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The Ambivert’s Conference Survival Guide

Ab Saraswat

Ab Saraswat

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    I have always loved being around people. People give me so much energy! (Flow state is real, more on this later). So, when I started going to conferences at 19 as an Event Marketer, I quickly realized that chatting with strangers was not only exciting, but it came easy to me. What didn’t come easy to me was bouncing back from the emotional come down of being around so many people all at once to it all ending as quickly as it began.

    It used to get me really down; it still does, but as I have gotten older and grown to cherish alone time, I have cultivated some tools for when I’m packing my things to go home and missing everyone like crazy. After two long years of barely seeing anyone, I think we all were ready to shake off the pandemic and have some fun! Which, for me, made saying goodbye that much harder.

    My colleague and mentor, Cheryl Wilson Griffin, likes to say she is an ambivert. Someone who finds spending time with throngs of people fun and energizing, but also needs some downtime afterwards too. I tend to agree with that. So we put together a Conference Survival Guide for anyone who loves the buzz of a crowd, but after a week of non-stop action: booth duty, panel discussions, CLEs, networking events, demos, meetings, dinners, drinks, and after parties you simultaneously cherish the tranquility and miss the excitement.

    Here are our “hacks” for surviving Legalweek (or any conference!).

    1. Relationships first

    Don’t worry about selling, networking, or anything more formal than meeting some really smart people. It’s way more casual than finding documents in your DMS.

    2. Stay. Hydrated

    We cannot stress this enough. If you’re not a tap water person, stash a case of water in your room. Eating hydrating foods like apples and cucumbers, soups or even using hydration tablets are all great ways to hydrate too!

    3. Eat what you like…

    But be kind to your body. Don’t go too far off your normal eating habits. If you don’t usually eat Lobster Mac & Cheese, this isn’t the time for it. Try something new (you’re going to expense it anyway), but moderation is key.

    4. Stash healthy snacks

    Sometimes it can be hard to find time to eat; having healthy snacks in your room, your bag or at the booth can be a lifesaver! A small bag of almonds or a protein bar can mean the difference between having a great day or losing your [REDACTED].

    5. Exercise

    Moving your body relieves stress! Shorten your normal routine or try a quick HIIT workout. Think seeing your colleagues in stretchy pants is too personal? There are tons of workouts you can do right from your hotel room!

    6. Drink less

    Alcohol dehydrates us quickly and ramps up cortisol, which causes stress. Alcohol also makes us dance like no one is watching, the benefits of which are currently being debated in the Southern District of New York.

    7. Get your beauty rest

    Preparing to sleep is arguably just as important as sleeping. Bring your favorite hydration mask to wear before bed, meditate, stretch, read a book – take time to wind down from the excitement of the day, however you like to do it.

    8. Pack up the non-essentials

    If your hotel room looks like an Enron shredding party come the end of a conference, do yourself a favor and pack non-essentials the night before. You never know what last-minute things might come up on the last day of the show!

    9. You need YOU time

    Set a mental goal for how much time you will give yourself before you hit the grind again. Maybe you only have an hour or maybe the whole weekend – carve out some time just for you, no matter how small, and revel in it.

    10. Phone a friend

    We’re only human, after all. Whether you’re glowing with joy, wrought with anxiety or somewhere in between, tell someone about it! Tell them about the fun you had, the people you met, the stress, the highs, and the lows…so long as it isn’t confidential.

    What are some of your favorite conference survival hacks?


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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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