Overview
Welcome to Lupl Academy – a self-service training hub designed to help you get the most out of Lupl.
In this short introductory video, we’ll walk through what Lupl is, why it exists, and how it helps legal teams move away from fragmented task tracking toward a single, structured way of managing legal work.
What is Lupl?
Lupl is a task management and workflow automation platform purpose-built for lawyers. It provides a modern toolkit to help legal teams manage matters with greater visibility, consistency, and efficiency.
Many lawyers still manage work across:
- Word tables
- Excel trackers
- Email inboxes
While familiar, these tools aren’t designed for project or matter management. This often makes it difficult to see:
- Who is responsible for what
- What’s in progress or at risk
- How a matter is tracking overall
Lupl brings all of this into one platform, where work is tracked, assigned, and visible in real time.
How Lupl Structures Legal Work
Lupl organizes work at the matter level, with structure that reflects how legal work actually happens.
Workstreams
- Each phase of a matter can have its own workstream
- Workstreams may represent:
- Buckets of tasks happening simultaneously
- Trackers for specific elements of work (for example, fee updates or document parties)
- Workstreams are fully customizable, including different column types to suit the work being done
Integrations
- Lupl integrates with document management systems such as iManage and NetDocuments
- This allows you to surface the latest document versions and link them directly to tasks where there are dependencies
- Documents remain in your DMS, with Lupl providing structured visibility and links
Automation That Drives Work Forward
Lupl includes built-in automation to reduce manual effort and keep work moving:
- Relative dates automatically adjust task deadlines when timelines shift
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Automation rules support non-touch workflows such as:
- Approvals
- Weekly updates
- Custom reminders
Rather than managing dates and follow-ups manually, Lupl helps drive the work forward for you.
Forms, Dashboards, and Reporting
Forms
- Collect information from clients without email back-and-forth
- Responses feed directly into your matter workstreams
Dashboards
- Create tailored views for partners or clients
- Show matter progress, work allocation, or phase status at a glance
Exports
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Everything in Lupl can be exported to Excel, Word, or PDF when needed
Templates and Playbooks
Lupl supports consistency and scalability through templates:
- Matters can be templated for exclusive use within your organization
- Smart templates allow you to build master playbooks
- Conditional matter-opening forms tailor each new matter based on:
- Client
- Matter type
This helps teams deliver work more consistently while adapting to real-world differences.
Why Teams Use Lupl
Customers report:
- Time savings
- Greater consistency across matters
- Easier client interactions
Lupl provides one platform, one source of truth, with workflow automation built in.
What’s Next?
This introduction is the first step in Lupl Academy. In the next videos, we’ll go deeper into:
- Creating and managing matters
- Building workstreams
- Using templates and automation
- Reporting and dashboards
If you have questions or would like to learn more, please contact us at hello@lupl.com.