Matter Management and Outside Counsel Management

Legal Files’ popularity with legal departments that handle a range of matters (i.e., contracts, advice, compliance, litigation, etc.) is unparalleled.  The legal matter management software is comprehensive, yet flexible, and can grow and change with a department’s needs.

Legal Files provides one, central location for all matter-related information—essential for your department’s successful operation.  With Legal Files, you can easily save emails to a matter with our seamless integrations, drag & drop documents directly to a matter, and become “paperless,” thanks to Legal Files’ integrated tools that can save any type of document, including scanned documents and images, to a matter. Legal Files can even monitor outside counsel and legal spend.  At-a-glance reporting tools, as well as customizable reports, help the department move from being reactive to proactive, and highlights the value your legal department delivers to the organization.

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Features of the Matter Management Software

With all the resources your legal department needs ─matter, email, litigation, legal spend, document & contract management, eBilling and reporting, outside collaboration features, integrated calendars, and a tickler system ─you become more efficient and productive using Legal Files.

  • Manage matters and documents
    • Enterprise legal management
    • One central location for all matter related information
    • User configurable dashboard
    • Custom screens/fields to track data for all matter types
    • Custom file menus for your matter types
    • Automatic email notification triggers
    • Calendars/scheduling
    • Task and deadline management
    • User Assignment and Reassignment Wizard
    • Built-in document management
    • Document text searching
    • Document & scanned image attachment ability
    • Email (and attachments) management (Outlook, IBM Lotus, GroupWise or Gmail)
    • Litigation management
    • Office-wide contact management
    • Vendor/contract management
    • Legal holds
    • Document assembly
    • Access/edit rights
    • Matter notes, including alerts
    • Document retention
    • Audit trail
    • System mobility
    • Mobile app for the iPad® and iPhone®
  • Monitor and approve costs, budgets and legal invoices
  • Generate meaningful reports
    • Query data in numerous ways with built-in, flexible reporting tools and export directly to Excel
    • Leverage 90+ standards reports and 25+ Management Dashboard reports
    • Generate custom reports that fulfill your department’s unique and changing needs
    • Identify and address priority matters and litigation exposures
    • Work with any ODBC compliant report writer or integrate directly with Crystal Reports
  • Enterprise legal management
  • One central location for all matter related information
  • User configurable dashboard
  • Custom screens/fields to track data for all matter types
  • Custom file menus for your matter types
  • Automatic email notification triggers
  • Calendars/scheduling
  • Task and deadline management
  • User Assignment and Reassignment Wizard
  • Built-in document management
  • Document text searching
  • Document & scanned image attachment ability
  • Email (and attachments) management (Outlook, IBM Lotus, GroupWise or Gmail)
  • Litigation management
  • Office-wide contact management
  • Vendor/contract management
  • Legal holds
  • Document assembly
  • Access/edit rights
  • Matter notes, including alerts
  • Document retention
  • Audit trail
  • System mobility
  • Mobile app for the iPad® and iPhone®
  • Query data in numerous ways with built-in, flexible reporting tools and export directly to Excel
  • Leverage 90+ standards reports and 25+ Management Dashboard reports
  • Generate custom reports that fulfill your department’s unique and changing needs
  • Identify and address priority matters and litigation exposures
  • Work with any ODBC compliant report writer or integrate directly with Crystal Reports

Next-Generation Benefits

From easily customizing the platform to managing expenses to accessing your dashboard wherever you are, Legal Files is there to support your day every step of the way.

Stay current with Manage My Day.

Your own customized dashboard with reminders, messages, alerts and more. 

Legal Files relieves stress of contract management

No need to rely on IT.

Non-technical tools empower key staff to meet current and future requirements.

Matter Management for Corporate

Document management features make access a breeze.

Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.

Extensive document assembly features make your day easier.

Quickly create new documents by tapping into  the document assembly feature.

Access to Legal Files anywhere, anytime.

Support a virtual office with access to your Legal Files information –at home or on the road.

Case Management Software for Investigators

Rely on a calendar that does it all.

Track key dates & deadlines. Avoid scheduling conflicts. Choose from multiple views.

Case Management for Law Firm

Manage that email mess!

Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze. 

What Our Customers Say

BMW Financial Services Sarah Belknap
"Legal Files definitely helps keep us sane."
Thrivent Financial Alayne P. Russom, Senior Paralegal
"With Legal Files, I have confidence that Legal Holds are being properly tracked."
Rheem Manufacturing Company Lisa Ricca, Claims Manager
"Legal Files is customizable. You can gather and capture any information you want."
Foundation Building Materials Ric Tilley
"Legal Files is a one-stop shop."

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Case Studies

Illinois Education Association
Illinois Education Association chooses Legal Files for its matter/document/email management tools
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Rheem Manufacturing Company
Rheem Manufacturing Company chooses Legal Files for its simplicity and user friendliness
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TD Bank
TD Bank chooses Legal Files because of Lotus Notes integration and document management functionality
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans chooses Legal Files for file management, automated workflows and legal holds...
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Stewart Title Guaranty Company
Stewart Title Guaranty Company is a subsidiary of Stewart Information Services Corporation, a technology-driven, strategically...
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Matter Management for Legal Departments

Essential Features to Maximize Your Return on Investment

Matter Management for Legal Departments Essential Features to Maximize Your Return on Investment

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