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040. Legal Workflow Management and Matter Management Are Not the Same Thing

The Agile Attorney Podcast

CHAPTER

Exploring Clio Matter Stages and Kanban Principles for Legal Workflow

This chapter delves into key takeaways from the Clio Cloud Conference, focusing on the Clio Matter Stages feature and its Kanban-inspired elements. While highlighting the benefits of visual workflow management, it critiques the limitations of its implementation and explores essential Kanban techniques for improving efficiency in legal practices.

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