I would like to share with you all a board I use in my work as a bankruptcy paralegal. This is a simple board and makes it easy to keep bankruptcy paralegals on task through the bankruptcy regime.
This particular board is really simple and basically has the bankruptcy process and the tasks of the paralegal.
I am just getting into automation. Every time your client’s case progresses and you change the status, you can automate a quick update email to the client. Clients usually feel they received poor service when they don’t get a lot of updates. This is a BIG LIKE about Monday.com for us.
The bankruptcy paralegal is in charge of keeping the board updated, but the attorneys and the front desk receptionist can use it to know where cases are at-a-glance.
@valentina Thank you so much for sharing!! This is a really great board, and I’m sure that the rest of your colleagues are very appreciative that they can give an update to a client with just a quick glance!