Why you should use a Matter Management System?
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Matter management solutions give your team the data it needs to properly articulate the value of your legal function
- It gives legal leaders the transparency and visibility they need into workloads and work in progress as well as easy access to data to participate in strategic business conversations
- It enables your team to seamlessly collaborate, balance and hand off work
- The sheer wealth of data provides your legal team with a holistic top-down view which enables you to be in the right place at the right time, or get way down into the weeds of an issue if need be
What is Matter Management?
It encompasses everything from initial intake and triage of new requests to document management, deadline tracking, and ongoing communication among team members and business partners.
One dashboard for all matters
Get full visibility across all your team’s matters by consolidating all requests and matters into one central place. This central legal operating system provides a clear overview of all matters and enables privacy control and individual views for each lawyer on your team.
Can Document Management improve document security?
Yes, a DMS indeed contributes to document security. This can be through features such as access control, encryption, audit trails, document versions, and user rights management.
iManage workspace generation
Once a Workspace is created, Co-Flo gets to work by immediately setting up an iManage workspace with your chosen standardised folder structure for your unique Work type. Ensure consistent and easy navigation across every workspace, every time.
Optimise Team Resource Allocation
Co-Flo Dashboard capabilities provide you with an in-depth view of each team member’s workload, facilitating more equitable and effective task distribution.
Motivate for additional budget when required by presenting a detailed picture of your team’s workload and demands, substantiating the need for resources based on real-time data and trends.
What’s included in Matter Management?
Creating and Managing Matter Records: This process entails the collection, documentation, and storage of vital information concerning the matter. This can encompass details like the involved parties, primary concerns, and crucial timelines.
Task and Deadline Assignments: Efficient matter management ensures clarity on roles, responsibilities, and timelines. Every individual associated with a case is well-aware of their tasks and the deadlines attached to them.
Costs and Expenses Tracking: This facet aids legal teams in maintaining their operations within the stipulated budgetary limits.
Effective Communication: Constant communication with clients and stakeholders is pivotal, ensuring everyone remains updated on case progression.
Document and Evidence Management: Proper organisation and storage of all pivotal documents and evidence associated with a case fall under this purview.
Progress Reporting: To provide a holistic view of the case’s trajectory, regular reporting is integral.
Professional Services:
Contact us
Contact us today and learn how Matter Management can optimise your business processes