Centralize workflow, collaboration, and reporting

Built for matter management and operations

Integrated Matter Solution

A single dashboard to manage matters gives legal teams the power to organize tasks, channels, and files into one central location and collaborate securely and efficiently. Built-in compliance modules help law firms maintain legal and regulatory compliance.

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Gain visibility into all tasks related to a single matter and assign tasks to colleagues and external guests. See all upcoming and overdue tasks from the task dashboard or calendar view. Matter admins can create a set of templated tasks by matter type.

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Workstorm’s private-by-default channels associate communications by matter and offer secure collaboration with internal and external stakeholders. Through channels, teams can collaborate, share files, create tasks, and start a video conference with one click.

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Organize files by matter and keep critical documents top of mind and easy to find. Legal teams are confident they are working from the latest drafts and have the necessary information to move projects along. Integration with document management systems like Microsoft 365, Google Workspace, iManage, Box, and Dropbox keep everyone connected.

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Reporting highlights productivity, resource allocation, and deadlines, which impacts future decision making and predicting outcomes.

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Executives

Safeguard privileged communication and get the structured data you need to make informed decisions to improve efficiency:

  • Actionable reports
  • Information governance controls
  • Connection to critical operations apps
  • Built-in compliance and data retention module
  • Flexible deployment options
  • End-to-end encryption
  • Enforced MFA and SSO

STREAMLINE OPERATIONS

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Legal Teams

Improve productivity and workflow management:

  • Matter dashboards
  • Automated workflows
  • Integrative task management
  • Connection to critical workflow apps
  • Secure and private communication with external parties
  • Quickly search for and access matter related content

EXPLORE FEATURES

Integrations

Workstorm is designed to optimize the management and workflow of legal teams. A main component of this is being able to meet legal teams where they are and connect to the existing critical apps they already use. Workstorm brings together the necessary functionality to streamline efficiency and support cohesive workflow. Reach out to customer success to learn more about integrations.

Microsoft 365

Box

Dropbox

Legal Matter Management Software FAQs

Legal matter management software is essential for law firms and legal departments to organize, track, and manage legal cases and matters. It helps legal professionals streamline workflows associated with case management, including document management, time tracking, task management, and client communications.

Yes. External parties, such as clients or consultants can be assigned a task. External parties will only have access to the tasks they’ve been assigned. External parties may also be added to channels within a Workstream for quick communication that answers questions or shares updates.

Workstreams is Workstorm’s matter management feature that gives law firms the ability to manage each case from a single dashboard. Within each dashboard, a legal professional can see the details of the matter, a calendar view of upcoming and overdue tasks, files, tasks, and communication channels. A matter admin can create templates of tasks for quick deploying of a new matter. All internal and external users can view the tasks that the matter admin assigns to them. Matter admins can set priority level and due dates for tasks and assignees of tasks can update the task status.

The best legal matter management software is a solution that was built in collaboration with top AmLaw firms. As a legal matter management software, Workstorm offers inclusive task management coupled with native collaboration features. The result is an all-in-one legal software for law firms of all sizes.

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