Matter Management

Keep everything in one electronic file for each matter, complete with built-in workflows

Matters

Each matter gets its own electronic file that contains everything you need to know about the matter, including:

Workflow

Each matter type has a specific workflow to guide your staff through a series of steps. The workflow automates certain actions at each step such as sending out email, assigning tasks, and prompting users to enter data. Workflow significantly increases the productivity and quality of work produced by your firm.

More on workflow

Status Reporting

Customizable matter lists show what step each matter is on, the last file note, and next action required. The lists can be downloaded to Excel or emailed to you daily or weekly.