• 040. Legal Workflow Management and Matter Management Are Not the Same Thing

  • Oct 24 2024
  • Length: 27 mins
  • Podcast

040. Legal Workflow Management and Matter Management Are Not the Same Thing

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  • Summary

  • Are you familiar with Clio's Kanban-inspired feature, Clio Matter Stages? It’s been around for a while now, but as a Kanban enthusiast, I was eager to check it out at this year's Clio Cloud Conference. While it's certainly a step in the right direction and an interesting tool for Clio users, how does it measure up when it comes to implementing some of the more robust Kanban systems?

    In this episode, I share my first impressions of Clio Matter Stages, and explore some key Kanban principles that can help you level up your workflow, including the power of queue columns, work-in-progress limits, and definitions of done.

    Get full show notes, transcript, and more information here: https://www.agileattorney.com/40


    Start your Agile transformation today and check out free resources, including my Law Firm Policy Template, to help you and your team develop a more Agile legal practice: https://www.agileattorney.com/start
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