Legalboards

Legalboards is a visual workflow and matter management platform built for small law firms. It gives office managers, paralegals, and attorneys a single place to see where every matter stands, who owns the next step, and what's stuck — without scheduling a meeting to find out.

Firms use Legalboards to structure how work moves from intake to close: defining stages, assigning ownership, and triggering automated handoffs when a step is complete. When a stage changes, the right person is notified and the next task is created — no manual follow-up needed.

Legalboards integrates with Clio, MyCase, Filevine, PracticePanther, Google Drive, OneDrive, Outlook, and Google Calendar. It works alongside your practice management system — not instead of it.

Built for firms of 5–50 staff. Used by estate planning, family law, personal injury, and immigration practices across the US and Canada.