Task-chain Automation – What It Is and How to Use It in Your Legal Practice

Identifying the task-chain in your workflow

Legal work consists of tackling tasks in a specific sequence, with or without dependency points, and finishing all quickly and entirely.

If you’re following an agile methodology for your legal work, you already know you can identify this task-chain as a part of your workflow.

Typically, because tasks are more specific to certain practicing areas, you may want to prepare a list of tasks for each type of work depending on the area of the law and the status of your cases.

Listing the Tasks

Assuming, for this exercise, we’re dealing with an area-focused board, one common approach is to define a set of tasks that must be performed on each stage of your matters within the same area. If you want a more elaborated approach, you can learn about multi-boards on an agile legal practice.
Now that you have a list of tasks per phase, you can start the automation process by simply identifying what order to perform the tasks in and how long they will take.

Automation Triggers

If you’re using a legal agile tool, you can define what triggers need to be pulled to start the next tasks. Sometimes, you will need to pull the trigger as soon as another task is completed. Other times, you will pull it after a period of time because a phase of completion is waiting for someone’s approval. In both cases, you can easily prepare the automation to auto-assign new tasks to yourself or other team members using a cascade mode. You can also force the next task to automatically begin after all the conditions are met.

Key Takeaways

  1. You can use task-chain automation during the entire cycle of each workflow (and even between workflows).
  2. The practice of using task-chain automation keeps team members aware of what will happen next and reduces lawyers’ work interruptions.
  3. Using Legalboards automation capabilities, you can assemble these sequences without any complex integrations or coding.
  4. Having a predetermined process decreases the learning curve of new team members.

Share with us how would you prepare a task-chain for your area of expertise. We’re building a gallery of the best agile workflow for different areas of the law. We’d love to see yours and learn how it boosts your team’s productivity.

Written by Tainã Miranda

Tainã is the CTO and co-founder of Legalboards; she provides sound technical leadership in all aspects of Legalboards' business and she is an advocate for a more agile legal industry. Dealing with the tech-team, stakeholders and customers to ensure the company’s technologies are used appropriately.

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