Legal Project Management with Katherine Porter

In this episode, Alay and Katherine discuss: 

  • What a legal project manager is and how it can help your firm. 
  • Project management systems for small firms. 
  • How project management tools can help reduce errors. 
  • How a project management system is different from a case management system. 


Key Takeaways: 

  • Utilizing tools and technologies, such as project management tools, can help to reduce human errors and can help to keep projects more organized and efficient. 
  • You will want to make sure there is someone in your firm (either yourself or another employee), you should have someone who takes charge and ensures the project management tool is being used successfully. 
  • Email inboxes can get cluttered and disorganized. Using a project management tool can help to keep everything organized and all in one place. 
  • While there is a training period, it is likely going to be less time than you think it is going to take. 

Tweetable Moments:

  • “If you find yourself feeling like you’re the Wizard of Oz and doing the same repetitive non-value-add tasks over and over again, those are the kinds of things that can be automated using a project management tool.” —  Alay Yajnik
  • “You can always start small with one simple set of tasks and then grow from there. I think you’ll quickly discover that it’s helpful. It is a matter of retraining people, but a lot of people are ready to get out of their inboxes.” —  Katherine Porter
  • “Most of them are not that complicated. They may look complicated and overwhelming, but once you get used to it, once you learn the Speak, it’s pretty quick.” —  Katherine Porter  


About Katherine Porter, Esq., PMP:

Katherine is no stranger to harnessing the power of tools and resources to achieve exceptional results. Her journey began as a teenager with a less-than-stellar sense of direction, relying on her trusty Thomas Guide to navigate the world. 

But Katherine understands that not all challenges can be solved with an app. She knows that the more intricate the problem, the greater the effort required to unearth the solution. That’s where Katherine’s unwavering dedication and resourcefulness shine. 

Now, Katherine has channeled her determination and innovative thinking into helping lawyers and law firm leaders. She empowers them to assemble the right resources, streamline operations, and, most importantly, deliver exceptional results for their clients. This strategic approach not only enhances their practice but also allows them to expand their book of business and increase profitability.

Katherine’s expertise extends beyond the realm of legal theory. With over two decades of experience as a lead trial attorney in both Federal and California state courts, she possesses firsthand knowledge of the strategic thinking, complex analysis, and unwavering drive required to bring legal matters to a successful close. Her unique blend of legal acumen and Project Management Professional (PMP) credentials enables law firm leaders to optimize their operations, granting attorneys the precious gift of time, both for their professional endeavors and personal lives.

Katherine’s profound knowledge and unwavering commitment to achieving results have earned her a reputation as a trusted consultant in the legal industry. She is not just a consultant; she is a catalyst for legal excellence, dedicated to driving success for both clients and law firms alike. 


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