Traditional Matter Management Tools are your Biggest Risk
Matter management solutions have filled the market for years.
Why do so many fail to meet the inclusive needs of a law firm?
These tools were built to focus on one to two leading functions such as billing, tasks, or document management. This narrow focus results in overlapping technology, toggle tax, and poor firm-wide adoption. The ripple effect further impacts billing and revenue, information governance, and work productivity.
Workstorm was built to help law firm operations teams succeed.
A productive matter management platform protects the privacy of privileged and confidential information; automates workflow and process; and manages budget and resource allocations. Workstorm offers operations teams a secure and centralized solution that provides privacy guardrails and actionable data to improve firm wide efficiency. As a result, law firms have the tools they need to prioritize client service, mitigate risk, and maximize profits.
Automate and Scale
Meet with legal ops and IT teams to review current automated workflows and discuss bottlenecks and ways to improve standard processes. Use Workstorm’s workflow analytics to determine how automation is impacting progress on critical matters. During meetings, analyze recent workflow automation reports to identify pain points such as manual handoffs, redundant approvals, or delays triggered by missing data. At the end of meetings, map out new workflow frameworks that aim to reduce manual and repetitive tasks, which distract legal teams from valuable client work.
Result: Improved process
Track and Manage
Meet with your partners to review customized dashboards that aggregate legal spend analytics, matter progress, and resource utilization. During meetings, share insights that will drive strategic decisions on staffing, budgeting, and client communication approaches. Integrated reports assess legal team performance and identify new opportunities to streamline processes. Draft action plans and incorporate insights that refine and expand workflow automation capabilities—including escalation paths and adaptive routing based on matter complexity.
Result: Visibility and custom reports tailored to your law firm
Set and Maintain
In coordination with the compliance team, leverage Workstorm to set and maintain compliance policies tailored to specific matter types. Assign precise standards appropriate for the sensitivity and nature of your firm’s cases and standardize compliance efforts across your firm. After talking with compliance, if one particular matter needs to be reviewed, you can run the built-in compliance module. Your compliance lead can export the audit for further action. Altogether, Workstorm empowers you to maintain compliance governance, streamline audit exports, and protect client confidentiality with greater confidence and efficiency.
Result: Peace of mind over information governance
Control Information Governance
Role-based access separates information governance personnel from the details of the matter
Control
Governance Administrators specify the Workstreams by matter, apply compliance and retention polices, and segregate information
Manage
Matter Administrators manage Workstreams for the matter and control who has access to pertinent information and files
The Efficiency of Workstorm’s Integrated Platform
Automation
- Automate manual/repetitive tasks
- Quickly deploy input and case management templates
- Template standard process and workflow to scale firm and departments
- Integrate workflow from iManage, NetDocs, Microsoft, Google, Box and more
Reporting
- Auto-generate custom reports
- Aggregate task data and resource allocation
- Gain insights on utilization of fixed fee matters
Security
- Enforced multi-factor authentication
- Secure sign-on enabled
- End-to-end encryption
- SOC 2, HIPAA compliant
Built-In Compliance
- Set custom retention policies by matter
- Export to discovery or records retention systems
- Apply granular legal holds
Deployment Options
- Cloud
- Private cloud
- On-premises
Take a Deeper Dive
Workstorm is your strategic partner to improve legal operations. If you have additional questions, please reach out: