We organize all your legal, tax and other tasks into Legal Projects. This makes it easier to set clear goals, estimate costs, and track deliverables. Legal Projects often contain multiple tasks, each with their own cost and timeline estimate. If the task has a deliverable, such as a document, then it will be linked to the task when ready. This helps keep all project-related tasks and deliverables stored in one place.
Where to find your Legal Projects on the Legal Nodes Online Portal
Log in to your Legal Nodes account and find your Legal Projects in the left-hand side menu. Click on ‘Legal Projects’ to view your projects.
How to navigate your Legal Projects
In your Legal Projects section, you’ll be able to find all your Legal Projects that your VLO has made available on the Online Portal. If you can’t find a project, contact your VLO.
After entering your Legal Projects section, you can jump into your Legal Projects immediately. If you have multiple business projects with Legal Nodes, then your Legal Projects will be grouped together by business project. To find specific Legal Projects, simply click the filter icon and select your desired business project.
Understanding your Legal Projects
Your Legal Projects are set out in a familiar Kanban style. Each Legal Project card contains:
The Legal Project title
A priority status (’High’, ‘Medium’, or ‘Low’)
Progress status information, including:
The number of tasks that are ‘Done’ and ‘In Progress’
A progress bar
A list of works in progress
A button to enter into the Legal Project called ‘View’
If your Legal Project has tasks in progress, then you will be able to see details of these on the Legal Projects card. However, if there are no tasks in progress, then you will need to enter into the Legal Project and select the tasks that you’d like to get started on.
How do Legal Projects work?
1. Initial Assessment: Your journey begins when you sign up for the Growth Plan. You'll be assigned a Virtual Legal Officer (VLO) and can schedule an onboarding call where your VLO learns about your business, goals, and jurisdictional preferences.
2. Legal Discovery Sessions: After onboarding, you'll have two 45-minute Legal Discovery Sessions with an Industry Expert. These sessions focus on:
Identifying your priority Legal Projects
Determining the best approach for each project
Planning the execution strategy
3. Project Setup: Your VLO and Industry Expert will set up your Legal Projects based on your priorities. Each project includes detailed cost estimates and timelines for completion.
4. Project Cards: Each Legal Project is represented by a Project Card on the Legal Nodes Online Portal, containing suggested tasks that you can review and approve.
5. Active Management: Your VLO actively manages your Legal Projects, ensuring tasks are completed, deliverables are met, and everything stays on track.
6. Regular Reviews: Growth Plan clients receive monthly Legal Q&A Sessions with an Industry Expert to review project progress and adjust priorities as needed.
When will my Legal Projects be ready?
The timeline for your Legal Projects varies depending on their complexity and the information needed. Don't worry if you don't see all your Projects right away—your VLO is working behind the scenes to create the most effective Legal Projects for your business needs.
Your VLO carefully investigates and plans each Project to ensure it aligns with your business goals. This thorough approach helps us deliver Legal Projects that are optimized for your specific situation.
While your VLO is working on setting up your Legal Projects, you can still engage with Legal Nodes:
Submit requests to your VLO for 1 credit, such as specific research tasks you want them to perform.
Chat with your VLO via the platform to ask general questions and provide relevant information or updates about your business.
Learn more about how we develop your Legal Projects and what to expect in the initial weeks and months of starting your Growth Plan with Legal Nodes.
What are the main benefits of having Legal Projects on the Legal Nodes platform?
Structure and clarity: Legal Projects provide a clear view of your legal tasks through a familiar Kanban-style interface, showing progress status, priority levels, and ongoing work.
Active management and expert guidance: Your Virtual Legal Officer (VLO) actively manages your Legal Projects, ensuring tasks are completed and deliverables are met. You get support from both your VLO and Industry Experts throughout your journey.
Cost and timeline transparency: Each Legal Project includes detailed cost estimates and timelines for completion, helping you plan effectively.
Global expertise: Through Legal Projects and Discovery Sessions with Industry Experts, you get access to global perspectives and can make informed decisions about legal entities and jurisdictions.
Flexibility and adaptability: Your Legal Projects can be adjusted and new Legal Projects can be added as your business grows and priorities change, with regular Legal Q&A Sessions to review progress and adjust priorities.
Do I have to manage tasks in my Legal Projects?
No, you don't have to manage the tasks in your Legal Projects yourself. Your Virtual Legal Officer (VLO) takes care of all the management and upkeep of your Legal Projects on the Legal Nodes platform. Here's how it works:
VLO Management: Your VLO manages all aspects of your Legal Projects, keeping them up-to-date and aligned with your business needs.
Requesting Work: When you're ready to proceed with a task in your Legal Project, you simply need to request the work to be done. This costs 1 credit per task.
Legal Project Cards: Once work begins, you can access your Legal Project Cards on your Active Legal Board. This is where you'll communicate with your VLO and receive deliverables.
Birds-Eye View: You get a comprehensive overview of all your Legal Projects and their progress without having to manage the details yourself.
Approval Process: Your role is to review and approve work when necessary. Your VLO will notify you when your input or approval is needed.
Suggested Legal Projects: Your VLO proactively suggests new Legal Projects based on your business needs and adds them to the platform, ensuring you stay ahead of legal requirements.
Custom Task Creation: You have the flexibility to create your own tasks, which can be submitted immediately or saved in your planner for future action.
In essence, your VLO manages all the intricate details of your Legal Projects on the platform. You can take a hands-off approach, only stepping in to approve work or provide necessary information. This streamlined process allows you to focus on your business while ensuring your legal needs are met efficiently and effectively.
Important Note: The information provided on this page is applicable to clients on our latest plans. If you started a plan with Legal Nodes before September 2024, please contact your VLO for support via your Legal Nodes account or email help@legalnodes.com for assistance tailored to your specific plan.