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Legalboards

Legalboards

Starting at $24 per month per user
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Overview

What is Legalboards?

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…

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Recent Reviews

TrustRadius Insights

Legalboards has proven to be an invaluable tool for law firms in tackling their key business problems and improving their overall …
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Pricing

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Starter Plan

$24

Cloud
per month per user

Standard Plan

$39

Cloud
per month per user

Professional Plan

$58

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://legalboards.com/price

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $24 per month per user
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Product Demos

Demo Lunch: Session 3, October 19, 2021

YouTube
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Product Details

What is Legalboards?

Legalboards 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.

Matter management features:
  • Visually track matters - Track and visually manage how matters are progressing at every stage.
  • Align legal staff to matters - Connects a team to matters and set activities, tasks and deadlines.
  • Create processes & workflows - Automate tasks like emails, reminders, and notes and create workflows for recurring activities.
  • Streamline billing activities - Set custom fees, track time and automate billing processes.
  • Set dates, notifications & alerts - Create notifications and smart alerts for ya team and clients and track important dates.
  • Stay connected with clients - Improve client relationships with timely information and details.

Legalboards Videos

Introduction to Matter Management Boards
Creating a Board in Legalboards
Legalboards and Clio
Legalboards and Docketwise
Legalboards and DocuPlayer

Legalboards Integrations

Legalboards Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

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.

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.

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.

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