Smart Solutions – Lupl

Note: Templates in Lupl are now called Solutions. This is a cosmetic and UX change; core template functionality remains unchanged.

All your existing templates are now called Solutions, and they can be found in the Lupl app's Solutions page with the "My Orgs" filter enabled at the top.

Lupl's Smart Solutions enable legal teams to deploy different versions of a given repeatable Solution, leveraging Automations to run actions upon Matter creation.

How do Smart Solutions Work?

Smart Solutions work off of regular Solutions in Lupl, with the key difference being the Automations that run the moment the matter is created.

Actions include creating / finding / updating / deleting Workstream items, sending emails, identifying Key Dates, prompting the Lupl AI (if enabled at your firm), and sending HTTP Webhooks – exactly as you'd find with our standard Automations.

The "Matter created from this Solution" trigger allows the Automations to run depending on key Matter details - Matter Name, Client Name, Matter Type, or Jurisdiction.

This means that in practice, certain key words or selections in the Matter creation window (below) will trigger these Automations once the Matter is up and running.

Who are Smart Solutions for, and what does it accomplish?

The inclusion of Smart Solutions now means that legal teams don't need to create and maintain different versions of the same Solution for different use cases or practice groups.

For example, a buy-side M&A matter in the TMT sector may include a different set of tasks to a buy-side M&A matter in the FMCG sector. Likewise, a single plaintiff employment litigation matter concerning an unfair dismissal may warrant the inclusion of different tasks to, say, a single plaintiff employment litigation concerning sexual harassment.

Smart Solutions ensure that legal teams need only to maintain one single Solution, with a set of Automations that trigger depending on each use case.

How do I create a Smart Solution?

Please ensure that you are authorized to manage Solutions within your organization, and that you've been assigned Solution Management permissions likewise.

If you are authorized to manage Solutions but don't have Solution Management permissions, please contact support@lupl.com with your firm implementation lead in copy.

In the Matter you wish to use as a Solution, navigate to the Matter Details in the top right corner of the Matter.
Turn on Solution Developer Mode.
In the following pop-up, select "Create an automation that runs on matter opening".
In the Choose a Recipe screen, select "Start From Scratch".
In the Automation builder, click "Add a Trigger" and in the Trigger Type, select "Matter created from this Solution".
Select the Matter property(ies) that should trigger the Automation.
- For example, you could set the trigger to Matter Name > contains > TMT to trigger this automation when the Solution is being used on a TMT matter.
- You can set more triggers, using the AND / OR properties.
Next, you'll need to define the actions for this Automation.
- Typically, Smart Solution use cases involve Creating / Updating / Removing Workstream items, but all Automation actions are available for use.
- In the example below, we're going to configure the Automation to remove Task List B from the Matter, if the Matter Name contains Except B.
- Once your Automation(s) are configured, make sure to switch them ON. These are OFF by default, and will not work unless switched ON.
After configuring your Automation(s), continue on to save your Solution as usual. In the next screen, you can save this as a new Solution, or overwrite an existing Solution.
After configuring and customizing the Solution, click "Publish Solution".
Once the Solution is in your Solutions Library, proceed to create a matter from the Solution.
If the Matter Name contains "Except B", the in-built Automation we created is going to remove Task List B.
If trigger conditions are met, you'll see a dialog box (pictured below) confirming which Automations ran successfully.
In our newly created Matter, we can observe the Smart Solution functionality in action, since Task List B has been removed.

Frequently Asked Questions

What happened to Templates in Lupl?

Templates in Lupl are now referred to as Solutions. This is mostly a cosmetic / UI change; all your existing templates are unchanged and remain available from the Solutions page in the Lupl app.

Do I need Solution Management permissions to leverage Smart Solution features?

Yes, you'll need to have Solution Management permissions. Without these permissions, you will not be able to save Solutions to your firm's Solution Library.

What does Solution Developer Mode do?

Solution Developer Mode is useful for Matters that are being used as a basis for creating Solutions. This allows Solution editors to create Automations that run at the start of Matter Creation. If this option is not ticked, you won't be able to see the "When the Matter is created" trigger in the Automations section.

Why didn't Lupl apply a Smart Solution to my new matter?

Please double-check that the Automation has been switched ON in the Automations section of the base Matter to be Solutioned. If this is OFF, the Smart Solution function will not work when new Matters are created from the Solution.

Can you / will you support additional Matter fields, such as Asset Type, etc.?

Yes, this is on our roadmap as an action item, and will be scheduled for a future release. These additional custom properties will make it possible to create Smart Solution automations based on these fields.

I'm having trouble getting my Smart Solutions to work. What can I do?

Contact support@lupl.com and we'll be more than happy to assist over a Teams call. Please note that we will likely require you to share your screen, so please ensure any confidential and privileged data has been closed or minimized.