Hey everyone. So, I recently signed up for Asana to help with our Estate Planning and Family Law Practice. I am curious how I can build out a repateable process with 75-100 action items to take the client from A-Z in their case. Ultimately, I want this to be a template / workflow.
Specifically, I want to put 4-5 meeting dates in and have those trigger all of the action items that need to be done and have those calendared in Asana with deadlines that auto-fill in 2 weeks, 1 week, a few days ahead of each meeting. Can anyone help direct me to where I can learn how to create the process and workflow in Asana. I’ve done a few of the academy lessons and they aren’t very helpful to explain how to get into the weeds on creating it.
Hi everyone - I am a litigation paralegal in a plaintiff’s personal injury/worker’s compensation practice with a solo lawyer, two paralegals, and two part-time assistants. I began using Asana because I found myself delegating projects, trying to track deadlines, and keeping up with where everything stood. I am really interested in collaborating with @Katherine_Hambley and @Jennifer_Moore2 , @Eli_Zbar - honestly anyone who can discuss how I have templates set up, tasks, etc.
At this point, I have created a template - each template has sections related to Pre-litigation, Litigation, Settlement/Balance/Lien Negotiation and completion with milestones for each section.
One problem I have run into are the “one-off’s” when my assistant, following the template in ASANA, shipped off an ERISA letter to an insurer that already has statutory first position against a settlement. Both a lack of understanding on assistant’s part, and my tailoring the template in the right way. He has been able to step through the processes fairy well, but a “template” isn’t necessarily great other than for a starting point.
Any collaboration would be most appreciated!
Laurie
@Mike_Biederstadt did someone help you create this? I’m also an estate planning, probate, trust admin, and business formation in California. Would appreciate the assist if you figured this out. my email kerren@ccapclaw.com
We’re tossing up whether to use Asana or Monday - I’m more used to Asana but I don’t see any means by which we can easily create a file diary, so our firm’s partners are looking to move to Monday. Does anyone know an easy way to set up a diary that collaborators can see?
I’ve never used maonday.com directly, so I’m just guessing, but rather than using Asana in the same way, why not consider linking Asana with the cloud file system?
In the 2 years since I’ve commented on this thread, many lawyers have reached out to me asking how my firm runs on Asana.
I’m working on putting together a presentation/webinar on my use cases, how my team uses it to collaborate etc. Aiming to have it ready in the new year.
If you’re interested in seeing the presentation/webinar, please comment on this thread or email me at ezbar@arorazbar.com
I’m currently working with a group of lawyers and it’s going well, but always interested in hearing approaches, particularly from someone so hands-on.
My client organizations are so diverse that I treat the discovery process as the most important one, and after that it’s not hard to tailor Asana to their needs once understood. That even applies to two Marketing departments–how they each work could be unique irrespective of being in the same function.
I’m seeking a job as Director of Operations for a multi-office law firm and am very keen to learn best practices and work-flows for this type of arrangement.
Please let me know if/when your presentation/webinar is available as I would like to attend.
Thanks in advance.
I was excited to discover this post - what a goldmine of information!
As an Asana Consultant for the past 5 years, I’ve specialized in helping clients optimize their Asana architecture and training teams to maximize organization and efficiency.
My experience includes working with multiple law firms to create automated workflows that seamlessly connect Clio and Asana. When new matters are created in Clio, they automatically generate tasks in Asana, which then flow through staged workflows. The system automatically assigns subtasks to Paralegals and Lawyers at precisely the right moments in the process.
I’m particularly excited about a recent Asana-Clio integration project I’ve been developing. As team members check off subtasks in Asana (which include descriptions plus estimated and actual time tracking), each completed item automatically creates a corresponding activity in Clio for client billing. This means paralegals and lawyers can use Asana as their single source of truth for daily tasks without the extra step of manually creating billing activities in Clio.
If you’re interested in:
Streamlining your Asana-Clio workflow
Setting up automation
Cleaning up your existing Asana setup
Getting expert guidance on Asana architecture
I’d be happy to help! Feel free to reach out to discuss how we can optimize your systems.