Applying Agile to Legal Practices
Lesson 7: Board-Viewing Tips
https://youtu.be/FW2j_Gb1Osc
Board-Viewing Tips: Prioritize and Automate
John’s FIFO rule—process cards from left to right, top to bottom—keeps work flowing and clients happy. See how Legalboards reinforces that priority order and adds smart automations to push matters forward without manual nudges.
Key Points
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FIFO Focus
Always start with the oldest card at the top of the left-most active column; finish it before pulling new work. -
Column Triggers
In Legalboards, set automated actions (task creation, owner reassignment, client updates) that fire the moment a card changes columns. -
Visual Cues
Use color labels to flag urgency, matter type, or billing model for at-a-glance clarity. -
Alternate Views
Switch to Task View when you need a cross-board checklist of who’s doing what and what’s due next.
Course Curriculum
Your 9 Agile Lessons
Lesson 1: How to Tell If Kanban Could Work For You
In this lesson, you’ll learn how to identify if you should implement the Kanban methodology and how to get started.
Lesson 2: Applying Agile to Legal Practices with John Grant
An in-depth look at integrating Agile methodologies in a legal setting, guided by industry expert John E. Grant.
Lesson 3: Getting Started
Where and how should you start implementing Kanban? Let’s go over how to use what you already do and translate it into Kanban.
Lesson 4: Building a Board
Let’s walk you through how to build a Kanban board using Legalboards for our example firm.
Lesson 5: Boards As An Overview Of Workflows
Now that we know the framework and how to build a board, let’s step back and examine how to view the work we’ve completed so far.
Lesson 6: WIP Limits
In this lesson, we’ll dive into one of the concepts that John covered in lesson 2, WIP limits. You’ll learn how to apply them for effective management.
Lesson 7: Board Viewing Tips
Tips about how to best view your board so you can ensure you understand everything at a glance.
Lesson 8: Client Centric Operations
One of the most important benefits of using Kanban is the enhanced client experience. Let’s examine how to optimize your operations for clients.
Lesson 9: Conclusion
In this lesson, we’ll wrap up this course and the Agile concepts covered.