the Matter Documents. This eliminates the need for manual transfer, saving you valuable time and reducing the risk of overlooking important documents.

    For our iOS users, we’ve made some significant improvements and UI/UX changes. Notably, we’ve added the ability for users to rename documents directly on iOS. This gives you greater flexibility and control over your document management, even when you’re on the go.

    We’ve also made substantial enhancements to our ‘Document Preview Performance’. We understand that speed is of the essence in your work, and with these changes, you can expect faster loading of pages when previewing documents.

    Finally, we’re excited to share that we’re working on integrating signature status into Lupl. This means you’ll soon be able to track the status of a document that has been sent off for signature, such as with Singpass or DocuSign, without having to leave Lupl or sift through emails. This feature is designed to provide a more seamless and efficient signing process, keeping you updated every step of the way.

    Connected Apps, Open API and Integrations

    Calling all Early Adopters! We are delighted to inform you about our upcoming release of a new feature called “Create Matter by Email.”

    This feature has been specifically designed to simplify the process of creating new matters by utilizing artificial intelligence to extract essential information from emails and automatically populate it into your new Lupl Matter. As we are in the final stages of development, we are offering a unique opportunity for our users to participate in our beta testing program.

    If you are an early adopter who enjoys exploring new features and providing valuable feedback, we invite you to join our beta program. To register your interest in the beta program simply send an email to our sales team at sales@lupl.com.

    Your participation is highly appreciated, and we are eager to enhance the Lupl experience with your assistance!

    Matter Management

    Do more with your matters. In our mission to make your legal work as efficient as possible, we’re introducing two new features that will significantly streamline the process of creating new matters.

    Firstly, we’ve added a ‘Save Matter as Template’ feature. This allows organization template admins to effortlessly create new matters by selecting any existing matter to automatically pull data from. This means you can now create new matter templates that mirror the structure and content of your most successful or frequently used matters, saving you the time and effort of setting up new matters from scratch.

    Secondly, we’re excited to introduce the ‘Clone Matter’ feature. This feature is designed for those times when you want to quickly set up a new matter that’s similar to a previous one. With just a few clicks, you can choose to clone Tasks, Pins, Milestones, Details, or all of the above from a previous matter. This not only saves you time but also ensures consistency across your matters.

    These new features are part of our ongoing commitment to making Lupl the most user-friendly and efficient legal project management software for legal professionals and lawyers. We’re confident that they will make your work even more efficient and look forward to hearing your feedback.

    UI/UX Improvements

    For our iOS users, we’ve redesigned the Task Details interface, implementing a number of improvements to make it more intuitive and user-friendly. This redesign aims to make task management even more efficient, allowing you to focus on the work that matters most.

    For our Android users, we’ve made significant enhancements to our Direct Message (DM) chat feature. We’ve introduced push notifications, ensuring you never miss an important message. We’ve also added the ability to invite new users to start a conversation, even if they’re outside of Lupl, expanding your communication possibilities. Additionally, we’ve added the ability to hide chats from the chat view, giving you more control over your chat interface.

    In terms of general UI/UX improvements, we’ve made a change to the channel activity view. When a user deletes a document, the document title will no longer appear in the channel activity. This is part of our ongoing efforts to make Lupl as user-friendly and efficient as possible.

    App Performance

    At Lupl, we place a high emphasis on maintaining optimal app performance. To this end, we’ve recently implemented a series of under-the-hood modifications designed to alleviate performance issues associated with handling extremely large matters and a high volume of users. These changes are specifically engineered to minimize the impact on app performance in such scenarios, ensuring a smooth and efficient user experience regardless of the size of the matter or the number of users involved.

    Security & Compliance

    This remains a top priority for Lupl. In Q2, we continued our security audits for ISO/IEC 27001, allowing firms to take advantage of the extra layer of security across managed iOS devices. It’s part of our ongoing commitment to provide a secure platform where legal professionals can manage their matters with complete peace of mind. Stay tuned for updates on our progress towards this significant milestone in our journey.

    Research and Upcoming Features

    In the upcoming weeks, we are eager to unveil a host of exciting new features as part of our comprehensive roadmap. Our commitment is to enrich the LPM experience, for lawyers, legal project managers, and legal professionals. These enhancements are designed to help you get to “closed”, “won”, or “done” faster, thereby facilitating superior outcomes for you and your team.

    We’d love to hear your thoughts on these new features and improvements, or if you have a feature request or feedback, please don’t hesitate to share with us. Stay tuned for more updates as we continue to enhance and expand Lupl’s capabilities.

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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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