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LegalWeekly team

Weekly law firm matter review

40 minutes 4 blocks Free template

A weekly 40-minute matter review: five questions per matter, about five minutes each, then update the matter board.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingEvery open matter has a confirmed next milestone and owner, and stuck or overdue work is flagged.

40 min · 4 blocks, drawn to scale Fits exactly
  1. Share the matter board on screen, 3 minutes 3
  2. Quick status per matter, 2 minutes 2
  3. Five questions per matter, 30 minutesDiscuss 30
  4. Update the board, flag issues, adjust due dates, 5 minutes 5
010203040 min
  1. +0′Share the matter board on screen3 minInfo
  2. +3′Quick status per matterIs your matter on track or stuck?Tip: Start with the stuck and overdue matters.2 minVote
  3. +5′Five questions per matterTip: Where is it, what's stuck, next milestone, who owns it, any scope or resource issues; about 5 minutes each.30 minDiscuss
  4. +35′Update the board, flag issues, adjust due dates5 minDecide

Why it works

Built so the weekly law firm matter review ends on time, with everyone in it.

  • Updates stay short

    3 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • Discussion with a clock

    30 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

How to run it

  1. 1Invite all lawyers, paralegals and legal assistants working active files.
  2. 2Put the matter board on screen so everyone works from the same list.
  3. 3Ask the same five questions for each matter and keep each to about five minutes.
  4. 4Skip long status read-throughs; matters with nothing new get a quick confirmation.
  5. 5Update the board, due dates and owners before the meeting ends.

Questions about the weekly law firm matter review

How long should a weekly case review meeting be?
Attorney at Work's matter review takes 30 to 45 minutes in total, about five minutes per matter.
What questions should we ask about each matter?
Where is it now, what's stuck or overdue, what's the next key milestone, who owns the next step, and are there any scope or resource issues.
Who should attend a matter review?
All lawyers, paralegals and legal assistants working on active files.
Is there an alternative to long status meetings?
A Wyoming State Bar practice-management post suggests short daily standups, aiming for six minutes or less, plus case-management software.

Built from

The structure, timings and tips on this page come from these sources.

  • attorneyatwork.com
  • wyomingbar.org

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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