The agile matter management platform

Organize your team and simplify workflows, all in one place with Legalboards.

Legalboards integrates with
THE NEW WAY TO MANAGE YOUR MATTERS

Beyond Legal Case Management Software

Legalboards helps lawyers get things done quicker and more efficiently, increasing their productivity. Our cloud-based services empower legal practitioners to plan, build, and execute customized workflows for daily work with the best of lean and agile methodologies.

A few reasons why lawyers love Legalboards.

Frank M.
Frank M.
October 1, 2020.
game changer for my law firm i was looking for a software in a kanban style to give me quick over vews of my cases. not only was i able to make a board for each matter Type, i was able to add ll my matters and move them along the pipeline. and it links with clio which i am already using ☺links with clio, user friendly dashboard, kanban style pipeline ☹i really have not found anything i dislike. this has been exactly what im looking for
Cynthia G.
Cynthia G.
September 29, 2020.
Great way to manage caseload It's a great program and I recommend using it to help with case management. ☺It's easy to sync with existing case management software and allows work to be organized in an easy to follow way. ☹Need more how-to videos to make tech support easier.
Norman N.
Norman N.
September 28, 2020.
Great visual guide to all our team members. Great ☺I really like having all our cases on a few different boards by practice area. IT's good for us all to be able to see how things are going on the fly and during meetings. ☹It's not as intuitive as I thought it would be, but after spending time with the program it's figured out now.
Timothy R.
Timothy R.
September 28, 2020.
Best Agile board! So far my experience with legal boards has been good. The customer support team has been very helpful and answered any questions I had in a quick manner and other than when I asked for something not currently implemented they have resolved the issue immediately. ☺I have found that the smooth integration with Clio and the automations that are available are the biggest boon for this software. It allows me to set up a system that requires very little manual movements from the primary user (the patent attorney) and allows for just the completion of tasks to keep track of matters on the board. For example, the patent attorney can see what cards are being worked on, mark the task as done, and the card will automatically move to the report column which then emails our reporter to send the client the notice that their matter has been completed. ☹There are not as many automation options as I would like. I would like to have some more cross board automations that are not tied onto a task being completed. There is also a lack of customization options for the information displayed on the cards.
Will G.
Will G.
September 28, 2020.
Changed the Way we Organize Our Practice If you can't tell, we love the product. Much cleaner and simpler than Trello or other similar products. I've tried multiple platforms (Trello, Monday.com, etc.). and none worked so well for attorneys. Other services seem to be designed around a product, marketing function, or a major project. This is the first that caters to lawyers with this functionality. ☺We love the kanban functionality and the integration with Clio. We've tried Trello in the past with Zapier, but it was just too complicated for a lot of users. The synergy between Clio Tasks and Notes was a game changer for us. Use the software you have to the fullest extent. This helped us maximize the value of Clio while also putting all our cases on a visual timeline. Customer service has been wonderful as well. ☹As of now, nothing I can readily think of.

Intake Forms

All-in-one lead management. Integrate customized forms to your communication channels (website, e-mail) that let information flow automatically to your boards.

Automate Processes

Define what, how and when tasks need to be done for each stage of your matters and let Legalboards automate the assignments and due dates.

Advanced Task Management

Experience the power of visual insight. Create, assign and control tasks easily by using a powerful visual platform that is tailored to your practice.

Time Tracker

Focus on what you do best: your legal practice! Legalboards allows you to track the time you devoted working on your matters.

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USD $19/mo/user after trial.

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