Clear words.
Better conversations.

The terms behind law firm operations, explained in plain English.

40 resources

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AI governance

A practical system for deciding which AI tools a firm may use, who approves them, and how the firm checks results.

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AI-assisted drafting

Using an AI system to create a first draft that a qualified person reviews, edits, and approves.

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AI hallucination

A fluent but unsupported or incorrect output produced by an AI system.

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approval workflow

A defined sequence that shows who prepares, reviews, approves, and releases work.

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attorney supervision

A lawyer’s responsibility to direct, review, and remain accountable for work performed with assistance.

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capacity audit

A structured review of how a firm spends time, moves matters, and uses people and tools.

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case management system

Software that organizes matters, contacts, documents, tasks, calendars, and related work.

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change management

The work of helping people adopt a new process, tool, or responsibility.

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client intake

The process of receiving a potential client, collecting needed information, checking fit, and deciding the next step.

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client intake form

A structured form that collects information from a prospective or current client.

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conflict check

A review for relationships or facts that could prevent a firm from taking or continuing a matter.

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confidential information

Information related to a client representation that a firm must protect from unauthorized disclosure or access.

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document automation

A process that uses structured data and templates to produce repeatable documents.

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fractional paralegal

A paralegal who supports a firm for a contracted portion of time instead of as a full-time employee.

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fractional staffing

Using part-time or shared professional capacity to match a firm’s workload.

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generative AI

AI that creates text, images, code, or other new output from prompts and data.

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handoff

The transfer of work, context, and responsibility from one person or stage to another.

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legal operations

The systems, people, processes, and tools that help a law firm deliver work and run the business.

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legal process outsourcing

Using an outside provider for defined legal or administrative work under the firm’s direction.

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workflow

The repeatable sequence that moves legal work from request to completed outcome.

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matter management

The organized handling of a legal matter from opening through completion.

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natural language processing

Technology that analyzes or generates human language.

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process documentation

Written or visual instructions that capture how work should be performed.

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process map

A visual or written representation of the steps, decisions, people, and systems in a workflow.

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prompt design

The practice of writing clear instructions and context for an AI system.

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quality assurance

Checks that confirm work meets the firm’s requirements before release.

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relationship manager

A named person who coordinates an engagement and helps resolve issues over time.

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remote legal support

Legal support delivered by professionals working outside the firm’s physical office.

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standard operating procedure

A stable, repeatable instruction set for completing a task.

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delegation

The intentional assignment of work to another person with context, authority, and a clear result.

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technology competence

The practical ability to understand and use technology with the skill and care required by the representation.

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time tracking

Recording time spent on work so the firm can manage capacity, service, and billing.

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utilization

The share of available working time spent on useful, assigned work.

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vendor due diligence

The review of a provider’s capability, controls, terms, and fit before the firm relies on it.

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verification

The act of checking a result against a reliable source, rule, or expected outcome.

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virtual legal assistant

A remote professional who provides legal administrative or support work under a firm’s direction.

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virtual legal professional

Woven Legal’s term for a virtual paralegal, legal assistant, intake specialist, or related support role.

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workflow automation

The use of software to move work, data, reminders, or decisions through a defined process.

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workflow optimization

Improving a workflow so it requires less duplicated effort and produces a clearer result.

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capacity planning

Matching expected work with available people, time, and systems.