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What is Legal Project Management?

India Preston

India Preston

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    All the way back in 2013 when I was working as a paralegal, the term legal project management (LPM) began to make waves in the US, and since then it’s slowly seeped its way into the wider legal world. Everyone’s heard of it, but few actually understand it.

    Is it just a new buzzword for project management? Is it really going to stay relevant past 2023? If it’s so essential then how does a firm even adopt it?

    The short answer to that first question is no. 

    I’ve watched LPM rightfully become its own being for the past ten years, and there are no signs of it stopping past 2023. It’s time for the mystique and the stigma around the term to end. LPM is essential, and armed with the right knowledge – and right tools – any law firm can reap the benefits that it brings.

    So what is legal project management?

    Susan Raridoth Lambreth, founder of the Legal Project Management Institute, defines LPM as a ‘process of defining the parameters of a matter upfront, planning the course of the matter at the outset with the facts you have at the time, managing the matter, and evaluating how the matter was handled upon completion.’1

    Offering my own, slightly shorter definition, I always like to describe LPM as a framework that is built specifically for the legal industry to ensure that matters are handled as efficiently as possible. Particular emphasis is put on:

    • The business and administration behind legal matters.
    • The collaboration between legal and admin teams within a firm.
    • The communication between firms and their clients.

    And that’s it – LPM officially demystified.

    How is LPM different from regular project management?

    As mentioned, the main difference between LPM and regular project management is that LPM is exclusively for legal matters

    Therefore, there are aspects within an LPM plan that you would never find in a regular project management plan, such as how a matter is scoped and defined, or how the firm will communicate updates to clients.

    LPM also factors in the fast-paced world of the legal industry by being less focused on documentation and rigid procedures. Instead, LPM takes a more holistic approach to matters, where partners have the flexibility to make decisions on the spot rather than having to defer to a project board. 

    At the heart of it, LPM seeks to satisfy clients by creating the best environment for legal teams to efficiently work in, whereas traditional project management is more focused on producing a single product or outcome through a paint–by–numbers approach.

    Master legal project management with Lupl

    Benefits in abundance

    Hopefully just the description of LPM is enough to make it clear why it’s so beneficial to law firms, but in case you need any more reasons…

    Workflow efficiency

    LPM is specifically designed to improve legal workflows – and only legal workflows. 

    • Communication methods between teams are clearly established so that everyone knows who to contact and how to contact them if issues arise.
    • Tasks are properly delegated so that the right person is doing the right job, and work is not being duplicated.
    • Every type of document is organised and managed in a way that allows both lawyers and their admin team to easily find what they need when they need it.

    When LPM is done right, lawyers have fewer client contracts and billing receipts to sort out and more time to focus on the actual matter at hand. Meanwhile, legal support teams can better monitor budget and progress, so that matters stay in scope. 

    Client relationships

    The key to client relationships is transparency and trust. 

    With a fully-fledged LPM framework, law firms keep a clear communication channel open between themselves and clients:

    • Clear budgets are established before a matter is even worked on, so that prospective clients are shown honesty from the outset.
    • Tasks are clearly defined so that lawyers can give more accurate progression updates to their clients throughout the matter. 
    • Because everyone is working more efficiently and lawyers have less of an admin burden to worry about, matters are more likely to be delivered on time.

    All of the above gives the client a good experience from start to finish, and with good client experiences comes a better reputation for your law firm. 

    Budgeting

    When a concrete LPM plan is in place, law firms can accurately and continuously monitor budgets so that their financial goals are met.

    • Before a matter even starts, an internal budget is set with potential risks taken into account so there are no nasty surprises for either the firm or the client.
    • You can properly coordinate the lawyers you want for certain billable hours, to maximise revenue.
    • LPM encourages a post-project reflection, so you can be made aware of how to optimise costs for next time.

    Law firm profitability is far easier when you have a framework from which raw data and objective observations can be drawn. With matters properly planned and monitored through LPM, this can be achieved with far more ease. 

    How to adopt LPM

    So LPM sounds all well and good, but you’re probably thinking about how difficult it’s going to be to put this new way of working into your firm. Will we have to hire a legal project team? How long will it take to train our firm to adopt this new way of working?

    These questions are justified, and yes, legal project managers can be instrumental in adopting LPM. However the mistake many law firms make is that they only hire legal project managers to get the job done. While great at what they do, legal project managers and the teams they support need to have the right tools to implement good LPM – you wouldn’t expect a barista to make a great cup of coffee without a proper coffee machine.

    Lawyers need matter management softwares that are purpose-built for legal matters so that the benefits of LPM can be enjoyed. 

    Luckily such platforms exist, and as a minimum, they should:

    • Be easy to use with minimal training needed for adoption.
    • Present lawyers with a clear dashboard that can summarise the statuses of their matters at a glance.
    • Link documents, tasks, and people to matters in a single place.
    • Have integrations with other software so that teams can easily collaborate with external partners and clients.

    Relying on outdated software like Excel spreadsheets and email threads is simply not enough to accommodate LPM – trust me I’ve been there. Your law firm deserves to use professional tech that makes legal matters seamless. 

    Make LPM easy with Lupl

    I’m fortunate to have joined Lupl, who have built such a platform that has all the LPM must-haves of the above and even more:

    • It puts everything from matter management to document archives, all in one place so that users don’t have to manually switch between platforms.
    • Designed and built for lawyers by lawyers, with LPM central to the user experience.
    • Supported in any browser, on any platform, so that your legal team can work on the devices you like.
    • Secured with data encryption functionality, and SOC-2 certified.

    Adopting LPM doesn’t have to be a pipe dream and it doesn’t have to be hard. Any law firm, no matter how big or small, can do it and should be doing it. 

    With the global legal technology market set to exceed $37 billion by 2026,2 law is only going to get more digital, and more competitive, so embracing LPM via technology is the best way for your firm to come out on top for the years ahead. 

    Book a demo with Lupl today and see how your firm can cut emails by 75%.

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    1 https://www.thomsonreuters.com/en-us/posts/legal/legal-project-management/

    2 https://www.linkedin.com/pulse/top-2023-legal-trends-reverierecruitment/

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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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