Nearly everything that lawyers do, each matter and file, can be considered a project. Legal project management (LPM) involves applying project management tools to legal matters. These tools help legal professionals capture and track their workflow and manage various phases of the process to make outcomes more repeatable and predictable. Here are some of the tools every legal department should include in their cloud-based toolkit:
Legal clients typically come with stacks of paperwork, and the accuracy of legal documents is extremely critical. Several years ago, a drafting error in a contract cost a prominent London law firm nearly £2 million. Fortunately, through the use of document automation platforms, law firms, in-house lawyers, and corporate attorneys can avoid such costly mistakes.
Document automation platforms allow documents to be created and managed through one central interface. Having all the information in one place streamlines the document preparation process, reduces errors, tracks progress, and allows for the utilization of digital signatures. Such tools can also alert businesses when a contract is about to expire, remind attorneys to contact clients, and generally make a legal consumer’s experience better overall.
From team meetings to correspondence with clients, online collaboration tools keep everyone on the same page by establishing one central, secure place for a legal team to collaborate and communicate in real-time. Online collaboration tools can make a lawyer’s life easier by:
- Helping to maximize personal productivity as well as the efficiency of the entire firm
- Allowing for the management of a large number of cases, documents, and court filings
- Keeping users connected with partners, colleagues, support staff, and clients
- Delivering video conferencing, voice over IP, and file sharing and transfer capabilities through platforms like Slack, Microsoft Teams, HelloSign, and Zoom
Cloud-based collaboration tools help legal professionals stay up-to-date from anywhere — while working in the office or from home and when traveling to and from court hearings.
Task management tools allow lawyers to set project goals, break them into parts, and further divide them into tasks and subtasks — without covering their desks with sticky notes. Additionally, administrators have the ability to assign these tasks and subtasks, notify legal team members of updates, provide access to essential files and documents, and share the overall progress of a project. Highly customizable systems offer a generous number of templates, resource management applications, reporting and analytics tools, third-party app selection, and communication options.
To learn more about cloud-based toolkits and how you can effectively practice law from home, check out our compilation of resources: Litigate From Anywhere.