How Legal Project Management Software Can Solve Common Attorney Workflow Challenges
The legal industry is on the cusp of an attorney workflow revolution.
Traditionally, legal professionals working in law firms and on in-house legal teams have treated their work as distinct, isolated processes. Now this view is shifting, as it becomes increasingly clear how project management principles – long valued in other industries – are proving highly relevant to common legal tasks, with the potential to deliver significant cost savings and greater transparency.
From drafting contracts and negotiating M&A deals to researching and preparing legal briefs for litigation, common legal projects are inherently workflows that can be enhanced and made more efficient with legal technology that supports more structured processes. The right legal project management software can help legal teams improve how they work in order to meet growing client expectations for measurable value and predictable pricing.
Common pain points at each legal project phase
The dynamic nature of legal work, driven by shifting laws and regulations, can complicate attorney workflows. And the absence of structured processes and organizational tools further deepens the challenge of managing legal assignments.
However, all legal projects – whether they have a defined start and end or are open-ended – share four core phases:
- Planning
- Execution
- Monitoring
- Closure
To execute legal projects as efficiently as possible and streamline attorney workflows, the first and most critical step is to understand the potential obstacles inherent in each project phase.
[Download our Project Management Toolkit for Busy Lawyers for insights and practical guidance to help you establish simple project management processes for your legal team.]
Project planning challenges
The planning phase is a critical stage in establishing a solid foundation for legal projects but often involves significant challenges:
- Effective scoping: Clearly defining the project scope and desired outcomes can be difficult, leading to potential ambiguities and undefined objectives.
- Aligning stakeholders: Managing input from stakeholders – including attorneys, paralegals, and client representatives – adds complexity and requires careful alignment to ensure a unified approach. Reporting and communication frameworks need to be thoughtfully managed to serve diverse expectations from both team members and stakeholders.
- Accurate resource planning: The unpredictability of legal matters and limited historical data can hinder accurate budgeting and resource allocation, which can further complicate detailed project planning.
Without thorough planning and detailed documentation, miscommunication can impact overall team alignment.
Project execution challenges
During the execution phase, the focus shifts to meeting project objectives – however, this stage often exposes operations inefficiencies and misalignments. Clarifying team roles and expectations can be particularly challenging. For example, inefficiencies such as inconsistent time tracking, poor version control, and fragmented communication methods among team members can obscure visibility into project status and progress. These challenges can hinder a team’s ability to maintain quality and complete deliverables on time, increasing the risk of project delays or escalating expenses.
Project monitoring challenges
The monitoring phase combines data tracking and risk management to ensure project success. However, fragmented approaches can undermine its effectiveness. Strong tracking and reporting systems are essential for accurate risk assessment and successful project execution, but implementation can be challenging without specialized legal project management tools. For example, siloed team structures often disrupt collaboration and reduce transparency, making it harder to maintain alignment among project stakeholders. And collecting real-time progress updates becomes both time-consuming and prone to delays or errors. Without a centralized platform, these challenges are amplified, complicating efforts to manage project budgets, track variances, and deliver timely updates.
Project closeout challenges
The lack of clear and well-defined closeout procedures often creates challenges with documenting deliverables and project performance. Without a structured approach, institutional knowledge may not be preserved, and legal teams may miss opportunities to capture critical insights from stakeholder feedback and lessons learned. This lack of thorough documentation can negatively impact future projects, leading to inefficiencies such as duplicating past efforts or revisiting previously resolved decisions – wasting valuable time and resources in the process.
Improving legal workflows with technology
Successfully addressing these challenges requires a reevaluation of traditional approaches to managing legal projects.
The maxim “if it ain’t broke, don’t fix it” often factors into how legal work is done; attorneys may perceive newer legal technology as an unnecessary deviation from established tools and processes. Yet while they might be widely used, sole reliance on entrenched, disjointed systems can further fragment processes.
By embracing project management principles and the right legal project management tools, legal teams can optimize their daily workflows in ways previously unimaginable.
Why legal teams need purpose-built legal tools
When legal teams do implement new tech tools to support their daily work, general-purpose project management tools also fall short. That’s because they’re designed for broad use across industries and lack certain features critical for legal projects, such as strict confidentiality and security standards. They also fail to factor in legal-specific timelines, such as court submission deadlines or contract term dates, and the granular communication and reporting needs of stakeholders and clients.
Dashboard Legal, Bloomberg Law’s legal collaboration and project management software, bridges the gap between outdated workflows and the demands of modern legal practice.
Unlike generic project management tools cluttered with irrelevant and distracting features, Dashboard Legal offers a streamlined project dashboard designed specifically for legal teams and their needs. Using the platform, users can easily gain visibility into task assignments and their status, access Bloomberg Law’s extensive expert analysis and Practical Guidance for research help, and collaborate with team members in real time using embedded chat functionality – all within a secure, centralized platform.
Equally important, this legal workflow solution isn’t about overhauling existing systems but enhancing those tools and processes that already work well for legal teams. Dashboard Legal integrates with platforms such as iManage and NetDocuments, delivering a streamlined legal workflow, consolidated in one place. With everything in one view, legal teams can work more efficiently at each phase of the legal project management process.
Elevate your legal workflow with Bloomberg Law
The legal industry stands at a pivotal crossroads, with increased scrutiny and client demand for legal projects to be managed efficiently from start to finish. With growing competition from alternative legal service providers and firms already attuned to the need for a more standardized approach to legal workflows, law teams can’t afford to look away.
Download our Project Management Toolkit for Busy Lawyers for insights and Practical Guidance to help you establish simple project management processes for your legal team.
Achieving this transformation requires the right approach, and the right legal project management software, intelligently woven into existing frameworks. By embracing project management principles and modern legal technology, practitioners teams can optimize legal workflows in ways previously unimaginable.
As a leading legal project management software, Dashboard Legal is redefining how legal professionals tackle every stage of their daily work. With advanced collaboration features and client-ready reporting capabilities, Dashboard Legal empowers teams to connect seamlessly – and exceed client expectations.
Request a demo to see how Dashboard Legal can elevate your legal workflow today.