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How to Get Employees to Actually Adopt Change—Not Just Agree to It

Ab Saraswat

Ab Saraswat

The image features a futuristic, abstract representation of change adoption in the workplace. A network of glowing, interconnected pathways flows across the scene, symbolizing seamless transitions and engagement. Soft gradients of blue, green, and white create a sense of clarity, innovation, and adaptability. Subtly integrated silhouetted figures represent collaboration and alignment. The overall aesthetic is modern, fluid, and inspiring, evoking a feeling of positive transformation and ease in workflow adoption.
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    Why Do Some Workplace Changes Stick—While Others Are Ignored?

    Employees don’t resist change. They resist unclear, irrelevant, or poorly framed change. The biggest predictor of adoption isn’t the sophistication of a new tool or process—it’s how employees perceive its impact on their daily work.

    Organizations assume that well-designed initiatives will naturally take hold. But if employees don’t see the value, they won’t change their behaviors. Adoption happens when the new way is clear, practical, and beneficial.

    The key lies in how change is positioned. When it’s framed as an improvement that makes work easier, adoption follows. When it’s presented as an abstract initiative or a leadership priority, employees disengage. The difference between resistance and engagement isn’t the change itself—it’s whether people recognize it as a solution to their own pain points. 


    Why Most Change Initiatives Struggle to Gain Traction

    Change is often introduced from the top down—designed around leadership’s strategic vision rather than employees’ daily realities. When employees don’t see how a change improves their work, adoption slows, resistance grows, and ROI suffers.

    Key reasons change initiatives fail:

    • Lack of employee input – Rollouts happen without first understanding user frustrations, leading to potential adoption stalls and resistance.
    • Unclear value proposition – Messaging focuses on leadership’s goals rather than workflow improvements for employees.
    • One-size-fits-all approach – Different teams and roles have unique challenges, yet messaging is often generic.
    • No peer validation – Employees respond more readily to colleagues than leadership messaging.

    Successful adoption requires framing change as a solution to employee pain points.


    Five Tips for Driving Successful Adoption

    1. Understand Employee Pain Points Before Rollout

    Before introducing a new process, it’s crucial to gather data on what employees actually need. The best way to do this is to ask. 

    Survey Questions to Consider:

    • What parts of your workflows feel unnecessarily or complex?
    • Where do you experience bottlenecks or inefficiencies?
    • What workarounds have you created to compensate for system limitations or frustrations?

    Tip: Use anonymous surveys, small focus groups, or 1:1 interviews to get honest feedback.

    🛑 Reconsider: Assuming you know what employees need without asking them directly.


    2. Frame Change as a Solution, Not an Instruction

    Messaging matters. Employees tend to associate new initiatives with extra meetings and more work, so they must be shown how joining will benefit them.  

    Instead, frame it as:

    • “This update removes unnecessary steps that slow you down.”
    • “This tool eliminates the need for manual follow-ups.”
    • “This workflow integrates into your existing tools—no extra effort required.”

    Tip: Instead of a feature demo, show real-world scenarios where employees save time and effort with the new workflow.

    🛑 Reconsider: Leading with technical jargon or listing features without connecting them to employee pain points.


    3. Segment Users into Cohorts for Staggered Rollouts

    One major mistake organizations make is launching changes to everyone at once. Instead, break the rollout into cohorts and use early groups as a test phase.

    How to implement a cohort-based rollout:

    • Start small. Select a pilot group from different departments to adopt the new workflow first.
    • Gather insights. What’s working? What’s confusing? What messaging adjustments are needed?
    • Refine and scale. Based on feedback, adjust communication, training, and resources before expanding to the next cohort.

    Tip: Choose early adopters who are open to change and can provide constructive feedback.

    🛑 Reconsider: Releasing the new workflow to everyone without testing and refining first.


    4. Use Peer Influence Over Top-Down Directives

    Employees respond more readily to colleagues than leadership messaging. Use this to your advantage by identifying champions within teams who can model success. This approach empowers employees to take ownership of the change and become advocates for its success.

    How to leverage peer influence:

    ✔️ Identify respected team members who are early adopters.
    ✔️ Have them share before-and-after experiences of how the change made their work easier.
    ✔️ Encourage informal conversations where employees can ask questions without leadership present.
    ✔️ Widely expose success stories—feature actual employee wins in company meetings, internal newsletters, or short video clips. Show specific workflow improvements and time savings to reinforce why the change matters.

    Tip: Assign peer champions to run brief, role-specific walkthroughs where employees can see how the change applies to their daily tasks—without the pressure of a leadership-led meeting.

    🛑 Reconsider: Relying only on leadership messaging—employees are more likely to embrace change when they see their peers benefiting.


    5. Create Ongoing Feedback Loops & Onboarding for New Employees

    Adoption isn’t a one-time event—it’s an ongoing process. The key is keeping communication open after the initial rollout and ensuring new employees can easily integrate into the system and their feedback is incorporated into future messaging. By creating ongoing feedback loops, you involve employees in the process and show that their input is valued.

    How to build feedback into your process:

    • Post-rollout surveys – Where are employees still struggling?
    • Office hours or Q&A sessions – Offer regular check-ins to address questions.
    • Data tracking – Monitor usage metrics to spot engagement trends and blockers.
    • Establish a structured onboarding process – Train new hires on the updated workflows from day one so they don’t inadvertently learn outdated processes or develop workarounds based on old systems.

    Tip: Have a single source of truth (dashboard, internal page, or tool) where employees can find updates, FAQs, and resources in one place.

    🛑 Reconsider: Enabling new hires to be trained on outdated workflows because no one updated onboarding materials. 


    Making Change the Obvious Choice

    Adoption happens when change is positioned as a functional improvement rather than an abstract initiative. Rollouts must be designed to remove barriers, reinforce new behaviors, and validate success in real-time. Without these elements, even the most well-intended changes will compete with existing habits and lose.

    Employees don’t push back against change that works for them. They push back against disruptions that don’t solve the problems they actually face. The job of a rollout isn’t to enforce compliance—it’s to create alignment. When the change is structured around how work actually happens, employees don’t need to be convinced to adopt it. They recognize its value and use it because it makes their jobs easier.

    Getting this right isn’t about pushing harder—it’s about framing change so that adoption happens naturally. To ensure your internal messaging resonates and drives real adoption, connect with our Customer Success Team to fine-tune your rollout strategy.


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      # Lupl Workstream Design Principles: A Practical Guide to Legal Project Management for Lawyers Legal project management works when your setup is simple, ownership is clear, and statuses are unambiguous. This guide shows how to turn existing processes and checklists into a lean, reliable Workstream. Lupl is the legal project management platform for law firms, making it easy and intuitive to apply these principles. It also supports moving your work from Excel, Word tables, or if you are transitioning from Microsoft Planner, Smartsheet, or Monday. You will learn what belongs in a Workstream, a Task, or a Step, and which columns to use. If you want practical project management for lawyers, start here. **Excerpt:** Legal project management works when ownership, dates, and statuses are clear. This guide shows lawyers how to turn checklists into Lupl Workstreams with the right columns, Tasks, and Steps. Use it to standardize project management for lawyers, reduce follow ups, and move matters to done. --- ## How to organize your work with Workstreams, Tasks, and Steps Workstreams, Tasks, and Steps are three different types of objects in Lupl. They form a simple hierarchy. Workstreams contain Tasks. Tasks may contain optional Steps. This hierarchy aligns with standard project management. In project management, you break work into projects, deliverables, and subtasks. Lupl adapts this for lawyers by using Workstreams, Tasks, and Steps. This makes it easier to map legal processes to a structure that teams can track and manage. * **Workstream.** Use when you have many similar or related items to track over time. Think of the Workstream as the table. * Examples: closing checklist, court deadlines, pretrial preparation, regulatory obligations, due diligence, local counsel management. * **Task.** A high level unit of legal work. A key deliverable with an owner and a due date. Tasks are the rows. * Examples: File motion. Prepare Shareholder Agreement. Submit Q3 report. * **Step.** An optional short checklist inside a single Task. Steps roll up to the parent Task. * Examples: Draft. QC. Partner review. E file. Serve. ### Quick test * If it can be overdue by itself, make it a Task. * If it only helps complete a Task, make it a Step. * If you need different columns or owners, create a separate Workstream. --- ## Do you need to track everything in Lupl Not every detail needs to be tracked in a project management system. The principle is to capture what drives accountability and progress. In Lupl, that means focusing on deliverables, not every micro action. * Use the level of detail you would bring to a weekly team meeting agenda. * Position Tasks as key deliverables. Treat Steps as optional micro tasks to show progress. * Example: You need client instructions. Do not add a Task for "Email client to request a call." Just make the call. If the client approves a key deliverable on the call, mark that item Approved in Lupl so the team has visibility. --- ## Start with the Core 5 columns Columns are the backbone of a Workstream. They define what information is tracked for each Task. In project management terms, these are your core metadata fields. They keep everyone aligned without overcomplicating the table. Keep the table narrow. You can add later. These five work across most legal project management use cases. 1. **Title.** Start with a verb. Example: File answer to complaint. 2. **Status.** Five to seven clear choices. Example: Not started, In progress, For review, For approval, Done. 3. **Assignee.** One named owner per row. If you add multiple assignees for collaboration, still name a primary owner. 4. **Due date.** One date per row. 5. **Type or Category.** Show different kinds of work in one table. Example: Filing, Discovery, Signature, Approval. **Priority.** Add only if you actively triage by priority each week. If added, keep it simple: High, Medium, Low. --- ## Add up to three Helper columns Lupl includes a set of pre made columns you can use out of the box. These allow you to customize Workstreams around different phases or stages of a matter. They also let you map how you already track transactional work, litigation, or other processes. Helper columns are optional fields that add context. In task management, these are similar to tags or attributes you use to sort and filter work. The key is to only add what you will update and use. Pick only what you will use. Stop when you reach three. * Party or Counterparty * Jurisdiction or Court * Phase * Approver * Approval, status or yes or no * Signature status * Risk, RAG * Amount or Number * External ID or Client ID * Document or Link * Docket number * Client entity **Guidance** * For Task Workstreams, prefer Approver, Approval, Risk. The rest are more common in Custom Workstreams. * Aim for eight columns or fewer in your main table. Put detail in the Task description, attachments, or Steps. --- ## Simple rules that keep your table clean Consistency is critical in project management. A cluttered or inconsistent table slows teams down. These rules ensure your Workstream remains usable and clear. * Only add a column people will update during the matter. If it never changes, set a default at the Workstream level or set a default value in the column. * Only add a column you will sort or filter on. If you will not use it to find or group work, leave it out. * If a value changes inside one Task, use Steps. Steps show progress without widening the table. * Keep columns short and structured. Use Description for brief context or instructions. Use Task comments for discussion and decisions. Link to work product in your DMS as the source of truth. * One accountable owner per Task and one due date. You can add collaborators, but always name a primary owner who moves the Task. If different people or dates apply to different parts, split into separate Tasks or capture the handoff as Steps. * Add automations after you lock the design. Finalize columns and status definitions first. Then add simple reminders and escalations that read those fields. --- ## Status hygiene that everyone understands Status is the single most important column in project management. It tells the team where the work stands. Too many options cause confusion. Too few cause misalignment. In Lupl, keep it simple and consistent. * Five to seven statuses are enough. * Use one review gate, For review or For approval. Use both only if your process needs two gates. * One terminal status, Done. This is the end state of the Task. Use Archived only if you report on it or need it for retention workflows. --- ## When to split into multiple Workstreams In project management, it is best practice to separate workstreams when workflows, owners, or audiences diverge. Lupl makes this easy by letting you create multiple Workstreams for one matter. Create a new Workstream if any of the following are true. * You need a different set of columns for a chunk of work. * Ownership or cadence is different, for example daily docketing vs monthly reporting. * The audience or confidentiality needs are different. **Signal** * If half your rows leave several columns blank, you are mixing processes. Split the table. --- ## Decision tree, three quick questions Use this quick framework to decide where an item belongs. This is the same principle used in task management software, adapted for legal workflows. 1. Is this a list of similar items over time, or a discrete phase of the matter * Yes. Create a Workstream. 2. Can it be overdue by itself, and does it need an owner * Yes. Create a Task. 3. Is it a step to finish a Task and not tracked on its own * Yes. Create a Step. --- ## Common mistakes to avoid Many project management failures come from overdesigning or misusing the structure. Avoid these mistakes to keep your Workstreams lean and effective. * Wide tables with many optional columns. Keep it to eight or fewer. * Two columns for the same idea, for example Status and Phase that overlap. Merge or define clearly. * More than one approval gate when one would do. It slows work and confuses owners. * Mixing unrelated processes in one table, for example signatures and invoice approvals. --- ## Build your first Workstream Building a Workstream is like setting up a project board. Keep it light, pilot it, then refine. Lupl is designed to let you do this quickly without heavy admin work. 1. Write the Workstream purpose in one sentence. 2. Add the Core 5 columns. 3. Add at most three Helpers you will use. 4. Define clear Status meanings in plain words. 5. Set defaults for any value that repeats on most rows, for example Jurisdiction. 6. Add two light automations, a due soon reminder and an overdue nudge. 7. Pilot for one week and adjust. --- ## Where this fits in legal project management Use these principles to standardize project management for lawyers across matters. Keep structures consistent. Reuse column sets and status definitions. Your team will find work faster, reduce follow ups, and close loops on time. --- ### On page SEO helpers * Suggested title tag. Lupl Workstream Design Principles, Practical Legal Project Management for Lawyers * Suggested meta description. Learn how to design lean Lupl Workstreams for legal project management. Get clear rules for Tasks, Steps, statuses, and columns to run matters with confidence. * Suggested URL slug. legal-project-management-for-lawyers-workstream-design

      Lupl Workstream Design Principles: A Practical Guide to Legal Project Management for Lawyers

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