Workflow & Automation

Lupl’s Workflow and Automation tools are designed to streamline legal work. Create consistent processes with customizable templates and forms, automate routine tasks, and keep everything on track. Lupl helps your team save time and stay focused on high-value work, reducing administrative burdens.

Drive Efficiency

Increase productivity with tools like task assignments, real-time status updates, and flexible views. Lupl ensures everyone is aligned on priorities and deadlines, minimizing time spent on tracking and status checks.

 

FEATURES

This image shows a selected template in the Lupl platform, showing workstream, key dates, documents, and pins that would be created in the new matter.
This image shows the template library with access to public and private templates.

Capture and Update

Quickly capture key information and keep it up-to-date with customizable forms and templates. Automate data entry and updates to maintain accuracy across all tasks and avoid repetitive work.

 

FEATURES

Optimize Workflow

Structure and organize your tasks efficiently using Lupl’s powerful automation and custom views. With tools like templates and “My Tasks,” you can stay organized, focus on what’s next, and avoid any process bottlenecks.

 

FEATURES

This screenshot shows the result of linking an iManage workspace to a Lupl matter for the team's broad reference and easy access from within Lupl.

Lupl Seamlessly Augments Your Existing Workflows

Discover Lupl’s automation capabilities that drive efficiency and reduce repetitive work. Learn how customizable workflows, templates, and automations can transform your legal team’s productivity.

Explore Workflow & Automations Further

Explore Lupl's additional features tailored to enhance legal workflows, productivity, and security.

Templates

Streamline your legal processes with customizable templates that save time and reduce errors.

Forms

Capture the information you need for each matter with zero manual effort using our no-code form builder.

Automations

Save time, reduce errors, and allocate work more effectively through workflow automations.

AI

Use natural language to generate summaries, reports, and drafts to use for client updates.