What are the sections of the Lawfecta project management system?

The project management funnel comprises several key sections.
Written by Stacey M. Lake
Updated 10 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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