Small law firm. Can’t decide which kind of board is best for litigation\legal cases. Can anyone recommend a template or has tip/recommendation to a build from scratch?
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Hi @Oritt82,
The kind of board you need depends on how you plan to use automations:
You can consider:
- Project Board: For task tracking and progress monitoring.
- CRM Board: For managing customer interactions and cycles.
- Custom Workflow Board: For unique workflows tailored to your business processes.
We’d love to help you design the perfect automation setup that fits your exact needs. As a Certified Monday.com Partner, Creative Bits specializes in crafting custom workflows, automations, and integrations that boost efficiency.
To get started, please fill out our quick form here, and one of our experts will reach out shortly.
Looking forward to helping you work smarter!
Best Regards.
For a small law firm managing litigation or legal cases, consider using a Kanban-style board for better case tracking. Create columns like “Intake,” “Research,” "Drafting," “Review,” and “Closed” to organize case progress. If you prefer a digital solution, tools like Trello or Asana offer customizable templates. For a physical board, use a whiteboard with magnetic labels or sticky notes for flexibility. Tailor your board to include key details like deadlines, assigned attorneys, and case priorities for seamless workflow management.
Hey, there.
I own a small law firm, and we’ve used MDC for a while now.
We kicked around how to structure client data for a while, e.g., whether to assign each client a board or a workspace, how many groups to include with each board, whether to sort by type of task or chronologically, etc. It all comes down to your preferred taxonomy, and being consistent is everything. You don’t want to have some data sorted by date, some by who’s working on a project, and still other data organized by topic. Otherwise, you’ll have a real mess.
I may revisit this structure below in light of our recent purchase of Monday’s CRM software, but for the moment, we divide clients by boards (not workspaces), and this is what the screen looks like …
We’ve added a series of automations, too, designed to move litigation tasks from one group to another based on triggering events. For example, if I ask one of my paralegals to chase down our client for financial disclosures, and the ball is in the client’s court, we have a status option called Waiting on Client that moves the task to Delayed and then clears the due date.
I hope this helps!
Tom