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.