Matter Management and Outside Counsel Management
Legal Files’ popularity with legal departments that handle a range of matters (i.e., contracts/leases, corporate legal software, employment/human resources, 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 corporate legal software provides one, central location for all matter-related information—essential for your department’s successful operation. With our corporate legal software, 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 corporate legal software can even monitor outside counsel and legal spend, or be used for employee and labor relations case management. 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. Corporate legal teams understand how difficult it is to manage thousands of new legal matters yearly from external and internal sources. An attempt to manually manage or handle this challenge is no longer an option. The ability to automate the activities surrounding the corporate legal process not only reduces the workload significantly but also leads to more positive results. Legal workers can use corporate matter management as a centralized source to manage the routine processes of running reports, opening matters, managing workflow, and so on. With Legal File’s popularity with legal departments, its legal matter management software is comprehensive enough to handle every legal department’s needs.
Legal Files was recognized as one of the 20 Most Promising Legal Tech Solution Providers. Click on the CIO Review icon above to read the accompanying article, “Streamlining Case and Matter Management.”
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- Easily manage outside counsel activities with extensive invoice/expense management and reporting/tracking capabilities
- Access via the web
- Budget by matter
- Support the LEDES (Legal Electronic Data Exchange Standard) format
- Categorize by date, amount, type, outside counsel, business group, etc.
- Validate against billing guidelines
- Customize invoice approval workflow
- Automatically track and approve expenses using e-Billing module
- Determine budget status
- Create sub-budgets
- Track and report time and internal costs
- Easily manage outside counsel activities with extensive invoice/expense management and reporting/tracking capabilities
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®
- Easily manage outside counsel activities with extensive invoice/expense management and reporting/tracking capabilities
- Access via the web
- Budget by matter
- Support the LEDES (Legal Electronic Data Exchange Standard) format
- Categorize by date, amount, type, outside counsel, business group, etc.
- Validate against billing guidelines
- Customize invoice approval workflow
- Automatically track and approve expenses using e-Billing module
- Determine budget status
- Create sub-budgets
- Track and report time and internal costs
- 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.
Host your data on premises or in the Cloud, whichever works best for your office.
Centralize your document store. Create your desired folder structure. Easily search for and retrieve any document you’ve created or attached to a file.
Quickly create new documents by tapping into the document assembly feature.
Support a virtual office with access to your Legal Files information –at home or on the road.
Your own customized dashboard with reminders, messages, alerts and more.
Non-technical tools empower key staff to meet current and future requirements.
Track key dates & deadlines. Avoid scheduling conflicts. Choose from multiple views.
Save emails and attachments to your case. Keep your inbox uncluttered. Make future retrieval a breeze.
What our customers say
CASE STUDIES
CannonDesign
Stewart Title Guaranty Company
Illinois Education Association
Thrivent Financial for Lutherans
RESEARCH PAPERS
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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