Legal Matter Management Software

The Matter Management module is designed to optimize and centralize the handling of internal activities and the tracking of legal matters across all areas of law.

Key Benefits for Case & Matter Management

Optimize case management with AI

Rely on an AI assistant that recommends the right actions, provides a 360° view of your files, and improves both productivity and risk management.

Consolidate all your legal activities

Centralize contracts, litigation, intellectual property rights, and insurance policies in a single location.

Stay in control of legal deadlines

Archive the complete history of your matters to preserve your organization’s legal memory. Meet deadlines, secure obligations, and anticipate key dates.

Measure your legal activity

Automate reporting with KPIs and intuitive dashboards that simplify matter tracking and enhance performance analysis.

Core Features of our Legal Matter Management Software

The Matter Management module centralizes and streamlines all of your legal activities. It simplifies matter tracking across all areas, while improving traceability, risk management, and the operational efficiency of your legal department. With built-in AI capabilities, it enables legal teams to automatically analyze documents, extract key information, generate summaries, and surface actionable insights—accelerating decision-making and reducing manual workload.

AI-Powered Matter Assistant

Turn your matters into actionable insights. The AI Assistant analyzes case files and documents instantly, extracts key information, identifies risks or compliance issues, and suggests tailored next steps. It automates repetitive tasks, allowing your legal team to focus on high-value work such as strategy, litigation planning, and decision-making.

By automating low-value tasks, organizations typically achieve 15% to 20% productivity gains across their legal teams — representing up to $1.1 million in annual savings for a legal department of 50 lawyers.

AI-Assisted Matter Management in Word

Work directly on your legal cases in Microsoft Word while leveraging Legal Suite’s AI. Edit your legal documents, save all versions in Legal Suite, and track or initiate your approval workflows.

Compare your documents against business or regulatory playbooks to identify compliant, partially compliant, or non-compliant clauses. Then replace non-compliant clauses with standard ones, using Microsoft Word’s track changes feature.

Track performance with accurate KPIs

Monitor matter progress with clear indicators such as processing times, duration by status, and number of active matters. Automate report generation and rely on simple, dynamic dashboards to guide strategic decisions

Never miss a deadline with automatic alerts

Receive automated alerts and reminders for critical dates such as renewals, contract deadlines, or hearings. Anticipate actions, reduce oversights, and maintain full control of the matter lifecycle.

Legal Suite users report fewer delays and missed deadlines, driving a 90% reduction in compliance-related risks.

Collaborate effectively with tailored approval workflows

Build customized approval workflows to track matter progress, manage document versions, and support collaboration. With Word Online integration, teams can securely share and co-author documents.

Automated workflows and version control remove redundancies and speed up review cycles, delivering 20–30% time savings for in-house teams.

Protect your data and control access

Protect sensitive legal information by assigning access rights based on user roles, matter types, or data sensitivity. Enable secure, controlled sharing while safeguarding strategic data.

Advanced access management strengthens compliance and mitigates operational risks that can lead to delays or regulatory breaches.

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