Канал: legalboards

Lawmatics Integration

Lawmatics Integration

Key Ways to Successfully Grow, Manage, and Create the Elder Law Practice You Need!

Key Ways to Successfully Grow, Manage, and Create the Elder Law Practice You Need!

Working in Legalboards: Anatomy of a Card

Working in Legalboards: Anatomy of a Card

Office365 Calendar Integration

Office365 Calendar Integration

Working in Legalboards: Managing a Board

Working in Legalboards: Managing a Board

Visualize Your Matters in Legalboards

Visualize Your Matters in Legalboards

Working in Legalboards: Board Basics

Working in Legalboards: Board Basics

5 Tips & Tricks to Stay On Top Of Your Estate Planning Cases

5 Tips & Tricks to Stay On Top Of Your Estate Planning Cases

New Matter Automation

New Matter Automation

Working in Legalboards: Task-chain Automation

Working in Legalboards: Task-chain Automation

Working in Legalboards: Task Center

Working in Legalboards: Task Center

Google Calendar Integration

Google Calendar Integration

Practice Panther Integration

Practice Panther Integration

MyCase Integration

MyCase Integration

OneDrive Integration in Legalboards

OneDrive Integration in Legalboards

Legalboards @ Teaser

Legalboards @ Teaser

Legalboards @ ClioCon Teaser

Legalboards @ ClioCon Teaser

Customer Stories: Conti @contimoorelawdivorcelawyers

Customer Stories: Conti @contimoorelawdivorcelawyers

Google Drive Integration

Google Drive Integration

Action: Task Status Update

Action: Task Status Update

Legalboards Customer Stories: Alexia @ rb Legal, LLC

Legalboards Customer Stories: Alexia @ rb Legal, LLC

Reporting by Timesheet

Reporting by Timesheet

Customize Google Drive Folder

Customize Google Drive Folder

The best apps for a productive law firm in 2022

The best apps for a productive law firm in 2022

Somethings just go better together.

Somethings just go better together.

Organization and Making Client Billing Easier for Law Practices

Organization and Making Client Billing Easier for Law Practices

Custom Task Statuses

Custom Task Statuses

Automation: Checklist Creation

Automation: Checklist Creation

Best Practices for Legal Billing and Getting Paid

Best Practices for Legal Billing and Getting Paid

Technology Tips to Optimize Efficiency and Reduce Stress for Lawyers

Technology Tips to Optimize Efficiency and Reduce Stress for Lawyers

Set up Notifications

Set up Notifications

We’ve made documents in Clio better

We’ve made documents in Clio better

Columns have a new look

Columns have a new look

We’ve got your Outlook email covered 365

We’ve got your Outlook email covered 365

A Masterclass on Visual Management and Tracking of Legal Matters

A Masterclass on Visual Management and Tracking of Legal Matters

Custom Fields

Custom Fields

Team Management

Team Management

Managing All Boards

Managing All Boards

Intake Forms

Intake Forms

Task Chain Automation

Task Chain Automation

Automation: Applying Labels

Automation: Applying Labels

Automation: Archiving Cards

Automation: Archiving Cards

Automation: Documents in Clio

Automation: Documents in Clio

Automation: LawPay Billing

Automation: LawPay Billing

Automation: Moving Cards

Automation: Moving Cards

Automation: Sending Emails

Automation: Sending Emails

Automation: Clio Task Creation

Automation: Clio Task Creation

Automation: Task Creation

Automation: Task Creation

Automation: By Task Update

Automation: By Task Update

Automation: By Pending Time

Automation: By Pending Time

Automation: By Card Movement

Automation: By Card Movement

Listing Tasks

Listing Tasks

Kanban on Task Level

Kanban on Task Level

Clio Documents Integration

Clio Documents Integration

Managing Tasks

Managing Tasks

Time Tracking

Time Tracking

Cards Timeline

Cards Timeline

Card Information

Card Information

Creating a Contact Card

Creating a Contact Card

Creating a Matter Card with Clio

Creating a Matter Card with Clio

Creating a Matter Card

Creating a Matter Card

Creating a Note Card

Creating a Note Card

Editing Cards

Editing Cards

Cloning a Board

Cloning a Board

Deleting a Board

Deleting a Board

Managing Boards Members

Managing Boards Members

Editing Boards

Editing Boards

Managing Columns

Managing Columns

Using Board Templates in Legalboards

Using Board Templates in Legalboards

Creating a Board in Legalboards

Creating a Board in Legalboards

Creating your account with Clio

Creating your account with Clio

Getting Started with Legalboards

Getting Started with Legalboards

Introduction to Matter Management Boards With David and Karen

Introduction to Matter Management Boards With David and Karen

Legalboards - Beyond legal case management software

Legalboards - Beyond legal case management software

Getting Started with Docketwise

Getting Started with Docketwise

Automation Action: Task Creation

Automation Action: Task Creation

Getting Started with Legalboards and DocuPlayer

Getting Started with Legalboards and DocuPlayer

Cases of use for the Automation “Move Card”

Cases of use for the Automation “Move Card”

How Does Automation Work?

How Does Automation Work?

Getting Started with Legalboards and LawPay

Getting Started with Legalboards and LawPay

Getting Started with Legalboards and Clio

Getting Started with Legalboards and Clio