Matter and case management
Streamline your critical processes from intake to settlement
A simple way to handle administrative tasks
Law firms invest significant time reviewing new leads, managing matter information, and handling administrative tasks like generating an invoice or check request. What if these processes could be streamlined and simplified? Attorneys and finance teams analyze data from multiple systems to attempt to understand key performance indicators by matter, practice group, or dates. What if this data was easily accessible in a user-friendly, configurable dashboard?
- Manage all matters in one place
- Simplify and streamline the day-to-day activities and tasks that consume a legal team’s bandwidth. Check for conflicts prior to engaging in a new matter, and easily configure workflows to create and assign tasks to team members.
- Combine financial and expenses data
- Integrate budget information with timekeeping and billing data to enhance your management of cases.
- Analyze with a 360-degree view
- View, share, and export configurable dashboards. Customize key performance indicators based upon your firm’s priorities.