Exploring Legal Matter Management
Legal Matter Management enables you to manage legal matters and cross-functional tasking to effectively complete legal work. You can store relevant documents and track important milestones of these legal matters from a single place.
Creating a legal matter
You can create a legal matter in two ways:
- A paralegal staff or lawyer can promote a legal request to a legal matter if the request needs additional investigation and substantial time to work on.
- A practice area lead can create a legal matter directly. These matters do not have any parent legal request though related requests can be added to them.
Features
The features of this application include:
- Matter templates for different practice areas with predefined phases and tasks
- Privacy and confidentiality at the record level of a legal matter to secure the sensitive information
- Artifacts within the matter record to better manage the legal documents relevant to a legal matter
- Milestones to track the progress of a legal matter
- Integrate legal matter with the third-party Legal Tracker application.
Benefits
The benefits of this application include:
- Manage and track every aspect of a legal matter
- Remove manual, unstructured email processes and tasks
- Track and complete tasks and milestones through notifications
- Make meaningful decisions by gaining real-time visibility on legal matters
- Track, prioritize, and work on multiple legal matters concurrently with an optimized Legal Counsel Center
- Engage with outside firms & counsels by integrating legal matters with Legal Tracker application to track areas or matters handled by outside counsels and track spends on outside counsel engagement.