How we transformed the internal operations of Jalsovszky Law Firm: replacing email-driven coordination and scattered spreadsheets with a custom, ClickUp-based system and the automations behind it.
Running a large law firm already comes with a lot of internal administration.
Day-to-day operations were held together largely by the right people's know-how, internal habits, email coordination and several Excel-based registers. With no task management system in place, handovers, approvals and status updates travelled between inboxes.
We started with a digital workflow audit: before touching anything, we mapped out how a task, an approval or a piece of data actually moves inside the firm. Building on that joint thinking, we built the fully customized, ClickUp-based back office solution.
We mapped the firm's actual day-to-day operations: where unnecessary email traffic piles up, where work gets duplicated, and where a manually maintained spreadsheet slows a process down.
On top of the mapped processes, we built a ClickUp structure tailored entirely to the firm's way of working, giving tasks, approvals and statuses one shared, transparent home instead of scattered email threads.
Workflow by workflow, we replaced spreadsheets living separately in different organizational units with structured data recorded in one place.
We automated a large number of previously manual, repetitive tasks across finance and legal assistance workflows, freeing up time for the actual legal work.
We connected the firm's legal and billing systems to ClickUp, so data is entered once and then moves on by itself between systems.
We managed to automate a good deal of background administrative processes too, so the back office scales with the system's speed rather than with headcount.
The collaboration turned into a long-term, ongoing process-improvement partnership, in which we continuously align the areas that support the firm's internal operations.
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