Loading...
SERVICE Matter Manager
Matter ControlIntake to Closure
Conflict check, attorney assignment, engagement letter, fee arrangement, billing, and matter closure — every step of the matter lifecycle managed without manual coordination.
Overview
Full matter lifecycle without coordination overhead.
Matter Manager handles the operational layer of legal practice: conflict of interest checks against all existing matters and clients, attorney assignment based on practice area and capacity, engagement letter drafting and fee arrangement management.
Matter timeline and milestone tracking, budget vs. actual monitoring, and matter status reporting give firm leadership real-time visibility across all active matters. Cross-matter relationship analysis surfaces risks and opportunities across the portfolio.
Highlights
Why teams choose Matter Manager
Conflict of interest check
Every new client and matter checked against the full conflicts database — instant, comprehensive, and documented.
Engagement and billing
Engagement letter drafting, fee arrangement management, and budget-vs-actual tracking across all matters.
Portfolio visibility
Real-time matter status, milestone tracking, and cross-matter relationship analysis for firm leadership.
Workflow
How it works
Open and conflict check
New matter opened. Conflict check runs automatically against all existing clients and matters.
Assign and engage
Attorney assigned by practice area and capacity. Engagement letter drafted and fee arrangement set.
Track and close
Milestones, billing, and status tracked through to matter closure and file management.
Experience
See Matter Manager in action
Matter pipeline view
Conflict check report
Activate Matter Manager today
Explore pricing to deploy Matter Manager in your workflow — with source citations, structured output, and professional guardrails.