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Matter Management Masterclass

Improve your profitability and productivity through better matter management

with a simple tool

that will save you time and effort, reduce your stress, and help you spot issues before they derail your files

If you’re a lawyer, practice group leader, or legal project manager responsible for a portfolio of matters, or you're a lead attorney running a complex file, you already know how to juggle a lot of balls at once.

You've got to make sure everyone has enough work...but not too much.

You've got to spot issues before they derail your deal, undermine your case, or take you over budget.

You need to know that the work is getting done on time, and

You need to know where matters stand so you can respond quickly when clients ask, "Hey, where is that..."

 

HERE'S WHAT YOU

MIGHT NOT KNOW

about how a matter management board can help you

  • We process visual information faster

    Our brains process visual information 60,000 times faster than text, and 90% of the information transmitted to our brains is visual. 
  • Seeing work makes you more productive

    When everyone can see what has to be done, it's easier for teams to collaborate and generate new ideas that increase productivity and overall performance...and you'll spend less time in meetings asking for updates on where things stand. 
  • Your work will be more profitable

    Use the board to spot where your process breaks down, where things stall, where tasks fall between the cracks...so you can target those problems and create a more efficient, effective way to execute your work.

Are your matters always on time and on budget?

Do you find it hard to:

  • Keep track of the status of all your open matters?
  • Track the work in progress of your department?

Can you always tell at glance:

  • Which files are stalled and need your attention?
  • Who is working on what, their workload, and their availability to take on new matters?
  • The status of outstanding issues and key tasks on each transaction or litigation file you’re managing?

If you answered “No” to any one of these questions, then a matter management board will improve your profitability and productivity, helping you better manage your work, your team, and your practice group. 

We get your concern. We practiced law for more than 20 years each. We've been in your shoes and we have our own war stories...and we know it doesn’t have to be so hard.

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Join the Matter Management Masterclass

With a matter management board you'll go from under water to under control, and enjoy better profitability and productivity.

Learn to set up your own board in minutes, using materials you already have in the office.

Capitalize on your brain's ability to process visual information and turn your 15-page To Do list into a tool you and your team can use to deliver even better service to your clients. 

To make sure you have the skills you need, we've designed a really unique program.

December 4, 9 a.m.: You'll get full access to the masterclass at 9 a.m. Eastern Standard Time (GMT-5). It will take you about 2 hours to complete the lessons and the workbook.

December 4, 2 p.m.: We know you're busy, so we're not starting the first live-online Q&A session until 2 p.m. Eastern Standard Time. We'll be live for 30 minutes to answer any questions you have.

December 18, 2 p.m.: We're giving you 2 weeks to put what you've learned into action. You're certainly going to have more questions as you use your boards. So, we're adding a second live-online Q&A session. At 2 p.m. Eastern Standard Time on December 18th, we'll be live for another 30 minutes to troubleshoot and answer questions.

You'll get: 

- 2 hours of recorded video instruction and activities

- A downloadable workbook (fillable PDF)

- 30 minutes live Q&A with Gimbal experts on December 4

- 30 minutes live Q&A with Gimbal experts on December 18

All for just US$297

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What's In The Masterclass?

Here's what you'll get in this value-packed, one-of-a-kind program

A matter management board is visual tool that allows you to see all of your work at a glance.

We'll introduce you to the basics and the benefits of managing your matters on a physical board and on a digital board.

We'll talk you through a step-by-step method for breaking down your work and translating it to a matter management board. 

Whether you're using a physical board on a wall or a digital board on your software platform, you'll have the tools you need to get started.

You'll get a series of recorded video lessons on building and using your own matter management boards.

The masterclass is designed to take you about 2 hours to complete, on your own time, starting at 9 a.m. Eastern Standard Time on December 4th.

You'll get downloadable, printable workbook to use as you work through the activities in the lessons.

Session 1: December 4, 2 p.m. Eastern Standard Time

Join us for a 30-minute Q&A session where we will answer questions you have immediately after the masterclass.

Session 2: December 18, 2 p.m. Eastern Standard Time.

As you use your boards, you'll certainly have other questions and issues that come up. Because we’re totally committed to making sure you’re successful using these boards, we’re giving you a second live session with us on December 18. By then, you’ll have had plenty of time to digest what you’ve learned and put your new skills into action. We’ll troubleshoot the issues you’ve encountered and answer questions borne out of your actual experiences.

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Why Learn from Gimbal - Lean Practice Management Advisors?

We're lawyers with over 20 years' experience each practicing in large firms, solo, and in-house. We've been in your shoes and we've lived the challenges of managing matters on time and on budget. Click here to learn more.

We're also process improvement experts. For the last 8 years, we've worked with attorneys across North America. We've taught thousands of lawyers like you how to streamline their work and create more profitable and productive practices. 

Matter management boards are a powerful tool to reduce the frustration, stress, and cost of allocating and managing your work.

They're an easy way for you to get the big picture on your work and the work of your team. 

Our Matter Management Masterclass is the ONLY program of its kind that:

1. is designed and taught by lawyers for lawyers
2. lets you learn on your own time AND get live support
3. offers a second live session 2 weeks later, once you've had time to try out your new skills

So if you’re finally ready for a simple solution that will give you immediate results without high costs or a steep learning curve...

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