Name: Getting Started with Legalboards and DocuPlayer
Uploaded: 2020-08-05T19:39:50.000Z
Duration: 1 min 48 s
Description: Legalboards and DocuPlayer

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Feature Management

Mind Mapping

Push Notifications

Development

Business Intelligence (BI)

Calendar

Collaboration

Org Chart

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

Business Rules Management

Cloud Storage

Cybersecurity Consulting

Data Center Infrastructure Management

Data Observability

Deception Technology

Desktop Management

Desktop Outsourcing

Electronic Data Interchange (EDI)

File Sync and Share

Fraud Detection

Hyper-Converged Infrastructure

Identity Management

Industrial IoT

Integration Platform as a Service (iPaaS)

Interoperability

Network Performance Monitoring

Network Troubleshooting

Operating Systems

Remote Support

Secure Access Control

Single Sign-On

Static Code Analysis

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Content Creation

Direct Mail Automation

Email Marketing

Event Management

Graphics

IP Geolocation

Influencer Marketing

Intent Data

Market Research

Marketing Automation

Social Media Management

Survey & Forms Building

Usability Testing

Video Streaming

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

eCommerce

Sales

Agriculture

Equation Editors

Healthcare Learning Management

Homeowner's Association (HOA) Management

Smart Cities

Vertical-Specific

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DocuPlayer

### Task Automation
Users appreciate Legalboards for its robust task automation features, which are tailored to meet the specific needs of legal professionals. The platform's automation capabilities, such as triggering tasks based on various criteria and email automation for client communication, are highlighted as valuable tools for enhancing efficiency and organization within law firms. While some users find the initial setup process daunting due to the multitude of automation possibilities, the overall consensus leans towards Legalboards being a reliable solution for automating tasks and improving workflow management in legal practices.

### Kanban Workflow
Users consistently highlight Legalboards' kanban workflow as a key strength, emphasizing its user-friendly interface and the ease of setting up and managing tasks through visual cards. The integration with Clio is particularly praised for enhancing the efficiency of tracking and progressing cases. Reviewers appreciate how Legalboards' kanban style pipeline allows for a clear overview of matters, enabling them to identify bottlenecks and optimize their workflow processes effectively. The system's ability to provide a visual representation of case progression and facilitate quick adjustments based on real-time updates is widely commended by users.

### Progress Tracking and Reporting
Users consistently praise Legalboards for its robust progress tracking and reporting capabilities. They highlight the platform's ability to track changes in task status across different boards, providing a comprehensive view of matter management. The automation features, such as email notifications triggered by task completion or card movement, are particularly lauded for streamlining workflows and enhancing client communication. Additionally, users appreciate the platform's flexibility, customization options, and seamless integration with practice management software like Clio. The positive feedback on Legalboards's progress tracking and reporting functionality underscores its value in optimizing legal workflows and ensuring efficient case management.

### Case Management
Users unanimously praise Legalboards for its exceptional case and matter management capabilities. The platform's ability to provide a comprehensive overview of cases and matters in a visually organized manner has garnered high praise from legal professionals. Users appreciate the ease of syncing with existing case management software, allowing for a streamlined and efficient workflow. The customization options and integration with Clio have been highlighted as key features that enhance the overall case management experience. Legalboards's intuitive design and user-friendly interface have made it a preferred choice for law firms looking to optimize their case management processes.

### Practice Management
Users consistently praise Legalboards for its practice management capabilities. They appreciate the platform's ability to cater specifically to the legal profession, providing kanban-style automated task management that aligns well with law firm operations. The customization options and two-way syncing with practice management software like Clio are highlighted as valuable features that enhance the overall management experience. While some users find the initial setup slightly daunting due to the multitude of possibilities, the platform's design by lawyers for lawyers is seen as a significant advantage. The visibility and tracking of tasks across different boards are commended for offering a more comprehensive approach to matter management, making Legalboards a favorable choice for firms aiming to streamline their operations efficiently and effectively.

Legalboards has proven to be an invaluable tool for law firms in tackling their key business problems and improving their overall efficiency. Users have found that the software streamlines their work processes by effectively managing automated tasks, ensuring that nothing falls through the cracks. With the ability to create boards for each matter type and track them in a kanban style, users can easily assign and monitor tasks, resulting in better organization and project management. The integration with Clio, a widely-used software in the legal industry, has been highly appreciated by users as it allows for seamless collaboration and data synchronization.

Unlike other similar products like Trello or Monday.com, Legalboards stands out as a cleaner and simpler solution specifically designed for lawyers. This tailored functionality addresses a common pain point for legal professionals who previously had to rely on services primarily built for product marketing or major projects. By providing a user-friendly interface and features catered to the unique needs of law firms, Legalboards enables lawyers to stay on top of their different matters, clients, and tasks effortlessly.

The collaboration between the development team at Legalboards and users has played a significant role in ensuring a comfortable user experience. Valuing user feedback, the team has worked closely with customers to address their needs and integrate the software seamlessly into their existing systems. Users have expressed appreciation for the helpfulness and communication shown by the staff at Legalboards.

Overall, Legalboards offers law firms an effective solution to their organizational challenges. By utilizing this software, users can not only effectively manage their tasks but also improve productivity and streamline their workflow. While there are minor tweaks that some users would like to see implemented, the positive experiences shared by customers highlight how Legalboards has become an essential tool in solving critical business problems faced by law firms.

Challenging Customizations: Some users have found the customizations in Legalboards challenging to understand and navigate, which may hinder their ability to tailor the software to their specific needs.

Integration Delay with Clio: Users have reported frustration with the integration between Legalboards and Clio, as it causes a delay in automations running. This can be problematic for those who rely on timely automated processes.

Difficult User Interface: The user interface of Legalboards has been described as difficult to read, and some individuals have encountered visibility issues due to the color scheme. This can affect user experience and productivity when working with the software.

Easy Integration: Many users have found Legalboards incredibly easy to integrate with their existing practice management software, allowing for a seamless incorporation into their workflow. 

Intuitive Interface: The intuitive and easy-to-use interface of Legalboards has been praised by users, making it straightforward for them to navigate and efficiently perform tasks.

Seamless Integrations: Users appreciate the ease of setting up Legalboards and the seamless integrations it offers with other software, such as Clio. This integration minimizes manual effort for primary users like patent attorneys and streamlines task completion and matter tracking.

Legalboards, software from the company of the same name in Toronto, Ontario, allows users to manage a practice visually. From matters to client invoices and everything in between, Legalboards frees up lawyers and legal teams by allowing them to automate their processes and build workflows for everyday activities. Legalboards also connects with Clio, LawPay, Outlook and other technologies that lawyers use allowing them to create automated workflows and share important data between solutions.

Starter Plan

Standard Plan

Professional Plan

SimpleLegal in California offers their flagship application for legal time tracking and billing.

SimpleLegal

Plan A

Plan B

Plan C

Legalboards

Legal case management software organize facts pertaining to cases, whether billing hours or facts, history, and documents relevant to the matter. Because hours logged is essential to this case management software also includes billing related features and customer document and information management. Finally, they integrate with eDiscovery tools so that relevant information can be associated to cases quickly.

Legal Case Management

Demo Lunch: Session 3, October 19, 2021

Introduction to Matter Management Boards With David and Karen

In this video, you will meet our Educational Partners, David and Karen, from Gimbal, and learn how to build more profitable and productive practices using Matter Management Boards with Legalboards.

Creating a Board in Legalboards

Creating Kanban Boards

In this video, you´ll learn how to create a kanban board using Legalboards. To create a board from scratch, you have to follow the steps below:
1.        Click on “+ New Board”;
2.        Type the name of your workflow (board´s name);
3.        Describes the purpose of this board (not required):
4.        Set the columns of your board, in other words, each phase of your workflow (not required, you can set them later);
5.        You can also set some colored labels to identify statutes on your matters (not required)
6.        Save it.
You can have as many boards as you need in your account.

Follow us Site: 
https://legalboards.com 
Twitter: https://twitter.com/legalboards 
Instagram: https://www.instagram.com/legalboards_io
Linkedin: https://www.linkedin.com/company/legalboards

Getting Started with Legalboards and Clio

Legalboards is the collaborative way to organize your legal team’s work in one place using agile tools.

In this video you will learn how to start using Legalboards integrated with Clio. 
 
Check it out on:
http://legalboards.io/clio

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Follow us
Site: https://legalboards.io/
Twitter: https://twitter.com/legalboards
Instagram: https://www.instagram.com/legalboards_io/
Linkedin: https://br.linkedin.com/company/legalboards

Getting Started with Docketwise

We know how hard it could be to manage the same information on different platforms and maintain everything updated.

So we proud to annunciate a new Integration, now you can use the fantastic Immigration Software Docketwise together with Legalboards, so every matter or contact you have on Docketwise will be synchronized with Legalboards.

Now you can improve your immigration workflow using agile methodologies with zero duplicate work.

Getting Started with Legalboards and DocuPlayer

Legalboards is committed to ease the struggles of the legal practice, one of them: long-complex memoranda and emails that clients don’t understand. We are now integrating with Docuplayer to allow lawyers to send detailed legal advice using video! 

Check this out: http://legalboards.io/

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Overview

What is Legalboards?