Legal Matter Management Process
(Redirected from Legal Matter Management)
Jump to navigation
Jump to search
A Legal Matter Management Process is a document management process that facilitates the handling of legal matters, including the organization, tracking, and communication related to Legal Cases or matters.
- Context:
- It can feature Task Management components for assigning, tracking, and setting deadlines for activities.
- It can be supported by a Legal Matter Management System (that may be implemented with a legal matter management platform).
- It can support team and client communication to keep all parties informed about case developments and decisions.
- It can include automated workflows to increase efficiency, such as automating document generation and billing processes.
- It can utilize reporting and analytics to gauge matter profitability and performance.
- It can integrate with other legal tools and applications for streamlined operations.
- It can enforce compliance tracking to ensure legal deadlines and regulations are met.
- ...
- Example(s):
- one that uses a platform like Clio to manage case profiles, documents, and billing for a legal practice.
- Implementing LawVu to enable collaboration among legal team members and provide analytics on case performance.
- Adopting Onit for workflow automation in complex corporate legal environments.
- Utilizing SimpleLegal for its document management and task tracking functionalities geared towards legal operations.
- Deploying ServiceNow for its ability to integrate with other enterprise systems and provide a comprehensive legal matter management solution.
- …
- Counter-Example(s):
- A Generic Project Management Process that does not cater to the specific needs of legal practice.
- A Customer Relationship Management Process focused on sales and customer service, rather than legal matters.
- …
- See: Contract Management.
References
2023
- (GBard, 2023) ⇒ Author Unknown. (2023). “Efficient Legal Matter Management Best Practices.” In: Online Legal Tech Publication.
- QUOTE: Legal Matter Management is the process of efficiently organizing and managing all information and activities related to a Legal Case or matter. It encompasses everything from intake and initial client communications to research, document management, deadlines, billing, and case closure.
- Organization includes centralized storage, matter profiles, and task management.
- Collaboration involves team and client communication, as well as document sharing.
- Efficiency is achieved through automated workflows, reporting and analytics, and integration with other systems.
- Risk management includes compliance tracking, data security, and conflict checking.
- Benefits span from increased efficiency and reduced errors to better client service and enhanced profitability.
- Tools such as Clio, LawVu, Onit, SimpleLegal, and ServiceNow can aid in legal matter management.
- ...
- QUOTE: Legal Matter Management is the process of efficiently organizing and managing all information and activities related to a Legal Case or matter. It encompasses everything from intake and initial client communications to research, document management, deadlines, billing, and case closure.