Recci, a legal services provider, needed to map and optimize its legal and administrative processes, improve deadline tracking, and ensure team-wide adoption of ClickUp. UpSys delivered collaborative workshops, custom templates, process automation, and ongoing support—resulting in clear, organized workflows, improved accountability, and a scalable system that empowers every team member.
Executive Summary
The Challenge
- Legal and administrative processes were not clearly mapped, leading to inconsistent workflows and difficulties in managing complex cases.
- Communication gaps and lack of coordination made it hard to track case status, especially during staff absences.
- The team struggled with deadline management, sub-task tracking, and ensuring all actions were recorded and followed up.
- Adoption was uneven, with some team members unsure how to adapt ClickUp to legal workflows or scale it as the team grew.
Before: Scattered tools
The Solution
- Collaborative Workshops & Training: UpSys led hands-on workshops to introduce ClickUp, simplify workspace structure, and answer workflow-specific questions. Training focused on reducing unnecessary hierarchy and demonstrating templates and automations for recurring legal processes.
- Custom Templates & Automation: Designed custom templates for different legal missions (corporate, social, litigation), including a standardized “common core” template adaptable for specific needs. Set up automations for deadlines, status changes, and notifications to ensure nothing was missed.
- Improved Task & Communication Tracking: Enabled tagging, task assignment, and completion tracking for better accountability and visibility. Configured the system for easy case handover, so anyone could see status and next steps at a glance.
- Ongoing Support & Iterative Improvement: Provided follow-up coaching, documentation, and support, emphasizing a “start simple, iterate as needed” approach to maximize adoption and practical results.
After: Centralized in ClickUp
The Results
- Legal processes became standardized and transparent, with all cases tracked using custom templates and automations.
- Deadline compliance improved, with automated reminders and status updates reducing missed actions by over 70%.
- Team collaboration and accountability increased, with all roles (lawyers, assistants, office managers) actively using ClickUp.
- Case handovers and absence management became seamless, with real-time visibility into dossier status and next steps.
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