What are the sections of the Lawfecta project management system?

The project management funnel comprises several key sections.
Written by Stacey M. Lake
Updated 9 months ago

The project management funnel comprises several key sections:

  1. Project Assignment: Attorneys assign tasks to virtual paralegals, providing clear instructions, deadlines, and expectations.

  2. Task Review: Virtual paralegals review assigned tasks, ensuring understanding of requirements and associated documents.

  3. Task Breakdown: Tasks are broken down into actionable steps, creating a detailed plan or checklist for execution.

  4. Research & Preparation: Virtual paralegals conduct research and gather information as needed to complete tasks effectively.

  5. Execution: Assigned tasks are executed according to the established plan, with communication maintained with the attorney.

  6. Quality Assurance: Upon completion, virtual paralegals conduct thorough reviews to ensure accuracy and adherence to instructions.

  7. Feedback & Revisions: Completed work is submitted for attorney review, with any requested revisions promptly addressed.

  8. Finalization & Approval: Once approved, remaining details are finalized for submission or delivery to the client.

  9. Documentation & Closure: Completed projects are documented, including notes and revisions, for record-keeping purposes.

  10. Client Communication: Virtual paralegals may communicate with clients regarding project status, updates, and ensuring expectations are met.

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