Matter Management

A matter management solution, tailored to your organisation

Skilled technologists and consultants work with in-house legal teams to design and deliver tailored matter management solutions built on Microsoft technology. Unlike off-the-shelf tools, custom-built solutions can address your organisation's specific needs, supporting intake, task management, collaboration, and reporting.

Why choose a tailored Microsoft solution?

Many legal departments struggle to track work effectively due to fragmented processes, limited visibility, and poor access to reliable data. As a result, it becomes difficult to prioritise requests, allocate work, or provide meaningful insight to the business.

A tailored matter management solution built on Microsoft technology addresses these challenges by centralising matter data, automating intake, and providing real-time visibility across matters and tasks. It integrates with existing tools like Outlook, SharePoint, and Teams—reducing the need for new platforms or licenses. By designing the solution around the legal team’s unique needs, it becomes easier to manage matters consistently, track deadlines, allocate resources fairly, and capture meaningful data.

Interactive Power BI dashboard reporting gives the GC and senior stakeholders immediate access to real-time metrics and trends - supporting better decision-making, demonstrating legal’s value, and enabling data-driven conversations with the business. This enables teams to focus on strategic work, improve service delivery, and provide insights that show the legal team’s value across the business.

Benefits

Improves collaboration with the business

Self-serve intake and automated updates keep stakeholders informed.

Reduces cost and tech burden

Leverages existing Microsoft tools, with no need for third-party software.

Fits your legal team

Fully tailored to your existing processes, taxonomy, and structure.

Features

Centralised matter management: One central platform for tracking all matters, tasks, and documents, tailored to your legal team’s structure and workflows
Smart intake and workflow automation: Triage incoming requests, automate manual tasks, and track key dates and responsibilities.
Interactive dashboards and reporting: Custom dashboards and exportable reports reduce admin and provide visibility over team performance and workload.
Collaboration and notifications: Support collaboration across teams with automated alerts, simple interfaces, and seamless Microsoft 365 integrations.

Screenshots

A matter management solution, tailored to your organisation

Skilled technologists and consultants work with in-house legal teams to design and deliver tailored matter management solutions built on Microsoft technology. Unlike off-the-shelf tools, custom-built solutions can address your organisation's specific needs, supporting intake, task management, collaboration, and reporting.

Why choose a tailored Microsoft solution?

Many legal departments struggle to track work effectively due to fragmented processes, limited visibility, and poor access to reliable data. As a result, it becomes difficult to prioritise requests, allocate work, or provide meaningful insight to the business.

A tailored matter management solution built on Microsoft technology addresses these challenges by centralising matter data, automating intake, and providing real-time visibility across matters and tasks. It integrates with existing tools like Outlook, SharePoint, and Teams—reducing the need for new platforms or licenses. By designing the solution around the legal team’s unique needs, it becomes easier to manage matters consistently, track deadlines, allocate resources fairly, and capture meaningful data.

Interactive Power BI dashboard reporting gives the GC and senior stakeholders immediate access to real-time metrics and trends - supporting better decision-making, demonstrating legal’s value, and enabling data-driven conversations with the business. This enables teams to focus on strategic work, improve service delivery, and provide insights that show the legal team’s value across the business.

FAQs

How long does it take to develop a tailored matter management solution?	The timeline depends on the complexity of the organisation's needs. On average, a solution can be developed within a few months, with ongoing collaboration to ensure it fits the team’s requirements.
Can this be integrated with our existing Microsoft tools?	Yes, the solution is built on Microsoft technology, ensuring seamless integration with tools such as Outlook, SharePoint, and Teams, which your team is already familiar with.
Is this solution suitable for both small and large legal teams?	Yes, the solution is scalable and can be tailored to fit the size and structure of your legal team, from small teams to large, global organisations.
What kind of support is available after the solution is implemented?	Ongoing support is available to ensure smooth adoption, resolve any issues, and provide updates or improvements as needed.
Can this solution be used for other business departments beyond legal?	While this solution is tailored for legal teams, its design can support collaboration across other departments, especially in areas that require matter tracking and collaboration.
Is this a subscription-based service?	Pricing is based on the specific requirements of the tailored solution and is discussed with clients during the planning and development phase.
Can existing data or systems be integrated into the new solution?	Yes, existing data and systems can be integrated to ensure a seamless transition to the new matter management solution, ensuring minimal disruption.
How secure is the matter management solution?	The solution leverages Microsoft’s robust security features, ensuring that sensitive legal data is protected with encryption, secure access, and compliance with industry standards.
What benefits will the team experience after implementation?	The solution improves efficiency by automating processes, provides better visibility into workloads, and enables data-driven decision-making, allowing the team to focus on more strategic work.